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 2022
Institutional positions in John Wiley & Sons, Inc. as of Dec 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
- 222
- 0 vs. Q3 2022
- Shares held
- 42.2M
- +1.67M (+4.1%) vs. Q3 2022
- Total value
- $1.65B
- +$121.8M (+8.0%) vs. Q3 2022
- New holders
- 18
- 80 more added
- Sold out
- 18
- 93 more reduced
6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding John Wiley & Sons, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| State Street Corp | 5,313,421 | $214.7M | 0.01% | +679,157+14.7% | Added |
| BlackRock Inc. | 5,231,251 | $209.6M | 0.01% | +233,241+4.7% | Added |
| Vanguard Group Inc | 4,790,932 | $191.9M | 0.01% | +110,089+2.4% | Added |
| Clarkston Capital Partners, LLC | 2,746,684 | $110.0M | 2.08% | −11,245−0.4% | Reduced |
| Champlain Investment Partners, LLC | 2,137,610 | $85.6M | 0.55% | −66,615−3.0% | Reduced |
| Cardinal Capital Management LLC | 2,132,246 | $85.4M | 2.76% | +8,691+0.4% | Added |
| Dimensional Fund Advisors LP | 1,508,337 | $60.4M | 0.02% | −50,765−3.3% | Reduced |
| ProShare Advisors LLC | 1,040,726 | $41.7M | 0.15% | +322,956+45.0% | Added |
| Palisade Capital Management LLC | 950,295 | $38.1M | 1.02% | +10,060+1.1% | Added |
| Bank of New York Mellon Corp | 882,556 | $35.4M | 0.01% | −98,806−10.1% | Reduced |
| Geode Capital Management, LLC | 787,995 | $31.6M | 0.00% | +25,393+3.3% | Added |
| William Blair Investment Management, LLC | 773,267 | $31.0M | 0.12% | −30,621−3.8% | Reduced |
| Goldman Sachs Group Inc | 758,911 | $30.4M | 0.01% | −83,212−9.9% | Reduced |
| Cannell Peter B & Co Inc | 686,686 | $27.5M | 0.99% | −20,525−2.9% | Reduced |
| Morgan Stanley | 634,470 | $25.4M | 0.00% | +81,687+14.8% | Added |
| Federated Hermes, Inc. | 617,048 | $24.7M | 0.07% | −140,123−18.5% | Reduced |
| Northern Trust Corp | 544,836 | $21.8M | 0.00% | −4,810−0.9% | Reduced |
| Charles Schwab Investment Management Inc | 524,523 | $21.0M | 0.01% | +9,487+1.8% | Added |
| Principal Financial Group Inc | 493,456 | $19.8M | 0.01% | −2,675−0.5% | Reduced |
| Boston Partners | 461,207 | $19.0M | 0.03% | +83,440+22.1% | Added |
| Victory Capital Management Inc | 366,168 | $14.7M | 0.02% | −91,985−20.1% | Reduced |
| Janus Henderson Group PLC | 355,173 | $14.2M | 0.01% | −79,433−18.3% | Reduced |
| JPMorgan Chase & Co | 335,091 | $13.4M | 0.00% | −97,065−22.5% | Reduced |
| Grandfield & Dodd, LLC | 332,087 | $13.3M | 0.97% | −2,964−0.9% | Reduced |
| Raymond James & Associates | 321,551 | $12.9M | 0.01% | −37,950−10.6% | Reduced |
| New York State Common Retirement Fund | 271,279 | $10.9M | 0.01% | +7,561+2.9% | Added |
| Van Eck Associates Corp | 265,669 | $10.6M | 0.03% | +18,894+7.7% | Added |
| Gagnon Securities LLC | 1,438,934 | $9.40M | 2.08% | +1,422,296+8,548.5% | Added |
| Russell Investments Group, Ltd. | 202,979 | $8.13M | 0.02% | +20,642+11.3% | Added |
| Nuveen Asset Management, LLC | 196,377 | $7.87M | 0.00% | −5,955−2.9% | Reduced |
| Norges Bank | 187,588 | $7.51M | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 185,690 | $7.44M | 0.01% | −11,499−5.8% | Reduced |
| Willis Investment Counsel | 177,286 | $7.10M | 0.45% | +3,683+2.1% | Added |
| Invesco Ltd. | 170,281 | $6.82M | 0.00% | −259,748−60.4% | Reduced |
| Loomis Sayles & Co L P | 150,155 | $6.01M | 0.01% | −338−0.2% | Reduced |
| Rhumbline Advisers | 143,647 | $5.75M | 0.01% | +5,196+3.8% | Added |
| Eagle Asset Management Inc | 138,884 | $5.70M | 0.03% | −96,122−40.9% | Reduced |
| SEI Investments Co | 141,389 | $5.66M | 0.01% | −1,004−0.7% | Reduced |
| Sycomore Asset Management | 143,246 | $5.64M | 1.56% | 00.0% | Unchanged |
| Man Group plc | 132,081 | $5.29M | 0.02% | −8,892−6.3% | Reduced |
| Ameriprise Financial Inc | 131,381 | $5.26M | 0.00% | −4,821−3.5% | Reduced |
| Renaissance Technologies LLC | 113,900 | $4.56M | 0.01% | +35,158+44.6% | Added |
| Amundi | 102,851 | $4.50M | 0.00% | +2,256+2.2% | Added |
| Swiss National Bank | 107,000 | $4.29M | 0.00% | +1,900+1.8% | Added |
| Alliancebernstein L.P. | 97,157 | $3.89M | 0.00% | +271+0.3% | Added |
| Wells Fargo & Company | 86,796 | $3.48M | 0.00% | −28,090−24.5% | Reduced |
| American International Group, Inc. | 86,754 | $3.48M | 0.02% | −1,016−1.2% | Reduced |
