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, Q2 2024
Institutional positions in John Wiley & Sons, Inc. as of Jun 30, 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
- 241
- +31 vs. Q1 2024
- Shares held
- 39.1M
- −824.1K (−2.1%) vs. Q1 2024
- Total value
- $1.59B
- +$69.0M (+4.5%) vs. Q1 2024
- New holders
- 47
- 73 more added
- Sold out
- 16
- 91 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding John Wiley & Sons, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 6,313,453 | $257.0M | 0.01% | −326,559−4.9% | Reduced |
| Vanguard Group Inc | 5,367,585 | $218.5M | 0.00% | −101,000−1.8% | Reduced |
| Clarkston Capital Partners, LLC | 3,399,842 | $138.4M | 2.64% | −706,516−17.2% | Reduced |
| Dimensional Fund Advisors LP | 1,924,498 | $78.3M | 0.02% | +90,693+4.9% | Added |
| Madison Avenue Partners, LP | 1,630,517 | $66.4M | 8.38% | +263,746+19.3% | Added |
| State Street Corp | 1,574,525 | $64.1M | 0.00% | −30,171−1.9% | Reduced |
| Schroder Investment Management Group | 1,400,154 | $57.0M | 0.06% | +8,863+0.6% | Added |
| Bank of New York Mellon Corp | 1,302,764 | $53.0M | 0.01% | +24,215+1.9% | Added |
| William Blair Investment Management, LLC | 1,058,632 | $43.1M | 0.11% | −1,941−0.2% | Reduced |
| Palisade Capital Management LLC | 993,494 | $40.4M | 1.10% | −17,154−1.7% | Reduced |
| Burgundy Asset Management Ltd. | 987,612 | $40.2M | 0.42% | +15,372+1.6% | Added |
| Geode Capital Management, LLC | 882,004 | $35.9M | 0.00% | +22,151+2.6% | Added |
| Invesco Ltd. | 713,977 | $29.1M | 0.01% | −78,513−9.9% | Reduced |
| Charles Schwab Investment Management Inc | 687,414 | $28.0M | 0.01% | +21,121+3.2% | Added |
| Raymond James & Associates | 501,891 | $20.4M | 0.01% | +81,968+19.5% | Added |
| JPMorgan Chase & Co | 495,670 | $20.2M | 0.00% | −115,701−18.9% | Reduced |
| Morgan Stanley | 415,360 | $16.9M | 0.00% | +51,678+14.2% | Added |
| Man Group plc | 409,431 | $16.7M | 0.04% | −86,256−17.4% | Reduced |
| Qube Research & Technologies Ltd | 397,649 | $16.2M | 0.03% | +114,543+40.5% | Added |
| Northern Trust Corp | 391,230 | $15.9M | 0.00% | −12,995−3.2% | Reduced |
| J. Goldman & Co LP | 329,058 | $13.4M | 0.50% | −56,829−14.7% | Reduced |
| Eagle Asset Management Inc | 291,225 | $11.8M | 0.06% | +84,863+41.1% | Added |
| New York State Common Retirement Fund | 281,871 | $11.5M | 0.02% | −401−0.1% | Reduced |
| Nuveen Asset Management, LLC | 257,887 | $10.5M | 0.00% | −76,531−22.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 224,308 | $9.13M | 0.15% | −500.0% | Reduced |
| D. E. Shaw & Co., Inc. | 220,444 | $8.97M | 0.01% | 00.0% | Unchanged |
| Ceredex Value Advisors LLC | 218,299 | $8.88M | 0.17% | +6,400+3.0% | Added |
| Loomis Sayles & Co L P | 214,178 | $8.72M | 0.01% | +1,196+0.6% | Added |
| Advisors Asset Management, Inc. | 207,889 | $8.46M | 0.17% | −1,369−0.7% | Reduced |
