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 |
|---|---|---|---|---|---|
| Covestor Ltd | 7 | $0 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 2 | $78 | 0.00% | −100−98.0% | Reduced |
| Versant Capital Management, Inc | 5 | $194 | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 6 | $233 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $388 | 0.00% | −2−16.7% | Reduced |
| Creative Financial Designs Inc | 10 | $388 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 10 | $388 | 0.00% | +4+66.7% | Added |
| AdvisorNet Financial, Inc | 11 | $426 | 0.00% | +1+10.0% | Added |
| Schubert & Co | 12 | $466 | 0.00% | +1+9.1% | Added |
| JFS Wealth Advisors, LLC | 14 | $543 | 0.00% | −11−44.0% | Reduced |
| Denali Advisors LLC | 16 | $620 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 17 | $660 | 0.00% | +17 | New |
| Farmers & Merchants Investments Inc | 20 | $775 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 21 | $814 | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 30 | $1.00K | 0.00% | +23+328.6% | Added |
| Manchester Capital Management LLC | 46 | $1.78K | 0.00% | +33+253.8% | Added |
| Bessemer Group Inc | 54 | $2.00K | 0.00% | −282−83.9% | Reduced |
| Fifth Third Bancorp | 130 | $5.04K | 0.00% | −226−63.5% | Reduced |
| Quadrant Capital Group LLC | 135 | $5.23K | 0.00% | −37−21.5% | Reduced |
| Signaturefd, LLC | 224 | $8.68K | 0.00% | −47−17.3% | Reduced |
| Belpointe Asset Management LLC | 240 | $9.30K | 0.00% | +240 | New |
| JJJ Advisors Inc. | 405 | $15.5K | 0.00% | −134−24.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 401 | $15.5K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 410 | $15.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 566 | $20.5K | 0.00% | +137+31.9% | Added |
| Parkside Financial Bank & Trust | 562 | $21.8K | 0.01% | +144+34.4% | Added |
| First Horizon Advisors, Inc. | 612 | $23.7K | 0.00% | +21+3.6% | Added |
| KBC Group NV | 667 | $26.0K | 0.00% | −2,461−78.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 808 | $31.3K | 0.00% | +520+180.6% | Added |
| Public Employees Retirement System of Ohio | 944 | $37.0K | 0.00% | +35+3.9% | Added |
| IFP Advisors, Inc | 571 | $38.8K | 0.00% | −123−17.7% | Reduced |
| Studio Investment Management LLC | 1,009 | $39.1K | 0.01% | +737+271.0% | Added |
| Parallel Advisors, LLC | 1,010 | $39.2K | 0.00% | −1,740−63.3% | Reduced |
| Acadian Asset Management LLC | 1,063 | $41.0K | 0.00% | −9,377−89.8% | Reduced |
| US Bancorp | 1,087 | $42.1K | 0.00% | +296+37.4% | Added |
| First Manhattan Co | 1,150 | $44.6K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,330 | $51.6K | 0.00% | +83+6.7% | Added |
| Tower Research Capital LLC (TRC) | 1,471 | $57.0K | 0.00% | −34−2.3% | Reduced |
| Ronald Blue Trust, Inc. | 1,474 | $59.0K | 0.00% | +240+19.4% | Added |
| Lindbrook Capital, LLC | 1,607 | $62.3K | 0.01% | −80−4.7% | Reduced |
| Baldwin Brothers Inc | 1,750 | $67.8K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 1,765 | $68.4K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,861 | $72.0K | 0.00% | −3,000−61.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,865 | $72.3K | 0.00% | +1,058+131.1% | Added |
| Metropolitan Life Insurance Co | 2,445 | $94.8K | 0.00% | −215−8.1% | Reduced |
| Shell Asset Management Co | 2,519 | $98.0K | 0.00% | −9−0.4% | Reduced |
| FMR LLC | 3,243 | $125.7K | 0.00% | −1,297−28.6% | Reduced |
| Securian Asset Management, Inc | 3,856 | $149.5K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 3,913 | $151.7K | 0.00% | +1,469+60.1% | Added |
| The PNC Financial Services Group, Inc. | 4,536 | $175.9K | 0.00% | +346+8.3% | Added |
