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, Q3 2023
Institutional positions in John Wiley & Sons, Inc. as of Sep 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
- 239
- +19 vs. Q2 2023
- Shares held
- 40.3M
- −1.27M (−3.1%) vs. Q2 2023
- Total value
- $1.50B
- +$96.6M (+6.9%) vs. Q2 2023
- New holders
- 43
- 86 more added
- Sold out
- 24
- 83 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding John Wiley & Sons, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 6,756,792 | $251.1M | 0.01% | −175,848−2.5% | Reduced |
| Vanguard Group Inc | 5,466,223 | $203.2M | 0.00% | +123,637+2.3% | Added |
| Clarkston Capital Partners, LLC | 2,853,608 | $106.1M | 2.08% | −23,090−0.8% | Reduced |
| State Street Corp | 2,417,729 | $89.9M | 0.00% | −2,854,754−54.1% | Reduced |
| Champlain Investment Partners, LLC | 2,002,675 | $74.4M | 0.48% | −2,215−0.1% | Reduced |
| Dimensional Fund Advisors LP | 1,779,719 | $66.2M | 0.02% | +153,440+9.4% | Added |
| Schroder Investment Management Group | 1,099,511 | $40.9M | 0.06% | +439,837+66.7% | Added |
| Palisade Capital Management LLC | 1,048,131 | $39.0M | 1.09% | +15,308+1.5% | Added |
| Bank of New York Mellon Corp | 884,008 | $32.9M | 0.01% | +18,658+2.2% | Added |
| Geode Capital Management, LLC | 874,900 | $32.5M | 0.00% | +15,141+1.8% | Added |
| Goldman Sachs Group Inc | 763,660 | $28.4M | 0.01% | −100,580−11.6% | Reduced |
| William Blair Investment Management, LLC | 742,365 | $27.6M | 0.09% | −49,549−6.3% | Reduced |
| Cardinal Capital Management LLC | 717,714 | $26.7M | 1.14% | −388,489−35.1% | Reduced |
| Charles Schwab Investment Management Inc | 615,634 | $22.9M | 0.01% | +55,144+9.8% | Added |
| Citadel Advisors LLC | 613,551 | $22.8M | 0.02% | +185,688+43.4% | Added |
| J. Goldman & Co LP | 605,866 | $22.5M | 1.13% | +525,970+658.3% | Added |
| Morgan Stanley | 499,534 | $18.6M | 0.00% | −124,803−20.0% | Reduced |
| Federated Hermes, Inc. | 480,022 | $17.8M | 0.05% | −94,412−16.4% | Reduced |
| Northern Trust Corp | 454,369 | $16.9M | 0.00% | +6,865+1.5% | Added |
| JPMorgan Chase & Co | 428,034 | $15.9M | 0.00% | +53,168+14.2% | Added |
| Nuveen Asset Management, LLC | 416,816 | $15.5M | 0.01% | +195,376+88.2% | Added |
| Raymond James & Associates | 371,757 | $13.8M | 0.01% | −484−0.1% | Reduced |
| Norges Bank | 310,330 | $11.5M | 0.00% | +223,021+255.4% | Added |
| Victory Capital Management Inc | 309,737 | $11.5M | 0.01% | +39,495+14.6% | Added |
| New York State Common Retirement Fund | 270,894 | $10.1M | 0.01% | −221−0.1% | Reduced |
| Principal Financial Group Inc | 237,769 | $8.84M | 0.01% | −10,288−4.1% | Reduced |
| Loomis Sayles & Co L P | 233,300 | $8.67M | 0.01% | −4,707−2.0% | Reduced |
| Cubist Systematic Strategies, LLC | 226,898 | $8.43M | 0.10% | +132,721+140.9% | Added |
| ProShare Advisors LLC | 220,351 | $8.19M | 0.03% | +7,486+3.5% | Added |
| Marshall Wace, LLP | 219,044 | $8.14M | 0.02% | +219,044 | New |
| Ameriprise Financial Inc | 213,886 | $7.95M | 0.00% | −49,191−18.7% | Reduced |
| Millennium Management LLC | 208,656 | $7.76M | 0.01% | +190,036+1,020.6% | Added |
| Invesco Ltd. | 204,874 | $7.62M | 0.00% | −1,698−0.8% | Reduced |
| Grandfield & Dodd, LLC | 198,190 | $7.37M | 0.54% | −126,614−39.0% | Reduced |
| D. E. Shaw & Co., Inc. | 195,941 | $7.28M | 0.01% | +77,180+65.0% | Added |
| Van Eck Associates Corp | 166,258 | $6.18M | 0.01% | −27,262−14.1% | Reduced |
| Nordea Investment Management AB | 152,659 | $5.78M | 0.01% | +64,193+72.6% | Added |
| Eagle Asset Management Inc | 154,989 | $5.76M | 0.03% | +878+0.6% | Added |
| Rhumbline Advisers | 142,356 | $5.29M | 0.01% | −119−0.1% | Reduced |
| Voloridge Investment Management, LLC | 120,697 | $4.49M | 0.02% | −9,360−7.2% | Reduced |
| Legal & General Group Plc | 119,037 | $4.42M | 0.00% | −4,082−3.3% | Reduced |
| HRT Financial LP | 115,723 | $4.30M | 0.04% | +90,728+363.0% | Added |
| Advisors Asset Management, Inc. | 112,943 | $4.20M | 0.09% | +60,577+115.7% | Added |
| Jane Street Group, LLC | 105,402 | $3.92M | 0.01% | +96,419+1,073.3% | Added |
| Cannell Peter B & Co Inc | 104,509 | $3.88M | 0.13% | −11,958−10.3% | Reduced |
| Sycomore Asset Management | 103,719 | $3.85M | 0.98% | 00.0% | Unchanged |
| Swiss National Bank | 96,600 | $3.59M | 0.00% | +900+0.9% | Added |
