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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.

Institutional holdersQ4 2022: 222 institutions
Q1 2021: 237 institutionsQ2 2021: 234 institutionsQ3 2021: 232 institutionsQ4 2021: 246 institutionsQ1 2022: 229 institutionsQ2 2022: 242 institutionsQ3 2022: 228 institutionsQ4 2022: 222 institutionsQ1 2023: 230 institutionsQ2 2023: 221 institutionsQ3 2023: 239 institutionsQ4 2023: 236 institutionsQ1 2024: 213 institutionsQ2 2024: 241 institutionsQ3 2024: 235 institutionsQ4 2024: 244 institutionsQ1 2025: 256 institutionsQ2 2025: 269 institutionsQ3 2025: 251 institutionsQ4 2025: 236 institutionsQ1 2026: 249 institutionsQ2 2026: 266 institutions
Value heldQ4 2022: $1.65B
Q1 2021: $2.25BQ2 2021: $2.58BQ3 2021: $2.18BQ4 2021: $2.33BQ1 2022: $2.17BQ2 2022: $1.92BQ3 2022: $1.53BQ4 2022: $1.65BQ1 2023: $1.57BQ2 2023: $1.40BQ3 2023: $1.50BQ4 2023: $1.28BQ1 2024: $1.53BQ2 2024: $1.59BQ3 2024: $1.96BQ4 2024: $1.82BQ1 2025: $1.85BQ2 2025: $1.86BQ3 2025: $1.68BQ4 2025: $1.27BQ1 2026: $1.60BQ2 2026: $2.03B
Institutions holding WLY and their total value by quarter
QuarterHoldersValue
Q2 2026266$2.03B
Q1 2026249$1.60B
Q4 2025236$1.27B
Q3 2025251$1.68B
Q2 2025269$1.86B
Q1 2025256$1.85B
Q4 2024244$1.82B
Q3 2024235$1.96B
Q2 2024241$1.59B
Q1 2024213$1.53B
Q4 2023236$1.28B
Q3 2023239$1.50B
Q2 2023221$1.40B
Q1 2023230$1.57B
Q4 2022222$1.65B
Q3 2022228$1.53B
Q2 2022242$1.92B
Q1 2022229$2.17B
Q4 2021246$2.33B
Q3 2021232$2.18B
Q2 2021234$2.58B
Q1 2021237$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.

Institutions holding WLY in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
First Republic Investment Management, Inc.19,099$765.1K0.00%−1,090−5.4%Reduced
Millennium Management LLC18,726$750.0K0.00%+9,791+109.6%Added
Neuberger Berman Group LLC18,673$748.0K0.00%−3,677−16.5%Reduced
Envestnet Asset Management Inc17,471$699.9K0.00%−88−0.5%Reduced
Royal Bank of Canada16,847$674.0K0.00%+496+3.0%Added
Voya Investment Management LLC16,575$664.0K0.00%00.0%Unchanged
Balyasny Asset Management LLC15,447$618.8K0.00%−13,815−47.2%Reduced
Aquatic Capital Management LLC14,300$573.0K0.04%+14,300New
Teacher Retirement System of Texas13,702$549.0K0.00%−15,074−52.4%Reduced
ETF Managers Group, LLC13,623$545.7K0.03%+637+4.9%Added
SG Americas Securities, LLC13,499$541.0K0.01%+474+3.6%Added
Advisors Asset Management, Inc.12,747$510.6K0.01%+2,481+24.2%Added
Oregon Public Employees Retirement Fund12,572$503.6K0.01%+45+0.4%Added
Arizona State Retirement System12,510$501.2K0.00%+462+3.8%Added
Diversified Trust Co12,450$499.0K0.02%−1,000−7.4%Reduced
Mitsubishi UFJ Trust & Banking Corp11,603$464.8K0.00%+4,200+56.7%Added
Panagora Asset Management Inc11,533$462.0K0.00%−3,627−23.9%Reduced
Thrivent Financial for Lutherans11,518$461.0K0.00%+61+0.5%Added
Louisiana State Employees Retirement System11,500$461.0K0.01%+100+0.9%Added
Mackenzie Financial Corp11,455$458.9K0.00%+11,455New
Grantham, Mayo, Van Otterloo & Co. LLC11,200$448.7K0.00%+2,100+23.1%Added
State of Michigan Retirement System10,852$434.7K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA10,550$422.6K0.00%−6,782−39.1%Reduced
Acadian Asset Management LLC10,440$418.0K0.00%00.0%Unchanged
Y-Intercept (Hong Kong) Ltd10,275$411.6K0.06%−8,416−45.0%Reduced
Raymond James Trust N.A.10,231$410.0K0.01%−717−6.5%Reduced
Lazard Asset Management LLC10,224$409.0K0.00%−7,043−40.8%Reduced
Brown Brothers Harriman & Co10,000$400.6K0.00%−159−1.6%Reduced
Arjuna Capital9,884$396.0K0.18%+437+4.6%Added
Two Sigma Advisers, LP9,600$384.6K0.00%−1,600−14.3%Reduced
Citigroup Inc9,540$382.2K0.00%−4,070−29.9%Reduced
Klingenstein Fields & Co LP9,432$377.8K0.02%−710−7.0%Reduced
DekaBank Deutsche Girozentrale9,393$371.0K0.00%00.0%Unchanged
Mission Wealth Management, LP9,116$365.2K0.02%+723+8.6%Added
Beck Mack & Oliver LLC8,827$353.6K0.01%−251−2.8%Reduced
