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 2022
Institutional positions in John Wiley & Sons, Inc. as of Sep 30, 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
- 228
- −13 vs. Q2 2022
- Shares held
- 40.6M
- +456.8K (+1.1%) vs. Q2 2022
- Total value
- $1.53B
- −$398.8M (−20.7%) vs. Q2 2022
- New holders
- 20
- 86 more added
- Sold out
- 33
- 88 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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 2022
Shares, value and share of portfolio for each institution holding John Wiley & Sons, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 13 | $0 | 0.00% | −22−62.9% | Reduced |
| Bell Investment Advisors, Inc | 13 | $0 | 0.00% | +2+18.2% | Added |
| Covestor Ltd | 7 | $0 | 0.00% | −8−53.3% | Reduced |
| Creative Financial Designs Inc | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 11 | $0 | 0.00% | +2+22.2% | Added |
| SJS Investment Consulting Inc. | 16 | $0 | 0.00% | +16 | New |
| TD Private Client Wealth LLC | 8 | $300 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 33 | $1.00K | 0.00% | +14+73.7% | Added |
| Schubert & Co | 14 | $1.00K | 0.00% | −9−39.1% | Reduced |
| Eagle Bay Advisors LLC | 21 | $1.00K | 0.00% | +3+16.7% | Added |
| Farmers & Merchants Investments Inc | 20 | $1.00K | 0.00% | +20 | New |
| FourThought Financial, LLC | 90 | $3.00K | 0.00% | +48+114.3% | Added |
| TCI Wealth Advisors, Inc. | 93 | $3.00K | 0.00% | +93 | New |
| Signaturefd, LLC | 115 | $4.00K | 0.00% | −72−38.5% | Reduced |
| Baldwin Brothers Inc | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 107 | $4.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 107 | $4.00K | 0.00% | +107 | New |
| Dark Forest Capital Management LP | 146 | $5.00K | 0.00% | +146 | New |
| Quadrant Capital Group LLC | 150 | $6.00K | 0.00% | +30+25.0% | Added |
| American Portfolios Advisors | 172 | $6.46K | 0.00% | +83+93.3% | Added |
| Meeder Asset Management Inc | 174 | $7.00K | 0.00% | +8+4.8% | Added |
| Fifth Third Bancorp | 235 | $9.00K | 0.00% | −23−8.9% | Reduced |
| Parkside Financial Bank & Trust | 298 | $11.0K | 0.00% | +298 | New |
| Steward Partners Investment Advisory, LLC | 401 | $15.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 410 | $15.0K | 0.01% | +410 | New |
| Nomura Asset Management Co Ltd | 410 | $15.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 552 | $21.0K | 0.00% | −42−7.1% | Reduced |
| JJJ Advisors Inc. | 626 | $23.0K | 0.01% | +138+28.3% | Added |
| Bessemer Group Inc | 636 | $24.0K | 0.00% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 670 | $25.0K | 0.00% | +670 | New |
| First Horizon Advisors, Inc. | 695 | $26.0K | 0.00% | −291−29.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 825 | $30.0K | 0.00% | −1,457−63.8% | Reduced |
| US Bancorp | 867 | $32.0K | 0.00% | −577−40.0% | Reduced |
| Global Retirement Partners, LLC | 807 | $34.0K | 0.00% | −203−20.1% | Reduced |
| Ronald Blue Trust, Inc. | 757 | $36.0K | 0.00% | +601+385.3% | Added |
| Parallel Advisors, LLC | 1,131 | $42.0K | 0.00% | −1,654−59.4% | Reduced |
| Advisor Group Holdings, Inc. | 1,248 | $46.0K | 0.00% | −106−7.8% | Reduced |
| Lindbrook Capital, LLC | 1,600 | $60.0K | 0.01% | −10−0.6% | Reduced |
| American Research & Management Co. | 1,650 | $62.0K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 1,765 | $66.0K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 2,047 | $77.0K | 0.00% | +2,047 | New |
| Point72 Hong Kong Ltd | 2,205 | $83.0K | 0.00% | +1,637+288.2% | Added |
| De Burlo Group Inc | 2,380 | $89.4K | 0.02% | +2,380 | New |
| IFP Advisors, Inc | 1,368 | $93.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,550 | $95.8K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,691 | $101.0K | 0.00% | −363−11.9% | Reduced |
| Public Employees Retirement System of Ohio | 2,905 | $109.0K | 0.00% | −2−0.1% | Reduced |
| Rockefeller Capital Management L.P. | 3,011 | $112.0K | 0.00% | −206−6.4% | Reduced |
