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, Q4 2023
Institutional positions in John Wiley & Sons, Inc. as of Dec 31, 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
- 236
- −1 vs. Q3 2023
- Shares held
- 40.5M
- +158.7K (+0.4%) vs. Q3 2023
- Total value
- $1.28B
- −$212.8M (−14.2%) vs. Q3 2023
- New holders
- 39
- 72 more added
- Sold out
- 40
- 103 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding John Wiley & Sons, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 6,783,269 | $215.3M | 0.01% | +26,477+0.4% | Added |
| Vanguard Group Inc | 5,466,211 | $173.5M | 0.00% | −120.0% | Reduced |
| Clarkston Capital Partners, LLC | 4,234,068 | $134.4M | 2.49% | +1,380,460+48.4% | Added |
| State Street Corp | 2,471,597 | $79.3M | 0.00% | +53,868+2.2% | Added |
| Dimensional Fund Advisors LP | 1,769,196 | $56.2M | 0.02% | −10,523−0.6% | Reduced |
| Schroder Investment Management Group | 1,402,002 | $44.5M | 0.06% | +302,491+27.5% | Added |
| Bank of New York Mellon Corp | 997,822 | $31.7M | 0.01% | +113,814+12.9% | Added |
| Palisade Capital Management LLC | 978,899 | $31.1M | 0.82% | −69,232−6.6% | Reduced |
| Burgundy Asset Management Ltd. | 950,838 | $30.2M | 0.33% | +950,838 | New |
| William Blair Investment Management, LLC | 872,362 | $27.7M | 0.08% | +129,997+17.5% | Added |
| Geode Capital Management, LLC | 835,620 | $26.5M | 0.00% | −39,280−4.5% | Reduced |
| J. Goldman & Co LP | 748,452 | $23.8M | 1.33% | +142,586+23.5% | Added |
| Charles Schwab Investment Management Inc | 630,659 | $20.0M | 0.01% | +15,025+2.4% | Added |
| JPMorgan Chase & Co | 595,632 | $18.9M | 0.00% | +167,598+39.2% | Added |
| Morgan Stanley | 525,176 | $16.7M | 0.00% | +25,642+5.1% | Added |
| Man Group plc | 451,143 | $14.3M | 0.04% | – | – |
| Nuveen Asset Management, LLC | 412,173 | $13.1M | 0.00% | −4,643−1.1% | Reduced |
| Northern Trust Corp | 411,641 | $13.1M | 0.00% | −42,728−9.4% | Reduced |
| Citadel Advisors LLC | 403,533 | $12.8M | 0.01% | −210,018−34.2% | Reduced |
| Raymond James & Associates | 361,413 | $11.5M | 0.01% | −10,344−2.8% | Reduced |
| Marshall Wace, LLP | 360,353 | $11.4M | 0.02% | +141,309+64.5% | Added |
| Qube Research & Technologies Ltd | 325,275 | $10.3M | 0.02% | +280,884+632.7% | Added |
| New York State Common Retirement Fund | 282,343 | $8.96M | 0.01% | +11,449+4.2% | Added |
| Victory Capital Management Inc | 281,051 | $8.92M | 0.01% | −28,686−9.3% | Reduced |
| ProShare Advisors LLC | 247,953 | $7.87M | 0.02% | +27,602+12.5% | Added |
| Cardinal Capital Management LLC | 244,199 | $7.75M | 0.36% | −473,515−66.0% | Reduced |
| Norges Bank | 236,346 | $7.50M | 0.00% | −73,984−23.8% | Reduced |
| Principal Financial Group Inc | 232,333 | $7.37M | 0.00% | −5,436−2.3% | Reduced |
| Invesco Ltd. | 225,222 | $7.15M | 0.00% | +20,348+9.9% | Added |
