Skip to main content

John Wiley & Sons, Inc.

WLY
Exchange
NYSE
Industry
Books: Publishing or Publishing & Printing
SEC CIK
0000107140

No open-market purchases or sales by John Wiley & Sons, Inc. insiders were filed in the last 90 days; 266 institutions reported holding it in 13F filings for Q2 2026, worth $2.03B in total; no superinvestor holds it.

Other share classesWLYB

13F holders, Q1 2021

Institutional positions in John Wiley & Sons, Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
237
No complete 13F data for Q4 2020
Shares held
41.6M
No complete 13F data for Q4 2020
Total value
$2.25B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting WLY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 237 institutions
Q1 2021: 237 institutionsQ2 2021: 234 institutionsQ3 2021: 232 institutionsQ4 2021: 246 institutionsQ1 2022: 229 institutionsQ2 2022: 242 institutionsQ3 2022: 228 institutionsQ4 2022: 222 institutionsQ1 2023: 230 institutionsQ2 2023: 221 institutionsQ3 2023: 239 institutionsQ4 2023: 236 institutionsQ1 2024: 213 institutionsQ2 2024: 241 institutionsQ3 2024: 235 institutionsQ4 2024: 244 institutionsQ1 2025: 256 institutionsQ2 2025: 269 institutionsQ3 2025: 251 institutionsQ4 2025: 236 institutionsQ1 2026: 249 institutionsQ2 2026: 266 institutions
Value heldQ1 2021: $2.25B
Q1 2021: $2.25BQ2 2021: $2.58BQ3 2021: $2.18BQ4 2021: $2.33BQ1 2022: $2.17BQ2 2022: $1.92BQ3 2022: $1.53BQ4 2022: $1.65BQ1 2023: $1.57BQ2 2023: $1.40BQ3 2023: $1.50BQ4 2023: $1.28BQ1 2024: $1.53BQ2 2024: $1.59BQ3 2024: $1.96BQ4 2024: $1.82BQ1 2025: $1.85BQ2 2025: $1.86BQ3 2025: $1.68BQ4 2025: $1.27BQ1 2026: $1.60BQ2 2026: $2.03B
Institutions holding WLY and their total value by quarter
QuarterHoldersValue
Q2 2026266$2.03B
Q1 2026249$1.60B
Q4 2025236$1.27B
Q3 2025251$1.68B
Q2 2025269$1.86B
Q1 2025256$1.85B
Q4 2024244$1.82B
Q3 2024235$1.96B
Q2 2024241$1.59B
Q1 2024213$1.53B
Q4 2023236$1.28B
Q3 2023239$1.50B
Q2 2023221$1.40B
Q1 2023230$1.57B
Q4 2022222$1.65B
Q3 2022228$1.53B
Q2 2022242$1.92B
Q1 2022229$2.17B
Q4 2021246$2.33B
Q3 2021232$2.18B
Q2 2021234$2.58B
Q1 2021237$2.25B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding John Wiley & Sons, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding WLY in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC8$00.00%––
Fuller & Thaler Asset Management, Inc.1$00.00%––
Earnest Partners LLC6$00.00%––
Patriot Financial Group Insurance Agency, LLC8$00.00%––
Berman Capital Advisors, LLC10$00.00%––
Creative Financial Designs Inc10$1.00K0.00%––
TD Private Client Wealth LLC28$1.52K0.00%––
Meridian Wealth Partners, LLC33$2.00K0.00%––
Concord Wealth Partners28$2.00K0.00%––
Ameritas Investment Company, LLC38$2.06K0.00%––
Quadrant Capital Group LLC61$3.00K0.00%––
FourThought Financial, LLC90$4.00K0.00%––
Baldwin Brothers Inc100$5.00K0.00%––
Gables Capital Management Inc.100$5.00K0.00%––
Gemmer Asset Management LLC115$6.00K0.00%––
Harbour Investments, Inc.121$7.00K0.00%––
Baillie Gifford & Co153$8.00K0.00%––
Steward Partners Investment Advisory, LLC201$10.9K0.00%––
Signaturefd, LLC262$14.0K0.00%––
Northwestern Mutual Wealth Management Co278$15.0K0.00%––
O'Shaughnessy Asset Management, LLC339$18.0K0.00%––
Sandy Spring Bank414$22.0K0.00%––
American Portfolios Advisors443$24.0K0.00%––
Geneos Wealth Management Inc.500$28.0K0.00%––
IFP Advisors, Inc571$31.0K0.00%––
Bessemer Group Inc636$34.0K0.00%––
JJJ Advisors Inc.622$34.0K0.01%––
