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 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 20,320 | $787.8K | 0.00% | +2,849+16.3% | Added |
| Gsa Capital Partners LLP | 20,115 | $780.0K | 0.08% | +20,115 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,281 | $747.5K | 0.01% | −36−0.2% | Reduced |
| First Republic Investment Management, Inc. | 18,368 | $712.1K | 0.00% | −731−3.8% | Reduced |
| Voya Investment Management LLC | 17,368 | $673.4K | 0.00% | +793+4.8% | Added |
| Hunter Perkins Capital Management, LLC | 16,674 | $646.0K | 0.15% | +10,599+174.5% | Added |
| Neuberger Berman Group LLC | 15,573 | $603.8K | 0.00% | −3,100−16.6% | Reduced |
| D. E. Shaw & Co., Inc. | 14,385 | $557.7K | 0.00% | +14,385 | New |
| Mackenzie Financial Corp | 14,080 | $545.9K | 0.00% | +2,625+22.9% | Added |
| ETF Managers Group, LLC | 13,829 | $536.1K | 0.02% | +206+1.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 13,488 | $522.9K | 0.00% | +1,885+16.2% | Added |
| Advisors Asset Management, Inc. | 13,227 | $512.8K | 0.01% | +480+3.8% | Added |
| Eschler Asset Management LLP | 13,141 | $509.5K | 0.40% | +13,141 | New |
| Arjuna Capital | 12,952 | $502.1K | 0.20% | +3,068+31.0% | Added |
| Arizona State Retirement System | 12,847 | $498.1K | 0.00% | +337+2.7% | Added |
| State Board of Administration of Florida Retirement System | 12,826 | $497.3K | 0.00% | −26,257−67.2% | Reduced |
| Oregon Public Employees Retirement Fund | 12,631 | $489.7K | 0.01% | +59+0.5% | Added |
| Diversified Trust Co | 12,450 | $482.7K | 0.02% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 12,200 | $473.0K | 0.00% | +1,000+8.9% | Added |
| ExodusPoint Capital Management, LP | 11,604 | $450.0K | 0.01% | +11,604 | New |
| Louisiana State Employees Retirement System | 11,400 | $442.0K | 0.01% | −100−0.9% | Reduced |
| Thrivent Financial for Lutherans | 11,378 | $441.0K | 0.00% | −140−1.2% | Reduced |
| Panagora Asset Management Inc | 11,284 | $437.5K | 0.00% | −249−2.2% | Reduced |
| Jump Financial, LLC | 11,135 | $431.7K | 0.02% | +11,135 | New |
| Royal Bank of Canada | 10,991 | $425.0K | 0.00% | −5,856−34.8% | Reduced |
| State of Michigan Retirement System | 10,852 | $420.7K | 0.00% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 10,728 | $415.9K | 0.08% | +3,553+49.5% | Added |
| CI Private Wealth, LLC | 10,576 | $410.0K | 0.00% | +1,908+22.0% | Added |
| Raymond James Trust N.A. | 10,339 | $401.0K | 0.01% | +108+1.1% | Added |
| Brown Brothers Harriman & Co | 10,000 | $387.7K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 9,772 | $378.9K | 0.00% | +232+2.4% | Added |
| Teacher Retirement System of Texas | 9,742 | $378.0K | 0.00% | −3,960−28.9% | Reduced |
| Winton Group Ltd | 9,525 | $369.3K | 0.02% | +1,552+19.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,497 | $368.2K | 0.01% | +5,523+139.0% | Added |
| Klingenstein Fields & Co LP | 9,432 | $365.7K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 9,394 | $363.0K | 0.00% | −830−8.1% | Reduced |
| Mission Wealth Management, LP | 9,277 | $359.7K | 0.02% | +161+1.8% | Added |
| Beck Mack & Oliver LLC | 8,827 | $342.2K | 0.01% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 8,700 | $337.3K | 0.00% | −900−9.4% | Reduced |
| Kendall Capital Management | 8,615 | $334.0K | 0.16% | +1,900+28.3% | Added |
| Marshall Wace, LLP | 8,542 | $331.2K | 0.00% | +8,542 | New |
| Squarepoint Ops LLC | 8,339 | $323.3K | 0.00% | +8,339 | New |
| Stifel Financial Corp | 8,301 | $321.8K | 0.00% | +12+0.1% | Added |
| Cubist Systematic Strategies, LLC | 8,266 | $320.5K | 0.00% | +5,287+177.5% | Added |
| Commonwealth Equity Services, LLC | 8,278 | $320.0K | 0.00% | +8,278 | New |
| Captrust Financial Advisors | 8,245 | $319.7K | 0.00% | +203+2.5% | Added |
| SkyView Investment Advisors, LLC | 8,161 | $317.0K | 0.07% | +1,357+19.9% | Added |
| Duality Advisers, LP | 8,034 | $311.5K | 0.04% | +8,034 | New |
