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, Q3 2024
Institutional positions in John Wiley & Sons, Inc. as of Sep 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
- 235
- −4 vs. Q2 2024
- Shares held
- 40.6M
- +7.76M (+23.7%) vs. Q2 2024
- Total value
- $1.96B
- +$624.1M (+46.7%) vs. Q2 2024
- New holders
- 35
- 75 more added
- Sold out
- 39
- 91 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding John Wiley & Sons, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,175,159 | $298.0M | 0.01% | +6,175,159 | New |
| Vanguard Group Inc | 5,297,064 | $255.6M | 0.00% | −70,521−1.3% | Reduced |
| Clarkston Capital Partners, LLC | 3,283,331 | $158.4M | 2.91% | −116,511−3.4% | Reduced |
| Madison Avenue Partners, LP | 2,290,206 | $110.5M | 10.25% | +659,689+40.5% | Added |
| State Street Corp | 1,688,156 | $81.5M | 0.00% | +113,631+7.2% | Added |
| Dimensional Fund Advisors LP | 1,655,628 | $79.9M | 0.02% | −268,870−14.0% | Reduced |
| Schroder Investment Management Group | 1,353,844 | $65.3M | 0.07% | −46,310−3.3% | Reduced |
| Bank of New York Mellon Corp | 1,209,032 | $58.3M | 0.01% | −93,732−7.2% | Reduced |
| Ophir Asset Management Pty Ltd | 1,054,752 | $50.9M | 7.83% | +1,054,752 | New |
| William Blair Investment Management, LLC | 1,027,368 | $49.6M | 0.12% | −31,264−3.0% | Reduced |
| Burgundy Asset Management Ltd. | 1,010,248 | $48.7M | 0.48% | +22,636+2.3% | Added |
| Morgan Stanley | 990,158 | $47.8M | 0.00% | +574,798+138.4% | Added |
| Palisade Capital Management LLC | 934,806 | $45.1M | 1.20% | −58,688−5.9% | Reduced |
| Geode Capital Management, LLC | 881,708 | $42.6M | 0.00% | −2960.0% | Reduced |
| SG Capital Management LLC | 695,766 | $33.6M | 4.86% | +695,766 | New |
| Charles Schwab Investment Management Inc | 685,052 | $33.1M | 0.01% | −2,362−0.3% | Reduced |
| JPMorgan Chase & Co | 640,940 | $30.9M | 0.00% | +145,270+29.3% | Added |
| Invesco Ltd. | 634,001 | $30.6M | 0.01% | −79,976−11.2% | Reduced |
| Eagle Asset Management Inc | 407,997 | $21.3M | 0.11% | +116,772+40.1% | Added |
| Northern Trust Corp | 396,997 | $19.2M | 0.00% | +5,767+1.5% | Added |
| Raymond James & Associates | 386,614 | $18.7M | 0.01% | −115,277−23.0% | Reduced |
| Nuveen Asset Management, LLC | 365,190 | $17.6M | 0.00% | +107,303+41.6% | Added |
| ProShare Advisors LLC | 337,370 | $16.3M | 0.04% | +142,249+72.9% | Added |
| New York State Common Retirement Fund | 277,176 | $13.4M | 0.02% | −4,695−1.7% | Reduced |
| Goldman Sachs Group Inc | 232,337 | $11.2M | 0.00% | +50,146+27.5% | Added |
| D. E. Shaw & Co., Inc. | 220,444 | $10.6M | 0.01% | 00.0% | Unchanged |
| Ceredex Value Advisors LLC | 217,599 | $10.5M | 0.20% | −700−0.3% | Reduced |
| Principal Financial Group Inc | 209,184 | $10.1M | 0.01% | +1,600+0.8% | Added |
