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 |
|---|---|---|---|---|---|
| Claris Advisors, LLC | 3 | $145 | 0.00% | +3 | New |
| Manchester Capital Management LLC | 4 | $193 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5 | $241 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 8 | $386 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 9 | $435 | 0.00% | −2−18.2% | Reduced |
| Creative Financial Designs Inc | 10 | $483 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $483 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 11 | $531 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16 | $772 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 17 | $820 | 0.00% | −160−90.4% | Reduced |
| EverSource Wealth Advisors, LLC | 20 | $965 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20 | $965 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 21 | $1.00K | 0.00% | +21 | New |
| Principal Securities, Inc. | 28 | $1.35K | 0.00% | +28 | New |
| JFS Wealth Advisors, LLC | 33 | $1.59K | 0.00% | +1+3.1% | Added |
| Private Wealth Management Group, LLC | 39 | $1.88K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 40 | $1.93K | 0.00% | +30+300.0% | Added |
| Quadrant Capital Group LLC | 60 | $2.90K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 61 | $2.94K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 61 | $2.94K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 55 | $3.00K | 0.00% | +55 | New |
| Capital Performance Advisors LLP | 65 | $3.14K | 0.00% | +65 | New |
| Sterling Capital Management LLC | 79 | $3.81K | 0.00% | +79 | New |
| Umb Bank N A | 103 | $4.97K | 0.00% | +58+128.9% | Added |
| Jones Financial Companies LLLP | 107 | $5.14K | 0.00% | +107 | New |
| Nisa Investment Advisors, LLC | 128 | $6.18K | 0.00% | +37+40.7% | Added |
| SRS Capital Advisors, Inc. | 138 | $6.66K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 155 | $7.48K | 0.00% | +13+9.2% | Added |
| Quest Partners LLC | 184 | $8.88K | 0.00% | −9,175−98.0% | Reduced |
| Covestor Ltd | 218 | $10.0K | 0.01% | −50−18.7% | Reduced |
| Parkside Financial Bank & Trust | 213 | $10.3K | 0.00% | +90+73.2% | Added |
| Clear Street Markets LLC | 235 | $11.0K | 0.01% | +235 | New |
| Allworth Financial LP | 268 | $12.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 349 | $14.2K | 0.00% | +89+34.2% | Added |
| Fifth Third Bancorp | 317 | $15.3K | 0.00% | +33+11.6% | Added |
| Clearstead Advisors, LLC | 344 | $16.6K | 0.00% | +133+63.0% | Added |
| Advisor Group Holdings, Inc. | 357 | $17.2K | 0.00% | −234−39.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 385 | $18.6K | 0.00% | +184+91.5% | Added |
| First Horizon Advisors, Inc. | 409 | $19.7K | 0.00% | +82+25.1% | Added |
| Ashton Thomas Securities, LLC | 431 | $20.8K | 0.00% | +431 | New |
| Aster Capital Management (DIFC) Ltd | 474 | $22.9K | 0.00% | +474 | New |
| Baldwin Brothers Inc | 500 | $24.1K | 0.00% | −300−37.5% | Reduced |
| Bryn Mawr Trust Co | 500 | $24.1K | 0.00% | +500 | New |
| Global Retirement Partners, LLC | 781 | $37.7K | 0.00% | +53+7.3% | Added |
| Acadian Asset Management LLC | 985 | $47.0K | 0.00% | −33,918−97.2% | Reduced |
| Public Employees Retirement System of Ohio | 1,134 | $54.7K | 0.00% | −95−7.7% | Reduced |
| Harbor Capital Advisors, Inc. | 1,178 | $57.0K | 0.00% | +1,178 | New |
| GAMMA Investing LLC | 1,187 | $57.3K | 0.01% | +334+39.2% | Added |
| FinTrust Capital Advisors, LLC | 1,230 | $59.3K | 0.01% | +158+14.7% | Added |
| Catalyst Funds Management Pty Ltd | 1,600 | $77.2K | 0.02% | +1,000+166.7% | Added |
| Shell Asset Management Co | 1,692 | $82.0K | 0.00% | +1,692 | New |
