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, Q2 2023
Institutional positions in John Wiley & Sons, Inc. as of Jun 30, 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
- 221
- −8 vs. Q1 2023
- Shares held
- 41.6M
- +1.11M (+2.7%) vs. Q1 2023
- Total value
- $1.40B
- −$172.1M (−10.9%) vs. Q1 2023
- New holders
- 32
- 77 more added
- Sold out
- 40
- 87 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding John Wiley & Sons, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Comerica Bank | 427,041 | $0 | 0.00% | +427,041 | New |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 5 | $171 | 0.00% | −5−50.0% | Reduced |
| Earnest Partners LLC | 6 | $204 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 8 | $272 | 0.00% | −2−20.0% | Reduced |
| Baker Avenue Asset Management, LP | 9 | $306 | 0.00% | +9 | New |
| Allworth Financial LP | 9 | $307 | 0.00% | −8−47.1% | Reduced |
| Creative Financial Designs Inc | 10 | $340 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 13 | $442 | 0.00% | +13 | New |
| Denali Advisors LLC | 16 | $544 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 17 | $579 | 0.00% | +17 | New |
| Versant Capital Management, Inc | 19 | $647 | 0.00% | +14+280.0% | Added |
| Farmers & Merchants Investments Inc | 20 | $681 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 21 | $715 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 27 | $919 | 0.00% | −197−87.9% | Reduced |
| JFS Wealth Advisors, LLC | 27 | $919 | 0.00% | +13+92.9% | Added |
| Toronto Dominion Bank | 20 | $1.00K | 0.00% | +20 | New |
| Foster Dykema Cabot & Co Inc | 31 | $1.00K | 0.00% | +31 | New |
| Parkside Financial Bank & Trust | 34 | $1.16K | 0.00% | −528−94.0% | Reduced |
| Trust Co of Vermont | 100 | $3.40K | 0.00% | +100 | New |
| Covestor Ltd | 135 | $4.00K | 0.00% | +128+1,828.6% | Added |
| Quadrant Capital Group LLC | 130 | $4.42K | 0.00% | −5−3.7% | Reduced |
| Bollard Group LLC | 230 | $8.00K | 0.00% | +230 | New |
| JJJ Advisors Inc. | 304 | $10.3K | 0.00% | −101−24.9% | Reduced |
| Parallel Advisors, LLC | 385 | $13.1K | 0.00% | −625−61.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 401 | $13.6K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 410 | $14.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 458 | $15.6K | 0.00% | +328+252.3% | Added |
| Global Retirement Partners, LLC | 552 | $18.8K | 0.00% | −14−2.5% | Reduced |
| First Capital Advisors Group, LLC. | 566 | $19.3K | 0.01% | +566 | New |
| First Horizon Advisors, Inc. | 616 | $21.0K | 0.00% | +4+0.7% | Added |
| PEAK6 Investments LLC | 701 | $23.9K | 0.00% | +701 | New |
| Northwestern Mutual Wealth Management Co | 770 | $26.2K | 0.00% | −38−4.7% | Reduced |
| Public Employees Retirement System of Ohio | 1,014 | $35.0K | 0.00% | +70+7.4% | Added |
| Advisor Group Holdings, Inc. | 1,083 | $36.8K | 0.00% | −247−18.6% | Reduced |
| IFP Advisors, Inc | 571 | $38.8K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 1,150 | $39.1K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,562 | $53.2K | 0.00% | +475+43.7% | Added |
| Lindbrook Capital, LLC | 1,600 | $54.4K | 0.01% | −7−0.4% | Reduced |
| Studio Investment Management LLC | 1,625 | $55.3K | 0.02% | +616+61.1% | Added |
| Baldwin Brothers Inc | 1,750 | $59.6K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,765 | $60.1K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,832 | $62.3K | 0.00% | −2,081−53.2% | Reduced |
| Nisa Investment Advisors, LLC | 1,848 | $62.9K | 0.00% | −13−0.7% | Reduced |
| Lazard Asset Management LLC | 1,885 | $64.0K | 0.00% | −7,509−79.9% | Reduced |
| Metropolitan Life Insurance Co | 2,247 | $76.5K | 0.00% | −198−8.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,392 | $81.4K | 0.00% | +527+28.3% | Added |
| Shell Asset Management Co | 2,504 | $85.0K | 0.00% | −15−0.6% | Reduced |
| KBC Group NV | 2,824 | $96.0K | 0.00% | +2,157+323.4% | Added |
| Simplex Trading, LLC | 3,027 | $103.0K | 0.00% | +2,997+9,990.0% | Added |
