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 |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 149,027 | $7.19M | 0.13% | −58,862−28.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 175,792 | $8.48M | 0.03% | −10,135−5.5% | Reduced |
| Ameriprise Financial Inc | 179,053 | $8.64M | 0.00% | −24,565−12.1% | Reduced |
| Bank of America Corp | 183,106 | $8.83M | 0.00% | +64,640+54.6% | Added |
| Westfield Capital Management Co LP | 201,767 | $9.74M | 0.04% | +3,481+1.8% | Added |
| Thompson Siegel & Walmsley LLC | 203,458 | $9.82M | 0.15% | −20,850−9.3% | Reduced |
| Loomis Sayles & Co L P | 206,281 | $9.95M | 0.01% | −7,897−3.7% | Reduced |
| Principal Financial Group Inc | 209,184 | $10.1M | 0.01% | +1,600+0.8% | Added |
| Ceredex Value Advisors LLC | 217,599 | $10.5M | 0.20% | −700−0.3% | Reduced |
| D. E. Shaw & Co., Inc. | 220,444 | $10.6M | 0.01% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 232,337 | $11.2M | 0.00% | +50,146+27.5% | Added |
| New York State Common Retirement Fund | 277,176 | $13.4M | 0.02% | −4,695−1.7% | Reduced |
| ProShare Advisors LLC | 337,370 | $16.3M | 0.04% | +142,249+72.9% | Added |
| Nuveen Asset Management, LLC | 365,190 | $17.6M | 0.00% | +107,303+41.6% | Added |
| Raymond James & Associates | 386,614 | $18.7M | 0.01% | −115,277−23.0% | Reduced |
| Northern Trust Corp | 396,997 | $19.2M | 0.00% | +5,767+1.5% | Added |
| Eagle Asset Management Inc | 407,997 | $21.3M | 0.11% | +116,772+40.1% | Added |
| Invesco Ltd. | 634,001 | $30.6M | 0.01% | −79,976−11.2% | Reduced |
| JPMorgan Chase & Co | 640,940 | $30.9M | 0.00% | +145,270+29.3% | Added |
| Charles Schwab Investment Management Inc | 685,052 | $33.1M | 0.01% | −2,362−0.3% | Reduced |
| SG Capital Management LLC | 695,766 | $33.6M | 4.86% | +695,766 | New |
| Geode Capital Management, LLC | 881,708 | $42.6M | 0.00% | −2960.0% | Reduced |
| Palisade Capital Management LLC | 934,806 | $45.1M | 1.20% | −58,688−5.9% | Reduced |
| Morgan Stanley | 990,158 | $47.8M | 0.00% | +574,798+138.4% | Added |
| Burgundy Asset Management Ltd. | 1,010,248 | $48.7M | 0.48% | +22,636+2.3% | Added |
| William Blair Investment Management, LLC | 1,027,368 | $49.6M | 0.12% | −31,264−3.0% | Reduced |
| Ophir Asset Management Pty Ltd | 1,054,752 | $50.9M | 7.83% | +1,054,752 | New |
| Bank of New York Mellon Corp | 1,209,032 | $58.3M | 0.01% | −93,732−7.2% | Reduced |
| Schroder Investment Management Group | 1,353,844 | $65.3M | 0.07% | −46,310−3.3% | Reduced |
| Dimensional Fund Advisors LP | 1,655,628 | $79.9M | 0.02% | −268,870−14.0% | Reduced |
| State Street Corp | 1,688,156 | $81.5M | 0.00% | +113,631+7.2% | Added |
| Madison Avenue Partners, LP | 2,290,206 | $110.5M | 10.25% | +659,689+40.5% | Added |
| Clarkston Capital Partners, LLC | 3,283,331 | $158.4M | 2.91% | −116,511−3.4% | Reduced |
| Vanguard Group Inc | 5,297,064 | $255.6M | 0.00% | −70,521−1.3% | Reduced |
| BlackRock, Inc. | 6,175,159 | $298.0M | 0.01% | +6,175,159 | New |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −329,058−100.0% | Sold out |
| Scalar Gauge Management, LLC | 0 | $0 | 0.00% | −55,016−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −54,689−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −51,573−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −47,194−100.0% | Sold out |
| First Sabrepoint Capital Management LP | 0 | $0 | 0.00% | −42,775−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −30,580−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −27,842−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −22,372−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −21,956−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −20,774−100.0% | Sold out |
| Eisler Capital (US) LLC | 0 | $0 | 0.00% | −20,582−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −19,073−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −19,033−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −17,225−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −16,454−100.0% | Sold out |
| UniSuper Management Pty Ltd | 0 | $0 | 0.00% | −13,963−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −13,794−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −10,694−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −9,759−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −9,300−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −9,231−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −9,088−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −8,973−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −8,133−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −7,787−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −7,100−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −5,808−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −5,755−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −4,968−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −2,965−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −2,459−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −1,467−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,171−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −286−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −251−100.0% | Sold out |
| Cultivar Capital, Inc. | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| JJJ Advisors Inc. | – | – | – | – | Not filed |