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, Q3 2021
Institutional positions in John Wiley & Sons, Inc. as of Sep 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
- 232
- +2 vs. Q2 2021
- Shares held
- 41.7M
- −139.0K (−0.3%) vs. Q2 2021
- Total value
- $2.18B
- −$339.0M (−13.5%) vs. Q2 2021
- New holders
- 29
- 71 more added
- Sold out
- 27
- 88 more reduced
4 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding John Wiley & Sons, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Earnest Partners LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2 | $0 | 0.00% | −6−75.0% | Reduced |
| Berman Capital Advisors, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 1 | $0 | 0.00% | +1 | New |
| Bartlett & Co. Wealth Management LLC | 14 | $731 | 0.00% | +14 | New |
| NEXT Financial Group, Inc | 13 | $1.00K | 0.00% | −5,401−99.8% | Reduced |
| Creative Financial Designs Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 14 | $1.00K | 0.00% | +14 | New |
| Carroll Financial Associates, Inc. | 32 | $1.00K | 0.00% | +32 | New |
| TD Private Client Wealth LLC | 30 | $1.57K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 33 | $2.00K | 0.00% | +33 | New |
| Eagle Bay Advisors LLC | 60 | $3.00K | 0.00% | +42+233.3% | Added |
| FourThought Financial, LLC | 90 | $4.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 117 | $6.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 114 | $6.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 110 | $6.00K | 0.00% | +110 | New |
| Quadrant Capital Group LLC | 140 | $7.00K | 0.00% | −10−6.7% | Reduced |
| Fifth Third Bancorp | 131 | $7.00K | 0.00% | +66+101.5% | Added |
| Global Retirement Partners, LLC | 135 | $7.00K | 0.00% | +135 | New |
| American Portfolios Advisors | 139 | $7.26K | 0.00% | −330−70.4% | Reduced |
| Baillie Gifford & Co | 153 | $8.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 167 | $9.00K | 0.00% | −65−28.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 201 | $10.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 315 | $16.0K | 0.00% | −10,654−97.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 301 | $16.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 315 | $16.0K | 0.00% | +315 | New |
| Point72 Hong Kong Ltd | 323 | $17.0K | 0.00% | +323 | New |
| Dark Forest Capital Management LP | 369 | $19.0K | 0.01% | +369 | New |
| Geneos Wealth Management Inc. | 500 | $26.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 571 | $30.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 607 | $32.0K | 0.01% | +6+1.0% | Added |
| Bessemer Group Inc | 636 | $33.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 667 | $35.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 829 | $43.0K | 0.00% | +7+0.9% | Added |
| First Horizon Advisors, Inc. | 937 | $48.0K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 1,090 | $57.0K | 0.00% | −745−40.6% | Reduced |
| First Manhattan Co | 1,150 | $60.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 1,202 | $63.0K | 0.01% | −197−14.1% | Reduced |
| US Bancorp | 1,627 | $85.0K | 0.00% | +137+9.2% | Added |
| American Research & Management Co. | 1,650 | $86.0K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 1,765 | $92.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 1,975 | $103.0K | 0.00% | +1,699+615.6% | Added |
| Tower Research Capital LLC (TRC) | 2,234 | $117.0K | 0.00% | −6,571−74.6% | Reduced |
| Vestcor Inc | 3,113 | $163.0K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 3,128 | $163.0K | 0.00% | +3,128 | New |
| Rockefeller Capital Management L.P. | 3,196 | $165.0K | 0.00% | +11+0.3% | Added |
| Nisa Investment Advisors, LLC | 3,220 | $168.0K | 0.00% | −300−8.5% | Reduced |
