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 |
|---|---|---|---|---|---|
| Brown Brothers Harriman & Co | 10,000 | $387.7K | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 10,339 | $401.0K | 0.01% | +108+1.1% | Added |
| CI Private Wealth, LLC | 10,576 | $410.0K | 0.00% | +1,908+22.0% | Added |
| Davy Global Fund Management Ltd | 10,728 | $415.9K | 0.08% | +3,553+49.5% | Added |
| State of Michigan Retirement System | 10,852 | $420.7K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 10,991 | $425.0K | 0.00% | −5,856−34.8% | Reduced |
| Jump Financial, LLC | 11,135 | $431.7K | 0.02% | +11,135 | New |
| Panagora Asset Management Inc | 11,284 | $437.5K | 0.00% | −249−2.2% | Reduced |
| Thrivent Financial for Lutherans | 11,378 | $441.0K | 0.00% | −140−1.2% | Reduced |
| Louisiana State Employees Retirement System | 11,400 | $442.0K | 0.01% | −100−0.9% | Reduced |
| ExodusPoint Capital Management, LP | 11,604 | $450.0K | 0.01% | +11,604 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 12,200 | $473.0K | 0.00% | +1,000+8.9% | Added |
| Diversified Trust Co | 12,450 | $482.7K | 0.02% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 12,631 | $489.7K | 0.01% | +59+0.5% | Added |
| State Board of Administration of Florida Retirement System | 12,826 | $497.3K | 0.00% | −26,257−67.2% | Reduced |
| Arizona State Retirement System | 12,847 | $498.1K | 0.00% | +337+2.7% | Added |
| Arjuna Capital | 12,952 | $502.1K | 0.20% | +3,068+31.0% | Added |
| Eschler Asset Management LLP | 13,141 | $509.5K | 0.40% | +13,141 | New |
| Advisors Asset Management, Inc. | 13,227 | $512.8K | 0.01% | +480+3.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 13,488 | $522.9K | 0.00% | +1,885+16.2% | Added |
| ETF Managers Group, LLC | 13,829 | $536.1K | 0.02% | +206+1.5% | Added |
| Mackenzie Financial Corp | 14,080 | $545.9K | 0.00% | +2,625+22.9% | Added |
| D. E. Shaw & Co., Inc. | 14,385 | $557.7K | 0.00% | +14,385 | New |
| Neuberger Berman Group LLC | 15,573 | $603.8K | 0.00% | −3,100−16.6% | Reduced |
| Hunter Perkins Capital Management, LLC | 16,674 | $646.0K | 0.15% | +10,599+174.5% | Added |
| Voya Investment Management LLC | 17,368 | $673.4K | 0.00% | +793+4.8% | Added |
| First Republic Investment Management, Inc. | 18,368 | $712.1K | 0.00% | −731−3.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,281 | $747.5K | 0.01% | −36−0.2% | Reduced |
| Gsa Capital Partners LLP | 20,115 | $780.0K | 0.08% | +20,115 | New |
| Envestnet Asset Management Inc | 20,320 | $787.8K | 0.00% | +2,849+16.3% | Added |
| STRS Ohio | 20,900 | $810.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 21,046 | $816.0K | 0.00% | +515+2.5% | Added |
| Yousif Capital Management, LLC | 21,743 | $843.0K | 0.01% | −230−1.0% | Reduced |
| Ameritas Investment Partners, Inc. | 22,691 | $879.7K | 0.03% | +363+1.6% | Added |
| Price T Rowe Associates Inc | 23,061 | $895.0K | 0.00% | +759+3.4% | Added |
| Lido Advisors, LLC | 25,641 | $994.1K | 0.01% | +235+0.9% | Added |
| Ensign Peak Advisors, Inc | 25,830 | $1.00M | 0.00% | +5,050+24.3% | Added |
| Cardinal Capital Management | 25,955 | $1.01M | 0.21% | +607+2.4% | Added |
| Janus Henderson Group PLC | 26,519 | $1.03M | 0.00% | −328,654−92.5% | Reduced |
| BNP Paribas Arbitrage, SA | 27,368 | $1.06M | 0.00% | +16,818+159.4% | Added |
| Amalgamated Bank | 28,586 | $1.11M | 0.01% | −1,721−5.7% | Reduced |
| CWM, LLC | 28,986 | $1.12M | 0.01% | +479+1.7% | Added |
| Balyasny Asset Management LLC | 30,508 | $1.18M | 0.00% | +15,061+97.5% | Added |
| Martingale Asset Management L P | 30,922 | $1.20M | 0.02% | +409+1.3% | Added |
| UBS Group AG | 31,149 | $1.21M | 0.00% | +11,211+56.2% | Added |
| Allianz Asset Management GmbH | 31,477 | $1.22M | 0.00% | +1,864+6.3% | Added |
| SG Americas Securities, LLC | 31,662 | $1.23M | 0.02% | +18,163+134.6% | Added |
| Deutsche Bank AG | 32,168 | $1.25M | 0.00% | +8,653+36.8% | Added |
| American Century Companies Inc | 32,192 | $1.25M | 0.00% | −9,661−23.1% | Reduced |
| North Star Investment Management Corp. | 32,350 | $1.25M | 0.10% | 00.0% | Unchanged |