| Principal Financial Group Inc | 207,584 | $8.45M | 0.01% | −10,684−4.9% | Reduced |
| Ameriprise Financial Inc | 203,618 | $8.29M | 0.00% | −20,349−9.1% | Reduced |
| Westfield Capital Management Co LP | 198,286 | $8.07M | 0.04% | +13,331+7.2% | Added |
| ProShare Advisors LLC | 195,121 | $7.94M | 0.02% | −35,839−15.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 185,927 | $7.57M | 0.03% | +32,726+21.4% | Added |
| Goldman Sachs Group Inc | 182,191 | $7.42M | 0.00% | +94,432+107.6% | Added |
| Norges Bank | 149,813 | $6.10M | 0.00% | −78,956−34.5% | Reduced |
| Nordea Investment Management AB | 145,654 | $5.92M | 0.01% | −2,244−1.5% | Reduced |
| Citadel Advisors LLC | 137,533 | $5.60M | 0.01% | −57,136−29.4% | Reduced |
| Tudor Investment Corp Et Al | 128,808 | $5.24M | 0.06% | +41,498+47.5% | Added |
| Rhumbline Advisers | 122,177 | $4.97M | 0.00% | −6,726−5.2% | Reduced |
| Bank of America Corp | 118,466 | $4.82M | 0.00% | +40,059+51.1% | Added |
| Legal & General Group Plc | 116,006 | $4.72M | 0.00% | −1,336−1.1% | Reduced |
| Renaissance Technologies LLC | 110,900 | $4.51M | 0.01% | −1,700−1.5% | Reduced |
| UBS Asset Management Americas Inc | 97,942 | $3.99M | 0.00% | +31,430+47.3% | Added |
| Seizert Capital Partners, LLC | 96,601 | $3.93M | 0.20% | −1,586−1.6% | Reduced |
| Millennium Management LLC | 96,365 | $3.92M | 0.00% | −5,158−5.1% | Reduced |
| Clark Estates Inc | 95,800 | $3.90M | 0.73% | −11,700−10.9% | Reduced |
| Public Sector Pension Investment Board | 92,550 | $3.77M | 0.02% | +6,087+7.0% | Added |
| Engineers Gate Manager LP | 88,092 | $3.59M | 0.08% | −7,140−7.5% | Reduced |
| Swiss National Bank | 85,400 | $3.48M | 0.00% | −1,100−1.3% | Reduced |
| American Century Companies Inc | 77,502 | $3.15M | 0.00% | +1,038+1.4% | Added |
| UBS Group AG | 77,045 | $3.14M | 0.00% | +33,100+75.3% | Added |
| Allianz Asset Management GmbH | 74,806 | $3.04M | 0.00% | +23,908+47.0% | Added |
| State of Alaska, Department of Revenue | 73,825 | $3.00M | 0.03% | −1,001−1.3% | Reduced |
| Spears Abacus Advisors LLC | 73,446 | $2.99M | 0.06% | −4,407−5.7% | Reduced |
| Jane Street Group, LLC | 69,151 | $2.81M | 0.00% | +57,087+473.2% | Added |
| Wells Fargo & Company | 69,034 | $2.81M | 0.00% | +17,631+34.3% | Added |
| Access Investment Management LLC | 66,755 | $2.72M | 0.88% | +480+0.7% | Added |
| New York State Teachers Retirement System | 61,102 | $2.49M | 0.01% | −1,300−2.1% | Reduced |
| Kendall Capital Management | 60,317 | $2.45M | 0.82% | +18,237+43.3% | Added |
| FMR LLC | 57,286 | $2.33M | 0.00% | −83,854−59.4% | Reduced |
| Great West Life Assurance Co | 56,351 | $2.30M | 0.00% | +7,500+15.4% | Added |
| Scalar Gauge Management, LLC | 55,016 | $2.24M | 1.30% | 00.0% | Unchanged |
| Trexquant Investment LP | 54,689 | $2.23M | 0.03% | +54,689 | New |