| Adirondack Trust Co | 2,100 | $101.3K | 0.04% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,634 | $127.0K | 0.00% | −4,117−61.0% | Reduced |
| Smartleaf Asset Management LLC | 2,861 | $137.6K | 0.02% | +546+23.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 3,350 | $161.1K | 0.00% | +3,350 | New |
| Vestcor Inc | 3,441 | $166.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,530 | $170.3K | 0.01% | −245−6.5% | Reduced |
| Mariner, LLC | 4,189 | $202.1K | 0.00% | +4,189 | New |
| Teacher Retirement System of Texas | 4,605 | $222.0K | 0.00% | +4,605 | New |
| HighTower Advisors, LLC | 4,662 | $224.0K | 0.00% | −944−16.8% | Reduced |
| Tower Research Capital LLC (TRC) | 4,668 | $225.2K | 0.01% | −584−11.1% | Reduced |
| Public Employees Retirement Association of Colorado | 4,682 | $226.0K | 0.00% | 00.0% | Unchanged |
| Berry Wealth Group, LP | 4,736 | $228.5K | 0.16% | +4,736 | New |
| Ironwood Investment Counsel, LLC | 4,775 | $230.4K | 0.04% | −700−12.8% | Reduced |
| The PNC Financial Services Group, Inc. | 4,790 | $231.1K | 0.00% | +43+0.9% | Added |
| Contravisory Investment Management, Inc. | 4,890 | $235.9K | 0.05% | +4,890 | New |
| Trajan Wealth LLC | 4,919 | $237.3K | 0.01% | −651−11.7% | Reduced |
| Verition Fund Management LLC | 5,004 | $241.4K | 0.00% | −1,074−17.7% | Reduced |
| Evercore Wealth Management, LLC | 5,060 | $244.1K | 0.00% | 00.0% | Unchanged |
| Abel Hall, LLC | 5,346 | $257.9K | 0.17% | +31+0.6% | Added |
| Pictet Asset Management Holding SA | 5,372 | $259.2K | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 5,463 | $263.6K | 0.00% | −1,880−25.6% | Reduced |
| Penbrook Management LLC | 5,500 | $265.4K | 0.17% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 5,551 | $267.8K | 0.00% | +5,551 | New |
| Oppenheimer & Co Inc | 5,920 | $285.6K | 0.00% | 00.0% | Unchanged |
| Ghe, LLC | 2,900 | $296.0K | 0.11% | −3,240−52.8% | Reduced |
| Stifel Financial Corp | 6,165 | $297.5K | 0.00% | −69−1.1% | Reduced |
| Mutual of America Capital Management LLC | 6,201 | $299.2K | 0.00% | −713−10.3% | Reduced |
| Commonwealth Equity Services, LLC | 6,227 | $300.0K | 0.00% | −1,124−15.3% | Reduced |
| Bokf, NA | 6,566 | $325.1K | 0.01% | −1,495−18.5% | Reduced |
| Raymond James Trust N.A. | 7,058 | $340.6K | 0.01% | −9,373−57.0% | Reduced |
| HSBC Holdings PLC | 7,092 | $344.3K | 0.00% | +277+4.1% | Added |
| Everence Capital Management Inc | 7,180 | $346.0K | 0.02% | 00.0% | Unchanged |
| Amundi | 7,258 | $358.2K | 0.00% | +926+14.6% | Added |
| Glenmede Trust Co NA | 7,489 | $361.3K | 0.00% | +2,139+40.0% | Added |
| Verdence Capital Advisors LLC | 7,617 | $367.5K | 0.03% | +417+5.8% | Added |
| Code Waechter LLC | 7,627 | $368.0K | 0.35% | +7,627 | New |
| Klingenstein Fields & Co LP | 7,909 | $381.6K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 8,392 | $405.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 8,405 | $405.5K | 0.00% | −5,574−39.9% | Reduced |
| Hunter Perkins Capital Management, LLC | 8,495 | $410.0K | 0.08% | −4,230−33.2% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 8,683 | $418.9K | 0.08% | +2,098+31.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,812 | $425.2K | 0.00% | −251−2.8% | Reduced |
| Mackenzie Financial Corp | 9,011 | $434.8K | 0.00% | −2,997−25.0% | Reduced |
| CI Private Wealth, LLC | 9,702 | $468.1K | 0.00% | +1,516+18.5% | Added |
| Oregon Public Employees Retirement Fund | 9,743 | $470.1K | 0.01% | −500−4.9% | Reduced |
| Penn Mutual Asset Management, LLC | 10,000 | $482.5K | 0.96% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,197 | $492.0K | 0.00% | −10−0.1% | Reduced |
| US Bancorp | 10,882 | $525.1K | 0.00% | −350−3.1% | Reduced |
| Captrust Financial Advisors | 10,883 | $525.1K | 0.00% | −11−0.1% | Reduced |