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 |
|---|---|---|---|---|---|
| JJJ Advisors Inc. | 1 | $41 | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 1 | $41 | 0.00% | +1 | New |
| Manchester Capital Management LLC | 4 | $163 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5 | $204 | 0.00% | +5 | New |
| Massmutual Trust Co FSB | 8 | $326 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $407 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 10 | $407 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $407 | 0.00% | +5+100.0% | Added |
| DiNuzzo Private Wealth, Inc. | 11 | $448 | 0.00% | −6−35.3% | Reduced |
| Lindbrook Capital, LLC | 11 | $448 | 0.00% | +11 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16 | $651 | 0.00% | −8−33.3% | Reduced |
| Farmers & Merchants Investments Inc | 20 | $814 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 20 | $955 | 0.00% | +20 | New |
| JFS Wealth Advisors, LLC | 32 | $1.30K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 39 | $1.59K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 45 | $1.83K | 0.00% | +29+181.3% | Added |
| Quadrant Capital Group LLC | 60 | $2.44K | 0.00% | −4−6.3% | Reduced |
| Versant Capital Management, Inc | 61 | $2.48K | 0.00% | −58−48.7% | Reduced |
| Red Tortoise LLC | 61 | $2.48K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 91 | $3.70K | 0.00% | +32+54.2% | Added |
| International Assets Investment Management, LLC | 100 | $4.07K | 0.00% | +100 | New |
| Parkside Financial Bank & Trust | 123 | $5.01K | 0.00% | +113+1,130.0% | Added |
| SRS Capital Advisors, Inc. | 138 | $5.62K | 0.00% | +138 | New |
| Parallel Advisors, LLC | 142 | $5.78K | 0.00% | −45−24.1% | Reduced |
| Cultivar Capital, Inc. | 160 | $6.51K | 0.01% | +160 | New |
| Farther Finance Advisors, LLC | 177 | $7.20K | 0.00% | +162+1,080.0% | Added |
| Steward Partners Investment Advisory, LLC | 201 | $8.18K | 0.00% | −921−82.1% | Reduced |
| Clearstead Advisors, LLC | 211 | $8.59K | 0.00% | +211 | New |
| Ronald Blue Trust, Inc. | 260 | $9.91K | 0.00% | +260 | New |
| EntryPoint Capital, LLC | 251 | $10.2K | 0.00% | −562−69.1% | Reduced |
| Covestor Ltd | 268 | $11.0K | 0.01% | −72−21.2% | Reduced |
| Fifth Third Bancorp | 284 | $11.6K | 0.00% | +34+13.6% | Added |
| Quarry LP | 286 | $11.6K | 0.00% | +286 | New |
| Allworth Financial LP | 268 | $12.5K | 0.00% | +258+2,580.0% | Added |
| First Horizon Advisors, Inc. | 327 | $13.3K | 0.00% | −149−31.3% | Reduced |
| Advisor Group Holdings, Inc. | 591 | $24.1K | 0.00% | +119+25.2% | Added |
| Catalyst Funds Management Pty Ltd | 600 | $24.4K | 0.01% | −13,290−95.7% | Reduced |
| Global Retirement Partners, LLC | 728 | $29.6K | 0.00% | +251+52.6% | Added |
| Baldwin Brothers Inc | 800 | $32.6K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 853 | $34.7K | 0.00% | +99+13.1% | Added |
| FinTrust Capital Advisors, LLC | 1,072 | $43.6K | 0.01% | +1,072 | New |
| State of Wyoming | 1,171 | $47.7K | 0.01% | +1,171 | New |
| Public Employees Retirement System of Ohio | 1,229 | $50.0K | 0.00% | −17−1.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 1,467 | $59.7K | 0.00% | +1,467 | New |
| Adirondack Trust Co | 2,100 | $85.5K | 0.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,315 | $92.7K | 0.02% | +860+59.1% | Added |
| Point72 (DIFC) Ltd | 2,459 | $100.1K | 0.01% | +2,459 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 2,965 | $120.7K | 0.03% | +2,965 | New |
| Vestcor Inc | 3,441 | $140.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,775 | $153.6K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 4,682 | $191.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,747 | $193.2K | 0.00% | −39−0.8% | Reduced |
