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 |
|---|---|---|---|---|---|
| Arjuna Capital | 17,359 | $661.9K | 0.19% | +7,950+84.5% | Added |
| Raymond James Trust N.A. | 18,274 | $696.8K | 0.02% | +2,576+16.4% | Added |
| STRS Ohio | 18,700 | $713.0K | 0.00% | −4,000−17.6% | Reduced |
| Franklin Resources Inc | 18,748 | $714.9K | 0.00% | −1,019−5.2% | Reduced |
| Yousif Capital Management, LLC | 18,928 | $721.7K | 0.01% | −2,060−9.8% | Reduced |
| Manufacturers Life Insurance Company, The | 18,928 | $721.7K | 0.00% | −167−0.9% | Reduced |
| Comerica Bank | 19,014 | $725.0K | 0.00% | −1,984−9.4% | Reduced |
| MetLife Investment Management | 19,140 | $729.8K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 19,706 | $751.4K | 0.00% | −417−2.1% | Reduced |
| Cerity Partners LLC | 19,938 | $760.3K | 0.00% | +11,003+123.1% | Added |
| Mackenzie Financial Corp | 20,212 | $770.7K | 0.00% | +2,938+17.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 21,046 | $778.1K | 0.00% | +1,537+7.9% | Added |
| Janus Henderson Group PLC | 20,659 | $787.7K | 0.00% | −10.0% | Reduced |
| Louisiana State Employees Retirement System | 20,900 | $796.9K | 0.02% | −400−1.9% | Reduced |
| Guggenheim Capital LLC | 21,117 | $805.2K | 0.01% | +7,550+55.6% | Added |
| State of Tennessee, Treasury Department | 21,926 | $836.0K | 0.00% | −10,084−31.5% | Reduced |
| Canada Pension Plan Investment Board | 21,956 | $837.2K | 0.00% | +21,956 | New |
| Toroso Investments, LLC | 24,296 | $925.3K | 0.02% | +17,504+257.7% | Added |
| Illinois Municipal Retirement Fund | 24,378 | $930.0K | 0.01% | −1,002−3.9% | Reduced |
| Atom Investors LP | 24,568 | $936.8K | 0.12% | +12,201+98.7% | Added |
| Ensign Peak Advisors, Inc | 24,590 | $937.6K | 0.00% | −1,240−4.8% | Reduced |
| Petrus Trust Company, LTA | 25,386 | $968.0K | 0.09% | −22,612−47.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 25,407 | $976.1K | 0.00% | +6,390+33.6% | Added |
| CWM, LLC | 26,341 | $1.00M | 0.00% | −406−1.5% | Reduced |
| Price T Rowe Associates Inc | 26,945 | $1.03M | 0.00% | +1,412+5.5% | Added |
| Citigroup Inc | 26,992 | $1.03M | 0.00% | +2,348+9.5% | Added |
| Algert Global LLC | 27,230 | $1.04M | 0.04% | +1,310+5.1% | Added |
| Cardinal Capital Management | 28,560 | $1.09M | 0.18% | +5,462+23.6% | Added |
| BNP Paribas Arbitrage, SA | 30,165 | $1.15M | 0.00% | −21,178−41.2% | Reduced |
| Cornercap Investment Counsel Inc | 30,610 | $1.17M | 0.18% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 31,112 | $1.19M | 0.01% | +31,112 | New |
| Thrivent Financial for Lutherans | 36,672 | $1.40M | 0.00% | −1,272−3.4% | Reduced |
| Texas Permanent School Fund | 36,915 | $1.41M | 0.01% | +214+0.6% | Added |
| Uncommon Cents Investing LLC | 37,955 | $1.45M | 0.44% | +20+0.1% | Added |
| Caldwell Sutter Capital, Inc. | 39,488 | $1.51M | 0.72% | 00.0% | Unchanged |
| Martin & Co Inc | 40,042 | $1.53M | 0.37% | +596+1.5% | Added |
| Kendall Capital Management | 42,080 | $1.60M | 0.55% | +7,105+20.3% | Added |
| California State Teachers Retirement System | 42,797 | $1.63M | 0.00% | −2,289−5.1% | Reduced |
| Alliancebernstein L.P. | 43,179 | $1.65M | 0.00% | −12,070−21.8% | Reduced |
| UBS Group AG | 43,945 | $1.68M | 0.00% | +32,656+289.3% | Added |
| Grandfield & Dodd, LLC | 47,709 | $1.82M | 0.11% | −9,981−17.3% | Reduced |
| Bonness Enterprises Inc | 48,400 | $1.85M | 0.67% | 00.0% | Unchanged |
| Prudential Financial Inc | 48,535 | $1.85M | 0.00% | +150+0.3% | Added |
| Great West Life Assurance Co | 48,851 | $1.86M | 0.00% | +3,354+7.4% | Added |
| Marshall Wace, LLP | 50,418 | $1.92M | 0.00% | −309,935−86.0% | Reduced |
| Allianz Asset Management GmbH | 50,898 | $1.94M | 0.00% | +6,796+15.4% | Added |
| Wells Fargo & Company | 51,403 | $1.96M | 0.00% | +3,127+6.5% | Added |
| Balyasny Asset Management LLC | 54,699 | $2.09M | 0.01% | −6,000−9.9% | Reduced |
| Scalar Gauge Management, LLC | 55,016 | $2.10M | 1.62% | −19,384−26.1% | Reduced |
| Credit Suisse AG | 55,299 | $2.11M | 0.00% | +3,639+7.0% | Added |
