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, Q2 2021
Institutional positions in John Wiley & Sons, Inc. as of Jun 30, 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
- 234
- −2 vs. Q1 2021
- Shares held
- 42.8M
- +1.40M (+3.4%) vs. Q1 2021
- Total value
- $2.58B
- +$330.7M (+14.7%) vs. Q1 2021
- New holders
- 30
- 73 more added
- Sold out
- 32
- 94 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 266 | $2.03B |
| Q1 2026 | 249 | $1.60B |
| Q4 2025 | 236 | $1.27B |
| Q3 2025 | 251 | $1.68B |
| Q2 2025 | 269 | $1.86B |
| Q1 2025 | 256 | $1.85B |
| Q4 2024 | 244 | $1.82B |
| Q3 2024 | 235 | $1.96B |
| Q2 2024 | 241 | $1.59B |
| Q1 2024 | 213 | $1.53B |
| Q4 2023 | 236 | $1.28B |
| Q3 2023 | 239 | $1.50B |
| Q2 2023 | 221 | $1.40B |
| Q1 2023 | 230 | $1.57B |
| Q4 2022 | 222 | $1.65B |
| Q3 2022 | 228 | $1.53B |
| Q2 2022 | 242 | $1.92B |
| Q1 2022 | 229 | $2.17B |
| Q4 2021 | 246 | $2.33B |
| Q3 2021 | 232 | $2.18B |
| Q2 2021 | 234 | $2.58B |
| Q1 2021 | 237 | $2.25B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding John Wiley & Sons, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Earnest Partners LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 3 | $0 | 0.00% | +3 | New |
| Financial Management Professionals, Inc. | 6 | $0 | 0.00% | +6 | New |
| PNC Managed Account Solutions, Inc. | 4 | $0 | 0.00% | +4 | New |
| Creative Financial Designs Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 30 | $1.80K | 0.00% | +2+7.1% | Added |
| Concord Wealth Partners | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 18 | $2.00K | 0.00% | +18 | New |
| Fifth Third Bancorp | 65 | $4.00K | 0.00% | +65 | New |
| FourThought Financial, LLC | 90 | $5.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $6.00K | 0.00% | +100 | New |
| Simplex Trading, LLC | 114 | $6.00K | 0.00% | +114 | New |
| Harbour Investments, Inc. | 116 | $7.00K | 0.00% | −5−4.1% | Reduced |
| Gemmer Asset Management LLC | 117 | $7.00K | 0.00% | +2+1.7% | Added |
| Carolina Wealth Advisors, LLC | 134 | $8.00K | 0.01% | −1,739−92.8% | Reduced |
| Baillie Gifford & Co | 153 | $9.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 150 | $9.00K | 0.00% | +89+145.9% | Added |
| Steward Partners Investment Advisory, LLC | 201 | $12.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 232 | $14.0K | 0.00% | −30−11.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 276 | $17.0K | 0.00% | −63−18.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 301 | $18.0K | 0.00% | +23+8.3% | Added |
| Neo Ivy Capital Management | 462 | $28.0K | 0.03% | −7,452−94.2% | Reduced |
| American Portfolios Advisors | 469 | $28.2K | 0.00% | +26+5.9% | Added |
| Geneos Wealth Management Inc. | 500 | $30.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 571 | $34.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 601 | $36.0K | 0.01% | −154−20.4% | Reduced |
| Bessemer Group Inc | 636 | $38.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 667 | $40.0K | 0.01% | +45+7.2% | Added |
| Parallel Advisors, LLC | 822 | $49.0K | 0.00% | +25+3.1% | Added |
| First Horizon Advisors, Inc. | 937 | $56.0K | 0.00% | −16−1.7% | Reduced |
| Lazard Asset Management LLC | 1,034 | $62.0K | 0.00% | +1,034 | New |
| First Manhattan Co | 1,150 | $69.0K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,158 | $70.0K | 0.03% | −555−32.4% | Reduced |
| Meeder Asset Management Inc | 1,276 | $77.0K | 0.00% | −38−2.9% | Reduced |
| Fieldpoint Private Securities, LLC | 1,399 | $82.0K | 0.02% | +95+7.3% | Added |
| US Bancorp | 1,490 | $90.0K | 0.00% | −8−0.5% | Reduced |
| American Research & Management Co. | 1,650 | $99.0K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 1,765 | $106.0K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 1,835 | $110.0K | 0.01% | +1,835 | New |
| Enterprise Financial Services Corp | 2,000 | $120.0K | 0.02% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 3,500 | $126.0K | 0.02% | 00.0% | Unchanged |
| Estabrook Capital Management | 2,800 | $168.5K | 0.03% | 00.0% | Unchanged |
