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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.

Institutional holdersQ3 2023: 239 institutions
Q1 2021: 237 institutionsQ2 2021: 234 institutionsQ3 2021: 232 institutionsQ4 2021: 246 institutionsQ1 2022: 229 institutionsQ2 2022: 242 institutionsQ3 2022: 228 institutionsQ4 2022: 222 institutionsQ1 2023: 230 institutionsQ2 2023: 221 institutionsQ3 2023: 239 institutionsQ4 2023: 236 institutionsQ1 2024: 213 institutionsQ2 2024: 241 institutionsQ3 2024: 235 institutionsQ4 2024: 244 institutionsQ1 2025: 256 institutionsQ2 2025: 269 institutionsQ3 2025: 251 institutionsQ4 2025: 236 institutionsQ1 2026: 249 institutionsQ2 2026: 266 institutions
Value heldQ3 2023: $1.50B
Q1 2021: $2.25BQ2 2021: $2.58BQ3 2021: $2.18BQ4 2021: $2.33BQ1 2022: $2.17BQ2 2022: $1.92BQ3 2022: $1.53BQ4 2022: $1.65BQ1 2023: $1.57BQ2 2023: $1.40BQ3 2023: $1.50BQ4 2023: $1.28BQ1 2024: $1.53BQ2 2024: $1.59BQ3 2024: $1.96BQ4 2024: $1.82BQ1 2025: $1.85BQ2 2025: $1.86BQ3 2025: $1.68BQ4 2025: $1.27BQ1 2026: $1.60BQ2 2026: $2.03B
Institutions holding WLY and their total value by quarter
QuarterHoldersValue
Q2 2026266$2.03B
Q1 2026249$1.60B
Q4 2025236$1.27B
Q3 2025251$1.68B
Q2 2025269$1.86B
Q1 2025256$1.85B
Q4 2024244$1.82B
Q3 2024235$1.96B
Q2 2024241$1.59B
Q1 2024213$1.53B
Q4 2023236$1.28B
Q3 2023239$1.50B
Q2 2023221$1.40B
Q1 2023230$1.57B
Q4 2022222$1.65B
Q3 2022228$1.53B
Q2 2022242$1.92B
Q1 2022229$2.17B
Q4 2021246$2.33B
Q3 2021232$2.18B
Q2 2021234$2.58B
Q1 2021237$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.

Institutions holding WLY in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Manchester Capital Management LLC3$1120.00%+3New
Whittier Trust Co6$2220.00%+6New
Earnest Partners LLC6$2230.00%00.0%Unchanged
Creative Financial Designs Inc10$3720.00%00.0%Unchanged
SJS Investment Consulting Inc.12$4470.00%+7+140.0%Added
Glassman Wealth Services13$4830.00%00.0%Unchanged
Baker Avenue Asset Management, LP13$4830.00%+4+44.4%Added
JFS Wealth Advisors, LLC15$5580.00%−12−44.4%Reduced
Hexagon Capital Partners LLC17$6320.00%+17New
Toronto Dominion Bank20$7430.00%00.0%Unchanged
Farmers & Merchants Investments Inc20$7430.00%00.0%Unchanged
Eagle Bay Advisors LLC21$7810.00%00.0%Unchanged
Massmutual Trust Co FSB25$9290.00%+8+47.1%Added
Steward Financial Group LLC33$1.00K0.00%+33New
Parkside Financial Bank & Trust34$1.26K0.00%00.0%Unchanged
Signaturefd, LLC38$1.41K0.00%+11+40.7%Added
Allspring Global Investments Holdings, LLC46$1.71K0.00%−2,346−98.1%Reduced
Allworth Financial LP48$1.78K0.00%+39+433.3%Added
Versant Capital Management, Inc58$2.16K0.00%+39+205.3%Added
Covestor Ltd141$5.00K0.00%+6+4.4%Added
JJJ Advisors Inc.248$9.22K0.00%−56−18.4%Reduced
Parallel Advisors, LLC304$11.3K0.00%−81−21.0%Reduced
Fifth Third Bancorp315$11.7K0.00%−143−31.2%Reduced
Steward Partners Investment Advisory, LLC401$14.9K0.00%00.0%Unchanged
Nomura Asset Management Co Ltd410$15.2K0.00%00.0%Unchanged
First Horizon Advisors, Inc.500$18.6K0.00%−116−18.8%Reduced
IFP Advisors, Inc571$21.2K0.00%00.0%Unchanged
Global Retirement Partners, LLC635$22.5K0.00%+83+15.0%Added
Studio Investment Management LLC622$23.1K0.01%−1,003−61.7%Reduced
Clean Yield Group973$30.0K0.01%−111,586−99.1%Reduced
Quadrant Capital Group LLC933$34.7K0.00%+803+617.7%Added
Baldwin Brothers Inc950$35.3K0.00%−800−45.7%Reduced
Public Employees Retirement System of Ohio1,098$41.0K0.00%+84+8.3%Added
First Manhattan Co1,150$42.7K0.00%00.0%Unchanged
Assetmark, Inc1,194$44.4K0.00%−638−34.8%Reduced
Simplex Trading, LLC1,474$54.0K0.00%−1,553−51.3%Reduced
Lindbrook Capital, LLC1,613$60.0K0.01%+13+0.8%Added
Adirondack Trust Co1,700$63.2K0.03%+1,700New