| XTX Topco Ltd | 5,363 | $207.9K | 0.04% | +5,363 | New |
| Pictet Asset Management SA | 5,372 | $208.3K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 4,348 | $209.0K | 0.00% | +4,348 | New |
| State of Wisconsin Investment Board | 5,584 | $216.5K | 0.00% | +58+1.0% | Added |
| Ironwood Investment Counsel, LLC | 5,635 | $218.5K | 0.05% | +5,635 | New |
| HighTower Advisors, LLC | 5,903 | $224.0K | 0.00% | +5,903 | New |
| Verity Asset Management, Inc. | 5,845 | $226.6K | 0.14% | −114−1.9% | Reduced |
| Penbrook Management LLC | 5,900 | $228.7K | 0.18% | −100−1.7% | Reduced |
| Oppenheimer & Co Inc | 5,920 | $229.5K | 0.00% | −22−0.4% | Reduced |
| Janney Montgomery Scott LLC | 6,033 | $234.0K | 0.00% | +6,033 | New |
| Public Employees Retirement Association of Colorado | 6,067 | $235.0K | 0.00% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 6,125 | $237.5K | 0.04% | −373−5.7% | Reduced |
| Ghe, LLC | 6,290 | $243.9K | 0.19% | 00.0% | Unchanged |
| Walleye Capital LLC | 6,437 | $249.6K | 0.01% | +6,437 | New |
| Ergoteles LLC | 6,500 | $252.0K | 0.01% | +6,500 | New |
| Handelsbanken Fonder AB | 6,537 | $253.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 6,564 | $254.0K | 0.00% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 6,698 | $255.0K | 0.00% | +323+5.1% | Added |
| Xponance, Inc. | 6,660 | $258.2K | 0.00% | −38−0.6% | Reduced |
| Advisory Services Network, LLC | 6,982 | $270.7K | 0.01% | +8+0.1% | Added |
| Vestcor Inc | 7,037 | $273.0K | 0.01% | +7,037 | New |
| Jane Street Group, LLC | 7,053 | $273.4K | 0.00% | +7,053 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,209 | $279.5K | 0.00% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 7,250 | $281.1K | 0.06% | +7,250 | New |
| Bank of Montreal | 7,319 | $284.3K | 0.00% | +265+3.8% | Added |
| Cerity Partners LLC | 7,372 | $284.7K | 0.00% | +2,238+43.6% | Added |
| Verdence Capital Advisors LLC | 7,439 | $288.4K | 0.03% | +7,439 | New |
| KB Financial Partners, LLC | 7,480 | $290.0K | 0.09% | +1,135+17.9% | Added |
| Resources Investment Advisors, LLC. | 7,481 | $290.0K | 0.01% | +7,481 | New |
| Ethic Inc. | 7,575 | $293.7K | 0.01% | −291−3.7% | Reduced |
| Virginia Retirement Systems Et Al | 7,600 | $294.7K | 0.00% | +7,600 | New |
| New Mexico Educational Retirement Board | 7,800 | $302.0K | 0.02% | +1,000+14.7% | Added |
| Duality Advisers, LP | 8,034 | $311.5K | 0.04% | +8,034 | New |
| SkyView Investment Advisors, LLC | 8,161 | $317.0K | 0.07% | +1,357+19.9% | Added |
| Captrust Financial Advisors | 8,245 | $319.7K | 0.00% | +203+2.5% | Added |
| Commonwealth Equity Services, LLC | 8,278 | $320.0K | 0.00% | +8,278 | New |
| Cubist Systematic Strategies, LLC | 8,266 | $320.5K | 0.00% | +5,287+177.5% | Added |
| Stifel Financial Corp | 8,301 | $321.8K | 0.00% | +12+0.1% | Added |
| Squarepoint Ops LLC | 8,339 | $323.3K | 0.00% | +8,339 | New |
| Marshall Wace, LLP | 8,542 | $331.2K | 0.00% | +8,542 | New |
| Kendall Capital Management | 8,615 | $334.0K | 0.16% | +1,900+28.3% | Added |
| Two Sigma Advisers, LP | 8,700 | $337.3K | 0.00% | −900−9.4% | Reduced |
| Beck Mack & Oliver LLC | 8,827 | $342.2K | 0.01% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 9,277 | $359.7K | 0.02% | +161+1.8% | Added |
| Lazard Asset Management LLC | 9,394 | $363.0K | 0.00% | −830−8.1% | Reduced |
| Klingenstein Fields & Co LP | 9,432 | $365.7K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 9,497 | $368.2K | 0.01% | +5,523+139.0% | Added |
| Winton Group Ltd | 9,525 | $369.3K | 0.02% | +1,552+19.5% | Added |
| Teacher Retirement System of Texas | 9,742 | $378.0K | 0.00% | −3,960−28.9% | Reduced |
| Citigroup Inc | 9,772 | $378.9K | 0.00% | +232+2.4% | Added |