| Vestcor Inc | 3,113 | $187.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,185 | $191.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 3,277 | $197.0K | 0.00% | −15,549−82.6% | Reduced |
| Nisa Investment Advisors, LLC | 3,520 | $212.0K | 0.00% | −480−12.0% | Reduced |
| Public Employees Retirement System of Ohio | 3,563 | $214.0K | 0.00% | −22,852−86.5% | Reduced |
| Evercore Wealth Management, LLC | 3,564 | $215.0K | 0.00% | +3,564 | New |
| Guggenheim Capital LLC | 3,614 | $217.0K | 0.00% | +3,614 | New |
| Shell Asset Management Co | 3,637 | $219.0K | 0.00% | +200+5.8% | Added |
| Profund Advisors LLC | 3,703 | $222.0K | 0.01% | +3,703 | New |
| Winton Group Ltd | 3,752 | $226.0K | 0.01% | −3,270−46.6% | Reduced |
| Crossmark Global Holdings, Inc. | 3,800 | $229.0K | 0.01% | −552−12.7% | Reduced |
| Securian Asset Management, Inc | 3,936 | $237.0K | 0.00% | −100−2.5% | Reduced |
| Bank of Montreal | 4,075 | $241.0K | 0.00% | +786+23.9% | Added |
| Captrust Financial Advisors | 4,025 | $242.0K | 0.00% | −87−2.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 4,038 | $243.0K | 0.00% | −2,103−34.2% | Reduced |
| 6 Meridian | 4,039 | $243.0K | 0.02% | −149−3.6% | Reduced |
| Integrated Investment Consultants, LLC | 4,100 | $247.0K | 0.07% | +4,100 | New |
| Verition Fund Management LLC | 4,283 | $258.0K | 0.00% | +4,283 | New |
| KB Financial Partners, LLC | 4,279 | $258.0K | 0.10% | +4,279 | New |
| Verdence Capital Advisors LLC | 4,321 | $260.0K | 0.04% | −1,340−23.7% | Reduced |
| Pacer Advisors, Inc. | 4,586 | $276.0K | 0.00% | −54−1.2% | Reduced |
| AMP Capital Investors Ltd | 4,600 | $277.0K | 0.00% | +4,600 | New |
| The PNC Financial Services Group, Inc. | 4,813 | $290.0K | 0.00% | +1,236+34.6% | Added |
| Victory Capital Management Inc | 4,842 | $291.0K | 0.00% | −150−3.0% | Reduced |
| Gratus Capital LLC | 4,900 | $295.0K | 0.03% | −700−12.5% | Reduced |
| Kore Private Wealth LLC | 5,306 | $319.0K | 0.04% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 5,385 | $324.0K | 0.00% | −771−12.5% | Reduced |
| NEXT Financial Group, Inc | 5,414 | $326.0K | 0.03% | −321−5.6% | Reduced |
| Ironwood Investment Counsel, LLC | 5,460 | $328.0K | 0.09% | +65+1.2% | Added |
| Teachers Retirement System of the State of Kentucky | 5,753 | $346.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 5,861 | $347.0K | 0.00% | −363−5.8% | Reduced |
| Teacher Retirement System of Texas | 5,869 | $353.0K | 0.00% | +873+17.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 5,901 | $355.0K | 0.00% | +5,901 | New |
| Campbell & CO Investment Adviser LLC | 5,950 | $358.0K | 0.15% | +5,950 | New |
| Advisor Group Holdings, Inc. | 6,381 | $360.0K | 0.00% | −8,445−57.0% | Reduced |
| Penbrook Management LLC | 6,100 | $367.0K | 0.23% | 00.0% | Unchanged |
| Teza Capital Management LLC | 6,119 | $368.0K | 0.06% | −1,107−15.3% | Reduced |
| M&T Bank Corp | 6,188 | $372.0K | 0.00% | −371−5.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 6,323 | $381.0K | 0.00% | +6,323 | New |
| Neuberger Berman Group LLC | 7,208 | $409.0K | 0.00% | −4,867−40.3% | Reduced |
| Xponance, Inc. | 6,810 | $410.0K | 0.01% | +2,132+45.6% | Added |
| Advisory Services Network, LLC | 6,984 | $420.0K | 0.01% | +144+2.1% | Added |
| CWM Advisors, LLC | 7,128 | $429.0K | 0.06% | +216+3.1% | Added |
| Assenagon Asset Management S.A. | 7,193 | $433.0K | 0.00% | +7,193 | New |
| Northwestern Mutual Investment Management Company, LLC | 7,251 | $436.0K | 0.01% | −12−0.2% | Reduced |
| Public Employees Retirement Association of Colorado | 7,342 | $442.0K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 7,694 | $463.0K | 0.01% | −43,956−85.1% | Reduced |
| Two Sigma Advisers, LP | 8,200 | $493.0K | 0.00% | +8,200 | New |
| Fort, L.P. | 8,400 | $506.0K | 0.15% | +4,184+99.2% | Added |
| Oppenheimer & Co Inc | 8,495 | $511.0K | 0.01% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 8,726 | $525.0K | 0.01% | +8,726 | New |
| Tower Research Capital LLC (TRC) | 8,805 | $530.0K | 0.01% | +821+10.3% | Added |
| Handelsbanken Fonder AB | 8,837 | $532.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 8,935 | $536.0K | 0.01% | +2,113+31.0% | Added |