| Bayesian Capital Management, LP | 4,968 | $202.2K | 0.02% | −591−10.6% | Reduced |
| Evercore Wealth Management, LLC | 5,060 | $205.9K | 0.00% | +5,060 | New |
| Tower Research Capital LLC (TRC) | 5,252 | $213.8K | 0.00% | +4,793+1,044.2% | Added |
| Abel Hall, LLC | 5,315 | $216.3K | 0.15% | +42+0.8% | Added |
| Glenmede Trust Co NA | 5,350 | $217.7K | 0.00% | +5,350 | New |
| Pictet Asset Management Holding SA | 5,372 | $218.6K | 0.00% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 5,475 | $222.8K | 0.04% | −925−14.5% | Reduced |
| Penbrook Management LLC | 5,500 | $223.8K | 0.14% | 00.0% | Unchanged |
| Trajan Wealth LLC | 5,570 | $226.7K | 0.01% | −436−7.3% | Reduced |
| HighTower Advisors, LLC | 5,606 | $227.0K | 0.00% | +5,606 | New |
| Quantedge Capital Pte Ltd | 5,600 | $227.9K | 0.08% | +5,600 | New |
| Walleye Capital LLC | 5,755 | $234.2K | 0.00% | −5,455−48.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,808 | $236.4K | 0.01% | −7,299−55.7% | Reduced |
| Oppenheimer & Co Inc | 5,920 | $240.9K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 6,078 | $247.4K | 0.00% | +6,078 | New |
| Ghe, LLC | 6,140 | $250.0K | 0.10% | −150−2.4% | Reduced |
| Stifel Financial Corp | 6,234 | $253.7K | 0.00% | +6,234 | New |
| Gallagher Fiduciary Advisors, LLC | 6,585 | $268.0K | 0.06% | +6,585 | New |
| Everence Capital Management Inc | 7,180 | $270.0K | 0.02% | 00.0% | Unchanged |
| Amundi | 6,332 | $273.0K | 0.00% | +6,332 | New |
| AQR Capital Management LLC | 6,796 | $273.1K | 0.00% | +806+13.5% | Added |
| SG Americas Securities, LLC | 6,751 | $275.0K | 0.00% | +153+2.3% | Added |
| HSBC Holdings PLC | 6,815 | $277.2K | 0.00% | −1,835−21.2% | Reduced |
| Mutual of America Capital Management LLC | 6,914 | $281.4K | 0.00% | −353−4.9% | Reduced |
| Daiwa Securities Group Inc. | 7,100 | $289.0K | 0.00% | −1,100−13.4% | Reduced |
| Verdence Capital Advisors LLC | 7,200 | $293.0K | 0.03% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 7,343 | $298.9K | 0.00% | +1,464+24.9% | Added |
| Commonwealth Equity Services, LLC | 7,351 | $299.0K | 0.00% | −1,079−12.8% | Reduced |
| Los Angeles Capital Management LLC | 7,787 | $316.9K | 0.00% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 7,909 | $321.9K | 0.01% | −699−8.1% | Reduced |
| Bokf, NA | 8,061 | $328.1K | 0.01% | +8,061 | New |
| Voloridge Investment Management, LLC | 8,133 | $331.0K | 0.00% | −48,031−85.5% | Reduced |
| CI Private Wealth, LLC | 8,186 | $333.2K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 8,392 | $342.0K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 8,538 | $347.5K | 0.00% | −11,400−57.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 8,973 | $365.2K | 0.00% | +2,608+41.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,063 | $368.9K | 0.00% | −46−0.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 9,088 | $369.9K | 0.03% | +9,088 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 9,231 | $375.7K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 9,300 | $378.5K | 0.01% | +5,200+126.8% | Added |
| Quest Partners LLC | 9,359 | $380.9K | 0.05% | +9,359 | New |
| Handelsbanken Fonder AB | 9,437 | $384.0K | 0.00% | +2,900+44.4% | Added |
| Atria Investments LLC | 9,676 | $393.8K | 0.01% | +9,676 | New |
| Quadrature Capital Ltd | 9,759 | $397.5K | 0.01% | +9,759 | New |
| Penn Mutual Asset Management, LLC | 10,000 | $407.0K | 0.87% | +10,000 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,207 | $415.4K | 0.00% | +20+0.2% | Added |
| Oregon Public Employees Retirement Fund | 10,243 | $416.9K | 0.01% | −1,100−9.7% | Reduced |
| Dark Forest Capital Management LP | 10,694 | $435.2K | 0.08% | −624−5.5% | Reduced |