| Voloridge Investment Management, LLC | 86,398 | $3.46M | 0.02% | +48,196+126.2% | Added |
| Citadel Advisors LLC | 69,091 | $2.77M | 0.00% | −10,496−13.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 68,917 | $2.76M | 0.14% | +22,269+47.7% | Added |
| New York State Teachers Retirement System | 68,724 | $2.75M | 0.01% | 00.0% | Unchanged |
| Legal & General Group Plc | 66,488 | $2.66M | 0.00% | +73+0.1% | Added |
| UBS Asset Management Americas Inc | 62,453 | $2.50M | 0.00% | +8,869+16.6% | Added |
| AQR Capital Management LLC | 58,680 | $2.33M | 0.01% | +8,141+16.1% | Added |
| Retirement Systems of Alabama | 56,595 | $2.27M | 0.01% | +326+0.6% | Added |
| California State Teachers Retirement System | 55,698 | $2.23M | 0.00% | +583+1.1% | Added |
| State of Alaska, Department of Revenue | 55,142 | $2.21M | 0.03% | −50−0.1% | Reduced |
| Credit Suisse AG | 52,131 | $2.09M | 0.00% | +10,121+24.1% | Added |
| Clean Yield Group | 52,042 | $2.08M | 0.90% | +44,592+598.6% | Added |
| First Trust Advisors LP | 51,598 | $2.07M | 0.00% | +7,401+16.7% | Added |
| Manufacturers Life Insurance Company, The | 50,418 | $2.02M | 0.00% | −176−0.3% | Reduced |
| MetLife Investment Management | 49,196 | $1.97M | 0.01% | −572−1.1% | Reduced |
| Bonness Enterprises Inc | 48,400 | $1.94M | 0.91% | 00.0% | Unchanged |
| Clearline Capital LP | 47,339 | $1.90M | 0.34% | +47,339 | New |
| State of New Jersey Common Pension Fund D | 47,127 | $1.89M | 0.01% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 44,971 | $1.80M | 0.01% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 43,368 | $1.74M | 0.04% | −7,895−15.4% | Reduced |
| Martin & Co Inc | 41,954 | $1.68M | 0.44% | +1,154+2.8% | Added |
| American Century Companies Inc | 41,853 | $1.68M | 0.00% | +14,020+50.4% | Added |
| Uncommon Cents Investing LLC | 40,625 | $1.63M | 0.60% | −755−1.8% | Reduced |
| Bank of America Corp | 40,540 | $1.62M | 0.00% | +8,488+26.5% | Added |
| Candriam Luxembourg S.C.A. | 40,133 | $1.61M | 0.01% | −16,691−29.4% | Reduced |
| State Board of Administration of Florida Retirement System | 39,083 | $1.57M | 0.00% | +80+0.2% | Added |
| Nordea Investment Management AB | 37,782 | $1.51M | 0.00% | +438+1.2% | Added |
| Alps Advisors Inc | 35,326 | $1.42M | 0.01% | −2,829−7.4% | Reduced |
| Mutual of America Capital Management LLC | 35,279 | $1.41M | 0.02% | +740+2.1% | Added |
| Great West Life Assurance Co | 34,902 | $1.40M | 0.00% | +4,880+16.3% | Added |
| Caldwell Sutter Capital, Inc. | 34,388 | $1.38M | 1.21% | +34,388 | New |
| North Star Investment Management Corp. | 32,350 | $1.30M | 0.12% | 00.0% | Unchanged |
| Martingale Asset Management L P | 30,513 | $1.22M | 0.02% | −4,260−12.3% | Reduced |
| Amalgamated Bank | 30,307 | $1.21M | 0.01% | +546+1.8% | Added |
| Allianz Asset Management GmbH | 29,613 | $1.19M | 0.00% | −3,766−11.3% | Reduced |
| Barclays PLC | 29,610 | $1.19M | 0.00% | +14,994+102.6% | Added |
| Texas Permanent School Fund | 28,837 | $1.16M | 0.02% | −2,076−6.7% | Reduced |
| CWM, LLC | 28,507 | $1.14M | 0.01% | +2,198+8.4% | Added |
| Seizert Capital Partners, LLC | 26,979 | $1.08M | 0.06% | −2,399−8.2% | Reduced |
| Lido Advisors, LLC | 25,406 | $1.02M | 0.02% | +7,613+42.8% | Added |
| Cardinal Capital Management | 25,348 | $1.02M | 0.22% | +1,277+5.3% | Added |
| Ameritas Investment Partners, Inc. | 22,328 | $964.5K | 0.04% | +1,149+5.4% | Added |
| Deutsche Bank AG | 23,515 | $942.0K | 0.00% | +3,037+14.8% | Added |
| Price T Rowe Associates Inc | 22,302 | $893.0K | 0.00% | +1,191+5.6% | Added |
| Yousif Capital Management, LLC | 21,973 | $880.2K | 0.01% | +60.0% | Added |
| Comerica Bank | 19,114 | $842.0K | 0.01% | −337−1.7% | Reduced |
| STRS Ohio | 20,900 | $837.0K | 0.00% | −1,300−5.9% | Reduced |
| Ensign Peak Advisors, Inc | 20,780 | $832.4K | 0.00% | −3,150−13.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 20,531 | $822.5K | 0.00% | −185−0.9% | Reduced |
| Qube Research & Technologies Ltd | 20,238 | $810.7K | 0.00% | +6,785+50.4% | Added |
| UBS Group AG | 19,938 | $798.7K | 0.00% | −89,669−81.8% | Reduced |
| Dark Forest Capital Management LP | 19,768 | $791.9K | 0.19% | +19,622+13,439.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,317 | $774.0K | 0.01% | +2,276+13.4% | Added |