GRANDFIELD & DODD, LLC WLY — WILEY JOHN & SONS INC CL A

Ownership history in GRANDFIELD & DODD, LLC  ·  67 quarters on record

AI Ownership Summary

GRANDFIELD & DODD, LLC reported WILEY JOHN & SONS INC CL A (WLY) in 67 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.13% in 2023 Q4. The latest visible filing shows WLY at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WLY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GRANDFIELD & DODD, LLC's position in WILEY JOHN & SONS INC CL A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

WLY was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WLY stock page GRANDFIELD & DODD, LLC fund profile GRANDFIELD & DODD, LLC full holdings
How GRANDFIELD & DODD, LLC held WLY — position size vs. price
% of Fund (quarterly)    WLY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 5.9% -22.6% ✅ 5,555 -347 -5.9% 0.01% $225K 2025-10-30 $35.84
2025 Q2 REDUCED 20.0% -9.8% ✅ 5,902 -1,474 -20.0% 0.02% $263K 2025-08-08 $37.59
2025 Q1 REDUCED 60.9% +1.0% ❌ 7,376 -11,511 -60.9% 0.02% $329K 2025-05-02 $42.66
2024 Q4 REDUCED 18.3% +1.9% ❌ 18,887 -4,230 -18.3% 0.05% $826K 2025-02-06 $39.50
2024 Q3 REDUCED 23.6% -8.3% ✅ 23,117 -7,143 -23.6% 0.07% $1.1M 2024-11-08 $49.35
2024 Q2 REDUCED 36.6% +19.5% ❌ 30,260 -17,449 -36.6% 0.08% $1.2M 2024-08-09 $42.52
2024 Q1 REDUCED 17.3% +7.7% ❌ 47,709 -9,981 -17.3% 0.11% $1.8M 2024-05-06 $36.43
2023 Q4 REDUCED 70.9% +21.0% ❌ 57,690 -140,500 -70.9% 0.13% $1.8M 2024-01-31 $31.26
59 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WLY

As of 2026 Q1 — sorted by position size

Brickwood Asset Management LLP 0.77% Kendall Capital Management 3Y 7Y 0.7% Uncommon Cents Investing LLC 3Y 7Y 0.3% Cardinal Capital Management 3Y 7Y 0.25% Silverberg Bernstein Capital Management LLC 0.17% Counterpoint Mutual Funds LLC 3Y 0.09% HARBOR CAPITAL ADVISORS, INC. 3Y 0.07% North Star Investment Management Corp. 3Y 7Y 0.05% ADIRONDACK TRUST CO 3Y 7Y 0.03% Louisiana State Employees Retirement System 3Y 7Y 0.01%

FAQ About GRANDFIELD & DODD, LLC and WLY

These are the practical questions this page is built to answer before you even open the full history table.

How long has GRANDFIELD & DODD, LLC reported owning WLY?

GRANDFIELD & DODD, LLC reported WLY across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported WLY position in GRANDFIELD & DODD, LLC's portfolio?

The largest reported portfolio weight for WLY was 0.13% in 2023 Q4.

What is the latest reported WLY position on this page?

The most recent filing on this page is 2025 Q3, when GRANDFIELD & DODD, LLC reported 5,555 shares, equal to 0.01% of portfolio, with an estimated market value of $225K.

What does the chart on this WLY ownership page compare?

The chart compares GRANDFIELD & DODD, LLC's quarterly WLY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GRANDFIELD & DODD, LLC time their WLY position?

Based on 13F filing dates vs. subsequent WLY price moves, GRANDFIELD & DODD, LLC correctly timed 36 out of 66 reported position changes (55%). The annualised alpha on WLY relative to SPY over the holding period was -10.1%.

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