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 2022
Institutional positions in John Wiley & Sons, Inc. as of Mar 31, 2022. 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
- 229
- −16 vs. Q4 2021
- Shares held
- 40.8M
- +225.0K (+0.6%) vs. Q4 2021
- Total value
- $2.17B
- −$160.3M (−6.9%) vs. Q4 2021
- New holders
- 20
- 79 more added
- Sold out
- 36
- 89 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding John Wiley & Sons, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Albion Financial Group | 8 | $0 | 0.00% | −8−50.0% | Reduced |
| Earnest Partners LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 5 | $0 | 0.00% | +3+150.0% | Added |
| Schubert & Co | 8 | $0 | 0.00% | +2+33.3% | Added |
| Manchester Capital Management LLC | 5 | $0 | 0.00% | +5 | New |
| Disciplined Investments, LLC | 8 | $0 | 0.00% | +8 | New |
| Concord Wealth Partners | 7 | $0 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | New |
| TD Private Client Wealth LLC | 8 | $424 | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 27 | $1.00K | 0.00% | +17+170.0% | Added |
| Covestor Ltd | 20 | $1.00K | 0.00% | −4−16.7% | Reduced |
| Northwest Investment Counselors, LLC | 16 | $1.00K | 0.00% | +16 | New |
| Cordant, Inc. | 17 | $1.00K | 0.00% | +17 | New |
| FourThought Financial, LLC | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 89 | $4.72K | 0.00% | −50−36.0% | Reduced |
| Fifth Third Bancorp | 91 | $5.00K | 0.00% | −71−43.8% | Reduced |
| 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 | 121 | $6.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 110 | $6.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 107 | $6.00K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 200 | $11.0K | 0.02% | −1,100−84.6% | Reduced |
| Fieldpoint Private Securities, LLC | 230 | $12.0K | 0.00% | −620−72.9% | Reduced |
| Geneos Wealth Management Inc. | 250 | $13.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 385 | $20.0K | 0.00% | +253+191.7% | Added |
| Steward Partners Investment Advisory, LLC | 401 | $21.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 410 | $21.7K | 0.00% | +410 | New |
| Northwestern Mutual Wealth Management Co | 575 | $30.0K | 0.00% | +108+23.1% | Added |
| JJJ Advisors Inc. | 580 | $31.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 636 | $34.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 652 | $35.0K | 0.01% | +45+7.4% | Added |
| First Horizon Advisors, Inc. | 720 | $38.0K | 0.00% | −187−20.6% | Reduced |
| State of Wyoming | 912 | $48.0K | 0.02% | −934−50.6% | Reduced |
| Global Retirement Partners, LLC | 1,022 | $52.0K | 0.00% | +1,022 | New |
| Tower Research Capital LLC (TRC) | 1,026 | $54.0K | 0.00% | −13,613−93.0% | Reduced |
| Meeder Asset Management Inc | 1,281 | $68.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,510 | $80.0K | 0.00% | −84−5.3% | Reduced |
| American Research & Management Co. | 1,650 | $87.0K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 1,765 | $94.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,150 | $114.0K | 0.00% | −150−6.5% | Reduced |
| De Burlo Group Inc | 2,380 | $126.2K | 0.02% | +2,380 | New |
| IFP Advisors, Inc | 1,949 | $133.0K | 0.00% | +1,378+241.3% | Added |
| Metropolitan Life Insurance Co | 2,789 | $147.9K | 0.01% | −15,164−84.5% | Reduced |
| Public Employees Retirement System of Ohio | 2,945 | $156.0K | 0.00% | +118+4.2% | Added |
| Shell Asset Management Co | 3,058 | $162.0K | 0.00% | −461−13.1% | Reduced |
| KBC Group NV | 3,128 | $166.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,196 | $168.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 3,559 | $189.0K | 0.00% | −502−12.4% | Reduced |
| Assetmark, Inc | 3,730 | $198.0K | 0.00% | −577−13.4% | Reduced |
