Skip to main content

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
Price T Rowe Associates Inc25,373$944.0K0.00%+995+4.1%Added
Royal Bank of Canada24,421$908.0K0.00%+10,284+72.7%Added
Verition Fund Management LLC24,075$894.9K0.01%+24,075New
Boulder Hill Capital Management LP23,900$888.4K0.55%+23,900New
American International Group, Inc.23,422$870.6K0.01%+491+2.1%Added
Candriam Luxembourg S.C.A.23,407$870.0K0.01%00.0%Unchanged
Commonwealth Equity Services, LLC23,044$857.0K0.00%+15,095+189.9%Added
Arrowstreet Capital, Limited Partnership22,695$844.0K0.00%+22,695New
STRS Ohio22,700$843.0K0.00%00.0%Unchanged
Harbor Capital Advisors, Inc.22,568$838.9K0.18%−4,138−15.5%Reduced
MetLife Investment Management21,970$816.6K0.01%−1,080−4.7%Reduced
Bank of America Corp21,950$815.9K0.00%−8,845−28.7%Reduced
Louisiana State Employees Retirement System21,700$806.6K0.02%−700−3.1%Reduced
Manufacturers Life Insurance Company, The21,524$800.0K0.00%+4,324+25.1%Added
Deutsche Bank AG21,514$799.7K0.00%+2,434+12.8%Added
Yousif Capital Management, LLC21,038$782.0K0.01%−1,618−7.1%Reduced
Comerica Bank21,005$780.7K0.00%−406,036−95.1%Reduced
Mirae Asset Global Investments Co., Ltd.20,719$770.1K0.00%−178−0.9%Reduced
Janus Henderson Group PLC20,696$769.6K0.00%00.0%Unchanged
O'Shaughnessy Asset Management, LLC20,401$758.3K0.01%+12,986+175.1%Added
Franklin Resources Inc19,705$732.4K0.00%−420−2.1%Reduced
Skandinaviska Enskilda Banken AB (publ)19,300$717.0K0.00%−4,000−17.2%Reduced
Royce & Associates LP19,268$716.2K0.01%+19,268New
ExodusPoint Capital Management, LP19,145$712.0K0.01%+6,682+53.6%Added
Bessemer Group Inc18,843$700.0K0.00%+8,043+74.5%Added
SG Americas Securities, LLC17,512$651.0K0.01%+17,512New
UBS Group AG17,481$649.8K0.00%+7,411+73.6%Added
Mackenzie Financial Corp18,335$649.4K0.00%+6,305+52.4%Added
Voya Investment Management LLC17,450$648.6K0.00%+267+1.6%Added
Envestnet Asset Management Inc17,305$643.2K0.00%+2,854+19.7%Added
Quadrature Capital Ltd17,048$633.7K0.01%+2,592+17.9%Added
Amalgamated Bank16,569$616.0K0.01%−599−3.5%Reduced
Duality Advisers, LP16,378$608.8K0.07%−12,264−42.8%Reduced
Citigroup Inc16,162$600.7K0.00%−20,475−55.9%Reduced
Maryland State Retirement & Pension System15,674$582.6K0.01%−965−5.8%Reduced
Captrust Financial Advisors15,673$582.6K0.00%+7,451+90.6%Added
Mitsubishi UFJ Trust & Banking Corp15,482$575.5K0.00%+1,110+7.7%Added
Man Group plc–$555.9K0.00%–New
Neuberger Berman Group LLC14,906$554.1K0.00%−46−0.3%Reduced
Arjuna Capital14,785$549.6K0.20%+195+1.3%Added
Diversified Trust Co14,727$547.4K0.02%+2,402+19.5%Added
Raymond James Trust N.A.14,147$525.8K0.02%+1,334+10.4%Added
Lido Advisors, LLC13,807$513.2K0.01%+1,126+8.9%Added
Hunter Perkins Capital Management, LLC13,774$512.0K0.11%−2,900−17.4%Reduced
Bayesian Capital Management, LP12,959$481.7K0.05%+2,700+26.3%Added
Oregon Public Employees Retirement Fund12,700$472.1K0.01%−600−4.5%Reduced
Arizona State Retirement System12,511$465.0K0.00%+124+1.0%Added
Aquatic Capital Management LLC12,500$465.0K0.02%−2,900−18.8%Reduced
