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 |
|---|---|---|---|---|---|
| Algert Global LLC | 25,920 | $822.7K | 0.03% | −8,992−25.8% | Reduced |
| Alps Advisors Inc | 25,853 | $820.6K | 0.01% | −1,644−6.0% | Reduced |
| Ensign Peak Advisors, Inc | 25,830 | $819.8K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 25,533 | $811.0K | 0.00% | +160+0.6% | Added |
| Illinois Municipal Retirement Fund | 25,380 | $806.0K | 0.01% | −568−2.2% | Reduced |
| Citigroup Inc | 24,644 | $782.2K | 0.00% | +8,482+52.5% | Added |
| Graham Capital Management, L.P. | 24,094 | $764.7K | 0.02% | −29,854−55.3% | Reduced |
| Cardinal Capital Management | 23,098 | $741.2K | 0.14% | −4,436−16.1% | Reduced |
| STRS Ohio | 22,700 | $720.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 22,447 | $712.0K | 0.00% | −1,974−8.1% | Reduced |
| Susquehanna International Group, LLP | 22,207 | $704.9K | 0.00% | −10,929−33.0% | Reduced |
| Caxton Associates LP | 21,778 | $691.2K | 0.04% | +21,778 | New |
| Louisiana State Employees Retirement System | 21,300 | $676.1K | 0.01% | −400−1.8% | Reduced |
| Comerica Bank | 20,998 | $666.5K | 0.00% | −70.0% | Reduced |
| Yousif Capital Management, LLC | 20,988 | $666.2K | 0.01% | −50−0.2% | Reduced |
| Deutsche Bank AG | 20,727 | $657.9K | 0.00% | −787−3.7% | Reduced |
| Sciencast Management LP | 20,673 | $656.2K | 0.36% | +20,673 | New |
| Janus Henderson Group PLC | 20,660 | $655.9K | 0.00% | −36−0.2% | Reduced |
| American International Group, Inc. | 20,123 | $638.7K | 0.00% | −3,299−14.1% | Reduced |
| Franklin Resources Inc | 19,767 | $627.4K | 0.00% | +62+0.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 19,509 | $619.2K | 0.00% | −1,210−5.8% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 19,300 | $612.6K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 19,140 | $607.5K | 0.00% | −2,830−12.9% | Reduced |
| Manufacturers Life Insurance Company, The | 19,095 | $606.1K | 0.00% | −2,429−11.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 19,017 | $603.6K | 0.00% | +3,535+22.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 17,842 | $566.3K | 0.05% | +17,842 | New |
| Mackenzie Financial Corp | 17,274 | $548.3K | 0.00% | −1,061−5.8% | Reduced |
| Twinbeech Capital LP | 16,896 | $536.3K | 0.01% | +16,896 | New |
| Tower Research Capital LLC (TRC) | 16,318 | $517.9K | 0.01% | +10,897+201.0% | Added |
| First Trust Advisors LP | 15,974 | $507.0K | 0.00% | −77,616−82.9% | Reduced |
| Raymond James Trust N.A. | 15,698 | $498.3K | 0.01% | +1,551+11.0% | Added |
| Walleye Capital LLC | 15,578 | $494.4K | 0.01% | +15,578 | New |
| Amalgamated Bank | 15,486 | $492.0K | 0.00% | −1,083−6.5% | Reduced |
| Envestnet Asset Management Inc | 15,484 | $491.5K | 0.00% | −1,821−10.5% | Reduced |
| Maryland State Retirement & Pension System | 15,443 | $490.2K | 0.01% | −231−1.5% | Reduced |
| Captrust Financial Advisors | 14,914 | $473.4K | 0.00% | −759−4.8% | Reduced |
| Voya Investment Management LLC | 14,807 | $470.0K | 0.00% | −2,643−15.1% | Reduced |
| Neuberger Berman Group LLC | 14,344 | $455.3K | 0.00% | −562−3.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 14,047 | $445.9K | 0.04% | +14,047 | New |
| Teachers Retirement System of the State of Kentucky | 13,818 | $438.0K | 0.00% | +1,347+10.8% | Added |
| Guggenheim Capital LLC | 13,567 | $430.6K | 0.00% | +6,886+103.1% | Added |
| Aquatic Capital Management LLC | 13,200 | $419.0K | 0.01% | +700+5.6% | Added |
| Morningstar Investment Services LLC | 12,736 | $406.0K | 0.00% | +5,872+85.5% | Added |
| Brown Brothers Harriman & Co | 12,500 | $396.8K | 0.00% | +2,500+25.0% | Added |
| Oregon Public Employees Retirement Fund | 12,443 | $394.9K | 0.01% | −257−2.0% | Reduced |
| Atom Investors LP | 12,367 | $392.5K | 0.07% | +12,367 | New |
| Arizona State Retirement System | 12,266 | $389.3K | 0.00% | −245−2.0% | Reduced |
| Two Sigma Advisers, LP | 12,200 | $387.2K | 0.00% | +2,000+19.6% | Added |
