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 |
|---|---|---|---|---|---|
| JJJ Advisors Inc. | 1 | $39 | 0.00% | −8−88.9% | Reduced |
| Manchester Capital Management LLC | 4 | $153 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $191 | 0.00% | +5 | New |
| Massmutual Trust Co FSB | 8 | $305 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 10 | $381 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $382 | 0.00% | −2−16.7% | Reduced |
| Parkside Financial Bank & Trust | 10 | $382 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 10 | $382 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 15 | $576 | 0.00% | −15−50.0% | Reduced |
| Umb Bank N A | 16 | $610 | 0.00% | +16 | New |
| Westend Capital Management, LLC | 17 | $648 | 0.00% | +17 | New |
| DiNuzzo Private Wealth, Inc. | 17 | $649 | 0.00% | +10+142.9% | Added |
| Farmers & Merchants Investments Inc | 20 | $763 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 24 | $915 | 0.00% | +24 | New |
| JFS Wealth Advisors, LLC | 32 | $1.22K | 0.00% | +10+45.5% | Added |
| Northwestern Mutual Wealth Management Co | 39 | $1.49K | 0.00% | +39 | New |
| Private Wealth Management Group, LLC | 39 | $1.49K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 59 | $2.25K | 0.00% | +34+136.0% | Added |
| Red Tortoise LLC | 61 | $2.33K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 64 | $2.44K | 0.00% | −699−91.6% | Reduced |
| Versant Capital Management, Inc | 119 | $4.54K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 180 | $6.86K | 0.00% | −13−6.7% | Reduced |
| Parallel Advisors, LLC | 187 | $7.13K | 0.00% | −36−16.1% | Reduced |
| Fifth Third Bancorp | 250 | $9.53K | 0.00% | +41+19.6% | Added |
| Dixon Mitchell Investment Counsel Inc. | 300 | $11.4K | 0.00% | +300 | New |
| Covestor Ltd | 340 | $13.0K | 0.01% | +23+7.3% | Added |
| Tower Research Capital LLC (TRC) | 459 | $17.5K | 0.00% | −15,859−97.2% | Reduced |
| Advisor Group Holdings, Inc. | 472 | $18.0K | 0.00% | −468−49.8% | Reduced |
| First Horizon Advisors, Inc. | 476 | $18.1K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 477 | $18.2K | 0.00% | +54+12.8% | Added |
| GAMMA Investing LLC | 754 | $28.8K | 0.01% | +371+96.9% | Added |
| Baldwin Brothers Inc | 800 | $30.5K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 813 | $31.0K | 0.03% | +24+3.0% | Added |
| Simplex Trading, LLC | 964 | $36.0K | 0.00% | −820−46.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,122 | $42.8K | 0.00% | +721+179.8% | Added |
| Public Employees Retirement System of Ohio | 1,246 | $47.5K | 0.00% | +29+2.4% | Added |
| Smartleaf Asset Management LLC | 1,455 | $55.2K | 0.01% | +1,455 | New |
| Metropolitan Life Insurance Co | 1,895 | $72.3K | 0.00% | −181−8.7% | Reduced |
| Shell Asset Management Co | 1,788 | $73.0K | 0.00% | −126−6.6% | Reduced |
| Adirondack Trust Co | 2,100 | $80.1K | 0.03% | 00.0% | Unchanged |
| Vestcor Inc | 3,441 | $131.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,775 | $143.9K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 4,100 | $156.3K | 0.01% | −9,100−68.9% | Reduced |
| Public Employees Retirement Association of Colorado | 4,682 | $179.0K | 0.00% | −1,385−22.8% | Reduced |
| The PNC Financial Services Group, Inc. | 4,786 | $182.5K | 0.00% | +201+4.4% | Added |
| Abel Hall, LLC | 5,273 | $201.1K | 0.15% | +5,273 | New |
| Pictet Asset Management Holding SA | 5,372 | $204.8K | 0.00% | +5,372 | New |
| Penbrook Management LLC | 5,500 | $209.7K | 0.13% | +5,500 | New |
| Bayesian Capital Management, LP | 5,559 | $212.0K | 0.02% | +5,559 | New |
| Gotham Asset Management, LLC | 5,879 | $224.2K | 0.00% | −3,812−39.3% | Reduced |
| Oppenheimer & Co Inc | 5,920 | $225.7K | 0.00% | +5,920 | New |
| AQR Capital Management LLC | 5,990 | $228.4K | 0.00% | −2,047−25.5% | Reduced |
