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 |
|---|---|---|---|---|---|
| Public Employees Retirement System of Ohio | 944 | $37.0K | 0.00% | +35+3.9% | Added |
| Northwestern Mutual Wealth Management Co | 808 | $31.3K | 0.00% | +520+180.6% | Added |
| KBC Group NV | 667 | $26.0K | 0.00% | −2,461−78.7% | Reduced |
| First Horizon Advisors, Inc. | 612 | $23.7K | 0.00% | +21+3.6% | Added |
| Parkside Financial Bank & Trust | 562 | $21.8K | 0.01% | +144+34.4% | Added |
| Global Retirement Partners, LLC | 566 | $20.5K | 0.00% | +137+31.9% | Added |
| Nomura Asset Management Co Ltd | 410 | $15.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 401 | $15.5K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 405 | $15.5K | 0.00% | −134−24.9% | Reduced |
| Belpointe Asset Management LLC | 240 | $9.30K | 0.00% | +240 | New |
| Signaturefd, LLC | 224 | $8.68K | 0.00% | −47−17.3% | Reduced |
| Quadrant Capital Group LLC | 135 | $5.23K | 0.00% | −37−21.5% | Reduced |
| Fifth Third Bancorp | 130 | $5.04K | 0.00% | −226−63.5% | Reduced |
| Bessemer Group Inc | 54 | $2.00K | 0.00% | −282−83.9% | Reduced |
| Manchester Capital Management LLC | 46 | $1.78K | 0.00% | +33+253.8% | Added |
| Simplex Trading, LLC | 30 | $1.00K | 0.00% | +23+328.6% | Added |
| Eagle Bay Advisors LLC | 21 | $814 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20 | $775 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 17 | $660 | 0.00% | +17 | New |
| Denali Advisors LLC | 16 | $620 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 14 | $543 | 0.00% | −11−44.0% | Reduced |
| Schubert & Co | 12 | $466 | 0.00% | +1+9.1% | Added |
| AdvisorNet Financial, Inc | 11 | $426 | 0.00% | +1+10.0% | Added |
| 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 |
| Earnest Partners LLC | 6 | $233 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5 | $194 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 2 | $78 | 0.00% | −100−98.0% | Reduced |
| Covestor Ltd | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Gagnon Securities LLC | 0 | $0 | 0.00% | −1,438,934−100.0% | Sold out |
| Clearline Capital LP | 0 | $0 | 0.00% | −47,339−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −14,300−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −10,275−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −9,393−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −8,232−100.0% | Sold out |
| Kula Investments, LLC | 0 | $0 | 0.00% | −7,129−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −5,850−100.0% | Sold out |
| Fort, L.P. | 0 | $0 | 0.00% | −5,073−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −3,148−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −3,017−100.0% | Sold out |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −352−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |