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 |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 4 | $127 | 0.00% | +1+33.3% | Added |
| DiNuzzo Private Wealth, Inc. | 7 | $223 | 0.00% | +7 | New |
| Massmutual Trust Co FSB | 8 | $254 | 0.00% | −17−68.0% | Reduced |
| JJJ Advisors Inc. | 9 | $286 | 0.00% | −239−96.4% | Reduced |
| Creative Financial Designs Inc | 10 | $317 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 10 | $318 | 0.00% | −38−79.2% | Reduced |
| Parkside Financial Bank & Trust | 10 | $318 | 0.00% | −24−70.6% | Reduced |
| SJS Investment Consulting Inc. | 12 | $381 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 13 | $413 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 18 | $571 | 0.00% | −3−14.3% | Reduced |
| Farmers & Merchants Investments Inc | 20 | $635 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 22 | $699 | 0.00% | +7+46.7% | Added |
| Nisa Investment Advisors, LLC | 25 | $794 | 0.00% | −1,810−98.6% | Reduced |
| Farther Finance Advisors, LLC | 30 | $952 | 0.00% | +30 | New |
| Private Wealth Management Group, LLC | 39 | $1.24K | 0.00% | +39 | New |
| Red Tortoise LLC | 61 | $1.94K | 0.00% | +61 | New |
| Ronald Blue Trust, Inc. | 52 | $2.00K | 0.00% | +52 | New |
| SYSTM Wealth Solutions LLC | 66 | $2.10K | 0.00% | +66 | New |
| Versant Capital Management, Inc | 119 | $3.78K | 0.00% | +61+105.2% | Added |
| Johnson Financial Group, Inc. | 149 | $4.78K | 0.00% | +149 | New |
| Clean Yield Group | 193 | $6.13K | 0.00% | −780−80.2% | Reduced |
| Fifth Third Bancorp | 209 | $6.63K | 0.00% | −106−33.7% | Reduced |
| Parallel Advisors, LLC | 223 | $7.08K | 0.00% | −81−26.6% | Reduced |
| Criterion Capital Advisors, LLC | 300 | $9.52K | 0.01% | +300 | New |
| Covestor Ltd | 317 | $10.0K | 0.01% | +176+124.8% | Added |
| Steward Partners Investment Advisory, LLC | 401 | $12.7K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 383 | $13.0K | 0.00% | +383 | New |
| Nomura Asset Management Co Ltd | 410 | $13.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 423 | $13.9K | 0.00% | −212−33.4% | Reduced |
| First Horizon Advisors, Inc. | 476 | $15.1K | 0.00% | −24−4.8% | Reduced |
| Point72 Hong Kong Ltd | 535 | $17.0K | 0.00% | +535 | New |
| Amundi | 540 | $17.1K | 0.00% | −56,092−99.0% | Reduced |
| Quadrant Capital Group LLC | 763 | $24.2K | 0.00% | −170−18.2% | Reduced |
| EntryPoint Capital, LLC | 789 | $25.0K | 0.02% | +789 | New |
| Baldwin Brothers Inc | 800 | $25.4K | 0.00% | −150−15.8% | Reduced |
| Daiwa Securities Group Inc. | 900 | $29.0K | 0.00% | +900 | New |
| Advisor Group Holdings, Inc. | 940 | $29.8K | 0.00% | −2,045−68.5% | Reduced |
| Group One Trading, L.P. | 949 | $30.1K | 0.00% | +949 | New |
| Assetmark, Inc | 965 | $30.6K | 0.00% | −229−19.2% | Reduced |
| First Manhattan Co | 1,150 | $36.5K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,217 | $38.6K | 0.00% | +119+10.8% | Added |
| DekaBank Deutsche Girozentrale | 1,528 | $48.0K | 0.00% | +1,528 | New |
| Lindbrook Capital, LLC | 1,600 | $50.8K | 0.01% | −13−0.8% | Reduced |
| Simplex Trading, LLC | 1,784 | $56.0K | 0.00% | +310+21.0% | Added |
| Shell Asset Management Co | 1,914 | $61.0K | 0.00% | −552−22.4% | Reduced |
| Bessemer Group Inc | 2,000 | $63.0K | 0.00% | −16,843−89.4% | Reduced |
| US Bancorp | 2,039 | $64.7K | 0.00% | −480−19.1% | Reduced |
| Metropolitan Life Insurance Co | 2,076 | $65.9K | 0.00% | −502−19.5% | Reduced |
| Point72 Asset Management, L.P. | 2,200 | $69.8K | 0.00% | +249+12.8% | Added |
| Adirondack Trust Co | 2,100 | $70.0K | 0.03% | +400+23.5% | Added |
| Allspring Global Investments Holdings, LLC | 2,759 | $87.6K | 0.00% | +2,713+5,897.8% | Added |
| Vestcor Inc | 3,441 | $109.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,775 | $119.8K | 0.00% | −468−11.0% | Reduced |
