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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 14,914 | $473.4K | 0.00% | −759−4.8% | Reduced |
| Maryland State Retirement & Pension System | 15,443 | $490.2K | 0.01% | −231−1.5% | Reduced |
| Envestnet Asset Management Inc | 15,484 | $491.5K | 0.00% | −1,821−10.5% | Reduced |
| Amalgamated Bank | 15,486 | $492.0K | 0.00% | −1,083−6.5% | Reduced |
| Walleye Capital LLC | 15,578 | $494.4K | 0.01% | +15,578 | New |
| Raymond James Trust N.A. | 15,698 | $498.3K | 0.01% | +1,551+11.0% | Added |
| First Trust Advisors LP | 15,974 | $507.0K | 0.00% | −77,616−82.9% | Reduced |
| Tower Research Capital LLC (TRC) | 16,318 | $517.9K | 0.01% | +10,897+201.0% | Added |
| Twinbeech Capital LP | 16,896 | $536.3K | 0.01% | +16,896 | New |
| Mackenzie Financial Corp | 17,274 | $548.3K | 0.00% | −1,061−5.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 17,842 | $566.3K | 0.05% | +17,842 | New |
| Mitsubishi UFJ Trust & Banking Corp | 19,017 | $603.6K | 0.00% | +3,535+22.8% | Added |
| Manufacturers Life Insurance Company, The | 19,095 | $606.1K | 0.00% | −2,429−11.3% | Reduced |
| MetLife Investment Management | 19,140 | $607.5K | 0.00% | −2,830−12.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 19,300 | $612.6K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 19,509 | $619.2K | 0.00% | −1,210−5.8% | Reduced |
| Franklin Resources Inc | 19,767 | $627.4K | 0.00% | +62+0.3% | Added |
| American International Group, Inc. | 20,123 | $638.7K | 0.00% | −3,299−14.1% | Reduced |
| Janus Henderson Group PLC | 20,660 | $655.9K | 0.00% | −36−0.2% | Reduced |
| Sciencast Management LP | 20,673 | $656.2K | 0.36% | +20,673 | New |
| Deutsche Bank AG | 20,727 | $657.9K | 0.00% | −787−3.7% | Reduced |
| Yousif Capital Management, LLC | 20,988 | $666.2K | 0.01% | −50−0.2% | Reduced |
| Comerica Bank | 20,998 | $666.5K | 0.00% | −70.0% | Reduced |
| Louisiana State Employees Retirement System | 21,300 | $676.1K | 0.01% | −400−1.8% | Reduced |
| Caxton Associates LP | 21,778 | $691.2K | 0.04% | +21,778 | New |
| Susquehanna International Group, LLP | 22,207 | $704.9K | 0.00% | −10,929−33.0% | Reduced |
| Royal Bank of Canada | 22,447 | $712.0K | 0.00% | −1,974−8.1% | Reduced |
| STRS Ohio | 22,700 | $720.0K | 0.00% | 00.0% | Unchanged |
| Cardinal Capital Management | 23,098 | $741.2K | 0.14% | −4,436−16.1% | Reduced |
| Graham Capital Management, L.P. | 24,094 | $764.7K | 0.02% | −29,854−55.3% | Reduced |
| Citigroup Inc | 24,644 | $782.2K | 0.00% | +8,482+52.5% | Added |
| Illinois Municipal Retirement Fund | 25,380 | $806.0K | 0.01% | −568−2.2% | Reduced |
| Price T Rowe Associates Inc | 25,533 | $811.0K | 0.00% | +160+0.6% | Added |
| Ensign Peak Advisors, Inc | 25,830 | $819.8K | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 25,853 | $820.6K | 0.01% | −1,644−6.0% | Reduced |
| Algert Global LLC | 25,920 | $822.7K | 0.03% | −8,992−25.8% | Reduced |
| Jump Financial, LLC | 26,300 | $834.8K | 0.03% | +26,300 | New |
| HRT Financial LP | 26,362 | $836.0K | 0.01% | −89,361−77.2% | Reduced |
| CWM, LLC | 26,747 | $849.0K | 0.00% | −1,567−5.5% | Reduced |
| Squarepoint Ops LLC | 27,400 | $869.7K | 0.00% | +18,899+222.3% | Added |
| Duality Advisers, LP | 28,061 | $890.7K | 0.09% | +11,683+71.3% | Added |
| Vident Advisory, LLC | 28,293 | $898.0K | 0.02% | −5,155−15.4% | Reduced |
| Bank of America Corp | 30,295 | $961.6K | 0.00% | +8,345+38.0% | Added |
| Harbor Capital Advisors, Inc. | 30,337 | $962.9K | 0.19% | +7,769+34.4% | Added |
| Cornercap Investment Counsel Inc | 30,610 | $971.6K | 0.16% | +5,088+19.9% | Added |
| Macquarie Group Ltd | 31,295 | $993.0K | 0.00% | −55,563−64.0% | Reduced |
| Acadian Asset Management LLC | 31,514 | $998.0K | 0.00% | +29,112+1,212.0% | Added |
| State of Tennessee, Treasury Department | 32,010 | $1.02M | 0.00% | 00.0% | Unchanged |
| Kendall Capital Management | 34,975 | $1.11M | 0.43% | +9,020+34.8% | Added |
| Texas Permanent School Fund | 36,701 | $1.16M | 0.01% | +565+1.6% | Added |