Teachers Retirement System of the State of Kentucky12,471$463.0K0.00%00.0%Unchanged
State Board of Administration of Florida Retirement System12,186$453.0K0.00%+60+0.5%Added
Davy Global Fund Management Ltd11,593$430.9K0.09%+1,580+15.8%Added
Dark Forest Capital Management LP11,472$426.4K0.04%+11,472New
Engineers Gate Manager LP11,330$421.1K0.02%+11,330New
Mirabella Financial Services LLP10,854$403.4K0.06%+10,854New
Two Sigma Advisers, LP10,200$379.1K0.00%+2,100+25.9%Added
Zurcher Kantonalbank (Zurich Cantonalbank)10,126$376.4K0.00%+1,858+22.5%Added
Cambridge Investment Research Advisors, Inc.10,090$375.0K0.00%+10,090New
Eschler Asset Management LLP10,044$373.3K0.44%+2,147+27.2%Added
Brown Brothers Harriman & Co10,000$371.7K0.00%00.0%Unchanged
Mission Wealth Management, LP9,916$368.6K0.01%+240+2.5%Added
Klingenstein Fields & Co LP9,432$350.6K0.02%00.0%Unchanged
Atlas Financial Advisors, Inc.9,286$345.2K0.27%+9,286New
Squarepoint Ops LLC8,501$316.0K0.00%+8,501New
Clearview Wealth Advisors LLC8,208$305.1K0.38%+8,208New
Point72 Middle East FZE7,924$294.5K0.02%+1,382+21.1%Added
Inceptionr LLC7,606$282.7K0.16%+7,606New
Appleton Group, LLC7,567$281.3K0.98%+7,567New
KBC Group NV7,551$281.0K0.00%+4,727+167.4%Added
Mutual of America Capital Management LLC7,459$277.3K0.00%−881−10.6%Reduced
Verdence Capital Advisors LLC7,239$269.1K0.03%+332+4.8%Added
Petrus Trust Company, LTA7,219$268.3K0.03%−19,609−73.1%Reduced
Everence Capital Management Inc7,180$267.0K0.02%+7,180New
Morningstar Investment Services LLC6,864$256.0K0.00%−4,336−38.7%Reduced
Guggenheim Capital LLC6,681$248.3K0.00%+6,681New
Toroso Investments, LLC6,672$248.0K0.01%+6,672New
Handelsbanken Fonder AB6,537$243.0K0.00%00.0%Unchanged
Atria Wealth Solutions, Inc.6,513$242.1K0.00%+6,513New
Ghe, LLC6,290$234.0K0.16%00.0%Unchanged
FMR LLC6,234$231.7K0.00%+3,065+96.7%Added
The PNC Financial Services Group, Inc.6,151$228.6K0.00%+2,010+48.5%Added
Sherbrooke Park Advisers LLC6,088$226.3K0.07%+6,088New
Public Employees Retirement Association of Colorado6,067$226.0K0.00%00.0%Unchanged
Bank of Montreal6,023$222.9K0.00%+6,023New
LPL Financial LLC5,940$220.8K0.00%+5,940New
Oppenheimer & Co Inc5,920$220.0K0.00%00.0%Unchanged
Penbrook Management LLC5,800$215.6K0.16%−100−1.7%Reduced
Beck Mack & Oliver LLC5,575$207.2K0.01%−1,052−15.9%Reduced
Stifel Financial Corp5,490$204.1K0.00%−2,802−33.8%Reduced
Tower Research Capital LLC (TRC)5,421$201.5K0.01%−10,497−65.9%Reduced
Ameritas Investment Partners, Inc.4,243$157.7K0.01%+834+24.5%Added
Walleye Trading LLC3,474$129.1K0.00%+3,474New
Vestcor Inc3,441$128.0K0.00%+3,441New
Advisor Group Holdings, Inc.2,985$110.9K0.00%+1,902+175.6%Added
Metropolitan Life Insurance Co2,578$95.8K0.00%+331+14.7%Added
US Bancorp2,519$93.6K0.00%+957+61.3%Added
Shell Asset Management Co2,466$92.0K0.00%−38−1.5%Reduced
Acadian Asset Management LLC2,402$89.0K0.00%+2,402New
Lazard Asset Management LLC2,085$77.0K0.00%+200+10.6%Added
Point72 Asset Management, L.P.1,951$72.5K0.00%+1,951New
Nisa Investment Advisors, LLC1,835$68.2K0.00%−13−0.7%Reduced