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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 7 | $0 | 0.00% | −100−93.5% | Reduced |
| Covestor Ltd | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5 | $200 | 0.00% | +5 | New |
| Earnest Partners LLC | 6 | $240 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 6 | $240 | 0.00% | −5−45.5% | Reduced |
| Creative Financial Designs Inc | 10 | $401 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 10 | $401 | 0.00% | +10 | New |
| Schubert & Co | 11 | $441 | 0.00% | −3−21.4% | Reduced |
| SJS Investment Consulting Inc. | 12 | $481 | 0.00% | −4−25.0% | Reduced |
| Manchester Capital Management LLC | 13 | $521 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 13 | $521 | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 15 | $601 | 0.00% | +15 | New |
| Denali Advisors LLC | 16 | $641 | 0.00% | +16 | New |
| Farmers & Merchants Investments Inc | 20 | $801 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 21 | $841 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 26 | $1.00K | 0.00% | +26 | New |
| JFS Wealth Advisors, LLC | 25 | $1.00K | 0.00% | −8−24.2% | Reduced |
| TCI Wealth Advisors, Inc. | 102 | $4.09K | 0.00% | +9+9.7% | Added |
| Quadrant Capital Group LLC | 172 | $6.89K | 0.00% | +22+14.7% | Added |
| Signaturefd, LLC | 271 | $10.9K | 0.00% | +156+135.7% | Added |
| Studio Investment Management LLC | 272 | $10.9K | 0.00% | +272 | New |
| Northwestern Mutual Wealth Management Co | 288 | $11.5K | 0.00% | −264−47.8% | Reduced |
| Bessemer Group Inc | 336 | $13.0K | 0.00% | −300−47.2% | Reduced |
| Zions Bancorporation, N.A. | 352 | $14.1K | 0.00% | +352 | New |
| Fifth Third Bancorp | 356 | $14.3K | 0.00% | +121+51.5% | Added |
| Steward Partners Investment Advisory, LLC | 401 | $16.1K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 410 | $16.4K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 418 | $16.7K | 0.00% | +120+40.3% | Added |
| Global Retirement Partners, LLC | 429 | $17.2K | 0.00% | −378−46.8% | Reduced |
| JJJ Advisors Inc. | 539 | $23.5K | 0.01% | −87−13.9% | Reduced |
| First Horizon Advisors, Inc. | 591 | $23.7K | 0.00% | −104−15.0% | Reduced |
| US Bancorp | 791 | $31.7K | 0.00% | −76−8.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 807 | $32.3K | 0.00% | −18−2.2% | Reduced |
| Public Employees Retirement System of Ohio | 909 | $36.0K | 0.00% | −1,996−68.7% | Reduced |
| Ronald Blue Trust, Inc. | 1,234 | $46.0K | 0.00% | +477+63.0% | Added |
| First Manhattan Co | 1,150 | $46.1K | 0.00% | −2,800−70.9% | Reduced |
| IFP Advisors, Inc | 694 | $48.0K | 0.00% | −674−49.3% | Reduced |
| Advisor Group Holdings, Inc. | 1,247 | $50.6K | 0.00% | −1−0.1% | Reduced |
| Tower Research Capital LLC (TRC) | 1,505 | $60.0K | 0.00% | −6,201−80.5% | Reduced |
| Lindbrook Capital, LLC | 1,687 | $67.6K | 0.01% | +87+5.4% | Added |
| Baldwin Brothers Inc | 1,750 | $70.1K | 0.01% | +1,650+1,650.0% | Added |
| HM Payson & Co | 1,765 | $70.7K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2,444 | $97.9K | 0.00% | −1,127−31.6% | Reduced |
| Shell Asset Management Co | 2,528 | $101.0K | 0.00% | −163−6.1% | Reduced |
| Metropolitan Life Insurance Co | 2,660 | $106.6K | 0.00% | +110+4.3% | Added |
| Parallel Advisors, LLC | 2,750 | $110.2K | 0.00% | +1,619+143.1% | Added |
| Cubist Systematic Strategies, LLC | 2,979 | $119.3K | 0.00% | −60,960−95.3% | Reduced |
| Rockefeller Capital Management L.P. | 3,017 | $120.0K | 0.00% | +6+0.2% | Added |
| KBC Group NV | 3,128 | $125.0K | 0.00% | 00.0% | Unchanged |
| Point72 Middle East FZE | 3,148 | $126.1K | 0.01% | +3,148 | New |
| Securian Asset Management, Inc | 3,856 | $154.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 3,974 | $159.2K | 0.00% | −2,233−36.0% | Reduced |