| New Mexico Educational Retirement Board | 7,800 | $302.0K | 0.02% | +1,000+14.7% | Added |
| Virginia Retirement Systems Et Al | 7,600 | $294.7K | 0.00% | +7,600 | New |
| Ethic Inc. | 7,575 | $293.7K | 0.01% | −291−3.7% | Reduced |
| Resources Investment Advisors, LLC. | 7,481 | $290.0K | 0.01% | +7,481 | New |
| KB Financial Partners, LLC | 7,480 | $290.0K | 0.09% | +1,135+17.9% | Added |
| Verdence Capital Advisors LLC | 7,439 | $288.4K | 0.03% | +7,439 | New |
| Cerity Partners LLC | 7,372 | $284.7K | 0.00% | +2,238+43.6% | Added |
| Bank of Montreal | 7,319 | $284.3K | 0.00% | +265+3.8% | Added |
| Mirabella Financial Services LLP | 7,250 | $281.1K | 0.06% | +7,250 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,209 | $279.5K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 7,053 | $273.4K | 0.00% | +7,053 | New |
| Vestcor Inc | 7,037 | $273.0K | 0.01% | +7,037 | New |
| Advisory Services Network, LLC | 6,982 | $270.7K | 0.01% | +8+0.1% | Added |
| Xponance, Inc. | 6,660 | $258.2K | 0.00% | −38−0.6% | Reduced |
| Morningstar Investment Services LLC | 6,698 | $255.0K | 0.00% | +323+5.1% | Added |
| Teachers Retirement System of the State of Kentucky | 6,564 | $254.0K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 6,537 | $253.0K | 0.00% | 00.0% | Unchanged |
| Ergoteles LLC | 6,500 | $252.0K | 0.01% | +6,500 | New |
| Walleye Capital LLC | 6,437 | $249.6K | 0.01% | +6,437 | New |
| Ghe, LLC | 6,290 | $243.9K | 0.19% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 6,125 | $237.5K | 0.04% | −373−5.7% | Reduced |
| Public Employees Retirement Association of Colorado | 6,067 | $235.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 6,033 | $234.0K | 0.00% | +6,033 | New |
| Oppenheimer & Co Inc | 5,920 | $229.5K | 0.00% | −22−0.4% | Reduced |
| Penbrook Management LLC | 5,900 | $228.7K | 0.18% | −100−1.7% | Reduced |
| Verity Asset Management, Inc. | 5,845 | $226.6K | 0.14% | −114−1.9% | Reduced |
| HighTower Advisors, LLC | 5,903 | $224.0K | 0.00% | +5,903 | New |
| Ironwood Investment Counsel, LLC | 5,635 | $218.5K | 0.05% | +5,635 | New |
| State of Wisconsin Investment Board | 5,584 | $216.5K | 0.00% | +58+1.0% | Added |
| Prudential Financial Inc | 4,348 | $209.0K | 0.00% | +4,348 | New |
| Pictet Asset Management SA | 5,372 | $208.3K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 5,363 | $207.9K | 0.04% | +5,363 | New |
| The PNC Financial Services Group, Inc. | 4,536 | $175.9K | 0.00% | +346+8.3% | Added |
| Assetmark, Inc | 3,913 | $151.7K | 0.00% | +1,469+60.1% | Added |
| Securian Asset Management, Inc | 3,856 | $149.5K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 3,243 | $125.7K | 0.00% | −1,297−28.6% | Reduced |
| Shell Asset Management Co | 2,519 | $98.0K | 0.00% | −9−0.4% | Reduced |
| Metropolitan Life Insurance Co | 2,445 | $94.8K | 0.00% | −215−8.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,865 | $72.3K | 0.00% | +1,058+131.1% | Added |
| Nisa Investment Advisors, LLC | 1,861 | $72.0K | 0.00% | −3,000−61.7% | Reduced |
| HM Payson & Co | 1,765 | $68.4K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,750 | $67.8K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,607 | $62.3K | 0.01% | −80−4.7% | Reduced |
| Ronald Blue Trust, Inc. | 1,474 | $59.0K | 0.00% | +240+19.4% | Added |
| Tower Research Capital LLC (TRC) | 1,471 | $57.0K | 0.00% | −34−2.3% | Reduced |
| Advisor Group Holdings, Inc. | 1,330 | $51.6K | 0.00% | +83+6.7% | Added |
| First Manhattan Co | 1,150 | $44.6K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,087 | $42.1K | 0.00% | +296+37.4% | Added |
| Acadian Asset Management LLC | 1,063 | $41.0K | 0.00% | −9,377−89.8% | Reduced |
| Parallel Advisors, LLC | 1,010 | $39.2K | 0.00% | −1,740−63.3% | Reduced |
| Studio Investment Management LLC | 1,009 | $39.1K | 0.01% | +737+271.0% | Added |
| IFP Advisors, Inc | 571 | $38.8K | 0.00% | −123−17.7% | Reduced |