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 |
|---|---|---|---|---|---|
| Grandfield & Dodd, LLC | 324,804 | $11.1M | 0.77% | −10,973−3.3% | Reduced |
| Raymond James & Associates | 372,241 | $12.7M | 0.01% | +35,153+10.4% | Added |
| JPMorgan Chase & Co | 374,866 | $12.8M | 0.00% | −80,830−17.7% | Reduced |
| Citadel Advisors LLC | 427,863 | $14.6M | 0.02% | +157,078+58.0% | Added |
| Northern Trust Corp | 447,504 | $15.2M | 0.00% | −100,620−18.4% | Reduced |
| Charles Schwab Investment Management Inc | 560,490 | $19.1M | 0.01% | +21,891+4.1% | Added |
| Federated Hermes, Inc. | 574,434 | $19.5M | 0.05% | −22,001−3.7% | Reduced |
| Morgan Stanley | 624,337 | $21.2M | 0.00% | +83,539+15.4% | Added |
| Schroder Investment Management Group | 659,674 | $22.4M | 0.03% | +659,674 | New |
| William Blair Investment Management, LLC | 791,914 | $26.9M | 0.09% | +14,866+1.9% | Added |
| Geode Capital Management, LLC | 859,759 | $29.3M | 0.00% | +30,872+3.7% | Added |
| Goldman Sachs Group Inc | 864,240 | $29.4M | 0.01% | +163,940+23.4% | Added |
| Bank of New York Mellon Corp | 865,350 | $29.4M | 0.01% | −5,519−0.6% | Reduced |
| Palisade Capital Management LLC | 1,032,823 | $35.1M | 0.94% | +49,271+5.0% | Added |
| Cardinal Capital Management LLC | 1,106,203 | $37.6M | 1.43% | −905,008−45.0% | Reduced |
| Dimensional Fund Advisors LP | 1,626,279 | $55.3M | 0.02% | +5,988+0.4% | Added |
| Champlain Investment Partners, LLC | 2,004,890 | $68.2M | 0.42% | −92,855−4.4% | Reduced |
| Clarkston Capital Partners, LLC | 2,876,698 | $97.9M | 1.76% | −5,922−0.2% | Reduced |
| State Street Corp | 5,272,483 | $179.4M | 0.01% | +371,196+7.6% | Added |
| Vanguard Group Inc | 5,342,586 | $181.8M | 0.00% | +510,260+10.6% | Added |
| BlackRock Inc. | 6,932,640 | $235.9M | 0.01% | +1,909,145+38.0% | Added |
| Boston Partners | 0 | $0 | 0.00% | −581,710−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | – | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −77,886−100.0% | Sold out |
| Retirement Systems of Alabama | 0 | $0 | 0.00% | −55,933−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −52,263−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −31,662−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −30,922−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −20,115−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −18,368−100.0% | Sold out |
| State of Michigan Retirement System | 0 | $0 | 0.00% | −10,852−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −10,576−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −9,742−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −9,525−100.0% | Sold out |
| Northwestern Mutual Investment Management Company, LLC | 0 | $0 | 0.00% | −9,497−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −8,542−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −8,339−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −8,161−100.0% | Sold out |
| New Mexico Educational Retirement Board | 0 | $0 | 0.00% | −7,800−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −7,600−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −7,481−100.0% | Sold out |
| KB Financial Partners, LLC | 0 | $0 | 0.00% | −7,480−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −7,319−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −7,250−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −7,037−100.0% | Sold out |
| Xponance, Inc. | 0 | $0 | 0.00% | −6,660−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −6,437−100.0% | Sold out |
| Moloney Securities Asset Management, LLC | 0 | $0 | 0.00% | −6,125−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −6,033−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −5,903−100.0% | Sold out |
| Ironwood Investment Counsel, LLC | 0 | $0 | 0.00% | −5,635−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −5,584−100.0% | Sold out |
| Pictet Asset Management SA | 0 | $0 | 0.00% | −5,372−100.0% | Sold out |
| Securian Asset Management, Inc | 0 | $0 | 0.00% | −3,856−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −1,474−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,063−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −240−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| ETF Managers Group, LLC | – | – | – | – | Not filed |