| The PNC Financial Services Group, Inc. | 4,190 | $167.9K | 0.00% | −1,145−21.5% | Reduced |
| FMR LLC | 4,540 | $181.9K | 0.00% | +1,382+43.8% | Added |
| Nisa Investment Advisors, LLC | 4,861 | $195.0K | 0.00% | 00.0% | Unchanged |
| Fort, L.P. | 5,073 | $203.2K | 0.31% | −2,165−29.9% | Reduced |
| Cerity Partners LLC | 5,134 | $205.7K | 0.00% | −3,139−37.9% | Reduced |
| Pictet Asset Management SA | 5,372 | $215.0K | 0.00% | +5,372 | New |
| State of Wisconsin Investment Board | 5,526 | $221.4K | 0.00% | −2,736−33.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 5,850 | $234.0K | 0.02% | −17,123−74.5% | Reduced |
| Oppenheimer & Co Inc | 5,942 | $238.0K | 0.01% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 5,959 | $238.7K | 0.20% | −542−8.3% | Reduced |
| Penbrook Management LLC | 6,000 | $240.4K | 0.20% | −100−1.6% | Reduced |
| Public Employees Retirement Association of Colorado | 6,067 | $243.0K | 0.00% | 00.0% | Unchanged |
| Hunter Perkins Capital Management, LLC | 6,075 | $245.0K | 0.06% | +6,075 | New |
| Susquehanna International Group, LLP | 6,253 | $250.5K | 0.00% | −7,149−53.3% | Reduced |
| Ghe, LLC | 6,290 | $252.0K | 0.24% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 6,345 | $254.0K | 0.09% | −361−5.4% | Reduced |
| Moloney Securities Asset Management, LLC | 6,498 | $260.3K | 0.06% | −1,500−18.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 6,564 | $262.0K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 6,537 | $262.0K | 0.00% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 6,375 | $265.0K | 0.00% | +141+2.3% | Added |
| Xponance, Inc. | 6,698 | $268.3K | 0.00% | +53+0.8% | Added |
| Kendall Capital Management | 6,715 | $269.0K | 0.14% | +6,715 | New |
| New Mexico Educational Retirement Board | 6,800 | $272.0K | 0.01% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 6,804 | $273.0K | 0.08% | −299−4.2% | Reduced |
| Advisory Services Network, LLC | 6,974 | $279.4K | 0.01% | +20.0% | Added |
| Bank of Montreal | 7,054 | $283.6K | 0.00% | +2,635+59.6% | Added |
| Kula Investments, LLC | 7,129 | $285.6K | 0.10% | +7,129 | New |
| Davy Global Fund Management Ltd | 7,175 | $287.4K | 0.06% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,209 | $288.8K | 0.00% | −1,649−18.6% | Reduced |
| Ethic Inc. | 7,866 | $315.1K | 0.02% | +7,866 | New |
| Winton Group Ltd | 7,973 | $319.4K | 0.02% | +347+4.6% | Added |
| Captrust Financial Advisors | 8,042 | $322.2K | 0.00% | −1,663−17.1% | Reduced |
| Pacer Advisors, Inc. | 8,232 | $329.8K | 0.00% | +6,185+302.1% | Added |
| Stifel Financial Corp | 8,289 | $332.1K | 0.00% | −3,161−27.6% | Reduced |
| CI Private Wealth, LLC | 8,668 | $347.2K | 0.00% | +8,668 | New |
| Beck Mack & Oliver LLC | 8,827 | $353.6K | 0.01% | −251−2.8% | Reduced |
| Mission Wealth Management, LP | 9,116 | $365.2K | 0.02% | +723+8.6% | Added |
| DekaBank Deutsche Girozentrale | 9,393 | $371.0K | 0.00% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 9,432 | $377.8K | 0.02% | −710−7.0% | Reduced |
| Citigroup Inc | 9,540 | $382.2K | 0.00% | −4,070−29.9% | Reduced |
| Two Sigma Advisers, LP | 9,600 | $384.6K | 0.00% | −1,600−14.3% | Reduced |
| Arjuna Capital | 9,884 | $396.0K | 0.18% | +437+4.6% | Added |
| Brown Brothers Harriman & Co | 10,000 | $400.6K | 0.00% | −159−1.6% | Reduced |
| Lazard Asset Management LLC | 10,224 | $409.0K | 0.00% | −7,043−40.8% | Reduced |
| Raymond James Trust N.A. | 10,231 | $410.0K | 0.01% | −717−6.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 10,275 | $411.6K | 0.06% | −8,416−45.0% | Reduced |
| Acadian Asset Management LLC | 10,440 | $418.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 10,550 | $422.6K | 0.00% | −6,782−39.1% | Reduced |