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WLY - John Wiley & Sons Inc Stock Price, Fair Value and News
38.34
USD
+0.68
(+1.81%)
Market Closed
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WLY
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Funds-Owners-Holders
Which funds bought or sold WLY recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-04-30
JFS WEALTH ADVISORS, LLC
ADDED
Premium
Premium
Premium
Premium
32.00
2024-04-30
Avior Wealth Management, LLC
NEW
Premium
Premium
Premium
Premium
24.00
2024-04-30
MISSION WEALTH MANAGEMENT, LP
ADDED
Premium
Premium
Premium
Premium
11,629
2024-04-30
Ceredex Value Advisors LLC
ADDED
Premium
Premium
Premium
Premium
211,899
2024-04-30
Private Wealth Management Group, LLC
UNCHANGED
Premium
Premium
Premium
Premium
39.00
2024-04-29
PRINCIPAL FINANCIAL GROUP INC
REDUCED
Premium
Premium
Premium
Premium
218,268
2024-04-29
Summit Global Investments
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-29
SYCOMORE ASSET MANAGEMENT
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-29
Allspring Global Investments Holdings, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-29
GHE, LLC
UNCHANGED
Premium
Premium
Premium
Premium
6,290
2024-04-29
COMMONWEALTH EQUITY SERVICES, LLC
ADDED
Premium
Premium
Premium
Premium
8,430
2024-04-29
KLINGENSTEIN FIELDS & CO LP
UNCHANGED
Premium
Premium
Premium
Premium
8,608
2024-04-26
First Horizon Advisors, Inc.
UNCHANGED
Premium
Premium
Premium
Premium
476
2024-04-26
YOUSIF CAPITAL MANAGEMENT, LLC
REDUCED
Premium
Premium
Premium
Premium
18,928
2024-04-26
SYSTM Wealth Solutions LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-26
UMB Bank, n.a.
NEW
Premium
Premium
Premium
Premium
16.00
2024-04-25
Zurcher Kantonalbank (Zurich Cantonalbank)
REDUCED
Premium
Premium
Premium
Premium
10,187
2024-04-25
Bank of New York Mellon Corp
ADDED
Premium
Premium
Premium
Premium
1,278,550
2024-04-25
SIMPLEX TRADING, LLC
REDUCED
Premium
Premium
Premium
Premium
964
2024-04-25
Allworth Financial LP
UNCHANGED
Premium
Premium
Premium
Premium
10.00
2024-04-25
Verdence Capital Advisors LLC
NEW
Premium
Premium
Premium
Premium
7,200
2024-04-25
Lindbrook Capital, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-25
NEW YORK STATE TEACHERS RETIREMENT SYSTEM
REDUCED
Premium
Premium
Premium
Premium
62,402
2024-04-24
RAYMOND JAMES TRUST N.A.
ADDED
Premium
Premium
Premium
Premium
18,274
2024-04-24
DekaBank Deutsche Girozentrale
SOLD OFF
Premium
Premium
Premium
Premium
-
Rows per page:
10
25
50
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1–25 of 310
Which funds are the top buyers of WLY?
Fund Name
# Shares
$ Value
% Port.
BlackRock Inc.
6,783,270
215,301,000
-
VANGUARD GROUP INC
5,466,210
173,498,000
-
Clarkston Capital Partners, LLC
4,234,070
134,389,000
2.49%
STATE STREET CORP
2,471,600
79,307,100
-
DIMENSIONAL FUND ADVISORS LP
1,769,200
56,154,700
0.02%
SCHRODER INVESTMENT MANAGEMENT GROUP
1,402,000
44,499,500
0.06%
Bank of New York Mellon Corp
1,278,550
48,751,100
0.01%
PALISADE CAPITAL MANAGEMENT, LP
978,899
31,070,300
0.82%
Burgundy Asset Management Ltd.
950,838
30,179,600
0.34%
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
872,362
27,688,800
0.08%
Rows per page:
10
1–10 of 97
Which funds have put a big percent of portfolio in WLY?
Fund Name
$ Value
% Port.
Clarkston Capital Partners, LLC
134,389,000
2.49%
SCALAR GAUGE MANAGEMENT, LLC
2,361,460
2.24%
APPLETON GROUP, LLC
281,266
0.98%
J. Goldman & Co LP
23,755,900
0.96%
PALISADE CAPITAL MANAGEMENT, LP
31,070,300
0.82%
CALDWELL SUTTER CAPITAL, INC.
1,505,690
0.72%
BONNESS ENTERPRISES INC
1,845,490
0.67%
Access Investment Management LLC
1,387,200
0.52%
CLARK ESTATES INC/NY
2,856,600
0.48%
Uncommon Cents Investing LLC
1,447,220
0.44%
Rows per page:
10
1–10 of 99
Trend of No. of funds that hold WLY
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
Burgundy Asset Management Ltd.
30,179,600
NORGES BANK
7,501,620
RENAISSANCE TECHNOLOGIES LLC
3,549,000
SCALAR GAUGE MANAGEMENT, LLC
2,361,460
PFG Investments, LLC
2,032,670
PEAK6 Investments LLC
1,827,680
Access Investment Management LLC
1,387,200
Jump Financial, LLC
834,762
Additions
Fund Name
% Increased
Man Group plc
2,916
Walleye Trading LLC
2,817
FMR LLC
1,631
ACADIAN ASSET MANAGEMENT LLC
1,211
Engineers Gate Manager LP
827
Qube Research & Technologies Ltd
632
Petrus Trust Company, LTA
564
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
280
Reductions
Fund Name
% Reduced
AMUNDI
-99.05
Cubist Systematic Strategies, LLC
-97.75
JANICZEK WEALTH MANAGEMENT, LLC
-88.89
AQR CAPITAL MANAGEMENT LLC
-84.87
GSA CAPITAL PARTNERS LLP
-79.81
MACQUARIE GROUP LTD
-63.97
GOLDMAN SACHS GROUP INC
-62.49
Graham Capital Management, L.P.
-55.34
Sold off
Fund Name
$ Sold
Champlain Investment Partners, LLC
-74,439,400
FEDERATED HERMES, INC.
-17,842,400
SYCOMORE ASSET MANAGEMENT
-2,941,000
Trexquant Investment LP
-2,902,530
Summit Global Investments
-1,412,000
Ergoteles LLC
-1,246,010
Schonfeld Strategic Advisors LLC
-1,239,950
FOX RUN MANAGEMENT, L.L.C.
-1,165,130