| The PNC Financial Services Group, Inc. | 4,585 | $145.5K | 0.00% | −1,566−25.5% | Reduced |
| Cubist Systematic Strategies, LLC | 5,106 | $162.1K | 0.00% | −221,792−97.7% | Reduced |
| Lazard Asset Management LLC | 5,675 | $179.0K | 0.00% | +3,590+172.2% | Added |
| Public Employees Retirement Association of Colorado | 6,067 | $193.0K | 0.00% | 00.0% | Unchanged |
| Ghe, LLC | 6,290 | $200.0K | 0.13% | 00.0% | Unchanged |
| LPL Financial LLC | 6,401 | $203.2K | 0.00% | +461+7.8% | Added |
| Handelsbanken Fonder AB | 6,537 | $207.0K | 0.00% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 6,585 | $209.0K | 0.04% | +950+16.9% | Added |
| Toroso Investments, LLC | 6,792 | $215.6K | 0.01% | +120+1.8% | Added |
| Eschler Asset Management LLP | 6,868 | $218.0K | 0.17% | −3,176−31.6% | Reduced |
| Centiva Capital, LP | 6,913 | $219.4K | 0.01% | +6,913 | New |
| Everence Capital Management Inc | 7,180 | $228.0K | 0.02% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 7,437 | $236.1K | 0.00% | −22−0.3% | Reduced |
| KBC Group NV | 7,551 | $240.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 8,038 | $255.0K | 0.00% | −15,006−65.1% | Reduced |
| AQR Capital Management LLC | 8,037 | $255.1K | 0.00% | −45,073−84.9% | Reduced |
| Klingenstein Fields & Co LP | 8,608 | $273.2K | 0.01% | −824−8.7% | Reduced |
| Gsa Capital Partners LLP | 8,794 | $279.0K | 0.02% | −34,770−79.8% | Reduced |
| Cerity Partners LLC | 8,935 | $283.6K | 0.00% | +8,935 | New |
| Los Angeles Capital Management LLC | 9,111 | $289.2K | 0.00% | +9,111 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,169 | $291.0K | 0.00% | −19,281−67.8% | Reduced |
| FreeGulliver LLC | 9,300 | $295.2K | 0.39% | +9,300 | New |
| Arjuna Capital | 9,409 | $298.6K | 0.09% | −5,376−36.4% | Reduced |
| Gotham Asset Management, LLC | 9,691 | $307.6K | 0.01% | +9,691 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 9,731 | $308.9K | 0.00% | +9,731 | New |
| Quest Partners LLC | 9,982 | $316.8K | 0.07% | +9,982 | New |
| Diversified Trust Co | 10,220 | $324.4K | 0.01% | −4,507−30.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,225 | $324.5K | 0.00% | +99+1.0% | Added |
| Quadrature Capital Ltd | 10,248 | $325.5K | 0.01% | −6,800−39.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 10,261 | $326.0K | 0.03% | +10,261 | New |
| XTX Topco Ltd | 10,839 | $344.0K | 0.08% | +10,839 | New |
| Point72 Europe (London) LLP | 10,915 | $346.4K | 0.04% | +10,915 | New |
| Mission Wealth Management, LP | 11,279 | $358.0K | 0.01% | +1,363+13.7% | Added |
| UBS Group AG | 11,289 | $358.3K | 0.00% | −6,192−35.4% | Reduced |
| State Board of Administration of Florida Retirement System | 12,186 | $386.8K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 12,200 | $387.2K | 0.00% | +2,000+19.6% | Added |
| Arizona State Retirement System | 12,266 | $389.3K | 0.00% | −245−2.0% | Reduced |
| Atom Investors LP | 12,367 | $392.5K | 0.07% | +12,367 | New |
| Oregon Public Employees Retirement Fund | 12,443 | $394.9K | 0.01% | −257−2.0% | Reduced |
| Brown Brothers Harriman & Co | 12,500 | $396.8K | 0.00% | +2,500+25.0% | Added |
| Morningstar Investment Services LLC | 12,736 | $406.0K | 0.00% | +5,872+85.5% | Added |
| Aquatic Capital Management LLC | 13,200 | $419.0K | 0.01% | +700+5.6% | Added |
| Guggenheim Capital LLC | 13,567 | $430.6K | 0.00% | +6,886+103.1% | Added |
| Teachers Retirement System of the State of Kentucky | 13,818 | $438.0K | 0.00% | +1,347+10.8% | Added |
| Campbell & CO Investment Adviser LLC | 14,047 | $445.9K | 0.04% | +14,047 | New |
| Neuberger Berman Group LLC | 14,344 | $455.3K | 0.00% | −562−3.8% | Reduced |
| Voya Investment Management LLC | 14,807 | $470.0K | 0.00% | −2,643−15.1% | Reduced |