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, Q1 2024
Institutional positions in John Wiley & Sons, Inc. as of Mar 31, 2024. 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
- 213
- −22 vs. Q4 2023
- Shares held
- 40.0M
- −347.0K (−0.9%) vs. Q4 2023
- Total value
- $1.53B
- +$243.8M (+19.0%) vs. Q4 2023
- New holders
- 32
- 69 more added
- Sold out
- 54
- 86 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding John Wiley & Sons, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 6,640,012 | $253.2M | 0.01% | −143,257−2.1% | Reduced |
| Vanguard Group Inc | 5,468,585 | $208.5M | 0.00% | +2,3740.0% | Added |
| Clarkston Capital Partners, LLC | 4,106,358 | $156.6M | 2.76% | −127,710−3.0% | Reduced |
| Dimensional Fund Advisors LP | 1,833,805 | $69.9M | 0.02% | +64,609+3.7% | Added |
| State Street Corp | 1,604,696 | $61.2M | 0.00% | −866,901−35.1% | Reduced |
| Schroder Investment Management Group | 1,391,291 | $53.0M | 0.06% | −10,711−0.8% | Reduced |
| Madison Avenue Partners, LP | 1,366,771 | $52.1M | 8.41% | +1,366,771 | New |
| Bank of New York Mellon Corp | 1,278,549 | $48.8M | 0.01% | +280,727+28.1% | Added |
| William Blair Investment Management, LLC | 1,060,573 | $40.4M | 0.10% | +188,211+21.6% | Added |
| Palisade Capital Management LLC | 1,010,648 | $38.5M | 1.02% | +31,749+3.2% | Added |
| Burgundy Asset Management Ltd. | 972,240 | $37.1M | 0.38% | +21,402+2.3% | Added |
| Geode Capital Management, LLC | 859,853 | $32.8M | 0.00% | +24,233+2.9% | Added |
| Invesco Ltd. | 792,490 | $30.2M | 0.01% | +567,268+251.9% | Added |
| Charles Schwab Investment Management Inc | 666,293 | $25.4M | 0.01% | +35,634+5.7% | Added |
| JPMorgan Chase & Co | 611,371 | $23.3M | 0.00% | +15,739+2.6% | Added |
| Man Group plc | 495,687 | $18.9M | 0.05% | +44,544+9.9% | Added |
| Raymond James & Associates | 419,923 | $16.0M | 0.01% | +58,510+16.2% | Added |
| Northern Trust Corp | 404,225 | $15.4M | 0.00% | −7,416−1.8% | Reduced |
| J. Goldman & Co LP | 385,887 | $14.7M | 0.67% | −362,565−48.4% | Reduced |
| Morgan Stanley | 363,682 | $13.9M | 0.00% | −161,494−30.8% | Reduced |
| Nuveen Asset Management, LLC | 334,418 | $12.8M | 0.00% | −77,755−18.9% | Reduced |
| Qube Research & Technologies Ltd | 283,106 | $10.8M | 0.02% | −42,169−13.0% | Reduced |
| New York State Common Retirement Fund | 282,272 | $10.8M | 0.01% | −710.0% | Reduced |
| ProShare Advisors LLC | 230,960 | $8.81M | 0.02% | −16,993−6.9% | Reduced |
| Norges Bank | 228,769 | $8.72M | 0.00% | −7,577−3.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 224,358 | $8.55M | 0.13% | +224,358 | New |
| Ameriprise Financial Inc | 223,967 | $8.54M | 0.00% | +11,510+5.4% | Added |
| D. E. Shaw & Co., Inc. | 220,444 | $8.41M | 0.01% | 00.0% | Unchanged |
| Principal Financial Group Inc | 218,268 | $8.32M | 0.00% | −14,065−6.1% | Reduced |
| Loomis Sayles & Co L P | 212,982 | $8.12M | 0.01% | −970.0% | Reduced |
| Ceredex Value Advisors LLC | 211,899 | $8.08M | 0.14% | +599+0.3% | Added |
| Advisors Asset Management, Inc. | 209,258 | $7.98M | 0.15% | +32,347+18.3% | Added |
| Eagle Asset Management Inc | 206,362 | $7.93M | 0.04% | +52,628+34.2% | Added |
| Citadel Advisors LLC | 194,669 | $7.42M | 0.01% | −208,864−51.8% | Reduced |
| Bank of Montreal | 188,980 | $7.26M | 0.00% | +188,980 | New |
| Westfield Capital Management Co LP | 184,955 | $7.05M | 0.04% | +184,955 | New |
| Jacobs Levy Equity Management, Inc | 153,201 | $5.84M | 0.03% | +28,054+22.4% | Added |
| Nordea Investment Management AB | 147,898 | $5.69M | 0.01% | −2,654−1.8% | Reduced |
| FMR LLC | 141,140 | $5.38M | 0.00% | +33,228+30.8% | Added |
| Rhumbline Advisers | 128,903 | $4.92M | 0.00% | −5,364−4.0% | Reduced |
| Legal & General Group Plc | 117,342 | $4.47M | 0.00% | −384−0.3% | Reduced |
| Renaissance Technologies LLC | 112,600 | $4.29M | 0.01% | +800+0.7% | Added |
| Clark Estates Inc | 107,500 | $4.10M | 0.68% | +17,500+19.4% | Added |
| Millennium Management LLC | 101,523 | $3.87M | 0.00% | −1,697−1.6% | Reduced |
| Victory Capital Management Inc | 100,089 | $3.82M | 0.00% | −180,962−64.4% | Reduced |
| Seizert Capital Partners, LLC | 98,187 | $3.74M | 0.17% | +1,529+1.6% | Added |
| Engineers Gate Manager LP | 95,232 | $3.63M | 0.10% | −9,841−9.4% | Reduced |