FinTrust Capital Advisors, LLC755$41.0K0.01%––
Parallel Advisors, LLC797$43.0K0.00%––
First Horizon Advisors, Inc.953$52.0K0.00%––
First Manhattan Co1,150$62.0K0.00%––
Meeder Asset Management Inc1,314$71.0K0.00%––
Fieldpoint Private Securities, LLC1,304$71.0K0.02%––
DekaBank Deutsche Girozentrale1,327$73.0K0.00%––
US Bancorp1,498$81.0K0.00%––
American Research & Management Co.1,650$89.0K0.02%––
Blume Capital Management, Inc.1,713$93.0K0.04%––
HM Payson & Co1,765$96.0K0.00%––
Longfellow Investment Management Co LLC1,850$101.0K0.01%––
Carolina Wealth Advisors, LLC1,873$102.0K0.07%––
Enterprise Financial Services Corp2,000$108.0K0.02%––
Green Harvest Asset Management LLC3,500$126.0K0.03%––
Islay Capital Management, LLC2,592$140.0K0.12%––
Estabrook Capital Management2,800$151.8K0.02%––
Vestcor Inc3,113$169.0K0.01%––
Rockefeller Capital Management L.P.3,185$172.0K0.00%––
Bank of Montreal3,289$185.0K0.00%––
Shell Asset Management Co3,437$186.0K0.00%––
The PNC Financial Services Group, Inc.3,577$194.0K0.00%––
Nisa Investment Advisors, LLC4,000$217.0K0.00%––
Securian Asset Management, Inc4,036$219.0K0.00%––
Captrust Financial Advisors4,112$223.0K0.00%––
6 Meridian4,188$227.0K0.02%––
Fort, L.P.4,216$229.0K0.06%––
PDT Partners, LLC4,300$233.0K0.02%––
Blueshift Asset Management, LLC4,327$235.0K0.02%––
Crossmark Global Holdings, Inc.4,352$236.0K0.01%––
Pacer Advisors, Inc.4,640$251.0K0.00%––
CIBC World Markets Corp4,675$253.0K0.00%––
Xponance, Inc.4,678$254.0K0.01%––
Sycomore Asset Management5,006$268.0K0.05%––
Teacher Retirement System of Texas4,996$271.0K0.00%––
Victory Capital Management Inc4,992$271.0K0.00%––
Mitsubishi UFJ Trust & Banking Corp6,224$284.0K0.00%––
Kore Private Wealth LLC5,306$288.0K0.04%––
Amalgamated Bank5,393$292.0K0.01%––
Ironwood Investment Counsel, LLC5,395$292.0K0.08%––
State of Wisconsin Investment Board5,545$301.0K0.00%––
Gratus Capital LLC5,600$304.0K0.04%––
Verdence Capital Advisors LLC5,661$307.0K0.05%––
NEXT Financial Group, Inc5,735$311.0K0.03%––
Teachers Retirement System of the State of Kentucky5,753$312.0K0.00%––
Wellington Management Group LLP5,790$314.0K0.00%––
Shay Capital LLC6,051$328.0K0.09%––
Penbrook Management LLC6,100$331.0K0.24%––
Healthcare of Ontario Pension Plan Trust Fund6,141$333.0K0.00%––
Voya Investment Management LLC6,165$334.0K0.00%––
Rafferty Asset Management, LLC6,156$334.0K0.00%––
Bayesian Capital Management, LP6,195$336.0K0.08%––
M&T Bank Corp6,559$355.0K0.00%––
Point72 Hong Kong Ltd6,733$365.0K0.03%––
State of Alaska, Department of Revenue6,822$369.0K0.00%––
Advisory Services Network, LLC6,840$371.0K0.01%––
CWM Advisors, LLC6,912$375.0K0.06%––
Winton Group Ltd7,022$381.0K0.02%––
Teza Capital Management LLC7,226$392.0K0.08%––
Northwestern Mutual Investment Management Company, LLC7,263$394.0K0.01%––
Verity Asset Management, Inc.7,330$397.0K0.24%––
Public Employees Retirement Association of Colorado7,342$398.0K0.00%––
New Mexico Educational Retirement Board7,600$412.0K0.02%––
Neo Ivy Capital Management7,914$429.0K0.47%––
Tower Research Capital LLC (TRC)7,984$433.0K0.01%––
Metropolitan Life Insurance Co8,225$445.8K0.01%––
Krane Funds Advisors LLC8,250$447.0K0.02%––
Brown Brothers Harriman & Co8,400$455.0K0.00%––
Old Mission Capital LLC8,432$457.0K0.03%––
Oppenheimer & Co Inc8,495$461.0K0.01%––
Handelsbanken Fonder AB8,837$479.0K0.00%––
LMR Partners LLP9,145$496.0K0.01%––
Exchange Traded Concepts, LLC9,626$522.0K0.02%––