| Loomis Sayles & Co L P | 206,281 | $9.95M | 0.01% | −7,897−3.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 203,458 | $9.82M | 0.15% | −20,850−9.3% | Reduced |
| Westfield Capital Management Co LP | 201,767 | $9.74M | 0.04% | +3,481+1.8% | Added |
| Bank of America Corp | 183,106 | $8.83M | 0.00% | +64,640+54.6% | Added |
| Ameriprise Financial Inc | 179,053 | $8.64M | 0.00% | −24,565−12.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 175,792 | $8.48M | 0.03% | −10,135−5.5% | Reduced |
| Advisors Asset Management, Inc. | 149,027 | $7.19M | 0.13% | −58,862−28.3% | Reduced |
| Nordea Investment Management AB | 139,665 | $6.82M | 0.01% | −5,989−4.1% | Reduced |
| Alta Fox Capital Management, LLC | 127,698 | $6.16M | 3.15% | +127,698 | New |
| Citadel Advisors LLC | 124,576 | $6.01M | 0.01% | −12,957−9.4% | Reduced |
| Intrinsic Edge Capital Management LLC | 120,000 | $5.79M | 0.72% | +120,000 | New |
| Tudor Investment Corp Et Al | 119,485 | $5.77M | 0.06% | −9,323−7.2% | Reduced |
| Legal & General Group Plc | 116,623 | $5.63M | 0.00% | +617+0.5% | Added |
| Rhumbline Advisers | 116,190 | $5.61M | 0.01% | −5,987−4.9% | Reduced |
| UBS Group AG | 116,046 | $5.60M | 0.00% | +39,001+50.6% | Added |
| Qube Research & Technologies Ltd | 111,416 | $5.38M | 0.01% | −286,233−72.0% | Reduced |
| Millennium Management LLC | 100,473 | $4.85M | 0.00% | +4,108+4.3% | Added |
| UBS Asset Management Americas Inc | 98,284 | $4.74M | 0.00% | +342+0.3% | Added |
| Seizert Capital Partners, LLC | 95,695 | $4.62M | 0.21% | −906−0.9% | Reduced |
| Norges Bank | 93,746 | $4.52M | 0.00% | −56,067−37.4% | Reduced |
| Allianz Asset Management GmbH | 91,437 | $4.41M | 0.01% | +16,631+22.2% | Added |
| Clark Estates Inc | 88,700 | $4.28M | 0.80% | −7,100−7.4% | Reduced |
| Public Sector Pension Investment Board | 87,450 | $4.22M | 0.02% | −5,100−5.5% | Reduced |
| Swiss National Bank | 84,300 | $4.07M | 0.00% | −1,100−1.3% | Reduced |
| American Century Companies Inc | 83,424 | $4.03M | 0.00% | +5,922+7.6% | Added |
| Renaissance Technologies LLC | 83,100 | $4.01M | 0.01% | −27,800−25.1% | Reduced |
| Wells Fargo & Company | 78,346 | $3.78M | 0.00% | +9,312+13.5% | Added |
| State of Alaska, Department of Revenue | 72,657 | $3.50M | 0.04% | −1,168−1.6% | Reduced |
| Barclays PLC | 69,054 | $3.33M | 0.00% | +45,875+197.9% | Added |
| Spears Abacus Advisors LLC | 68,771 | $3.32M | 0.07% | −4,675−6.4% | Reduced |
| Access Investment Management LLC | 66,870 | $3.23M | 0.98% | +115+0.2% | Added |
| Kendall Capital Management | 66,587 | $3.21M | 0.99% | +6,270+10.4% | Added |
| Marshall Wace, LLP | 63,008 | $3.04M | 0.00% | +63,008 | New |
| Atom Investors LP | 61,159 | $2.95M | 0.31% | +39,207+178.6% | Added |
| New York State Teachers Retirement System | 59,602 | $2.88M | 0.01% | −1,500−2.5% | Reduced |
