Skip to main content

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.

Institutional holdersQ2 2024: 241 institutions
Q1 2021: 237 institutionsQ2 2021: 234 institutionsQ3 2021: 232 institutionsQ4 2021: 246 institutionsQ1 2022: 229 institutionsQ2 2022: 242 institutionsQ3 2022: 228 institutionsQ4 2022: 222 institutionsQ1 2023: 230 institutionsQ2 2023: 221 institutionsQ3 2023: 239 institutionsQ4 2023: 236 institutionsQ1 2024: 213 institutionsQ2 2024: 241 institutionsQ3 2024: 235 institutionsQ4 2024: 244 institutionsQ1 2025: 256 institutionsQ2 2025: 269 institutionsQ3 2025: 251 institutionsQ4 2025: 236 institutionsQ1 2026: 249 institutionsQ2 2026: 266 institutions
Value heldQ2 2024: $1.59B
Q1 2021: $2.25BQ2 2021: $2.58BQ3 2021: $2.18BQ4 2021: $2.33BQ1 2022: $2.17BQ2 2022: $1.92BQ3 2022: $1.53BQ4 2022: $1.65BQ1 2023: $1.57BQ2 2023: $1.40BQ3 2023: $1.50BQ4 2023: $1.28BQ1 2024: $1.53BQ2 2024: $1.59BQ3 2024: $1.96BQ4 2024: $1.82BQ1 2025: $1.85BQ2 2025: $1.86BQ3 2025: $1.68BQ4 2025: $1.27BQ1 2026: $1.60BQ2 2026: $2.03B
Institutions holding WLY and their total value by quarter
QuarterHoldersValue
Q2 2026266$2.03B
Q1 2026249$1.60B
Q4 2025236$1.27B
Q3 2025251$1.68B
Q2 2025269$1.86B
Q1 2025256$1.85B
Q4 2024244$1.82B
Q3 2024235$1.96B
Q2 2024241$1.59B
Q1 2024213$1.53B
Q4 2023236$1.28B
Q3 2023239$1.50B
Q2 2023221$1.40B
Q1 2023230$1.57B
Q4 2022222$1.65B
Q3 2022228$1.53B
Q2 2022242$1.92B
Q1 2022229$2.17B
Q4 2021246$2.33B
Q3 2021232$2.18B
Q2 2021234$2.58B
Q1 2021237$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.

Institutions holding WLY in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
FinTrust Capital Advisors, LLC1,072$43.6K0.01%+1,072New
GAMMA Investing LLC853$34.7K0.00%+99+13.1%Added
Baldwin Brothers Inc800$32.6K0.00%00.0%Unchanged
Global Retirement Partners, LLC728$29.6K0.00%+251+52.6%Added
Catalyst Funds Management Pty Ltd600$24.4K0.01%−13,290−95.7%Reduced
Advisor Group Holdings, Inc.591$24.1K0.00%+119+25.2%Added
First Horizon Advisors, Inc.327$13.3K0.00%−149−31.3%Reduced
Allworth Financial LP268$12.5K0.00%+258+2,580.0%Added
Quarry LP286$11.6K0.00%+286New
Fifth Third Bancorp284$11.6K0.00%+34+13.6%Added
Covestor Ltd268$11.0K0.01%−72−21.2%Reduced
EntryPoint Capital, LLC251$10.2K0.00%−562−69.1%Reduced
Ronald Blue Trust, Inc.260$9.91K0.00%+260New
Clearstead Advisors, LLC211$8.59K0.00%+211New
Steward Partners Investment Advisory, LLC201$8.18K0.00%−921−82.1%Reduced
Farther Finance Advisors, LLC177$7.20K0.00%+162+1,080.0%Added
Cultivar Capital, Inc.160$6.51K0.01%+160New
Parallel Advisors, LLC142$5.78K0.00%−45−24.1%Reduced
SRS Capital Advisors, Inc.138$5.62K0.00%+138New
Parkside Financial Bank & Trust123$5.01K0.00%+113+1,130.0%Added
International Assets Investment Management, LLC100$4.07K0.00%+100New
Nisa Investment Advisors, LLC91$3.70K0.00%+32+54.2%Added
Versant Capital Management, Inc61$2.48K0.00%−58−48.7%Reduced
Red Tortoise LLC61$2.48K0.00%00.0%Unchanged
Quadrant Capital Group LLC60$2.44K0.00%−4−6.3%Reduced
Umb Bank N A45$1.83K0.00%+29+181.3%Added
Private Wealth Management Group, LLC39$1.59K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC32$1.30K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC20$9550.00%+20New
Farmers & Merchants Investments Inc20$8140.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC16$6510.00%−8−33.3%Reduced
DiNuzzo Private Wealth, Inc.11$4480.00%−6−35.3%Reduced
Lindbrook Capital, LLC11$4480.00%+11New
SJS Investment Consulting Inc.10$4070.00%00.0%Unchanged
Creative Financial Designs Inc10$4070.00%00.0%Unchanged
Rothschild Investment LLC10$4070.00%+5+100.0%Added
Massmutual Trust Co FSB8$3260.00%00.0%Unchanged
Larson Financial Group LLC5$2040.00%+5New
Manchester Capital Management LLC4$1630.00%00.0%Unchanged
JJJ Advisors Inc.1$410.00%00.0%Unchanged
Innealta Capital, LLC1$410.00%+1New
Bank of Montreal0$00.00%−188,980−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−63,079−100.0%Sold out
Marshall Wace, LLP0$00.00%−50,418−100.0%Sold out
Bonness Enterprises Inc0$00.00%−48,400−100.0%Sold out
Texas Permanent School Fund0$00.00%−36,915−100.0%Sold out
Mitsubishi UFJ Trust & Banking Corp0$00.00%−25,407−100.0%Sold out
Mirae Asset Global Investments Co., Ltd.0$00.00%−21,046−100.0%Sold out
American International Group, Inc.0$00.00%−19,706−100.0%Sold out
Kingsview Wealth Management, LLC0$00.00%−12,635−100.0%Sold out
Mission Wealth Management, LP0$00.00%−11,629−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−1,895−100.0%Sold out
Simplex Trading, LLC0$00.00%−964−100.0%Sold out
Dixon Mitchell Investment Counsel Inc.0$00.00%−300−100.0%Sold out
Clean Yield Group0$00.00%−180−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−39−100.0%Sold out
Westend Capital Management, LLC0$00.00%−17−100.0%Sold out
Credit Suisse AG––––Not filed
Cipher Capital LP––––Not filed
Shell Asset Management Co––––Not filed