| D. E. Shaw & Co., Inc. | 220,444 | $7.00M | 0.01% | +24,503+12.5% | Added |
| Ceredex Value Advisors LLC | 211,300 | $6.78M | 0.12% | +211,300 | New |
| Loomis Sayles & Co L P | 213,079 | $6.76M | 0.01% | −20,221−8.7% | Reduced |
| Ameriprise Financial Inc | 212,457 | $6.74M | 0.00% | −1,429−0.7% | Reduced |
| Voloridge Investment Management, LLC | 192,337 | $6.10M | 0.02% | +71,640+59.4% | Added |
| Advisors Asset Management, Inc. | 176,911 | $5.62M | 0.11% | +63,968+56.6% | Added |
| Eagle Asset Management Inc | 153,734 | $4.88M | 0.03% | −1,255−0.8% | Reduced |
| Nordea Investment Management AB | 150,552 | $4.76M | 0.01% | −2,107−1.4% | Reduced |
| Goldman Sachs Group Inc | 143,229 | $4.55M | 0.00% | −620,431−81.2% | Reduced |
| Rhumbline Advisers | 134,267 | $4.26M | 0.00% | −8,089−5.7% | Reduced |
| Tudor Investment Corp Et Al | 128,780 | $4.09M | 0.06% | +51,750+67.2% | Added |
| Jacobs Levy Equity Management, Inc | 125,147 | $3.97M | 0.02% | +76,046+154.9% | Added |
| Legal & General Group Plc | 117,726 | $3.74M | 0.00% | −1,311−1.1% | Reduced |
| Renaissance Technologies LLC | 111,800 | $3.55M | 0.01% | +111,800 | New |
| FMR LLC | 107,912 | $3.43M | 0.00% | +101,678+1,631.0% | Added |
| Engineers Gate Manager LP | 105,073 | $3.34M | 0.10% | +93,743+827.4% | Added |
| Millennium Management LLC | 103,220 | $3.28M | 0.00% | −105,436−50.5% | Reduced |
| Walleye Trading LLC | 101,364 | $3.22M | 0.05% | +97,890+2,817.8% | Added |
| Seizert Capital Partners, LLC | 96,658 | $3.07M | 0.16% | +9,206+10.5% | Added |
| Cannell Peter B & Co Inc | 95,073 | $3.02M | 0.10% | −9,436−9.0% | Reduced |
| Sycomore Asset Management | 92,076 | $2.94M | 0.63% | −11,643−11.2% | Reduced |
| Clark Estates Inc | 90,000 | $2.86M | 0.48% | 00.0% | Unchanged |
| Barclays PLC | 88,465 | $2.81M | 0.00% | +53,238+151.1% | Added |
| Public Sector Pension Investment Board | 88,183 | $2.80M | 0.02% | +35,586+67.7% | Added |
| Swiss National Bank | 86,500 | $2.75M | 0.00% | −10,100−10.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 86,309 | $2.74M | 0.00% | +63,614+280.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 84,171 | $2.67M | 0.12% | +10,993+15.0% | Added |
| State of New Jersey Common Pension Fund D | 83,167 | $2.64M | 0.01% | +16,616+25.0% | Added |
| State of Alaska, Department of Revenue | 75,272 | $2.39M | 0.03% | −354−0.5% | Reduced |
| Scalar Gauge Management, LLC | 74,400 | $2.36M | 2.24% | +74,400 | New |
| New York State Teachers Retirement System | 68,418 | $2.17M | 0.00% | −1,727−2.5% | Reduced |
| UBS Asset Management Americas Inc | 63,223 | $2.01M | 0.00% | +5,454+9.4% | Added |
| American Century Companies Inc | 62,458 | $1.98M | 0.00% | +12,114+24.1% | Added |
| Balyasny Asset Management LLC | 60,699 | $1.93M | 0.01% | −452−0.7% | Reduced |
| Grandfield & Dodd, LLC | 57,690 | $1.83M | 0.13% | −140,500−70.9% | Reduced |
