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, Q1 2023
Institutional positions in John Wiley & Sons, Inc. as of Mar 31, 2023. 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
- 230
- +9 vs. Q4 2022
- Shares held
- 40.5M
- −1.71M (−4.1%) vs. Q4 2022
- Total value
- $1.57B
- −$70.6M (−4.3%) vs. Q4 2022
- New holders
- 24
- 103 more added
- Sold out
- 15
- 73 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding John Wiley & Sons, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 5,023,495 | $194.8M | 0.01% | −207,756−4.0% | Reduced |
| State Street Corp | 4,901,287 | $190.0M | 0.01% | −412,134−7.8% | Reduced |
| Vanguard Group Inc | 4,832,326 | $187.3M | 0.00% | +41,394+0.9% | Added |
| Clarkston Capital Partners, LLC | 2,882,620 | $111.8M | 2.08% | +135,936+4.9% | Added |
| Champlain Investment Partners, LLC | 2,097,745 | $81.3M | 0.51% | −39,865−1.9% | Reduced |
| Cardinal Capital Management LLC | 2,011,211 | $78.0M | 2.76% | −121,035−5.7% | Reduced |
| Dimensional Fund Advisors LP | 1,620,291 | $62.8M | 0.02% | +111,954+7.4% | Added |
| Palisade Capital Management LLC | 983,552 | $38.1M | 1.03% | +33,257+3.5% | Added |
| ProShare Advisors LLC | 979,672 | $38.0M | 0.12% | −61,054−5.9% | Reduced |
| Bank of New York Mellon Corp | 870,869 | $33.8M | 0.01% | −11,687−1.3% | Reduced |
| Geode Capital Management, LLC | 828,887 | $32.1M | 0.00% | +40,892+5.2% | Added |
| William Blair Investment Management, LLC | 777,048 | $30.1M | 0.10% | +3,781+0.5% | Added |
| Goldman Sachs Group Inc | 700,300 | $27.2M | 0.01% | −58,611−7.7% | Reduced |
| Cannell Peter B & Co Inc | 643,856 | $25.0M | 0.89% | −42,830−6.2% | Reduced |
| Federated Hermes, Inc. | 596,435 | $23.1M | 0.06% | −20,613−3.3% | Reduced |
| Boston Partners | 581,710 | $22.5M | 0.03% | +120,503+26.1% | Added |
| Northern Trust Corp | 548,124 | $21.3M | 0.00% | +3,288+0.6% | Added |
| Morgan Stanley | 540,798 | $21.0M | 0.00% | −93,672−14.8% | Reduced |
| Charles Schwab Investment Management Inc | 538,599 | $20.9M | 0.01% | +14,076+2.7% | Added |
| JPMorgan Chase & Co | 455,696 | $17.7M | 0.00% | +120,605+36.0% | Added |
| Principal Financial Group Inc | 407,505 | $15.8M | 0.01% | −85,951−17.4% | Reduced |
| Raymond James & Associates | 337,088 | $13.1M | 0.01% | +15,537+4.8% | Added |
| Grandfield & Dodd, LLC | 335,777 | $13.0M | 0.91% | +3,690+1.1% | Added |
| Van Eck Associates Corp | 329,069 | $12.8M | 0.03% | +63,400+23.9% | Added |
| Victory Capital Management Inc | 291,290 | $11.3M | 0.01% | −74,878−20.4% | Reduced |
| Citadel Advisors LLC | 270,785 | $10.5M | 0.01% | +201,694+291.9% | Added |
| New York State Common Retirement Fund | 266,619 | $10.3M | 0.01% | −4,660−1.7% | Reduced |
| Nuveen Asset Management, LLC | 219,900 | $8.53M | 0.00% | +23,523+12.0% | Added |
| Loomis Sayles & Co L P | 213,596 | $8.28M | 0.01% | +63,441+42.3% | Added |
