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 |
|---|---|---|---|---|---|
| Jackson Creek Investment Advisors LLC | 18,940 | $1.08M | 0.39% | −1,071−5.4% | Reduced |
| Citigroup Inc | 18,775 | $1.07M | 0.00% | +6,658+54.9% | Added |
| First Republic Investment Management, Inc. | 18,001 | $1.03M | 0.00% | −2,838−13.6% | Reduced |
| Metropolitan Life Insurance Co | 17,953 | $1.03M | 0.01% | −947−5.0% | Reduced |
| Comerica Bank | 19,777 | $1.03M | 0.01% | −23,893−54.7% | Reduced |
| SG Americas Securities, LLC | 17,804 | $1.02M | 0.01% | −7,997−31.0% | Reduced |
| O'Shares Investment Advisers, LLC | 17,507 | $1.00M | 0.07% | +398+2.3% | Added |
| Neuberger Berman Group LLC | 17,149 | $956.0K | 0.00% | +6,386+59.3% | Added |
| Holocene Advisors, LP | 16,641 | $953.0K | 0.01% | +16,641 | New |
| State of Alaska, Department of Revenue | 16,590 | $949.0K | 0.01% | −2,295−12.2% | Reduced |
| Price T Rowe Associates Inc | 16,531 | $947.0K | 0.00% | −1,519−8.4% | Reduced |
| Voya Investment Management LLC | 16,539 | $947.0K | 0.00% | −168−1.0% | Reduced |
| Fort, L.P. | 16,425 | $941.0K | 0.30% | +6,465+64.9% | Added |
| Gagnon Securities LLC | 15,276 | $875.0K | 0.13% | +627+4.3% | Added |
| Tower Research Capital LLC (TRC) | 14,639 | $839.0K | 0.01% | +12,405+555.3% | Added |
| Natixis Advisors, L.P. | 14,558 | $834.0K | 0.00% | +99+0.7% | Added |
| Diversified Trust Co | 14,533 | $832.0K | 0.03% | 00.0% | Unchanged |
| Nordea Investment Management AB | 14,540 | $831.0K | 0.00% | −116−0.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,439 | $827.0K | 0.01% | +60+0.4% | Added |
| Oregon Public Employees Retirement Fund | 14,167 | $811.0K | 0.01% | −500−3.4% | Reduced |
| Balyasny Asset Management LLC | 14,081 | $806.0K | 0.00% | +4,540+47.6% | Added |
| Victory Capital Management Inc | 13,660 | $782.0K | 0.00% | +564+4.3% | Added |
| DuPont Capital Management Corp | 13,587 | $778.0K | 0.03% | +13,587 | New |
| Two Sigma Advisers, LP | 13,400 | $767.0K | 0.00% | +600+4.7% | Added |
| Krane Funds Advisors LLC | 13,088 | $750.0K | 0.02% | +469+3.7% | Added |
| Envestnet Asset Management Inc | 12,731 | $729.0K | 0.00% | +780+6.5% | Added |
| ETF Managers Group, LLC | 12,654 | $719.0K | 0.01% | +600+5.0% | Added |
| Beck Mack & Oliver LLC | 12,450 | $713.0K | 0.02% | −188−1.5% | Reduced |
| Arizona State Retirement System | 11,972 | $686.0K | 0.01% | −143−1.2% | Reduced |
| Wellington Management Group LLP | 11,644 | $667.0K | 0.00% | +3,792+48.3% | Added |
| UBS Group AG | 11,551 | $662.0K | 0.00% | −2,189−15.9% | Reduced |
| Thrivent Financial for Lutherans | 11,537 | $661.0K | 0.00% | +115+1.0% | Added |
| Louisiana State Employees Retirement System | 11,200 | $641.0K | 0.01% | +100+0.9% | Added |
| State of Michigan Retirement System | 10,993 | $630.0K | 0.00% | +100+0.9% | Added |
| Stifel Financial Corp | 10,517 | $602.0K | 0.00% | +603+6.1% | Added |
| Renaissance Technologies LLC | 10,300 | $590.0K | 0.00% | +600+6.2% | Added |
| Ceera Investments, LLC | 10,205 | $584.0K | 0.30% | −185−1.8% | Reduced |
| Klingenstein Fields & Co LP | 10,142 | $581.0K | 0.02% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 10,118 | $579.0K | 0.09% | +458+4.7% | Added |
| Brown Brothers Harriman & Co | 10,000 | $573.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 9,997 | $572.0K | 0.02% | −232−2.3% | Reduced |
| Prudential Financial Inc | 9,456 | $542.0K | 0.00% | −777−7.6% | Reduced |
| Putnam Investments LLC | 9,149 | $524.0K | 0.00% | +9,149 | New |
| New Mexico Educational Retirement Board | 9,000 | $515.0K | 0.02% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 8,918 | $511.0K | 0.01% | +8,918 | New |
