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 |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 25,373 | $944.0K | 0.00% | +995+4.1% | Added |
| Royal Bank of Canada | 24,421 | $908.0K | 0.00% | +10,284+72.7% | Added |
| Verition Fund Management LLC | 24,075 | $894.9K | 0.01% | +24,075 | New |
| Boulder Hill Capital Management LP | 23,900 | $888.4K | 0.55% | +23,900 | New |
| American International Group, Inc. | 23,422 | $870.6K | 0.01% | +491+2.1% | Added |
| Candriam Luxembourg S.C.A. | 23,407 | $870.0K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 23,044 | $857.0K | 0.00% | +15,095+189.9% | Added |
| Arrowstreet Capital, Limited Partnership | 22,695 | $844.0K | 0.00% | +22,695 | New |
| STRS Ohio | 22,700 | $843.0K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 22,568 | $838.9K | 0.18% | −4,138−15.5% | Reduced |
| MetLife Investment Management | 21,970 | $816.6K | 0.01% | −1,080−4.7% | Reduced |
| Bank of America Corp | 21,950 | $815.9K | 0.00% | −8,845−28.7% | Reduced |
| Louisiana State Employees Retirement System | 21,700 | $806.6K | 0.02% | −700−3.1% | Reduced |
| Manufacturers Life Insurance Company, The | 21,524 | $800.0K | 0.00% | +4,324+25.1% | Added |
| Deutsche Bank AG | 21,514 | $799.7K | 0.00% | +2,434+12.8% | Added |
| Yousif Capital Management, LLC | 21,038 | $782.0K | 0.01% | −1,618−7.1% | Reduced |
| Comerica Bank | 21,005 | $780.7K | 0.00% | −406,036−95.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 20,719 | $770.1K | 0.00% | −178−0.9% | Reduced |
| Janus Henderson Group PLC | 20,696 | $769.6K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 20,401 | $758.3K | 0.01% | +12,986+175.1% | Added |
| Franklin Resources Inc | 19,705 | $732.4K | 0.00% | −420−2.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 19,300 | $717.0K | 0.00% | −4,000−17.2% | Reduced |
| Royce & Associates LP | 19,268 | $716.2K | 0.01% | +19,268 | New |
| ExodusPoint Capital Management, LP | 19,145 | $712.0K | 0.01% | +6,682+53.6% | Added |
| Bessemer Group Inc | 18,843 | $700.0K | 0.00% | +8,043+74.5% | Added |
| SG Americas Securities, LLC | 17,512 | $651.0K | 0.01% | +17,512 | New |
| UBS Group AG | 17,481 | $649.8K | 0.00% | +7,411+73.6% | Added |
| Mackenzie Financial Corp | 18,335 | $649.4K | 0.00% | +6,305+52.4% | Added |
| Voya Investment Management LLC | 17,450 | $648.6K | 0.00% | +267+1.6% | Added |
| Envestnet Asset Management Inc | 17,305 | $643.2K | 0.00% | +2,854+19.7% | Added |
| Quadrature Capital Ltd | 17,048 | $633.7K | 0.01% | +2,592+17.9% | Added |
| Amalgamated Bank | 16,569 | $616.0K | 0.01% | −599−3.5% | Reduced |
| Duality Advisers, LP | 16,378 | $608.8K | 0.07% | −12,264−42.8% | Reduced |
| Citigroup Inc | 16,162 | $600.7K | 0.00% | −20,475−55.9% | Reduced |
| Maryland State Retirement & Pension System | 15,674 | $582.6K | 0.01% | −965−5.8% | Reduced |
| Captrust Financial Advisors | 15,673 | $582.6K | 0.00% | +7,451+90.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 15,482 | $575.5K | 0.00% | +1,110+7.7% | Added |
| Man Group plc | – | $555.9K | 0.00% | – | New |
| Neuberger Berman Group LLC | 14,906 | $554.1K | 0.00% | −46−0.3% | Reduced |
| Arjuna Capital | 14,785 | $549.6K | 0.20% | +195+1.3% | Added |
| Diversified Trust Co | 14,727 | $547.4K | 0.02% | +2,402+19.5% | Added |
| Raymond James Trust N.A. | 14,147 | $525.8K | 0.02% | +1,334+10.4% | Added |
| Lido Advisors, LLC | 13,807 | $513.2K | 0.01% | +1,126+8.9% | Added |
| Hunter Perkins Capital Management, LLC | 13,774 | $512.0K | 0.11% | −2,900−17.4% | Reduced |
| Bayesian Capital Management, LP | 12,959 | $481.7K | 0.05% | +2,700+26.3% | Added |
| Oregon Public Employees Retirement Fund | 12,700 | $472.1K | 0.01% | −600−4.5% | Reduced |
| Arizona State Retirement System | 12,511 | $465.0K | 0.00% | +124+1.0% | Added |
