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, Q4 2021
Institutional positions in John Wiley & Sons, Inc. as of Dec 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
- 246
- +18 vs. Q3 2021
- Shares held
- 40.6M
- −1.04M (−2.5%) vs. Q3 2021
- Total value
- $2.33B
- +$151.0M (+6.9%) vs. Q3 2021
- New holders
- 45
- 78 more added
- Sold out
- 27
- 87 more reduced
4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding John Wiley & Sons, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dark Forest Capital Management LP | 2 | $0 | 0.00% | −367−99.5% | Reduced |
| Earnest Partners LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 6 | $0 | 0.00% | +6 | New |
| Cassady Schiller Wealth Management, LLC | 5 | $0 | 0.00% | +5 | New |
| Confluence Wealth Services, Inc. | 10 | $0 | 0.00% | +10 | New |
| TD Private Client Wealth LLC | 8 | $458 | 0.00% | −22−73.3% | Reduced |
| Sutton Wealth Advisors Inc. | 8 | $458 | 0.00% | +8 | New |
| Creative Financial Designs Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 19 | $1.00K | 0.00% | +19 | New |
| Albion Financial Group | 16 | $1.00K | 0.00% | +16 | New |
| JFS Wealth Advisors, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Bell Investment Advisors, Inc | 9 | $1.00K | 0.00% | +9 | New |
| Covestor Ltd | 24 | $1.00K | 0.00% | +24 | New |
| FourThought Financial, LLC | 42 | $2.00K | 0.00% | −48−53.3% | Reduced |
| Eagle Bay Advisors LLC | 39 | $2.00K | 0.00% | −21−35.0% | Reduced |
| AdvisorNet Financial, Inc | 39 | $2.00K | 0.00% | +39 | New |
| Fortitude Advisory Group L.L.C. | 28 | $2.00K | 0.00% | +28 | New |
| Quadrant Capital Group LLC | 110 | $6.00K | 0.00% | −30−21.4% | Reduced |
| TCI Wealth Advisors, Inc. | 110 | $6.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $6.00K | 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 |
| Quent Capital, LLC | 107 | $6.00K | 0.00% | +107 | New |
| Gemmer Asset Management LLC | 121 | $7.00K | 0.00% | +4+3.4% | Added |
| American Portfolios Advisors | 139 | $7.96K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 132 | $8.00K | 0.00% | −35−21.0% | Reduced |
| Baillie Gifford & Co | 153 | $9.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 162 | $9.00K | 0.00% | +31+23.7% | Added |
| FMR LLC | 210 | $12.0K | 0.00% | −105−33.3% | Reduced |
| Geneos Wealth Management Inc. | 250 | $14.0K | 0.00% | −250−50.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 401 | $23.0K | 0.00% | +200+99.5% | Added |
| Northwestern Mutual Wealth Management Co | 467 | $26.0K | 0.00% | +166+55.1% | Added |
| JJJ Advisors Inc. | 580 | $33.0K | 0.01% | −87−13.0% | Reduced |
| IFP Advisors, Inc | 571 | $33.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 607 | $35.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 636 | $36.0K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 675 | $39.0K | 0.01% | +675 | New |
| Parallel Advisors, LLC | 822 | $47.0K | 0.00% | −7−0.8% | Reduced |
| Fieldpoint Private Securities, LLC | 850 | $49.0K | 0.01% | −352−29.3% | Reduced |
| First Horizon Advisors, Inc. | 907 | $51.0K | 0.00% | −30−3.2% | Reduced |
| Meeder Asset Management Inc | 1,281 | $73.0K | 0.01% | −2,658−67.5% | Reduced |
| Aquatic Capital Management LLC | 1,300 | $74.0K | 0.14% | +1,300 | New |
| US Bancorp | 1,594 | $91.0K | 0.00% | −33−2.0% | Reduced |
| American Research & Management Co. | 1,650 | $94.0K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 1,765 | $101.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,846 | $106.0K | 0.05% | +1,846 | New |
| Segantii Capital Management Ltd | 1,971 | $113.0K | 0.00% | +1,971 | New |
| Nisa Investment Advisors, LLC | 2,300 | $117.0K | 0.00% | −920−28.6% | Reduced |
| Vestcor Inc | 2,798 | $160.0K | 0.01% | −315−10.1% | Reduced |