| Trajan Wealth LLC | 6,006 | $229.0K | 0.02% | +6,006 | New |
| Ghe, LLC | 6,290 | $240.0K | 0.11% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 6,365 | $242.7K | 0.00% | +6,365 | New |
| Ironwood Investment Counsel, LLC | 6,400 | $244.0K | 0.04% | −185−2.8% | Reduced |
| Handelsbanken Fonder AB | 6,537 | $249.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 6,600 | $251.7K | 0.03% | −4,239−39.1% | Reduced |
| SG Americas Securities, LLC | 6,598 | $252.0K | 0.00% | +6,598 | New |
| Everence Capital Management Inc | 7,180 | $274.0K | 0.02% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 7,200 | $274.5K | 0.02% | +7,200 | New |
| Mutual of America Capital Management LLC | 7,267 | $277.1K | 0.00% | −170−2.3% | Reduced |
| Los Angeles Capital Management LLC | 7,787 | $296.9K | 0.00% | −1,324−14.5% | Reduced |
| CI Private Wealth, LLC | 8,186 | $312.1K | 0.00% | +8,186 | New |
| Daiwa Securities Group Inc. | 8,200 | $313.0K | 0.00% | +7,300+811.1% | Added |
| LPL Financial LLC | 8,328 | $317.5K | 0.00% | +1,927+30.1% | Added |
| KBC Group NV | 8,392 | $320.0K | 0.00% | +841+11.1% | Added |
| Commonwealth Equity Services, LLC | 8,430 | $321.0K | 0.00% | +392+4.9% | Added |
| Klingenstein Fields & Co LP | 8,608 | $328.2K | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 8,650 | $329.8K | 0.00% | +8,650 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,109 | $347.3K | 0.00% | −60−0.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 9,231 | $352.0K | 0.00% | −500−5.1% | Reduced |
| Hunter Perkins Capital Management, LLC | 9,575 | $365.0K | 0.07% | +9,575 | New |
| Captrust Financial Advisors | 9,795 | $373.5K | 0.00% | −5,119−34.3% | Reduced |
| Inceptionr LLC | 9,877 | $376.6K | 0.10% | +9,877 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,187 | $388.4K | 0.00% | −38−0.4% | Reduced |
| US Bancorp | 11,174 | $426.1K | 0.00% | +9,135+448.0% | Added |
| Walleye Capital LLC | 11,210 | $427.4K | 0.00% | −4,368−28.0% | Reduced |
| Dark Forest Capital Management LP | 11,318 | $431.6K | 0.07% | +11,318 | New |
| Oregon Public Employees Retirement Fund | 11,343 | $432.5K | 0.01% | −1,100−8.8% | Reduced |
| Mission Wealth Management, LP | 11,629 | $443.4K | 0.01% | +350+3.1% | Added |
| Voya Investment Management LLC | 11,899 | $453.7K | 0.00% | −2,908−19.6% | Reduced |
| Arizona State Retirement System | 11,970 | $456.4K | 0.00% | −296−2.4% | Reduced |
| Royal Bank of Canada | 12,040 | $458.0K | 0.00% | −10,407−46.4% | Reduced |
| Jane Street Group, LLC | 12,064 | $460.0K | 0.00% | −42,950−78.1% | Reduced |
| Brown Brothers Harriman & Co | 12,500 | $476.6K | 0.00% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 12,635 | $481.8K | 0.01% | +12,635 | New |
| Neuberger Berman Group LLC | 12,672 | $483.2K | 0.00% | −1,672−11.7% | Reduced |
| Two Sigma Advisers, LP | 12,800 | $488.1K | 0.00% | +600+4.9% | Added |
| Amalgamated Bank | 12,870 | $491.0K | 0.00% | −2,616−16.9% | Reduced |
| State Board of Administration of Florida Retirement System | 12,826 | $497.3K | 0.00% | +640+5.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 13,107 | $499.8K | 0.04% | −4,735−26.5% | Reduced |
| Cipher Capital LP | 13,271 | $506.0K | 0.23% | +13,271 | New |
| Teachers Retirement System of the State of Kentucky | 13,818 | $527.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 13,890 | $529.6K | 0.15% | +13,890 | New |
| UniSuper Management Pty Ltd | 13,963 | $532.4K | 0.01% | +13,963 | New |
| Maryland State Retirement & Pension System | 15,199 | $548.4K | 0.01% | −244−1.6% | Reduced |
| Envestnet Asset Management Inc | 14,712 | $561.0K | 0.00% | −772−5.0% | Reduced |
| Susquehanna International Group, LLP | 16,412 | $625.8K | 0.00% | −5,795−26.1% | Reduced |
| Deutsche Bank AG | 17,205 | $656.0K | 0.00% | −3,522−17.0% | Reduced |