| Public Employees Retirement System of Ohio | 3,245 | $169.0K | 0.00% | −318−8.9% | Reduced |
| Shell Asset Management Co | 3,487 | $182.0K | 0.00% | −150−4.1% | Reduced |
| Securian Asset Management, Inc | 3,836 | $200.0K | 0.00% | −100−2.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 3,850 | $201.0K | 0.07% | −2,100−35.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,912 | $204.0K | 0.00% | +3,912 | New |
| Meeder Asset Management Inc | 3,939 | $205.0K | 0.01% | +2,663+208.7% | Added |
| Mackenzie Financial Corp | 3,925 | $205.0K | 0.00% | +3,925 | New |
| Verdence Capital Advisors LLC | 4,023 | $210.0K | 0.03% | −298−6.9% | Reduced |
| Captrust Financial Advisors | 4,039 | $211.0K | 0.00% | +14+0.3% | Added |
| Integrated Investment Consultants, LLC | 4,100 | $214.0K | 0.06% | 00.0% | Unchanged |
| Jane Street Group, LLC | 4,126 | $215.0K | 0.00% | +4,126 | New |
| Assetmark, Inc | 4,185 | $218.0K | 0.00% | +4,185 | New |
| DekaBank Deutsche Girozentrale | 4,238 | $226.0K | 0.00% | +4,238 | New |
| Advisor Group Holdings, Inc. | 4,465 | $233.0K | 0.00% | −1,916−30.0% | Reduced |
| Pacer Advisors, Inc. | 4,478 | $234.0K | 0.00% | −108−2.4% | Reduced |
| Janus Henderson Group PLC | 4,497 | $235.0K | 0.00% | +4,497 | New |
| Bank of Montreal | 4,315 | $241.0K | 0.00% | +240+5.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 4,659 | $243.0K | 0.00% | −1,242−21.0% | Reduced |
| The PNC Financial Services Group, Inc. | 4,837 | $254.0K | 0.00% | +24+0.5% | Added |
| Gratus Capital LLC | 4,900 | $256.0K | 0.03% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 5,152 | $269.0K | 0.00% | +5,152 | New |
| Kore Private Wealth LLC | 5,306 | $277.0K | 0.03% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 5,360 | $279.0K | 0.07% | −100−1.8% | Reduced |
| Gsa Capital Partners LLP | 5,371 | $280.0K | 0.03% | +5,371 | New |
| KB Financial Partners, LLC | 5,502 | $287.0K | 0.11% | +1,223+28.6% | Added |
| Teachers Retirement System of the State of Kentucky | 5,753 | $300.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 5,861 | $306.0K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 5,924 | $309.0K | 0.09% | +5,924 | New |
| Penbrook Management LLC | 6,100 | $318.0K | 0.20% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 6,323 | $330.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 6,542 | $342.0K | 0.01% | −268−3.9% | Reduced |
| M&T Bank Corp | 6,602 | $344.0K | 0.00% | +414+6.7% | Added |
| Advisory Services Network, LLC | 6,989 | $365.0K | 0.01% | +5+0.1% | Added |
| Green Harvest Asset Management LLC | 3,500 | $367.0K | 0.06% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 7,190 | $375.0K | 0.01% | −61−0.8% | Reduced |
| Teacher Retirement System of Texas | 7,184 | $375.0K | 0.00% | +1,315+22.4% | Added |
| Public Employees Retirement Association of Colorado | 7,342 | $383.0K | 0.00% | 00.0% | Unchanged |
| Wellington Management Group LLP | 7,852 | $410.0K | 0.00% | −3,159−28.7% | Reduced |
| Oppenheimer & Co Inc | 8,495 | $443.0K | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 8,690 | $454.0K | 0.00% | −5,761−39.9% | Reduced |
| Handelsbanken Fonder AB | 8,837 | $461.0K | 0.00% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 9,000 | $470.0K | 0.02% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 9,541 | $498.0K | 0.00% | −7,121−42.7% | Reduced |
| Davy Global Fund Management Ltd | 9,660 | $504.0K | 0.08% | +9,660 | New |
| Renaissance Technologies LLC | 9,700 | $506.0K | 0.00% | +9,700 | New |
| Stifel Financial Corp | 9,914 | $518.0K | 0.00% | +389+4.1% | Added |
| Fort, L.P. | 9,960 | $520.0K | 0.17% | +1,560+18.6% | Added |
| Brown Brothers Harriman & Co | 10,000 | $522.0K | 0.00% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 10,142 | $530.0K | 0.02% | 00.0% | Unchanged |