| Goldman Sachs Group Inc | 87,759 | $3.35M | 0.00% | −55,470−38.7% | Reduced |
| Tudor Investment Corp Et Al | 87,310 | $3.33M | 0.04% | −41,470−32.2% | Reduced |
| Swiss National Bank | 86,500 | $3.30M | 0.00% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 86,463 | $3.30M | 0.02% | −1,720−2.0% | Reduced |
| Bank of America Corp | 78,407 | $2.99M | 0.00% | +48,112+158.8% | Added |
| Spears Abacus Advisors LLC | 77,853 | $2.97M | 0.06% | +77,853 | New |
| American Century Companies Inc | 76,464 | $2.92M | 0.00% | +14,006+22.4% | Added |
| State of Alaska, Department of Revenue | 74,826 | $2.85M | 0.03% | −446−0.6% | Reduced |
| UBS Asset Management Americas Inc | 66,512 | $2.54M | 0.00% | +3,289+5.2% | Added |
| Access Investment Management LLC | 66,275 | $2.53M | 0.83% | +22,570+51.6% | Added |
| Arrowstreet Capital, Limited Partnership | 63,079 | $2.40M | 0.00% | −23,230−26.9% | Reduced |
| New York State Teachers Retirement System | 62,402 | $2.38M | 0.00% | −6,016−8.8% | Reduced |
| Royce & Associates LP | 60,178 | $2.29M | 0.02% | +18,186+43.3% | Added |
| Barclays PLC | 59,325 | $2.26M | 0.00% | −29,140−32.9% | Reduced |
| Russell Investments Group, Ltd. | 58,568 | $2.23M | 0.00% | +15,779+36.9% | Added |
| Voloridge Investment Management, LLC | 56,164 | $2.14M | 0.01% | −136,173−70.8% | Reduced |
| Credit Suisse AG | 55,299 | $2.11M | 0.00% | +3,639+7.0% | Added |
| Scalar Gauge Management, LLC | 55,016 | $2.10M | 1.62% | −19,384−26.1% | Reduced |
| Balyasny Asset Management LLC | 54,699 | $2.09M | 0.01% | −6,000−9.9% | Reduced |
| Wells Fargo & Company | 51,403 | $1.96M | 0.00% | +3,127+6.5% | Added |
| Allianz Asset Management GmbH | 50,898 | $1.94M | 0.00% | +6,796+15.4% | Added |
| Marshall Wace, LLP | 50,418 | $1.92M | 0.00% | −309,935−86.0% | Reduced |
| Great West Life Assurance Co | 48,851 | $1.86M | 0.00% | +3,354+7.4% | Added |
| Prudential Financial Inc | 48,535 | $1.85M | 0.00% | +150+0.3% | Added |
| Bonness Enterprises Inc | 48,400 | $1.85M | 0.67% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 47,709 | $1.82M | 0.11% | −9,981−17.3% | Reduced |
| UBS Group AG | 43,945 | $1.68M | 0.00% | +32,656+289.3% | Added |
| Alliancebernstein L.P. | 43,179 | $1.65M | 0.00% | −12,070−21.8% | Reduced |
| California State Teachers Retirement System | 42,797 | $1.63M | 0.00% | −2,289−5.1% | Reduced |
| Kendall Capital Management | 42,080 | $1.60M | 0.55% | +7,105+20.3% | Added |
| Martin & Co Inc | 40,042 | $1.53M | 0.37% | +596+1.5% | Added |
| Caldwell Sutter Capital, Inc. | 39,488 | $1.51M | 0.72% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 37,955 | $1.45M | 0.44% | +20+0.1% | Added |
| Texas Permanent School Fund | 36,915 | $1.41M | 0.01% | +214+0.6% | Added |
| Thrivent Financial for Lutherans | 36,672 | $1.40M | 0.00% | −1,272−3.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 31,112 | $1.19M | 0.01% | +31,112 | New |
| Cornercap Investment Counsel Inc | 30,610 | $1.17M | 0.18% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 30,165 | $1.15M | 0.00% | −21,178−41.2% | Reduced |
| Cardinal Capital Management | 28,560 | $1.09M | 0.18% | +5,462+23.6% | Added |
| Algert Global LLC | 27,230 | $1.04M | 0.04% | +1,310+5.1% | Added |
| Citigroup Inc | 26,992 | $1.03M | 0.00% | +2,348+9.5% | Added |
| Price T Rowe Associates Inc | 26,945 | $1.03M | 0.00% | +1,412+5.5% | Added |
| CWM, LLC | 26,341 | $1.00M | 0.00% | −406−1.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 25,407 | $976.1K | 0.00% | +6,390+33.6% | Added |
| Petrus Trust Company, LTA | 25,386 | $968.0K | 0.09% | −22,612−47.1% | Reduced |
| Ensign Peak Advisors, Inc | 24,590 | $937.6K | 0.00% | −1,240−4.8% | Reduced |
| Atom Investors LP | 24,568 | $936.8K | 0.12% | +12,201+98.7% | Added |
| Illinois Municipal Retirement Fund | 24,378 | $930.0K | 0.01% | −1,002−3.9% | Reduced |
| Toroso Investments, LLC | 24,296 | $925.3K | 0.02% | +17,504+257.7% | Added |
| Canada Pension Plan Investment Board | 21,956 | $837.2K | 0.00% | +21,956 | New |
| State of Tennessee, Treasury Department | 21,926 | $836.0K | 0.00% | −10,084−31.5% | Reduced |
| Guggenheim Capital LLC | 21,117 | $805.2K | 0.01% | +7,550+55.6% | Added |
| Louisiana State Employees Retirement System | 20,900 | $796.9K | 0.02% | −400−1.9% | Reduced |