| Arjuna Capital | 54,378 | $2.21M | 0.60% | +37,019+213.3% | Added |
| Balyasny Asset Management LLC | 51,573 | $2.10M | 0.01% | −3,126−5.7% | Reduced |
| Algert Global LLC | 47,194 | $1.92M | 0.06% | +19,964+73.3% | Added |
| Royce & Associates LP | 47,188 | $1.92M | 0.02% | −12,990−21.6% | Reduced |
| Russell Investments Group, Ltd. | 46,849 | $1.91M | 0.00% | −11,719−20.0% | Reduced |
| Prudential Financial Inc | 46,480 | $1.89M | 0.00% | −2,055−4.2% | Reduced |
| First Sabrepoint Capital Management LP | 42,775 | $1.74M | 0.74% | +42,775 | New |
| California State Teachers Retirement System | 41,830 | $1.70M | 0.00% | −967−2.3% | Reduced |
| Alliancebernstein L.P. | 39,548 | $1.61M | 0.00% | −3,631−8.4% | Reduced |
| Martin & Co Inc | 38,988 | $1.59M | 0.40% | −1,054−2.6% | Reduced |
| Uncommon Cents Investing LLC | 37,900 | $1.54M | 0.48% | −55−0.1% | Reduced |
| SEI Investments Co | 35,114 | $1.43M | 0.00% | +35,114 | New |
| Thrivent Financial for Lutherans | 34,997 | $1.42M | 0.00% | −1,675−4.6% | Reduced |
| Acadian Asset Management LLC | 34,903 | $1.42M | 0.00% | +34,903 | New |
| Caldwell Sutter Capital, Inc. | 33,936 | $1.38M | 0.68% | −5,552−14.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 32,175 | $1.31M | 0.01% | +1,063+3.4% | Added |
| Cubist Systematic Strategies, LLC | 30,580 | $1.24M | 0.02% | +30,580 | New |
| Wedge Capital Management L L P | 30,467 | $1.24M | 0.02% | +30,467 | New |
| Cornercap Investment Counsel Inc | 30,339 | $1.23M | 0.20% | −271−0.9% | Reduced |
| Grandfield & Dodd, LLC | 30,260 | $1.23M | 0.08% | −17,449−36.6% | Reduced |
| Cardinal Capital Management | 29,628 | $1.21M | 0.20% | +1,068+3.7% | Added |
| Citigroup Inc | 28,933 | $1.18M | 0.00% | +1,941+7.2% | Added |
| Price T Rowe Associates Inc | 27,897 | $1.14M | 0.00% | +952+3.5% | Added |
| ExodusPoint Capital Management, LP | 27,842 | $1.13M | 0.01% | +27,842 | New |
| NorthRock Partners, LLC | 25,886 | $1.05M | 0.04% | +25,886 | New |
| Comerica Bank | 25,344 | $1.03M | 0.00% | +6,330+33.3% | Added |
| Ensign Peak Advisors, Inc | 24,590 | $1.00M | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 24,211 | $985.4K | 0.00% | +2,285+10.4% | Added |
| Toroso Investments, LLC | 23,674 | $963.5K | 0.01% | −622−2.6% | Reduced |
| CWM, LLC | 23,629 | $962.0K | 0.00% | −2,712−10.3% | Reduced |
| Barclays PLC | 23,179 | $943.4K | 0.00% | −36,146−60.9% | Reduced |
| Illinois Municipal Retirement Fund | 22,960 | $934.5K | 0.01% | −1,418−5.8% | Reduced |
| Royal Bank of Canada | 22,631 | $921.0K | 0.00% | +10,591+88.0% | Added |
| Guggenheim Capital LLC | 22,414 | $912.3K | 0.01% | +1,297+6.1% | Added |
| Petrus Trust Company, LTA | 22,372 | $910.5K | 0.09% | −3,014−11.9% | Reduced |
| Franklin Resources Inc | 21,999 | $895.4K | 0.00% | +3,251+17.3% | Added |