| First Trust Advisors LP | 93,590 | $3.48M | 0.00% | +78,640+526.0% | Added |
| Clark Estates Inc | 90,000 | $3.35M | 0.61% | +90,000 | New |
| Seizert Capital Partners, LLC | 87,452 | $3.25M | 0.17% | +2,594+3.1% | Added |
| Macquarie Group Ltd | 86,858 | $3.23M | 0.00% | −39,837−31.4% | Reduced |
| SEI Investments Co | 78,736 | $2.93M | 0.01% | −31,333−28.5% | Reduced |
| Trexquant Investment LP | 78,088 | $2.90M | 0.07% | +67,444+633.6% | Added |
| Tudor Investment Corp Et Al | 77,030 | $2.86M | 0.04% | +68,947+853.0% | Added |
| State of Alaska, Department of Revenue | 75,626 | $2.81M | 0.04% | −1,607−2.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 73,178 | $2.72M | 0.13% | +2,333+3.3% | Added |
| New York State Teachers Retirement System | 70,145 | $2.61M | 0.01% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 66,551 | $2.47M | 0.01% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 61,151 | $2.27M | 0.01% | +20,073+48.9% | Added |
| Allianz Asset Management GmbH | 58,519 | $2.18M | 0.00% | +31,784+118.9% | Added |
| UBS Asset Management Americas Inc | 57,769 | $2.15M | 0.00% | −6,698−10.4% | Reduced |
| Credit Suisse AG | 55,264 | $2.05M | 0.00% | −10,177−15.6% | Reduced |
| Alliancebernstein L.P. | 54,959 | $2.04M | 0.00% | +3,658+7.1% | Added |
| Wells Fargo & Company | 54,155 | $2.01M | 0.00% | −37,727−41.1% | Reduced |
| Graham Capital Management, L.P. | 53,948 | $2.01M | 0.06% | +53,948 | New |
| AQR Capital Management LLC | 53,110 | $1.97M | 0.00% | +53,110 | New |
| Public Sector Pension Investment Board | 52,597 | $1.96M | 0.01% | −23,212−30.6% | Reduced |
| American Century Companies Inc | 50,344 | $1.87M | 0.00% | +5,686+12.7% | Added |
| Prudential Financial Inc | 49,777 | $1.85M | 0.00% | −2,861−5.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 49,101 | $1.83M | 0.01% | +49,101 | New |
| Bonness Enterprises Inc | 48,400 | $1.80M | 0.82% | 00.0% | Unchanged |
| California State Teachers Retirement System | 48,265 | $1.79M | 0.00% | −4,749−9.0% | Reduced |
| Holocene Advisors, LP | 47,766 | $1.78M | 0.01% | +47,766 | New |
| Amundi | 56,632 | $1.67M | 0.00% | −28,323−33.3% | Reduced |
| Qube Research & Technologies Ltd | 44,391 | $1.65M | 0.00% | −175,006−79.8% | Reduced |
| Gsa Capital Partners LLP | 43,564 | $1.62M | 0.14% | +43,564 | New |
| Great West Life Assurance Co | 42,693 | $1.59M | 0.00% | −1,681−3.8% | Reduced |
| Martin & Co Inc | 40,571 | $1.51M | 0.40% | −48−0.1% | Reduced |
| Uncommon Cents Investing LLC | 39,990 | $1.49M | 0.55% | −690−1.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 39,488 | $1.47M | 0.81% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 39,010 | $1.45M | 0.00% | −1,928−4.7% | Reduced |
| BNP Paribas Arbitrage, SA | 37,030 | $1.38M | 0.00% | −347−0.9% | Reduced |
| Texas Permanent School Fund | 36,136 | $1.34M | 0.01% | −1,464−3.9% | Reduced |
| Barclays PLC | 35,227 | $1.31M | 0.00% | −1,651−4.5% | Reduced |
| Algert Global LLC | 34,912 | $1.30M | 0.06% | +25,920+288.3% | Added |
| Vident Advisory, LLC | 33,448 | $1.24M | 0.04% | +33,448 | New |
| Schonfeld Strategic Advisors LLC | 33,359 | $1.24M | 0.01% | +33,359 | New |
| Susquehanna International Group, LLP | 33,136 | $1.23M | 0.00% | −1,161−3.4% | Reduced |
| State of Tennessee, Treasury Department | 32,010 | $1.19M | 0.00% | −10,205−24.2% | Reduced |
| North Star Investment Management Corp. | 31,440 | $1.17M | 0.10% | −790−2.5% | Reduced |
| Fox Run Management, L.L.C. | 31,346 | $1.17M | 0.34% | +31,346 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 28,450 | $1.06M | 0.01% | −19,827−41.1% | Reduced |
| CWM, LLC | 28,314 | $1.05M | 0.01% | +229+0.8% | Added |
| Cardinal Capital Management | 27,534 | $1.02M | 0.21% | +976+3.7% | Added |
| Alps Advisors Inc | 27,497 | $1.02M | 0.01% | −14,387−34.3% | Reduced |
| Russell Investments Group, Ltd. | 26,489 | $984.8K | 0.00% | −34,124−56.3% | Reduced |
| Kendall Capital Management | 25,955 | $965.0K | 0.43% | +12,150+88.0% | Added |
| Illinois Municipal Retirement Fund | 25,948 | $964.0K | 0.02% | +25,948 | New |
| Ensign Peak Advisors, Inc | 25,830 | $960.1K | 0.00% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 25,522 | $948.7K | 0.17% | −4,301−14.4% | Reduced |