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 of Michigan Retirement System | 10,852 | $434.7K | 0.00% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 11,200 | $448.7K | 0.00% | +2,100+23.1% | Added |
| Mackenzie Financial Corp | 11,455 | $458.9K | 0.00% | +11,455 | New |
| Thrivent Financial for Lutherans | 11,518 | $461.0K | 0.00% | +61+0.5% | Added |
| Louisiana State Employees Retirement System | 11,500 | $461.0K | 0.01% | +100+0.9% | Added |
| Panagora Asset Management Inc | 11,533 | $462.0K | 0.00% | −3,627−23.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 11,603 | $464.8K | 0.00% | +4,200+56.7% | Added |
| Diversified Trust Co | 12,450 | $499.0K | 0.02% | −1,000−7.4% | Reduced |
| Arizona State Retirement System | 12,510 | $501.2K | 0.00% | +462+3.8% | Added |
| Oregon Public Employees Retirement Fund | 12,572 | $503.6K | 0.01% | +45+0.4% | Added |
| Advisors Asset Management, Inc. | 12,747 | $510.6K | 0.01% | +2,481+24.2% | Added |
| SG Americas Securities, LLC | 13,499 | $541.0K | 0.01% | +474+3.6% | Added |
| ETF Managers Group, LLC | 13,623 | $545.7K | 0.03% | +637+4.9% | Added |
| Teacher Retirement System of Texas | 13,702 | $549.0K | 0.00% | −15,074−52.4% | Reduced |
| Aquatic Capital Management LLC | 14,300 | $573.0K | 0.04% | +14,300 | New |
| Balyasny Asset Management LLC | 15,447 | $618.8K | 0.00% | −13,815−47.2% | Reduced |
| Voya Investment Management LLC | 16,575 | $664.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 16,847 | $674.0K | 0.00% | +496+3.0% | Added |
| Envestnet Asset Management Inc | 17,471 | $699.9K | 0.00% | −88−0.5% | Reduced |
| Neuberger Berman Group LLC | 18,673 | $748.0K | 0.00% | −3,677−16.5% | Reduced |
| Millennium Management LLC | 18,726 | $750.0K | 0.00% | +9,791+109.6% | Added |
| First Republic Investment Management, Inc. | 19,099 | $765.1K | 0.00% | −1,090−5.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,317 | $774.0K | 0.01% | +2,276+13.4% | Added |
| Dark Forest Capital Management LP | 19,768 | $791.9K | 0.19% | +19,622+13,439.7% | Added |
| UBS Group AG | 19,938 | $798.7K | 0.00% | −89,669−81.8% | Reduced |
| Qube Research & Technologies Ltd | 20,238 | $810.7K | 0.00% | +6,785+50.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 20,531 | $822.5K | 0.00% | −185−0.9% | Reduced |
| Ensign Peak Advisors, Inc | 20,780 | $832.4K | 0.00% | −3,150−13.2% | Reduced |
| STRS Ohio | 20,900 | $837.0K | 0.00% | −1,300−5.9% | Reduced |
| Comerica Bank | 19,114 | $842.0K | 0.01% | −337−1.7% | Reduced |
| Yousif Capital Management, LLC | 21,973 | $880.2K | 0.01% | +60.0% | Added |
| Price T Rowe Associates Inc | 22,302 | $893.0K | 0.00% | +1,191+5.6% | Added |
| Deutsche Bank AG | 23,515 | $942.0K | 0.00% | +3,037+14.8% | Added |
| Ameritas Investment Partners, Inc. | 22,328 | $964.5K | 0.04% | +1,149+5.4% | Added |
| Cardinal Capital Management | 25,348 | $1.02M | 0.22% | +1,277+5.3% | Added |
| Lido Advisors, LLC | 25,406 | $1.02M | 0.02% | +7,613+42.8% | Added |
| Seizert Capital Partners, LLC | 26,979 | $1.08M | 0.06% | −2,399−8.2% | Reduced |
| CWM, LLC | 28,507 | $1.14M | 0.01% | +2,198+8.4% | Added |
| Texas Permanent School Fund | 28,837 | $1.16M | 0.02% | −2,076−6.7% | Reduced |
| Barclays PLC | 29,610 | $1.19M | 0.00% | +14,994+102.6% | Added |
| Allianz Asset Management GmbH | 29,613 | $1.19M | 0.00% | −3,766−11.3% | Reduced |
| Amalgamated Bank | 30,307 | $1.21M | 0.01% | +546+1.8% | Added |
| Martingale Asset Management L P | 30,513 | $1.22M | 0.02% | −4,260−12.3% | Reduced |
| North Star Investment Management Corp. | 32,350 | $1.30M | 0.12% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 34,388 | $1.38M | 1.21% | +34,388 | New |
| Great West Life Assurance Co | 34,902 | $1.40M | 0.00% | +4,880+16.3% | Added |
| Mutual of America Capital Management LLC | 35,279 | $1.41M | 0.02% | +740+2.1% | Added |
| Alps Advisors Inc | 35,326 | $1.42M | 0.01% | −2,829−7.4% | Reduced |
| Nordea Investment Management AB | 37,782 | $1.51M | 0.00% | +438+1.2% | Added |