CI Private Wealth, LLC8,668$347.2K0.00%+8,668New
Stifel Financial Corp8,289$332.1K0.00%−3,161−27.6%Reduced
Pacer Advisors, Inc.8,232$329.8K0.00%+6,185+302.1%Added
Captrust Financial Advisors8,042$322.2K0.00%−1,663−17.1%Reduced
Winton Group Ltd7,973$319.4K0.02%+347+4.6%Added
Ethic Inc.7,866$315.1K0.02%+7,866New
Zurcher Kantonalbank (Zurich Cantonalbank)7,209$288.8K0.00%−1,649−18.6%Reduced
Davy Global Fund Management Ltd7,175$287.4K0.06%00.0%Unchanged
Kula Investments, LLC7,129$285.6K0.10%+7,129New
Bank of Montreal7,054$283.6K0.00%+2,635+59.6%Added
Advisory Services Network, LLC6,974$279.4K0.01%+20.0%Added
SkyView Investment Advisors, LLC6,804$273.0K0.08%−299−4.2%Reduced
New Mexico Educational Retirement Board6,800$272.0K0.01%00.0%Unchanged
Kendall Capital Management6,715$269.0K0.14%+6,715New
Xponance, Inc.6,698$268.3K0.00%+53+0.8%Added
Morningstar Investment Services LLC6,375$265.0K0.00%+141+2.3%Added
Teachers Retirement System of the State of Kentucky6,564$262.0K0.00%00.0%Unchanged
Handelsbanken Fonder AB6,537$262.0K0.00%00.0%Unchanged
Moloney Securities Asset Management, LLC6,498$260.3K0.06%−1,500−18.8%Reduced
KB Financial Partners, LLC6,345$254.0K0.09%−361−5.4%Reduced
Ghe, LLC6,290$252.0K0.24%00.0%Unchanged
Susquehanna International Group, LLP6,253$250.5K0.00%−7,149−53.3%Reduced
Hunter Perkins Capital Management, LLC6,075$245.0K0.06%+6,075New
Public Employees Retirement Association of Colorado6,067$243.0K0.00%00.0%Unchanged
Penbrook Management LLC6,000$240.4K0.20%−100−1.6%Reduced
Verity Asset Management, Inc.5,959$238.7K0.20%−542−8.3%Reduced
Oppenheimer & Co Inc5,942$238.0K0.01%00.0%Unchanged
Dynamic Technology Lab Private Ltd5,850$234.0K0.02%−17,123−74.5%Reduced
State of Wisconsin Investment Board5,526$221.4K0.00%−2,736−33.1%Reduced
Pictet Asset Management SA5,372$215.0K0.00%+5,372New
Cerity Partners LLC5,134$205.7K0.00%−3,139−37.9%Reduced
Fort, L.P.5,073$203.2K0.31%−2,165−29.9%Reduced
Nisa Investment Advisors, LLC4,861$195.0K0.00%00.0%Unchanged
FMR LLC4,540$181.9K0.00%+1,382+43.8%Added
The PNC Financial Services Group, Inc.4,190$167.9K0.00%−1,145−21.5%Reduced
Northwestern Mutual Investment Management Company, LLC3,974$159.2K0.00%−2,233−36.0%Reduced
Securian Asset Management, Inc3,856$154.5K0.00%00.0%Unchanged
Point72 Middle East FZE3,148$126.1K0.01%+3,148New
KBC Group NV3,128$125.0K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.3,017$120.0K0.00%+6+0.2%Added
Cubist Systematic Strategies, LLC2,979$119.3K0.00%−60,960−95.3%Reduced
Parallel Advisors, LLC2,750$110.2K0.00%+1,619+143.1%Added
Metropolitan Life Insurance Co2,660$106.6K0.00%+110+4.3%Added
Shell Asset Management Co2,528$101.0K0.00%−163−6.1%Reduced
Assetmark, Inc2,444$97.9K0.00%−1,127−31.6%Reduced
HM Payson & Co1,765$70.7K0.00%00.0%Unchanged
Baldwin Brothers Inc1,750$70.1K0.01%+1,650+1,650.0%Added
Lindbrook Capital, LLC1,687$67.6K0.01%+87+5.4%Added
Tower Research Capital LLC (TRC)1,505$60.0K0.00%−6,201−80.5%Reduced
Advisor Group Holdings, Inc.1,247$50.6K0.00%−1−0.1%Reduced
IFP Advisors, Inc694$48.0K0.00%−674−49.3%Reduced
First Manhattan Co1,150$46.1K0.00%−2,800−70.9%Reduced
Ronald Blue Trust, Inc.1,234$46.0K0.00%+477+63.0%Added
Public Employees Retirement System of Ohio909$36.0K0.00%−1,996−68.7%Reduced
Allspring Global Investments Holdings, LLC807$32.3K0.00%−18−2.2%Reduced
US Bancorp791$31.7K0.00%−76−8.8%Reduced
First Horizon Advisors, Inc.591$23.7K0.00%−104−15.0%Reduced
JJJ Advisors Inc.539$23.5K0.01%−87−13.9%Reduced
Global Retirement Partners, LLC429$17.2K0.00%−378−46.8%Reduced
Parkside Financial Bank & Trust418$16.7K0.00%+120+40.3%Added
Nomura Asset Management Co Ltd410$16.4K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC401$16.1K0.00%00.0%Unchanged
Fifth Third Bancorp356$14.3K0.00%+121+51.5%Added
Zions Bancorporation, N.A.352$14.1K0.00%+352New
Bessemer Group Inc336$13.0K0.00%−300−47.2%Reduced