| Macquarie Group Ltd | 183,704 | $7.12M | 0.01% | −1,986−1.1% | Reduced |
| Willis Investment Counsel | 179,049 | $6.94M | 0.45% | +1,763+1.0% | Added |
| Invesco Ltd. | 178,695 | $6.93M | 0.00% | +8,414+4.9% | Added |
| Ameriprise Financial Inc | 166,611 | $6.46M | 0.00% | +35,230+26.8% | Added |
| Norges Bank | 156,067 | $6.05M | 0.00% | −31,521−16.8% | Reduced |
| Rhumbline Advisers | 144,734 | $5.61M | 0.01% | +1,087+0.8% | Added |
| SEI Investments Co | 144,555 | $5.60M | 0.01% | +3,166+2.2% | Added |
| Eagle Asset Management Inc | 144,398 | $5.60M | 0.03% | +5,514+4.0% | Added |
| Man Group plc | – | $5.29M | 0.02% | – | – |
| Sycomore Asset Management | 143,246 | $5.26M | 1.51% | 00.0% | Unchanged |
| Wells Fargo & Company | 123,764 | $4.80M | 0.00% | +36,968+42.6% | Added |
| Amundi | 102,851 | $3.90M | 0.00% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 99,127 | $3.84M | 0.02% | +12,729+14.7% | Added |
| Qube Research & Technologies Ltd | 97,591 | $3.78M | 0.02% | +77,353+382.2% | Added |
| Susquehanna International Group, LLP | 97,177 | $3.77M | 0.01% | +90,924+1,454.1% | Added |
| Alliancebernstein L.P. | 96,304 | $3.73M | 0.00% | −853−0.9% | Reduced |
| Swiss National Bank | 95,700 | $3.71M | 0.00% | −11,300−10.6% | Reduced |
| Russell Investments Group, Ltd. | 91,444 | $3.54M | 0.01% | −111,535−54.9% | Reduced |
| Seizert Capital Partners, LLC | 89,688 | $3.48M | 0.19% | +62,709+232.4% | Added |
| American International Group, Inc. | 86,354 | $3.35M | 0.02% | −400−0.5% | Reduced |
| Dark Forest Capital Management LP | 77,886 | $3.02M | 0.72% | +58,118+294.0% | Added |
| Clean Yield Group | 73,363 | $2.84M | 1.21% | +21,321+41.0% | Added |
| New York State Teachers Retirement System | 72,394 | $2.81M | 0.01% | +3,670+5.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 69,467 | $2.69M | 0.14% | +550+0.8% | Added |
| Legal & General Group Plc | 66,385 | $2.57M | 0.00% | −103−0.2% | Reduced |
| UBS Asset Management Americas Inc | 64,467 | $2.50M | 0.00% | +2,014+3.2% | Added |
| Millennium Management LLC | 61,401 | $2.38M | 0.00% | +42,675+227.9% | Added |
| First Trust Advisors LP | 60,995 | $2.36M | 0.00% | +9,397+18.2% | Added |
| Retirement Systems of Alabama | 55,933 | $2.17M | 0.01% | −662−1.2% | Reduced |
| State of Alaska, Department of Revenue | 55,032 | $2.13M | 0.03% | −110−0.2% | Reduced |
| California State Teachers Retirement System | 54,935 | $2.13M | 0.00% | −763−1.4% | Reduced |
| Credit Suisse AG | 54,338 | $2.11M | 0.00% | +2,207+4.2% | Added |
| Candriam Luxembourg S.C.A. | 58,897 | $2.10M | 0.01% | +18,764+46.8% | Added |
| State of New Jersey Common Pension Fund D | 52,523 | $2.04M | 0.01% | +5,396+11.4% | Added |
| AQR Capital Management LLC | 52,263 | $2.03M | 0.00% | −6,417−10.9% | Reduced |