| Aquatic Capital Management LLC | 12,500 | $465.0K | 0.02% | −2,900−18.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 12,471 | $463.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 12,186 | $453.0K | 0.00% | +60+0.5% | Added |
| Davy Global Fund Management Ltd | 11,593 | $430.9K | 0.09% | +1,580+15.8% | Added |
| Dark Forest Capital Management LP | 11,472 | $426.4K | 0.04% | +11,472 | New |
| Engineers Gate Manager LP | 11,330 | $421.1K | 0.02% | +11,330 | New |
| Mirabella Financial Services LLP | 10,854 | $403.4K | 0.06% | +10,854 | New |
| Two Sigma Advisers, LP | 10,200 | $379.1K | 0.00% | +2,100+25.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,126 | $376.4K | 0.00% | +1,858+22.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,090 | $375.0K | 0.00% | +10,090 | New |
| Eschler Asset Management LLP | 10,044 | $373.3K | 0.44% | +2,147+27.2% | Added |
| Brown Brothers Harriman & Co | 10,000 | $371.7K | 0.00% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 9,916 | $368.6K | 0.01% | +240+2.5% | Added |
| Klingenstein Fields & Co LP | 9,432 | $350.6K | 0.02% | 00.0% | Unchanged |
| Atlas Financial Advisors, Inc. | 9,286 | $345.2K | 0.27% | +9,286 | New |
| Squarepoint Ops LLC | 8,501 | $316.0K | 0.00% | +8,501 | New |
| Clearview Wealth Advisors LLC | 8,208 | $305.1K | 0.38% | +8,208 | New |
| Point72 Middle East FZE | 7,924 | $294.5K | 0.02% | +1,382+21.1% | Added |
| Inceptionr LLC | 7,606 | $282.7K | 0.16% | +7,606 | New |
| Appleton Group, LLC | 7,567 | $281.3K | 0.98% | +7,567 | New |
| KBC Group NV | 7,551 | $281.0K | 0.00% | +4,727+167.4% | Added |
| Mutual of America Capital Management LLC | 7,459 | $277.3K | 0.00% | −881−10.6% | Reduced |
| Verdence Capital Advisors LLC | 7,239 | $269.1K | 0.03% | +332+4.8% | Added |
| Petrus Trust Company, LTA | 7,219 | $268.3K | 0.03% | −19,609−73.1% | Reduced |
| Everence Capital Management Inc | 7,180 | $267.0K | 0.02% | +7,180 | New |
| Morningstar Investment Services LLC | 6,864 | $256.0K | 0.00% | −4,336−38.7% | Reduced |
| Guggenheim Capital LLC | 6,681 | $248.3K | 0.00% | +6,681 | New |
| Toroso Investments, LLC | 6,672 | $248.0K | 0.01% | +6,672 | New |
| Handelsbanken Fonder AB | 6,537 | $243.0K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 6,513 | $242.1K | 0.00% | +6,513 | New |
| Ghe, LLC | 6,290 | $234.0K | 0.16% | 00.0% | Unchanged |
| FMR LLC | 6,234 | $231.7K | 0.00% | +3,065+96.7% | Added |
| The PNC Financial Services Group, Inc. | 6,151 | $228.6K | 0.00% | +2,010+48.5% | Added |
| Sherbrooke Park Advisers LLC | 6,088 | $226.3K | 0.07% | +6,088 | New |
| Public Employees Retirement Association of Colorado | 6,067 | $226.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 6,023 | $222.9K | 0.00% | +6,023 | New |
| LPL Financial LLC | 5,940 | $220.8K | 0.00% | +5,940 | New |
| Oppenheimer & Co Inc | 5,920 | $220.0K | 0.00% | 00.0% | Unchanged |
| Penbrook Management LLC | 5,800 | $215.6K | 0.16% | −100−1.7% | Reduced |
| Beck Mack & Oliver LLC | 5,575 | $207.2K | 0.01% | −1,052−15.9% | Reduced |
| Stifel Financial Corp | 5,490 | $204.1K | 0.00% | −2,802−33.8% | Reduced |
| Tower Research Capital LLC (TRC) | 5,421 | $201.5K | 0.01% | −10,497−65.9% | Reduced |
| Ameritas Investment Partners, Inc. | 4,243 | $157.7K | 0.01% | +834+24.5% | Added |
| Walleye Trading LLC | 3,474 | $129.1K | 0.00% | +3,474 | New |
| Vestcor Inc | 3,441 | $128.0K | 0.00% | +3,441 | New |
| Advisor Group Holdings, Inc. | 2,985 | $110.9K | 0.00% | +1,902+175.6% | Added |
| Metropolitan Life Insurance Co | 2,578 | $95.8K | 0.00% | +331+14.7% | Added |
| US Bancorp | 2,519 | $93.6K | 0.00% | +957+61.3% | Added |
| Shell Asset Management Co | 2,466 | $92.0K | 0.00% | −38−1.5% | Reduced |
| Acadian Asset Management LLC | 2,402 | $89.0K | 0.00% | +2,402 | New |
| Lazard Asset Management LLC | 2,085 | $77.0K | 0.00% | +200+10.6% | Added |
| Point72 Asset Management, L.P. | 1,951 | $72.5K | 0.00% | +1,951 | New |
| Nisa Investment Advisors, LLC | 1,835 | $68.2K | 0.00% | −13−0.7% | Reduced |