| State Board of Administration of Florida Retirement System | 12,186 | $386.8K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 11,289 | $358.3K | 0.00% | −6,192−35.4% | Reduced |
| Mission Wealth Management, LP | 11,279 | $358.0K | 0.01% | +1,363+13.7% | Added |
| Point72 Europe (London) LLP | 10,915 | $346.4K | 0.04% | +10,915 | New |
| XTX Topco Ltd | 10,839 | $344.0K | 0.08% | +10,839 | New |
| Dynamic Technology Lab Private Ltd | 10,261 | $326.0K | 0.03% | +10,261 | New |
| Quadrature Capital Ltd | 10,248 | $325.5K | 0.01% | −6,800−39.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,225 | $324.5K | 0.00% | +99+1.0% | Added |
| Diversified Trust Co | 10,220 | $324.4K | 0.01% | −4,507−30.6% | Reduced |
| Quest Partners LLC | 9,982 | $316.8K | 0.07% | +9,982 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 9,731 | $308.9K | 0.00% | +9,731 | New |
| Gotham Asset Management, LLC | 9,691 | $307.6K | 0.01% | +9,691 | New |
| Arjuna Capital | 9,409 | $298.6K | 0.09% | −5,376−36.4% | Reduced |
| FreeGulliver LLC | 9,300 | $295.2K | 0.39% | +9,300 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,169 | $291.0K | 0.00% | −19,281−67.8% | Reduced |
| Los Angeles Capital Management LLC | 9,111 | $289.2K | 0.00% | +9,111 | New |
| Cerity Partners LLC | 8,935 | $283.6K | 0.00% | +8,935 | New |
| Gsa Capital Partners LLP | 8,794 | $279.0K | 0.02% | −34,770−79.8% | Reduced |
| Klingenstein Fields & Co LP | 8,608 | $273.2K | 0.01% | −824−8.7% | Reduced |
| AQR Capital Management LLC | 8,037 | $255.1K | 0.00% | −45,073−84.9% | Reduced |
| Commonwealth Equity Services, LLC | 8,038 | $255.0K | 0.00% | −15,006−65.1% | Reduced |
| KBC Group NV | 7,551 | $240.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 7,437 | $236.1K | 0.00% | −22−0.3% | Reduced |
| Everence Capital Management Inc | 7,180 | $228.0K | 0.02% | 00.0% | Unchanged |
| Centiva Capital, LP | 6,913 | $219.4K | 0.01% | +6,913 | New |
| Eschler Asset Management LLP | 6,868 | $218.0K | 0.17% | −3,176−31.6% | Reduced |
| Toroso Investments, LLC | 6,792 | $215.6K | 0.01% | +120+1.8% | Added |
| Ironwood Investment Counsel, LLC | 6,585 | $209.0K | 0.04% | +950+16.9% | Added |
| Handelsbanken Fonder AB | 6,537 | $207.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 6,401 | $203.2K | 0.00% | +461+7.8% | Added |
| Ghe, LLC | 6,290 | $200.0K | 0.13% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 6,067 | $193.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 5,675 | $179.0K | 0.00% | +3,590+172.2% | Added |
| Cubist Systematic Strategies, LLC | 5,106 | $162.1K | 0.00% | −221,792−97.7% | Reduced |
| The PNC Financial Services Group, Inc. | 4,585 | $145.5K | 0.00% | −1,566−25.5% | Reduced |
| Ameritas Investment Partners, Inc. | 3,775 | $119.8K | 0.00% | −468−11.0% | Reduced |
| Vestcor Inc | 3,441 | $109.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 2,759 | $87.6K | 0.00% | +2,713+5,897.8% | Added |
| Adirondack Trust Co | 2,100 | $70.0K | 0.03% | +400+23.5% | Added |
| Point72 Asset Management, L.P. | 2,200 | $69.8K | 0.00% | +249+12.8% | Added |
| Metropolitan Life Insurance Co | 2,076 | $65.9K | 0.00% | −502−19.5% | Reduced |
| US Bancorp | 2,039 | $64.7K | 0.00% | −480−19.1% | Reduced |
| Bessemer Group Inc | 2,000 | $63.0K | 0.00% | −16,843−89.4% | Reduced |
| Shell Asset Management Co | 1,914 | $61.0K | 0.00% | −552−22.4% | Reduced |
| Simplex Trading, LLC | 1,784 | $56.0K | 0.00% | +310+21.0% | Added |
| Lindbrook Capital, LLC | 1,600 | $50.8K | 0.01% | −13−0.8% | Reduced |
| DekaBank Deutsche Girozentrale | 1,528 | $48.0K | 0.00% | +1,528 | New |
| Public Employees Retirement System of Ohio | 1,217 | $38.6K | 0.00% | +119+10.8% | Added |
| First Manhattan Co | 1,150 | $36.5K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 965 | $30.6K | 0.00% | −229−19.2% | Reduced |
| Group One Trading, L.P. | 949 | $30.1K | 0.00% | +949 | New |
| Advisor Group Holdings, Inc. | 940 | $29.8K | 0.00% | −2,045−68.5% | Reduced |