| PEAK6 Investments LLC | 57,583 | $1.83M | 0.08% | +57,583 | New |
| Alliancebernstein L.P. | 55,249 | $1.75M | 0.00% | +290+0.5% | Added |
| Jane Street Group, LLC | 55,014 | $1.75M | 0.00% | −50,388−47.8% | Reduced |
| Credit Suisse AG | 51,660 | $1.64M | 0.00% | −3,604−6.5% | Reduced |
| BNP Paribas Arbitrage, SA | 51,343 | $1.63M | 0.00% | +14,313+38.7% | Added |
| Bonness Enterprises Inc | 48,400 | $1.54M | 0.64% | 00.0% | Unchanged |
| Prudential Financial Inc | 48,385 | $1.54M | 0.00% | −1,392−2.8% | Reduced |
| Wells Fargo & Company | 48,276 | $1.53M | 0.00% | −5,879−10.9% | Reduced |
| Petrus Trust Company, LTA | 47,998 | $1.52M | 0.14% | +40,779+564.9% | Added |
| Great West Life Assurance Co | 45,497 | $1.44M | 0.00% | +2,804+6.6% | Added |
| California State Teachers Retirement System | 45,086 | $1.43M | 0.00% | −3,179−6.6% | Reduced |
| Summit Global Investments | 44,484 | $1.41M | 0.09% | +44,484 | New |
| Allianz Asset Management GmbH | 44,102 | $1.40M | 0.00% | −14,417−24.6% | Reduced |
| Holocene Advisors, LP | 43,813 | $1.39M | 0.01% | −3,953−8.3% | Reduced |
| Access Investment Management LLC | 43,705 | $1.39M | 0.52% | +43,705 | New |
| Russell Investments Group, Ltd. | 42,789 | $1.36M | 0.00% | +16,300+61.5% | Added |
| Royce & Associates LP | 41,992 | $1.33M | 0.01% | +22,724+117.9% | Added |
| Caldwell Sutter Capital, Inc. | 39,488 | $1.25M | 0.64% | 00.0% | Unchanged |
| Martin & Co Inc | 39,446 | $1.25M | 0.31% | −1,125−2.8% | Reduced |
| Uncommon Cents Investing LLC | 37,935 | $1.20M | 0.40% | −2,055−5.1% | Reduced |
| Thrivent Financial for Lutherans | 37,944 | $1.20M | 0.00% | −1,066−2.7% | Reduced |
| SEI Investments Co | 37,117 | $1.18M | 0.00% | −41,619−52.9% | Reduced |
| Texas Permanent School Fund | 36,701 | $1.16M | 0.01% | +565+1.6% | Added |
| Kendall Capital Management | 34,975 | $1.11M | 0.43% | +9,020+34.8% | Added |
| State of Tennessee, Treasury Department | 32,010 | $1.02M | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 31,514 | $998.0K | 0.00% | +29,112+1,212.0% | Added |
| Macquarie Group Ltd | 31,295 | $993.0K | 0.00% | −55,563−64.0% | Reduced |
| Cornercap Investment Counsel Inc | 30,610 | $971.6K | 0.16% | +5,088+19.9% | Added |
| Harbor Capital Advisors, Inc. | 30,337 | $962.9K | 0.19% | +7,769+34.4% | Added |
| Bank of America Corp | 30,295 | $961.6K | 0.00% | +8,345+38.0% | Added |
| Vident Advisory, LLC | 28,293 | $898.0K | 0.02% | −5,155−15.4% | Reduced |
| Duality Advisers, LP | 28,061 | $890.7K | 0.09% | +11,683+71.3% | Added |
| Squarepoint Ops LLC | 27,400 | $869.7K | 0.00% | +18,899+222.3% | Added |
| CWM, LLC | 26,747 | $849.0K | 0.00% | −1,567−5.5% | Reduced |
| HRT Financial LP | 26,362 | $836.0K | 0.01% | −89,361−77.2% | Reduced |
| Jump Financial, LLC | 26,300 | $834.8K | 0.03% | +26,300 | New |