| Manufacturers Life Insurance Company, The | 48,969 | $1.90M | 0.00% | −1,449−2.9% | Reduced |
| Tudor Investment Corp Et Al | 48,669 | $1.89M | 0.04% | +5,301+12.2% | Added |
| MetLife Investment Management | 48,412 | $1.88M | 0.01% | −784−1.6% | Reduced |
| Bonness Enterprises Inc | 48,400 | $1.88M | 0.84% | 00.0% | Unchanged |
| Bank of America Corp | 45,175 | $1.75M | 0.00% | +4,635+11.4% | Added |
| Renaissance Technologies LLC | 44,500 | $1.73M | 0.00% | −69,400−60.9% | Reduced |
| State of Tennessee, Treasury Department | 42,215 | $1.64M | 0.01% | −2,756−6.1% | Reduced |
| Martin & Co Inc | 41,755 | $1.62M | 0.42% | −199−0.5% | Reduced |
| Barclays PLC | 41,412 | $1.61M | 0.00% | +11,802+39.9% | Added |
| Uncommon Cents Investing LLC | 40,535 | $1.57M | 0.57% | −90−0.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 39,488 | $1.53M | 1.12% | +5,100+14.8% | Added |
| Texas Permanent School Fund | 38,390 | $1.49M | 0.01% | +9,553+33.1% | Added |
| Nordea Investment Management AB | 35,843 | $1.39M | 0.00% | −1,939−5.1% | Reduced |
| Alps Advisors Inc | 35,104 | $1.36M | 0.01% | −222−0.6% | Reduced |
| Mutual of America Capital Management LLC | 34,452 | $1.34M | 0.02% | −827−2.3% | Reduced |
| Great West Life Assurance Co | 33,350 | $1.29M | 0.00% | −1,552−4.4% | Reduced |
| North Star Investment Management Corp. | 32,350 | $1.25M | 0.10% | 00.0% | Unchanged |
| American Century Companies Inc | 32,192 | $1.25M | 0.00% | −9,661−23.1% | Reduced |
| Deutsche Bank AG | 32,168 | $1.25M | 0.00% | +8,653+36.8% | Added |
| SG Americas Securities, LLC | 31,662 | $1.23M | 0.02% | +18,163+134.6% | Added |
| Allianz Asset Management GmbH | 31,477 | $1.22M | 0.00% | +1,864+6.3% | Added |
| UBS Group AG | 31,149 | $1.21M | 0.00% | +11,211+56.2% | Added |
| Martingale Asset Management L P | 30,922 | $1.20M | 0.02% | +409+1.3% | Added |
| Balyasny Asset Management LLC | 30,508 | $1.18M | 0.00% | +15,061+97.5% | Added |
| CWM, LLC | 28,986 | $1.12M | 0.01% | +479+1.7% | Added |
| Amalgamated Bank | 28,586 | $1.11M | 0.01% | −1,721−5.7% | Reduced |
| BNP Paribas Arbitrage, SA | 27,368 | $1.06M | 0.00% | +16,818+159.4% | Added |
| Janus Henderson Group PLC | 26,519 | $1.03M | 0.00% | −328,654−92.5% | Reduced |
| Cardinal Capital Management | 25,955 | $1.01M | 0.21% | +607+2.4% | Added |
| Ensign Peak Advisors, Inc | 25,830 | $1.00M | 0.00% | +5,050+24.3% | Added |
| Lido Advisors, LLC | 25,641 | $994.1K | 0.01% | +235+0.9% | Added |
| Price T Rowe Associates Inc | 23,061 | $895.0K | 0.00% | +759+3.4% | Added |
| Ameritas Investment Partners, Inc. | 22,691 | $879.7K | 0.03% | +363+1.6% | Added |
| Yousif Capital Management, LLC | 21,743 | $843.0K | 0.01% | −230−1.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 21,046 | $816.0K | 0.00% | +515+2.5% | Added |
| STRS Ohio | 20,900 | $810.0K | 0.00% | 00.0% | Unchanged |