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 |
|---|---|---|---|---|---|
| Invesco Ltd. | 792,490 | $30.2M | 0.01% | +567,268+251.9% | Added |
| Geode Capital Management, LLC | 859,853 | $32.8M | 0.00% | +24,233+2.9% | Added |
| Burgundy Asset Management Ltd. | 972,240 | $37.1M | 0.38% | +21,402+2.3% | Added |
| Palisade Capital Management LLC | 1,010,648 | $38.5M | 1.02% | +31,749+3.2% | Added |
| William Blair Investment Management, LLC | 1,060,573 | $40.4M | 0.10% | +188,211+21.6% | Added |
| Bank of New York Mellon Corp | 1,278,549 | $48.8M | 0.01% | +280,727+28.1% | Added |
| Madison Avenue Partners, LP | 1,366,771 | $52.1M | 8.41% | +1,366,771 | New |
| Schroder Investment Management Group | 1,391,291 | $53.0M | 0.06% | −10,711−0.8% | Reduced |
| State Street Corp | 1,604,696 | $61.2M | 0.00% | −866,901−35.1% | Reduced |
| Dimensional Fund Advisors LP | 1,833,805 | $69.9M | 0.02% | +64,609+3.7% | Added |
| Clarkston Capital Partners, LLC | 4,106,358 | $156.6M | 2.76% | −127,710−3.0% | Reduced |
| Vanguard Group Inc | 5,468,585 | $208.5M | 0.00% | +2,3740.0% | Added |
| BlackRock Inc. | 6,640,012 | $253.2M | 0.01% | −143,257−2.1% | Reduced |
| Cardinal Capital Management LLC | 0 | $0 | 0.00% | −244,199−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −101,364−100.0% | Sold out |
| Sycomore Asset Management | 0 | $0 | 0.00% | −92,076−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −84,171−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −83,167−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −57,583−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −44,484−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −43,813−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −37,117−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −31,514−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −31,295−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −30,337−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −28,293−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −28,061−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −27,400−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −26,362−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −26,300−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −25,853−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −24,094−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −21,778−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −20,673−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −19,300−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −16,896−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −15,974−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −14,047−100.0% | Sold out |
| Morningstar Investment Services LLC | 0 | $0 | 0.00% | −12,736−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −10,915−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −10,261−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −10,248−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −10,220−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −9,982−100.0% | Sold out |
| FreeGulliver LLC | 0 | $0 | 0.00% | −9,300−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −8,794−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −6,913−100.0% | Sold out |
| Eschler Asset Management LLP | 0 | $0 | 0.00% | −6,868−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −5,675−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −5,106−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −2,759−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −1,528−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −1,150−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −965−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −949−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −540−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −535−100.0% | Sold out |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −410−100.0% | Sold out |
| Criterion Capital Advisors, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −149−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Cannell Peter B & Co Inc | – | – | – | – | Not filed |