| Great West Life Assurance Co | 33,350 | $1.29M | 0.00% | −1,552−4.4% | Reduced |
| Mutual of America Capital Management LLC | 34,452 | $1.34M | 0.02% | −827−2.3% | Reduced |
| Alps Advisors Inc | 35,104 | $1.36M | 0.01% | −222−0.6% | Reduced |
| Nordea Investment Management AB | 35,843 | $1.39M | 0.00% | −1,939−5.1% | Reduced |
| Texas Permanent School Fund | 38,390 | $1.49M | 0.01% | +9,553+33.1% | Added |
| Caldwell Sutter Capital, Inc. | 39,488 | $1.53M | 1.12% | +5,100+14.8% | Added |
| Uncommon Cents Investing LLC | 40,535 | $1.57M | 0.57% | −90−0.2% | Reduced |
| Barclays PLC | 41,412 | $1.61M | 0.00% | +11,802+39.9% | Added |
| Martin & Co Inc | 41,755 | $1.62M | 0.42% | −199−0.5% | Reduced |
| State of Tennessee, Treasury Department | 42,215 | $1.64M | 0.01% | −2,756−6.1% | Reduced |
| Renaissance Technologies LLC | 44,500 | $1.73M | 0.00% | −69,400−60.9% | Reduced |
| Bank of America Corp | 45,175 | $1.75M | 0.00% | +4,635+11.4% | Added |
| Bonness Enterprises Inc | 48,400 | $1.88M | 0.84% | 00.0% | Unchanged |
| MetLife Investment Management | 48,412 | $1.88M | 0.01% | −784−1.6% | Reduced |
| Tudor Investment Corp Et Al | 48,669 | $1.89M | 0.04% | +5,301+12.2% | Added |
| Manufacturers Life Insurance Company, The | 48,969 | $1.90M | 0.00% | −1,449−2.9% | Reduced |
| AQR Capital Management LLC | 52,263 | $2.03M | 0.00% | −6,417−10.9% | Reduced |
| State of New Jersey Common Pension Fund D | 52,523 | $2.04M | 0.01% | +5,396+11.4% | Added |
| Candriam Luxembourg S.C.A. | 58,897 | $2.10M | 0.01% | +18,764+46.8% | Added |
| Credit Suisse AG | 54,338 | $2.11M | 0.00% | +2,207+4.2% | Added |
| California State Teachers Retirement System | 54,935 | $2.13M | 0.00% | −763−1.4% | Reduced |
| State of Alaska, Department of Revenue | 55,032 | $2.13M | 0.03% | −110−0.2% | Reduced |
| Retirement Systems of Alabama | 55,933 | $2.17M | 0.01% | −662−1.2% | Reduced |
| First Trust Advisors LP | 60,995 | $2.36M | 0.00% | +9,397+18.2% | Added |
| Millennium Management LLC | 61,401 | $2.38M | 0.00% | +42,675+227.9% | Added |
| UBS Asset Management Americas Inc | 64,467 | $2.50M | 0.00% | +2,014+3.2% | Added |
| Legal & General Group Plc | 66,385 | $2.57M | 0.00% | −103−0.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 69,467 | $2.69M | 0.14% | +550+0.8% | Added |
| New York State Teachers Retirement System | 72,394 | $2.81M | 0.01% | +3,670+5.3% | Added |
| Clean Yield Group | 73,363 | $2.84M | 1.21% | +21,321+41.0% | Added |
| Dark Forest Capital Management LP | 77,886 | $3.02M | 0.72% | +58,118+294.0% | Added |
| American International Group, Inc. | 86,354 | $3.35M | 0.02% | −400−0.5% | Reduced |
| Seizert Capital Partners, LLC | 89,688 | $3.48M | 0.19% | +62,709+232.4% | Added |
| Russell Investments Group, Ltd. | 91,444 | $3.54M | 0.01% | −111,535−54.9% | Reduced |
| Swiss National Bank | 95,700 | $3.71M | 0.00% | −11,300−10.6% | Reduced |
| Alliancebernstein L.P. | 96,304 | $3.73M | 0.00% | −853−0.9% | Reduced |
| Susquehanna International Group, LLP | 97,177 | $3.77M | 0.01% | +90,924+1,454.1% | Added |
| Qube Research & Technologies Ltd | 97,591 | $3.78M | 0.02% | +77,353+382.2% | Added |
| Voloridge Investment Management, LLC | 99,127 | $3.84M | 0.02% | +12,729+14.7% | Added |
| Amundi | 102,851 | $3.90M | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 123,764 | $4.80M | 0.00% | +36,968+42.6% | Added |
| Sycomore Asset Management | 143,246 | $5.26M | 1.51% | 00.0% | Unchanged |
| Man Group plc | – | $5.29M | 0.02% | – | – |
| Eagle Asset Management Inc | 144,398 | $5.60M | 0.03% | +5,514+4.0% | Added |
| SEI Investments Co | 144,555 | $5.60M | 0.01% | +3,166+2.2% | Added |
| Rhumbline Advisers | 144,734 | $5.61M | 0.01% | +1,087+0.8% | Added |
| Norges Bank | 156,067 | $6.05M | 0.00% | −31,521−16.8% | Reduced |
| Ameriprise Financial Inc | 166,611 | $6.46M | 0.00% | +35,230+26.8% | Added |
| Invesco Ltd. | 178,695 | $6.93M | 0.00% | +8,414+4.9% | Added |
| Willis Investment Counsel | 179,049 | $6.94M | 0.45% | +1,763+1.0% | Added |