Nisa Investment Advisors, LLC1,835$68.2K0.00%−13−0.7%Reduced
Point72 Asset Management, L.P.1,951$72.5K0.00%+1,951New
Lazard Asset Management LLC2,085$77.0K0.00%+200+10.6%Added
Acadian Asset Management LLC2,402$89.0K0.00%+2,402New
Shell Asset Management Co2,466$92.0K0.00%−38−1.5%Reduced
US Bancorp2,519$93.6K0.00%+957+61.3%Added
Metropolitan Life Insurance Co2,578$95.8K0.00%+331+14.7%Added
Advisor Group Holdings, Inc.2,985$110.9K0.00%+1,902+175.6%Added
Vestcor Inc3,441$128.0K0.00%+3,441New
Walleye Trading LLC3,474$129.1K0.00%+3,474New
Ameritas Investment Partners, Inc.4,243$157.7K0.01%+834+24.5%Added
Tower Research Capital LLC (TRC)5,421$201.5K0.01%−10,497−65.9%Reduced
Stifel Financial Corp5,490$204.1K0.00%−2,802−33.8%Reduced
Beck Mack & Oliver LLC5,575$207.2K0.01%−1,052−15.9%Reduced
Penbrook Management LLC5,800$215.6K0.16%−100−1.7%Reduced
Oppenheimer & Co Inc5,920$220.0K0.00%00.0%Unchanged
LPL Financial LLC5,940$220.8K0.00%+5,940New
Bank of Montreal6,023$222.9K0.00%+6,023New
Public Employees Retirement Association of Colorado6,067$226.0K0.00%00.0%Unchanged
Sherbrooke Park Advisers LLC6,088$226.3K0.07%+6,088New
The PNC Financial Services Group, Inc.6,151$228.6K0.00%+2,010+48.5%Added
FMR LLC6,234$231.7K0.00%+3,065+96.7%Added
Ghe, LLC6,290$234.0K0.16%00.0%Unchanged
Atria Wealth Solutions, Inc.6,513$242.1K0.00%+6,513New
Handelsbanken Fonder AB6,537$243.0K0.00%00.0%Unchanged
Toroso Investments, LLC6,672$248.0K0.01%+6,672New
Guggenheim Capital LLC6,681$248.3K0.00%+6,681New
Morningstar Investment Services LLC6,864$256.0K0.00%−4,336−38.7%Reduced
Everence Capital Management Inc7,180$267.0K0.02%+7,180New
Petrus Trust Company, LTA7,219$268.3K0.03%−19,609−73.1%Reduced
Verdence Capital Advisors LLC7,239$269.1K0.03%+332+4.8%Added
Mutual of America Capital Management LLC7,459$277.3K0.00%−881−10.6%Reduced
KBC Group NV7,551$281.0K0.00%+4,727+167.4%Added
Appleton Group, LLC7,567$281.3K0.98%+7,567New
Inceptionr LLC7,606$282.7K0.16%+7,606New
Point72 Middle East FZE7,924$294.5K0.02%+1,382+21.1%Added
Clearview Wealth Advisors LLC8,208$305.1K0.38%+8,208New
Squarepoint Ops LLC8,501$316.0K0.00%+8,501New
Atlas Financial Advisors, Inc.9,286$345.2K0.27%+9,286New
Klingenstein Fields & Co LP9,432$350.6K0.02%00.0%Unchanged
Mission Wealth Management, LP9,916$368.6K0.01%+240+2.5%Added
Brown Brothers Harriman & Co10,000$371.7K0.00%00.0%Unchanged
Eschler Asset Management LLP10,044$373.3K0.44%+2,147+27.2%Added
Cambridge Investment Research Advisors, Inc.10,090$375.0K0.00%+10,090New
Zurcher Kantonalbank (Zurich Cantonalbank)10,126$376.4K0.00%+1,858+22.5%Added
Two Sigma Advisers, LP10,200$379.1K0.00%+2,100+25.9%Added
Mirabella Financial Services LLP10,854$403.4K0.06%+10,854New
Engineers Gate Manager LP11,330$421.1K0.02%+11,330New
Dark Forest Capital Management LP11,472$426.4K0.04%+11,472New
Davy Global Fund Management Ltd11,593$430.9K0.09%+1,580+15.8%Added
State Board of Administration of Florida Retirement System12,186$453.0K0.00%+60+0.5%Added
Teachers Retirement System of the State of Kentucky12,471$463.0K0.00%00.0%Unchanged
Aquatic Capital Management LLC12,500$465.0K0.02%−2,900−18.8%Reduced
Arizona State Retirement System12,511$465.0K0.00%+124+1.0%Added
Oregon Public Employees Retirement Fund12,700$472.1K0.01%−600−4.5%Reduced
Bayesian Capital Management, LP12,959$481.7K0.05%+2,700+26.3%Added
Hunter Perkins Capital Management, LLC13,774$512.0K0.11%−2,900−17.4%Reduced
Lido Advisors, LLC13,807$513.2K0.01%+1,126+8.9%Added
Raymond James Trust N.A.14,147$525.8K0.02%+1,334+10.4%Added
Diversified Trust Co14,727$547.4K0.02%+2,402+19.5%Added
Arjuna Capital14,785$549.6K0.20%+195+1.3%Added
Neuberger Berman Group LLC14,906$554.1K0.00%−46−0.3%Reduced