| Castleview Partners, LLC | 9,163 | $160.0K | 0.00% | +9,163 | New |
| Public Employees Retirement System of Ohio | 2,827 | $162.0K | 0.00% | −418−12.9% | Reduced |
| Gladius Capital Management LP | 3,094 | $178.0K | 0.06% | +3,094 | New |
| KBC Group NV | 3,128 | $179.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,196 | $181.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 3,465 | $199.0K | 0.00% | −773−18.2% | Reduced |
| Shell Asset Management Co | 3,519 | $202.0K | 0.00% | +32+0.9% | Added |
| Evercore Wealth Management, LLC | 3,564 | $204.0K | 0.00% | +3,564 | New |
| Advisor Partners LLC | 3,623 | $208.0K | 0.01% | +3,623 | New |
| Mackenzie Financial Corp | 3,809 | $218.0K | 0.00% | −116−3.0% | Reduced |
| Securian Asset Management, Inc | 3,836 | $220.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 3,929 | $226.0K | 0.00% | −386−8.9% | Reduced |
| First Manhattan Co | 3,950 | $226.0K | 0.00% | +2,800+243.5% | Added |
| HSBC Holdings PLC | 3,996 | $229.0K | 0.00% | +3,996 | New |
| Verdence Capital Advisors LLC | 4,009 | $230.0K | 0.03% | −14−0.3% | Reduced |
| Brown Advisory Inc | 4,069 | $233.0K | 0.00% | +4,069 | New |
| Captrust Financial Advisors | 4,061 | $234.0K | 0.00% | +22+0.5% | Added |
| Integrated Investment Consultants, LLC | 4,100 | $235.0K | 0.06% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 4,110 | $235.0K | 0.01% | +4,110 | New |
| Morningstar Investment Services LLC | 4,222 | $242.0K | 0.00% | +4,222 | New |
| Assetmark, Inc | 4,307 | $247.0K | 0.00% | +122+2.9% | Added |
| Advisor Group Holdings, Inc. | 4,427 | $252.0K | 0.00% | −38−0.9% | Reduced |
| Pacer Advisors, Inc. | 4,532 | $260.0K | 0.00% | +54+1.2% | Added |
| Winton Group Ltd | 4,572 | $262.0K | 0.02% | +4,572 | New |
| Clearline Capital LP | 4,595 | $263.0K | 0.04% | −224,746−98.0% | Reduced |
| Gratus Capital LLC | 4,900 | $281.0K | 0.03% | 00.0% | Unchanged |
| Jefferies Group LLC | 5,273 | $302.0K | 0.01% | +5,273 | New |
| Kore Private Wealth LLC | 5,300 | $304.0K | 0.04% | −6−0.1% | Reduced |
| Ironwood Investment Counsel, LLC | 5,360 | $306.0K | 0.07% | 00.0% | Unchanged |
| Blair William & Co | 5,401 | $309.0K | 0.00% | +5,401 | New |
| D. E. Shaw & Co., Inc. | 5,456 | $312.0K | 0.00% | −11,861−68.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 5,753 | $329.0K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 5,767 | $330.0K | 0.09% | +265+4.8% | Added |
| The PNC Financial Services Group, Inc. | 5,831 | $334.0K | 0.00% | +994+20.5% | Added |
| M&T Bank Corp | 5,904 | $337.0K | 0.00% | −698−10.6% | Reduced |
| Virginia Retirement Systems Et Al | 5,900 | $338.0K | 0.00% | +5,900 | New |
| Ghe, LLC | 5,900 | $338.0K | 0.26% | +5,900 | New |
| Oppenheimer & Co Inc | 5,920 | $339.0K | 0.01% | −2,575−30.3% | Reduced |
| Penbrook Management LLC | 6,100 | $349.0K | 0.21% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 4,181 | $354.0K | 0.08% | −1,743−29.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,177 | $354.0K | 0.00% | +2,265+57.9% | Added |
| Caxton Associates LP | 6,305 | $361.0K | 0.05% | +6,305 | New |
| Xponance, Inc. | 6,406 | $367.0K | 0.01% | −136−2.1% | Reduced |
| Advisory Services Network, LLC | 6,995 | $401.0K | 0.01% | +6+0.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,219 | $413.0K | 0.01% | +29+0.4% | Added |
| Public Employees Retirement Association of Colorado | 7,342 | $420.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 7,561 | $433.0K | 0.00% | +1,700+29.0% | Added |
| Verity Asset Management, Inc. | 7,627 | $437.0K | 0.26% | +7,627 | New |
| Susquehanna International Group, LLP | 7,850 | $450.0K | 0.00% | +7,850 | New |
| Teacher Retirement System of Texas | 8,583 | $492.0K | 0.00% | +1,399+19.5% | Added |