| FMR LLC | 3,169 | $107.8K | 0.00% | −74−2.3% | Reduced |
| Ameritas Investment Partners, Inc. | 3,409 | $116.0K | 0.00% | −19,282−85.0% | Reduced |
| The PNC Financial Services Group, Inc. | 4,141 | $140.9K | 0.00% | −395−8.7% | Reduced |
| Quantbot Technologies LP | 4,756 | $161.8K | 0.01% | +4,756 | New |
| Penbrook Management LLC | 5,900 | $200.8K | 0.15% | 00.0% | Unchanged |
| Belvedere Trading LLC | 5,906 | $201.0K | 0.06% | +5,906 | New |
| Oppenheimer & Co Inc | 5,920 | $201.5K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 6,067 | $206.0K | 0.00% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 6,475 | $220.3K | 0.00% | −5,725−46.9% | Reduced |
| Handelsbanken Fonder AB | 6,537 | $222.0K | 0.00% | 00.0% | Unchanged |
| Point72 Middle East FZE | 6,542 | $222.6K | 0.01% | +6,542 | New |
| Beck Mack & Oliver LLC | 6,627 | $225.5K | 0.01% | −2,200−24.9% | Reduced |
| Verdence Capital Advisors LLC | 6,907 | $235.1K | 0.03% | −532−7.2% | Reduced |
| Advisory Services Network, LLC | 6,942 | $236.2K | 0.01% | −40−0.6% | Reduced |
| Ethic Inc. | 7,078 | $240.9K | 0.01% | −497−6.6% | Reduced |
| Ghe, LLC | 6,290 | $243.9K | 0.16% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 7,415 | $252.3K | 0.00% | +7,415 | New |
| Teza Capital Management LLC | 7,484 | $254.7K | 0.04% | +7,484 | New |
| Eschler Asset Management LLP | 7,897 | $268.7K | 0.38% | −5,244−39.9% | Reduced |
| Commonwealth Equity Services, LLC | 7,949 | $271.0K | 0.00% | −329−4.0% | Reduced |
| Tudor Investment Corp Et Al | 8,083 | $275.1K | 0.00% | −40,586−83.4% | Reduced |
| Two Sigma Advisers, LP | 8,100 | $275.6K | 0.00% | −600−6.9% | Reduced |
| Captrust Financial Advisors | 8,222 | $279.8K | 0.00% | −23−0.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,268 | $281.4K | 0.00% | +1,059+14.7% | Added |
| Stifel Financial Corp | 8,292 | $282.2K | 0.00% | −9−0.1% | Reduced |
| Mutual of America Capital Management LLC | 8,340 | $283.8K | 0.00% | −26,112−75.8% | Reduced |
| Jane Street Group, LLC | 8,983 | $305.7K | 0.00% | +1,930+27.4% | Added |
| Algert Global LLC | 8,992 | $306.0K | 0.01% | +8,992 | New |
| Cerity Partners LLC | 9,187 | $312.6K | 0.00% | +1,815+24.6% | Added |
| Klingenstein Fields & Co LP | 9,432 | $321.0K | 0.01% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 9,676 | $329.3K | 0.01% | +399+4.3% | Added |
| Brown Brothers Harriman & Co | 10,000 | $340.3K | 0.00% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 10,013 | $340.7K | 0.06% | −715−6.7% | Reduced |
| UBS Group AG | 10,070 | $342.7K | 0.00% | −21,079−67.7% | Reduced |
| Bayesian Capital Management, LP | 10,259 | $349.1K | 0.04% | +10,259 | New |
| Trexquant Investment LP | 10,644 | $362.2K | 0.01% | +10,644 | New |
| Bessemer Group Inc | 10,800 | $368.0K | 0.00% | +10,746+19,900.0% | Added |
| Morningstar Investment Services LLC | 11,200 | $381.0K | 0.00% | +4,502+67.2% | Added |
| Verity Asset Management, Inc. | 11,261 | $383.2K | 0.28% | +5,416+92.7% | Added |
| Panagora Asset Management Inc | 12,000 | $408.4K | 0.00% | +716+6.3% | Added |
| Mackenzie Financial Corp | 12,030 | $411.3K | 0.00% | −2,050−14.6% | Reduced |
| State Board of Administration of Florida Retirement System | 12,126 | $412.6K | 0.00% | −700−5.5% | Reduced |
| Diversified Trust Co | 12,325 | $419.4K | 0.02% | −125−1.0% | Reduced |
| Arizona State Retirement System | 12,387 | $421.5K | 0.00% | −460−3.6% | Reduced |
| ExodusPoint Capital Management, LP | 12,463 | $424.0K | 0.00% | +859+7.4% | Added |
| Teachers Retirement System of the State of Kentucky | 12,471 | $425.0K | 0.00% | +5,907+90.0% | Added |
| Lido Advisors, LLC | 12,681 | $431.5K | 0.00% | −12,960−50.5% | Reduced |
| Raymond James Trust N.A. | 12,813 | $436.0K | 0.01% | +2,474+23.9% | Added |
| Oregon Public Employees Retirement Fund | 13,300 | $452.6K | 0.01% | +669+5.3% | Added |
| Kendall Capital Management | 13,805 | $470.0K | 0.21% | +5,190+60.2% | Added |