| Securian Asset Management, Inc | 3,836 | $203.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 3,950 | $209.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 3,926 | $213.0K | 0.00% | −3−0.1% | Reduced |
| Integrated Investment Consultants, LLC | 4,100 | $217.0K | 0.06% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 4,090 | $217.0K | 0.01% | +4,090 | New |
| Crossmark Global Holdings, Inc. | 4,220 | $224.0K | 0.00% | +110+2.7% | Added |
| Verdence Capital Advisors LLC | 4,341 | $230.0K | 0.03% | +332+8.3% | Added |
| Parallel Advisors, LLC | 4,332 | $230.0K | 0.01% | +3,510+427.0% | Added |
| Winton Group Ltd | 4,383 | $232.0K | 0.01% | −189−4.1% | Reduced |
| Wellington Management Group LLP | 4,572 | $242.0K | 0.00% | −7,072−60.7% | Reduced |
| Ironwood Investment Counsel, LLC | 4,860 | $257.0K | 0.06% | −500−9.3% | Reduced |
| Gratus Capital LLC | 4,900 | $260.0K | 0.03% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 4,922 | $261.0K | 0.00% | +1,113+29.2% | Added |
| Advisor Group Holdings, Inc. | 4,218 | $276.0K | 0.00% | −209−4.7% | Reduced |
| Blair William & Co | 5,241 | $278.0K | 0.00% | −160−3.0% | Reduced |
| Virginia Retirement Systems Et Al | 5,300 | $281.0K | 0.00% | −600−10.2% | Reduced |
| Kore Private Wealth LLC | 5,300 | $281.0K | 0.04% | 00.0% | Unchanged |
| M&T Bank Corp | 5,491 | $291.0K | 0.00% | −413−7.0% | Reduced |
| Morningstar Investment Services LLC | 5,417 | $291.0K | 0.00% | +1,195+28.3% | Added |
| Teachers Retirement System of the State of Kentucky | 5,753 | $305.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,739 | $306.0K | 0.00% | −92−1.6% | Reduced |
| Ghe, LLC | 5,790 | $307.0K | 0.26% | −110−1.9% | Reduced |
| Oppenheimer & Co Inc | 5,920 | $314.0K | 0.01% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 6,050 | $321.0K | 0.09% | +6,050 | New |
| Public Employees Retirement Association of Colorado | 6,067 | $322.0K | 0.00% | −1,275−17.4% | Reduced |
| Penbrook Management LLC | 6,100 | $323.0K | 0.21% | 00.0% | Unchanged |
| Vestcor Inc | 6,097 | $323.0K | 0.01% | +3,299+117.9% | Added |
| Xponance, Inc. | 6,354 | $337.0K | 0.01% | −52−0.8% | Reduced |
| KB Financial Partners, LLC | 6,465 | $343.0K | 0.09% | +698+12.1% | Added |
| Davy Global Fund Management Ltd | 6,785 | $360.0K | 0.06% | −3,333−32.9% | Reduced |
| SkyView Investment Advisors, LLC | 6,936 | $368.0K | 0.09% | +2,755+65.9% | Added |
| Advisory Services Network, LLC | 7,196 | $381.0K | 0.01% | +201+2.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,231 | $383.0K | 0.01% | +12+0.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 7,561 | $401.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 7,696 | $408.0K | 0.00% | −11,079−59.0% | Reduced |
| Cerity Partners LLC | 8,429 | $447.0K | 0.01% | +8,429 | New |
| Jane Street Group, LLC | 8,490 | $450.0K | 0.00% | +8,490 | New |
| Putnam Investments LLC | 8,541 | $452.0K | 0.00% | −608−6.6% | Reduced |
| Handelsbanken Fonder AB | 8,837 | $469.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,858 | $470.0K | 0.00% | +2,681+43.4% | Added |
| New Mexico Educational Retirement Board | 9,000 | $477.0K | 0.02% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 9,078 | $481.0K | 0.01% | −3,372−27.1% | Reduced |
| Prudential Financial Inc | 9,137 | $485.0K | 0.00% | −319−3.4% | Reduced |
| Teacher Retirement System of Texas | 9,267 | $491.0K | 0.00% | +684+8.0% | Added |
| SG Americas Securities, LLC | 9,423 | $500.0K | 0.00% | −8,381−47.1% | Reduced |
| Brown Brothers Harriman & Co | 10,000 | $530.0K | 0.00% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 10,142 | $538.0K | 0.02% | 00.0% | Unchanged |
| Ceera Investments, LLC | 10,205 | $541.0K | 0.27% | 00.0% | Unchanged |