| KBC Group NV | 3,128 | $117.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 3,158 | $119.0K | 0.00% | −18,155−85.2% | Reduced |
| Assetmark, Inc | 3,571 | $134.0K | 0.00% | −44−1.2% | Reduced |
| Securian Asset Management, Inc | 3,856 | $145.0K | 0.00% | −100−2.5% | Reduced |
| First Manhattan Co | 3,950 | $148.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 4,419 | $193.0K | 0.00% | +244+5.8% | Added |
| Nisa Investment Advisors, LLC | 4,861 | $196.0K | 0.00% | −1,439−22.8% | Reduced |
| The PNC Financial Services Group, Inc. | 5,335 | $201.0K | 0.00% | +81+1.5% | Added |
| Prudential Financial Inc | 4,537 | $218.0K | 0.00% | −3,680−44.8% | Reduced |
| Oppenheimer & Co Inc | 5,942 | $223.0K | 0.01% | +22+0.4% | Added |
| Public Employees Retirement Association of Colorado | 6,067 | $228.0K | 0.00% | 00.0% | Unchanged |
| Penbrook Management LLC | 6,100 | $229.0K | 0.20% | 00.0% | Unchanged |
| Vestcor Inc | 6,097 | $229.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 6,207 | $233.0K | 0.01% | −1,058−14.6% | Reduced |
| Ghe, LLC | 6,290 | $236.0K | 0.26% | +1,215+23.9% | Added |
| Verity Asset Management, Inc. | 6,501 | $244.2K | 0.25% | +6,501 | New |
| Handelsbanken Fonder AB | 6,537 | $246.0K | 0.00% | −2,300−26.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 6,564 | $246.0K | 0.00% | +6,564 | New |
| Xponance, Inc. | 6,645 | $250.0K | 0.00% | −70−1.0% | Reduced |
| KB Financial Partners, LLC | 6,706 | $252.0K | 0.09% | +955+16.6% | Added |
| New Mexico Educational Retirement Board | 6,800 | $255.0K | 0.01% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 6,800 | $255.0K | 0.05% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 6,793 | $255.0K | 0.02% | +6,793 | New |
| Morningstar Investment Services LLC | 6,234 | $257.0K | 0.00% | +353+6.0% | Added |
| Advisory Services Network, LLC | 6,972 | $262.0K | 0.01% | −51−0.7% | Reduced |
| SkyView Investment Advisors, LLC | 7,103 | $267.0K | 0.08% | +931+15.1% | Added |
| Davy Global Fund Management Ltd | 7,175 | $269.0K | 0.06% | +20+0.3% | Added |
| Fort, L.P. | 7,238 | $272.0K | 0.34% | −3,268−31.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 7,403 | $278.0K | 0.00% | +2,093+39.4% | Added |
| Clean Yield Group | 7,450 | $280.0K | 0.13% | −2,315−23.7% | Reduced |
| Winton Group Ltd | 7,626 | $286.0K | 0.02% | +888+13.2% | Added |
| Tower Research Capital LLC (TRC) | 7,706 | $289.0K | 0.00% | −11,578−60.0% | Reduced |
| Moloney Securities Asset Management, LLC | 7,998 | $300.0K | 0.07% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 8,163 | $307.0K | 0.00% | +8,163 | New |
| State of Wisconsin Investment Board | 8,262 | $310.0K | 0.00% | −2,816−25.4% | Reduced |
| Cerity Partners LLC | 8,273 | $311.0K | 0.00% | −79−0.9% | Reduced |
| Mission Wealth Management, LP | 8,393 | $315.0K | 0.02% | +1,458+21.0% | Added |
| Jane Street Group, LLC | 8,541 | $321.0K | 0.00% | −7,848−47.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,858 | $333.0K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 8,935 | $336.0K | 0.00% | −86,825−90.7% | Reduced |
| Beck Mack & Oliver LLC | 9,078 | $341.0K | 0.01% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 9,100 | $342.0K | 0.00% | +9,100 | New |
| Skandinaviska Enskilda Banken AB (publ) | 9,200 | $346.0K | 0.00% | −30,200−76.6% | Reduced |
| Arjuna Capital | 9,447 | $355.0K | 0.17% | +626+7.1% | Added |
| DekaBank Deutsche Girozentrale | 9,393 | $355.0K | 0.00% | +9,393 | New |
| Captrust Financial Advisors | 9,705 | $365.0K | 0.00% | +5,464+128.8% | Added |
| Klingenstein Fields & Co LP | 10,142 | $381.0K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 10,159 | $382.0K | 0.00% | +133+1.3% | Added |
| Advisors Asset Management, Inc. | 10,266 | $386.0K | 0.01% | +1,353+15.2% | Added |
| Acadian Asset Management LLC | 10,440 | $392.0K | 0.00% | −1,919−15.5% | Reduced |
| Squarepoint Ops LLC | 10,481 | $394.0K | 0.00% | +2,245+27.3% | Added |