| Handelsbanken Fonder AB | 8,837 | $506.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 8,583 | $492.0K | 0.00% | +1,399+19.5% | Added |
| Susquehanna International Group, LLP | 7,850 | $450.0K | 0.00% | +7,850 | New |
| Verity Asset Management, Inc. | 7,627 | $437.0K | 0.26% | +7,627 | New |
| Mitsubishi UFJ Trust & Banking Corp | 7,561 | $433.0K | 0.00% | +1,700+29.0% | Added |
| Public Employees Retirement Association of Colorado | 7,342 | $420.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 7,219 | $413.0K | 0.01% | +29+0.4% | Added |
| Advisory Services Network, LLC | 6,995 | $401.0K | 0.01% | +6+0.1% | Added |
| Xponance, Inc. | 6,406 | $367.0K | 0.01% | −136−2.1% | Reduced |
| Caxton Associates LP | 6,305 | $361.0K | 0.05% | +6,305 | New |
| 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 |
| Penbrook Management LLC | 6,100 | $349.0K | 0.21% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 5,920 | $339.0K | 0.01% | −2,575−30.3% | 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 |
| M&T Bank Corp | 5,904 | $337.0K | 0.00% | −698−10.6% | Reduced |
| The PNC Financial Services Group, Inc. | 5,831 | $334.0K | 0.00% | +994+20.5% | Added |
| KB Financial Partners, LLC | 5,767 | $330.0K | 0.09% | +265+4.8% | Added |
| Teachers Retirement System of the State of Kentucky | 5,753 | $329.0K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 5,456 | $312.0K | 0.00% | −11,861−68.5% | Reduced |
| Blair William & Co | 5,401 | $309.0K | 0.00% | +5,401 | New |
| Ironwood Investment Counsel, LLC | 5,360 | $306.0K | 0.07% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 5,300 | $304.0K | 0.04% | −6−0.1% | Reduced |
| Jefferies Group LLC | 5,273 | $302.0K | 0.01% | +5,273 | New |
| Gratus Capital LLC | 4,900 | $281.0K | 0.03% | 00.0% | Unchanged |
| Clearline Capital LP | 4,595 | $263.0K | 0.04% | −224,746−98.0% | Reduced |
| Winton Group Ltd | 4,572 | $262.0K | 0.02% | +4,572 | New |
| Pacer Advisors, Inc. | 4,532 | $260.0K | 0.00% | +54+1.2% | Added |
| Advisor Group Holdings, Inc. | 4,427 | $252.0K | 0.00% | −38−0.9% | Reduced |
| Assetmark, Inc | 4,307 | $247.0K | 0.00% | +122+2.9% | Added |
| Morningstar Investment Services LLC | 4,222 | $242.0K | 0.00% | +4,222 | New |
| 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 |
| Captrust Financial Advisors | 4,061 | $234.0K | 0.00% | +22+0.5% | Added |
| Brown Advisory Inc | 4,069 | $233.0K | 0.00% | +4,069 | New |
| Verdence Capital Advisors LLC | 4,009 | $230.0K | 0.03% | −14−0.3% | Reduced |
| HSBC Holdings PLC | 3,996 | $229.0K | 0.00% | +3,996 | New |
| 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 |
| Securian Asset Management, Inc | 3,836 | $220.0K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 3,809 | $218.0K | 0.00% | −116−3.0% | Reduced |
| Advisor Partners LLC | 3,623 | $208.0K | 0.01% | +3,623 | New |
| Evercore Wealth Management, LLC | 3,564 | $204.0K | 0.00% | +3,564 | New |
| Shell Asset Management Co | 3,519 | $202.0K | 0.00% | +32+0.9% | Added |
| DekaBank Deutsche Girozentrale | 3,465 | $199.0K | 0.00% | −773−18.2% | Reduced |
| Rockefeller Capital Management L.P. | 3,196 | $181.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 3,128 | $179.0K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 3,094 | $178.0K | 0.06% | +3,094 | New |
| Public Employees Retirement System of Ohio | 2,827 | $162.0K | 0.00% | −418−12.9% | 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 |
| Nisa Investment Advisors, LLC | 2,300 | $117.0K | 0.00% | −920−28.6% | Reduced |
| Segantii Capital Management Ltd | 1,971 | $113.0K | 0.00% | +1,971 | New |
| State of Wyoming | 1,846 | $106.0K | 0.05% | +1,846 | New |