| SEI Investments Co | 37,117 | $1.18M | 0.00% | −41,619−52.9% | Reduced |
| Thrivent Financial for Lutherans | 37,944 | $1.20M | 0.00% | −1,066−2.7% | Reduced |
| Uncommon Cents Investing LLC | 37,935 | $1.20M | 0.40% | −2,055−5.1% | Reduced |
| Martin & Co Inc | 39,446 | $1.25M | 0.31% | −1,125−2.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 39,488 | $1.25M | 0.64% | 00.0% | Unchanged |
| Royce & Associates LP | 41,992 | $1.33M | 0.01% | +22,724+117.9% | Added |
| Russell Investments Group, Ltd. | 42,789 | $1.36M | 0.00% | +16,300+61.5% | Added |
| Access Investment Management LLC | 43,705 | $1.39M | 0.52% | +43,705 | New |
| Holocene Advisors, LP | 43,813 | $1.39M | 0.01% | −3,953−8.3% | Reduced |
| Allianz Asset Management GmbH | 44,102 | $1.40M | 0.00% | −14,417−24.6% | Reduced |
| Summit Global Investments | 44,484 | $1.41M | 0.09% | +44,484 | New |
| California State Teachers Retirement System | 45,086 | $1.43M | 0.00% | −3,179−6.6% | Reduced |
| Great West Life Assurance Co | 45,497 | $1.44M | 0.00% | +2,804+6.6% | Added |
| Petrus Trust Company, LTA | 47,998 | $1.52M | 0.14% | +40,779+564.9% | Added |
| Wells Fargo & Company | 48,276 | $1.53M | 0.00% | −5,879−10.9% | Reduced |
| Prudential Financial Inc | 48,385 | $1.54M | 0.00% | −1,392−2.8% | Reduced |
| Bonness Enterprises Inc | 48,400 | $1.54M | 0.64% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 51,343 | $1.63M | 0.00% | +14,313+38.7% | Added |
| Credit Suisse AG | 51,660 | $1.64M | 0.00% | −3,604−6.5% | Reduced |
| Jane Street Group, LLC | 55,014 | $1.75M | 0.00% | −50,388−47.8% | Reduced |
| Alliancebernstein L.P. | 55,249 | $1.75M | 0.00% | +290+0.5% | Added |
| PEAK6 Investments LLC | 57,583 | $1.83M | 0.08% | +57,583 | New |
| Grandfield & Dodd, LLC | 57,690 | $1.83M | 0.13% | −140,500−70.9% | Reduced |
| Balyasny Asset Management LLC | 60,699 | $1.93M | 0.01% | −452−0.7% | Reduced |
| American Century Companies Inc | 62,458 | $1.98M | 0.00% | +12,114+24.1% | Added |
| UBS Asset Management Americas Inc | 63,223 | $2.01M | 0.00% | +5,454+9.4% | Added |
| New York State Teachers Retirement System | 68,418 | $2.17M | 0.00% | −1,727−2.5% | Reduced |
| Scalar Gauge Management, LLC | 74,400 | $2.36M | 2.24% | +74,400 | New |
| State of Alaska, Department of Revenue | 75,272 | $2.39M | 0.03% | −354−0.5% | Reduced |
| State of New Jersey Common Pension Fund D | 83,167 | $2.64M | 0.01% | +16,616+25.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 84,171 | $2.67M | 0.12% | +10,993+15.0% | Added |
| Arrowstreet Capital, Limited Partnership | 86,309 | $2.74M | 0.00% | +63,614+280.3% | Added |
| Swiss National Bank | 86,500 | $2.75M | 0.00% | −10,100−10.5% | Reduced |
| Public Sector Pension Investment Board | 88,183 | $2.80M | 0.02% | +35,586+67.7% | Added |
| Barclays PLC | 88,465 | $2.81M | 0.00% | +53,238+151.1% | Added |
| Clark Estates Inc | 90,000 | $2.86M | 0.48% | 00.0% | Unchanged |
| Sycomore Asset Management | 92,076 | $2.94M | 0.63% | −11,643−11.2% | Reduced |
| Cannell Peter B & Co Inc | 95,073 | $3.02M | 0.10% | −9,436−9.0% | Reduced |
| Seizert Capital Partners, LLC | 96,658 | $3.07M | 0.16% | +9,206+10.5% | Added |
| Walleye Trading LLC | 101,364 | $3.22M | 0.05% | +97,890+2,817.8% | Added |
| Millennium Management LLC | 103,220 | $3.28M | 0.00% | −105,436−50.5% | Reduced |
| Engineers Gate Manager LP | 105,073 | $3.34M | 0.10% | +93,743+827.4% | Added |
| FMR LLC | 107,912 | $3.43M | 0.00% | +101,678+1,631.0% | Added |
| Renaissance Technologies LLC | 111,800 | $3.55M | 0.01% | +111,800 | New |
| Legal & General Group Plc | 117,726 | $3.74M | 0.00% | −1,311−1.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 125,147 | $3.97M | 0.02% | +76,046+154.9% | Added |
| Tudor Investment Corp Et Al | 128,780 | $4.09M | 0.06% | +51,750+67.2% | Added |
| Rhumbline Advisers | 134,267 | $4.26M | 0.00% | −8,089−5.7% | Reduced |
| Goldman Sachs Group Inc | 143,229 | $4.55M | 0.00% | −620,431−81.2% | Reduced |
| Nordea Investment Management AB | 150,552 | $4.76M | 0.01% | −2,107−1.4% | Reduced |