| Jane Street Group, LLC | 59,274 | $2.86M | 0.00% | −9,877−14.3% | Reduced |
| Great West Life Assurance Co | 55,294 | $2.67M | 0.00% | −1,057−1.9% | Reduced |
| Arjuna Capital | 55,208 | $2.66M | 0.69% | +830+1.5% | Added |
| Prudential Financial Inc | 51,000 | $2.46M | 0.00% | +4,520+9.7% | Added |
| Citigroup Inc | 46,997 | $2.27M | 0.00% | +18,064+62.4% | Added |
| FMR LLC | 45,218 | $2.18M | 0.00% | −12,068−21.1% | Reduced |
| D.A. Davidson & Co. | 44,228 | $2.13M | 0.02% | +44,228 | New |
| Alliancebernstein L.P. | 41,968 | $2.02M | 0.00% | +2,420+6.1% | Added |
| California State Teachers Retirement System | 40,318 | $1.95M | 0.00% | −1,512−3.6% | Reduced |
| Martin & Co Inc | 38,841 | $1.87M | 0.44% | −147−0.4% | Reduced |
| Uncommon Cents Investing LLC | 37,460 | $1.81M | 0.51% | −440−1.2% | Reduced |
| Victory Capital Management Inc | 35,762 | $1.73M | 0.00% | +19,017+113.6% | Added |
| O'Shaughnessy Asset Management, LLC | 34,509 | $1.72M | 0.02% | +2,334+7.3% | Added |
| Caldwell Sutter Capital, Inc. | 33,936 | $1.64M | 0.76% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 33,688 | $1.63M | 0.07% | +33,688 | New |
| Russell Investments Group, Ltd. | 33,560 | $1.62M | 0.00% | −13,289−28.4% | Reduced |
| Cardinal Capital Management | 33,307 | $1.61M | 0.25% | +3,679+12.4% | Added |
| Royce & Associates LP | 33,007 | $1.59M | 0.01% | −14,181−30.1% | Reduced |
| Thrivent Financial for Lutherans | 32,455 | $1.57M | 0.00% | −2,542−7.3% | Reduced |
| Engineers Gate Manager LP | 31,469 | $1.52M | 0.03% | −56,623−64.3% | Reduced |
| NorthRock Partners, LLC | 31,350 | $1.51M | 0.05% | +5,464+21.1% | Added |
| Wedge Capital Management L L P | 31,297 | $1.51M | 0.03% | +830+2.7% | Added |
| Price T Rowe Associates Inc | 29,097 | $1.40M | 0.00% | +1,200+4.3% | Added |
| Franklin Resources Inc | 25,192 | $1.25M | 0.00% | +3,193+14.5% | Added |
| SEI Investments Co | 25,672 | $1.24M | 0.00% | −9,442−26.9% | Reduced |
| Comerica Bank | 25,354 | $1.22M | 0.00% | +100.0% | Added |
| HRT Financial LP | 24,657 | $1.19M | 0.01% | +24,657 | New |
| Ensign Peak Advisors, Inc | 24,590 | $1.19M | 0.00% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 24,428 | $1.18M | 0.02% | +1,468+6.4% | Added |
| Toroso Investments, LLC | 23,692 | $1.14M | 0.01% | +18+0.1% | Added |
| Nebula Research & Development LLC | 23,352 | $1.13M | 0.13% | +23,352 | New |
| Grandfield & Dodd, LLC | 23,117 | $1.12M | 0.07% | −7,143−23.6% | Reduced |
| Royal Bank of Canada | 23,070 | $1.11M | 0.00% | +439+1.9% | Added |
| CWM, LLC | 22,580 | $1.09M | 0.00% | −1,049−4.4% | Reduced |
| XTX Topco Ltd | 22,246 | $1.07M | 0.08% | +8,981+67.7% | Added |
| Envestnet Asset Management Inc | 21,965 | $1.06M | 0.00% | +1,758+8.7% | Added |
| Guggenheim Capital LLC | 21,856 | $1.05M | 0.01% | −558−2.5% | Reduced |