| State Board of Administration of Florida Retirement System | 39,083 | $1.57M | 0.00% | +80+0.2% | Added |
| Candriam Luxembourg S.C.A. | 40,133 | $1.61M | 0.01% | −16,691−29.4% | Reduced |
| Bank of America Corp | 40,540 | $1.62M | 0.00% | +8,488+26.5% | Added |
| Uncommon Cents Investing LLC | 40,625 | $1.63M | 0.60% | −755−1.8% | Reduced |
| American Century Companies Inc | 41,853 | $1.68M | 0.00% | +14,020+50.4% | Added |
| Martin & Co Inc | 41,954 | $1.68M | 0.44% | +1,154+2.8% | Added |
| Tudor Investment Corp Et Al | 43,368 | $1.74M | 0.04% | −7,895−15.4% | Reduced |
| State of Tennessee, Treasury Department | 44,971 | $1.80M | 0.01% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 47,127 | $1.89M | 0.01% | 00.0% | Unchanged |
| Clearline Capital LP | 47,339 | $1.90M | 0.34% | +47,339 | New |
| Bonness Enterprises Inc | 48,400 | $1.94M | 0.91% | 00.0% | Unchanged |
| MetLife Investment Management | 49,196 | $1.97M | 0.01% | −572−1.1% | Reduced |
| Manufacturers Life Insurance Company, The | 50,418 | $2.02M | 0.00% | −176−0.3% | Reduced |
| First Trust Advisors LP | 51,598 | $2.07M | 0.00% | +7,401+16.7% | Added |
| Clean Yield Group | 52,042 | $2.08M | 0.90% | +44,592+598.6% | Added |
| Credit Suisse AG | 52,131 | $2.09M | 0.00% | +10,121+24.1% | Added |
| State of Alaska, Department of Revenue | 55,142 | $2.21M | 0.03% | −50−0.1% | Reduced |
| California State Teachers Retirement System | 55,698 | $2.23M | 0.00% | +583+1.1% | Added |
| Retirement Systems of Alabama | 56,595 | $2.27M | 0.01% | +326+0.6% | Added |
| AQR Capital Management LLC | 58,680 | $2.33M | 0.01% | +8,141+16.1% | Added |
| UBS Asset Management Americas Inc | 62,453 | $2.50M | 0.00% | +8,869+16.6% | Added |
| Legal & General Group Plc | 66,488 | $2.66M | 0.00% | +73+0.1% | Added |
| New York State Teachers Retirement System | 68,724 | $2.75M | 0.01% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 68,917 | $2.76M | 0.14% | +22,269+47.7% | Added |
| Citadel Advisors LLC | 69,091 | $2.77M | 0.00% | −10,496−13.2% | Reduced |
| Voloridge Investment Management, LLC | 86,398 | $3.46M | 0.02% | +48,196+126.2% | Added |
| American International Group, Inc. | 86,754 | $3.48M | 0.02% | −1,016−1.2% | Reduced |
| Wells Fargo & Company | 86,796 | $3.48M | 0.00% | −28,090−24.5% | Reduced |
| Alliancebernstein L.P. | 97,157 | $3.89M | 0.00% | +271+0.3% | Added |
| Swiss National Bank | 107,000 | $4.29M | 0.00% | +1,900+1.8% | Added |
| Amundi | 102,851 | $4.50M | 0.00% | +2,256+2.2% | Added |
| Renaissance Technologies LLC | 113,900 | $4.56M | 0.01% | +35,158+44.6% | Added |
| Ameriprise Financial Inc | 131,381 | $5.26M | 0.00% | −4,821−3.5% | Reduced |
| Man Group plc | 132,081 | $5.29M | 0.02% | −8,892−6.3% | Reduced |
| Sycomore Asset Management | 143,246 | $5.64M | 1.56% | 00.0% | Unchanged |
| SEI Investments Co | 141,389 | $5.66M | 0.01% | −1,004−0.7% | Reduced |
| Eagle Asset Management Inc | 138,884 | $5.70M | 0.03% | −96,122−40.9% | Reduced |
| Rhumbline Advisers | 143,647 | $5.75M | 0.01% | +5,196+3.8% | Added |
| Loomis Sayles & Co L P | 150,155 | $6.01M | 0.01% | −338−0.2% | Reduced |
| Invesco Ltd. | 170,281 | $6.82M | 0.00% | −259,748−60.4% | Reduced |
| Willis Investment Counsel | 177,286 | $7.10M | 0.45% | +3,683+2.1% | Added |
| Macquarie Group Ltd | 185,690 | $7.44M | 0.01% | −11,499−5.8% | Reduced |
| Norges Bank | 187,588 | $7.51M | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 196,377 | $7.87M | 0.00% | −5,955−2.9% | Reduced |
| Russell Investments Group, Ltd. | 202,979 | $8.13M | 0.02% | +20,642+11.3% | Added |
| Gagnon Securities LLC | 1,438,934 | $9.40M | 2.08% | +1,422,296+8,548.5% | Added |
| Van Eck Associates Corp | 265,669 | $10.6M | 0.03% | +18,894+7.7% | Added |
| New York State Common Retirement Fund | 271,279 | $10.9M | 0.01% | +7,561+2.9% | Added |
| Raymond James & Associates | 321,551 | $12.9M | 0.01% | −37,950−10.6% | Reduced |
| Grandfield & Dodd, LLC | 332,087 | $13.3M | 0.97% | −2,964−0.9% | Reduced |
| JPMorgan Chase & Co | 335,091 | $13.4M | 0.00% | −97,065−22.5% | Reduced |