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 |
|---|---|---|---|---|---|
| Eagle Asset Management Inc | 153,734 | $4.88M | 0.03% | −1,255−0.8% | Reduced |
| Advisors Asset Management, Inc. | 176,911 | $5.62M | 0.11% | +63,968+56.6% | Added |
| Voloridge Investment Management, LLC | 192,337 | $6.10M | 0.02% | +71,640+59.4% | Added |
| Ameriprise Financial Inc | 212,457 | $6.74M | 0.00% | −1,429−0.7% | Reduced |
| Loomis Sayles & Co L P | 213,079 | $6.76M | 0.01% | −20,221−8.7% | Reduced |
| Ceredex Value Advisors LLC | 211,300 | $6.78M | 0.12% | +211,300 | New |
| D. E. Shaw & Co., Inc. | 220,444 | $7.00M | 0.01% | +24,503+12.5% | Added |
| Invesco Ltd. | 225,222 | $7.15M | 0.00% | +20,348+9.9% | Added |
| Principal Financial Group Inc | 232,333 | $7.37M | 0.00% | −5,436−2.3% | Reduced |
| Norges Bank | 236,346 | $7.50M | 0.00% | −73,984−23.8% | Reduced |
| Cardinal Capital Management LLC | 244,199 | $7.75M | 0.36% | −473,515−66.0% | Reduced |
| ProShare Advisors LLC | 247,953 | $7.87M | 0.02% | +27,602+12.5% | Added |
| Victory Capital Management Inc | 281,051 | $8.92M | 0.01% | −28,686−9.3% | Reduced |
| New York State Common Retirement Fund | 282,343 | $8.96M | 0.01% | +11,449+4.2% | Added |
| Qube Research & Technologies Ltd | 325,275 | $10.3M | 0.02% | +280,884+632.7% | Added |
| Marshall Wace, LLP | 360,353 | $11.4M | 0.02% | +141,309+64.5% | Added |
| Raymond James & Associates | 361,413 | $11.5M | 0.01% | −10,344−2.8% | Reduced |
| Citadel Advisors LLC | 403,533 | $12.8M | 0.01% | −210,018−34.2% | Reduced |
| Northern Trust Corp | 411,641 | $13.1M | 0.00% | −42,728−9.4% | Reduced |
| Nuveen Asset Management, LLC | 412,173 | $13.1M | 0.00% | −4,643−1.1% | Reduced |
| Man Group plc | 451,143 | $14.3M | 0.04% | – | – |
| Morgan Stanley | 525,176 | $16.7M | 0.00% | +25,642+5.1% | Added |
| JPMorgan Chase & Co | 595,632 | $18.9M | 0.00% | +167,598+39.2% | Added |
| Charles Schwab Investment Management Inc | 630,659 | $20.0M | 0.01% | +15,025+2.4% | Added |
| J. Goldman & Co LP | 748,452 | $23.8M | 1.33% | +142,586+23.5% | Added |
| Geode Capital Management, LLC | 835,620 | $26.5M | 0.00% | −39,280−4.5% | Reduced |
| William Blair Investment Management, LLC | 872,362 | $27.7M | 0.08% | +129,997+17.5% | Added |
| Burgundy Asset Management Ltd. | 950,838 | $30.2M | 0.33% | +950,838 | New |
| Palisade Capital Management LLC | 978,899 | $31.1M | 0.82% | −69,232−6.6% | Reduced |
| Bank of New York Mellon Corp | 997,822 | $31.7M | 0.01% | +113,814+12.9% | Added |
| Schroder Investment Management Group | 1,402,002 | $44.5M | 0.06% | +302,491+27.5% | Added |
| Dimensional Fund Advisors LP | 1,769,196 | $56.2M | 0.02% | −10,523−0.6% | Reduced |
| State Street Corp | 2,471,597 | $79.3M | 0.00% | +53,868+2.2% | Added |
| Clarkston Capital Partners, LLC | 4,234,068 | $134.4M | 2.49% | +1,380,460+48.4% | Added |
| Vanguard Group Inc | 5,466,211 | $173.5M | 0.00% | −120.0% | Reduced |
| BlackRock Inc. | 6,783,269 | $215.3M | 0.01% | +26,477+0.4% | Added |
| Champlain Investment Partners, LLC | 0 | $0 | 0.00% | −2,002,675−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −480,022−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −166,258−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −78,088−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −33,359−100.0% | Sold out |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −31,440−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −31,346−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −24,075−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −23,900−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −23,407−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −20,401−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −19,145−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −17,512−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −13,807−100.0% | Sold out |
| Hunter Perkins Capital Management, LLC | 0 | $0 | 0.00% | −13,774−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −12,959−100.0% | Sold out |
| Davy Global Fund Management Ltd | 0 | $0 | 0.00% | −11,593−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −11,472−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −10,854−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −10,090−100.0% | Sold out |
| Atlas Financial Advisors, Inc. | 0 | $0 | 0.00% | −9,286−100.0% | Sold out |
| Clearview Wealth Advisors LLC | 0 | $0 | 0.00% | −8,208−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −7,924−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −7,606−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −7,239−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −6,513−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −6,088−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −6,023−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −5,920−100.0% | Sold out |
| Penbrook Management LLC | 0 | $0 | 0.00% | −5,800−100.0% | Sold out |
| Beck Mack & Oliver LLC | 0 | $0 | 0.00% | −5,575−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −5,490−100.0% | Sold out |
| Studio Investment Management LLC | 0 | $0 | 0.00% | −622−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −571−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Appleton Group, LLC | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |