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 |
|---|---|---|---|---|---|
| Janus Henderson Group PLC | 20,659 | $787.7K | 0.00% | −10.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 21,046 | $778.1K | 0.00% | +1,537+7.9% | Added |
| Mackenzie Financial Corp | 20,212 | $770.7K | 0.00% | +2,938+17.0% | Added |
| Cerity Partners LLC | 19,938 | $760.3K | 0.00% | +11,003+123.1% | Added |
| American International Group, Inc. | 19,706 | $751.4K | 0.00% | −417−2.1% | Reduced |
| MetLife Investment Management | 19,140 | $729.8K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 19,014 | $725.0K | 0.00% | −1,984−9.4% | 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 |
| Franklin Resources Inc | 18,748 | $714.9K | 0.00% | −1,019−5.2% | Reduced |
| STRS Ohio | 18,700 | $713.0K | 0.00% | −4,000−17.6% | Reduced |
| Raymond James Trust N.A. | 18,274 | $696.8K | 0.02% | +2,576+16.4% | Added |
| Arjuna Capital | 17,359 | $661.9K | 0.19% | +7,950+84.5% | Added |
| Deutsche Bank AG | 17,205 | $656.0K | 0.00% | −3,522−17.0% | Reduced |
| Susquehanna International Group, LLP | 16,412 | $625.8K | 0.00% | −5,795−26.1% | Reduced |
| Envestnet Asset Management Inc | 14,712 | $561.0K | 0.00% | −772−5.0% | Reduced |
| Maryland State Retirement & Pension System | 15,199 | $548.4K | 0.01% | −244−1.6% | Reduced |
| UniSuper Management Pty Ltd | 13,963 | $532.4K | 0.01% | +13,963 | New |
| Catalyst Funds Management Pty Ltd | 13,890 | $529.6K | 0.15% | +13,890 | New |
| Teachers Retirement System of the State of Kentucky | 13,818 | $527.0K | 0.00% | 00.0% | Unchanged |
| Cipher Capital LP | 13,271 | $506.0K | 0.23% | +13,271 | New |
| Y-Intercept (Hong Kong) Ltd | 13,107 | $499.8K | 0.04% | −4,735−26.5% | Reduced |
| State Board of Administration of Florida Retirement System | 12,826 | $497.3K | 0.00% | +640+5.3% | Added |
| Amalgamated Bank | 12,870 | $491.0K | 0.00% | −2,616−16.9% | Reduced |
| Two Sigma Advisers, LP | 12,800 | $488.1K | 0.00% | +600+4.9% | Added |
| Neuberger Berman Group LLC | 12,672 | $483.2K | 0.00% | −1,672−11.7% | Reduced |
| Kingsview Wealth Management, LLC | 12,635 | $481.8K | 0.01% | +12,635 | New |
| Brown Brothers Harriman & Co | 12,500 | $476.6K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 12,064 | $460.0K | 0.00% | −42,950−78.1% | Reduced |
| Royal Bank of Canada | 12,040 | $458.0K | 0.00% | −10,407−46.4% | Reduced |
| Arizona State Retirement System | 11,970 | $456.4K | 0.00% | −296−2.4% | Reduced |
| Voya Investment Management LLC | 11,899 | $453.7K | 0.00% | −2,908−19.6% | Reduced |
| Mission Wealth Management, LP | 11,629 | $443.4K | 0.01% | +350+3.1% | Added |
| Oregon Public Employees Retirement Fund | 11,343 | $432.5K | 0.01% | −1,100−8.8% | Reduced |
| Dark Forest Capital Management LP | 11,318 | $431.6K | 0.07% | +11,318 | New |
| Walleye Capital LLC | 11,210 | $427.4K | 0.00% | −4,368−28.0% | Reduced |
| US Bancorp | 11,174 | $426.1K | 0.00% | +9,135+448.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,187 | $388.4K | 0.00% | −38−0.4% | Reduced |
| Inceptionr LLC | 9,877 | $376.6K | 0.10% | +9,877 | New |
| Captrust Financial Advisors | 9,795 | $373.5K | 0.00% | −5,119−34.3% | Reduced |
| Hunter Perkins Capital Management, LLC | 9,575 | $365.0K | 0.07% | +9,575 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 9,231 | $352.0K | 0.00% | −500−5.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,109 | $347.3K | 0.00% | −60−0.7% | Reduced |
| HSBC Holdings PLC | 8,650 | $329.8K | 0.00% | +8,650 | New |
| Klingenstein Fields & Co LP | 8,608 | $328.2K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 8,430 | $321.0K | 0.00% | +392+4.9% | Added |
| KBC Group NV | 8,392 | $320.0K | 0.00% | +841+11.1% | Added |
| LPL Financial LLC | 8,328 | $317.5K | 0.00% | +1,927+30.1% | Added |
| Daiwa Securities Group Inc. | 8,200 | $313.0K | 0.00% | +7,300+811.1% | Added |
| CI Private Wealth, LLC | 8,186 | $312.1K | 0.00% | +8,186 | New |
| Los Angeles Capital Management LLC | 7,787 | $296.9K | 0.00% | −1,324−14.5% | Reduced |
| Mutual of America Capital Management LLC | 7,267 | $277.1K | 0.00% | −170−2.3% | Reduced |
| Verdence Capital Advisors LLC | 7,200 | $274.5K | 0.02% | +7,200 | New |
| Everence Capital Management Inc | 7,180 | $274.0K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,598 | $252.0K | 0.00% | +6,598 | New |
| XTX Topco Ltd | 6,600 | $251.7K | 0.03% | −4,239−39.1% | Reduced |
| Handelsbanken Fonder AB | 6,537 | $249.0K | 0.00% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 6,400 | $244.0K | 0.04% | −185−2.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 6,365 | $242.7K | 0.00% | +6,365 | New |
| Ghe, LLC | 6,290 | $240.0K | 0.11% | 00.0% | Unchanged |
| Trajan Wealth LLC | 6,006 | $229.0K | 0.02% | +6,006 | New |
| AQR Capital Management LLC | 5,990 | $228.4K | 0.00% | −2,047−25.5% | Reduced |
| Oppenheimer & Co Inc | 5,920 | $225.7K | 0.00% | +5,920 | New |
| Gotham Asset Management, LLC | 5,879 | $224.2K | 0.00% | −3,812−39.3% | Reduced |
| Bayesian Capital Management, LP | 5,559 | $212.0K | 0.02% | +5,559 | New |
| Penbrook Management LLC | 5,500 | $209.7K | 0.13% | +5,500 | New |
| Pictet Asset Management Holding SA | 5,372 | $204.8K | 0.00% | +5,372 | New |
| Abel Hall, LLC | 5,273 | $201.1K | 0.15% | +5,273 | New |
| The PNC Financial Services Group, Inc. | 4,786 | $182.5K | 0.00% | +201+4.4% | Added |
| Public Employees Retirement Association of Colorado | 4,682 | $179.0K | 0.00% | −1,385−22.8% | Reduced |
| Aquatic Capital Management LLC | 4,100 | $156.3K | 0.01% | −9,100−68.9% | Reduced |
| Ameritas Investment Partners, Inc. | 3,775 | $143.9K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 3,441 | $131.0K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 2,100 | $80.1K | 0.03% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,788 | $73.0K | 0.00% | −126−6.6% | Reduced |
| Metropolitan Life Insurance Co | 1,895 | $72.3K | 0.00% | −181−8.7% | Reduced |
| Smartleaf Asset Management LLC | 1,455 | $55.2K | 0.01% | +1,455 | New |
| Public Employees Retirement System of Ohio | 1,246 | $47.5K | 0.00% | +29+2.4% | Added |
| Steward Partners Investment Advisory, LLC | 1,122 | $42.8K | 0.00% | +721+179.8% | Added |
| Simplex Trading, LLC | 964 | $36.0K | 0.00% | −820−46.0% | Reduced |
| EntryPoint Capital, LLC | 813 | $31.0K | 0.03% | +24+3.0% | Added |
| Baldwin Brothers Inc | 800 | $30.5K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 754 | $28.8K | 0.01% | +371+96.9% | Added |
| Global Retirement Partners, LLC | 477 | $18.2K | 0.00% | +54+12.8% | Added |
| First Horizon Advisors, Inc. | 476 | $18.1K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 472 | $18.0K | 0.00% | −468−49.8% | Reduced |
| Tower Research Capital LLC (TRC) | 459 | $17.5K | 0.00% | −15,859−97.2% | Reduced |
| Covestor Ltd | 340 | $13.0K | 0.01% | +23+7.3% | Added |
| Dixon Mitchell Investment Counsel Inc. | 300 | $11.4K | 0.00% | +300 | New |
| Fifth Third Bancorp | 250 | $9.53K | 0.00% | +41+19.6% | Added |
| Parallel Advisors, LLC | 187 | $7.13K | 0.00% | −36−16.1% | Reduced |
| Clean Yield Group | 180 | $6.86K | 0.00% | −13−6.7% | Reduced |
| Versant Capital Management, Inc | 119 | $4.54K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 64 | $2.44K | 0.00% | −699−91.6% | Reduced |
| Red Tortoise LLC | 61 | $2.33K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 59 | $2.25K | 0.00% | +34+136.0% | Added |
| Private Wealth Management Group, LLC | 39 | $1.49K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 39 | $1.49K | 0.00% | +39 | New |
| JFS Wealth Advisors, LLC | 32 | $1.22K | 0.00% | +10+45.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 24 | $915 | 0.00% | +24 | New |