| Voloridge Investment Management, LLC | 56,164 | $2.14M | 0.01% | −136,173−70.8% | Reduced |
| Russell Investments Group, Ltd. | 58,568 | $2.23M | 0.00% | +15,779+36.9% | Added |
| Barclays PLC | 59,325 | $2.26M | 0.00% | −29,140−32.9% | Reduced |
| Royce & Associates LP | 60,178 | $2.29M | 0.02% | +18,186+43.3% | Added |
| New York State Teachers Retirement System | 62,402 | $2.38M | 0.00% | −6,016−8.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 63,079 | $2.40M | 0.00% | −23,230−26.9% | Reduced |
| Access Investment Management LLC | 66,275 | $2.53M | 0.83% | +22,570+51.6% | Added |
| UBS Asset Management Americas Inc | 66,512 | $2.54M | 0.00% | +3,289+5.2% | Added |
| State of Alaska, Department of Revenue | 74,826 | $2.85M | 0.03% | −446−0.6% | Reduced |
| American Century Companies Inc | 76,464 | $2.92M | 0.00% | +14,006+22.4% | Added |
| Spears Abacus Advisors LLC | 77,853 | $2.97M | 0.06% | +77,853 | New |
| Bank of America Corp | 78,407 | $2.99M | 0.00% | +48,112+158.8% | Added |
| Public Sector Pension Investment Board | 86,463 | $3.30M | 0.02% | −1,720−2.0% | Reduced |
| Swiss National Bank | 86,500 | $3.30M | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 87,310 | $3.33M | 0.04% | −41,470−32.2% | Reduced |
| Goldman Sachs Group Inc | 87,759 | $3.35M | 0.00% | −55,470−38.7% | Reduced |
| Engineers Gate Manager LP | 95,232 | $3.63M | 0.10% | −9,841−9.4% | Reduced |
| Seizert Capital Partners, LLC | 98,187 | $3.74M | 0.17% | +1,529+1.6% | Added |
| Victory Capital Management Inc | 100,089 | $3.82M | 0.00% | −180,962−64.4% | Reduced |
| Millennium Management LLC | 101,523 | $3.87M | 0.00% | −1,697−1.6% | Reduced |
| Clark Estates Inc | 107,500 | $4.10M | 0.68% | +17,500+19.4% | Added |
| Renaissance Technologies LLC | 112,600 | $4.29M | 0.01% | +800+0.7% | Added |
| Legal & General Group Plc | 117,342 | $4.47M | 0.00% | −384−0.3% | Reduced |
| Rhumbline Advisers | 128,903 | $4.92M | 0.00% | −5,364−4.0% | Reduced |
| FMR LLC | 141,140 | $5.38M | 0.00% | +33,228+30.8% | Added |
| Nordea Investment Management AB | 147,898 | $5.69M | 0.01% | −2,654−1.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 153,201 | $5.84M | 0.03% | +28,054+22.4% | Added |
| Westfield Capital Management Co LP | 184,955 | $7.05M | 0.04% | +184,955 | New |
| Bank of Montreal | 188,980 | $7.26M | 0.00% | +188,980 | New |
| Citadel Advisors LLC | 194,669 | $7.42M | 0.01% | −208,864−51.8% | Reduced |
| Eagle Asset Management Inc | 206,362 | $7.93M | 0.04% | +52,628+34.2% | Added |
| Advisors Asset Management, Inc. | 209,258 | $7.98M | 0.15% | +32,347+18.3% | Added |
| Ceredex Value Advisors LLC | 211,899 | $8.08M | 0.14% | +599+0.3% | Added |
| Loomis Sayles & Co L P | 212,982 | $8.12M | 0.01% | −970.0% | Reduced |
| Principal Financial Group Inc | 218,268 | $8.32M | 0.00% | −14,065−6.1% | Reduced |
| D. E. Shaw & Co., Inc. | 220,444 | $8.41M | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 223,967 | $8.54M | 0.00% | +11,510+5.4% | Added |
| Thompson Siegel & Walmsley LLC | 224,358 | $8.55M | 0.13% | +224,358 | New |
| Norges Bank | 228,769 | $8.72M | 0.00% | −7,577−3.2% | Reduced |
| ProShare Advisors LLC | 230,960 | $8.81M | 0.02% | −16,993−6.9% | Reduced |
| New York State Common Retirement Fund | 282,272 | $10.8M | 0.01% | −710.0% | Reduced |
| Qube Research & Technologies Ltd | 283,106 | $10.8M | 0.02% | −42,169−13.0% | Reduced |
| Nuveen Asset Management, LLC | 334,418 | $12.8M | 0.00% | −77,755−18.9% | Reduced |
| Morgan Stanley | 363,682 | $13.9M | 0.00% | −161,494−30.8% | Reduced |
| J. Goldman & Co LP | 385,887 | $14.7M | 0.67% | −362,565−48.4% | Reduced |
| Northern Trust Corp | 404,225 | $15.4M | 0.00% | −7,416−1.8% | Reduced |
| Raymond James & Associates | 419,923 | $16.0M | 0.01% | +58,510+16.2% | Added |
| Man Group plc | 495,687 | $18.9M | 0.05% | +44,544+9.9% | Added |
| JPMorgan Chase & Co | 611,371 | $23.3M | 0.00% | +15,739+2.6% | Added |
| Charles Schwab Investment Management Inc | 666,293 | $25.4M | 0.01% | +35,634+5.7% | Added |