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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 317 | $15.3K | 0.00% | +33+11.6% | Added |
| Ronald Blue Trust, Inc. | 349 | $14.2K | 0.00% | +89+34.2% | Added |
| Allworth Financial LP | 268 | $12.9K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 235 | $11.0K | 0.01% | +235 | New |
| Parkside Financial Bank & Trust | 213 | $10.3K | 0.00% | +90+73.2% | Added |
| Covestor Ltd | 218 | $10.0K | 0.01% | −50−18.7% | Reduced |
| Quest Partners LLC | 184 | $8.88K | 0.00% | −9,175−98.0% | Reduced |
| Parallel Advisors, LLC | 155 | $7.48K | 0.00% | +13+9.2% | Added |
| SRS Capital Advisors, Inc. | 138 | $6.66K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 128 | $6.18K | 0.00% | +37+40.7% | Added |
| Jones Financial Companies LLLP | 107 | $5.14K | 0.00% | +107 | New |
| Umb Bank N A | 103 | $4.97K | 0.00% | +58+128.9% | Added |
| Sterling Capital Management LLC | 79 | $3.81K | 0.00% | +79 | New |
| Capital Performance Advisors LLP | 65 | $3.14K | 0.00% | +65 | New |
| Bessemer Group Inc | 55 | $3.00K | 0.00% | +55 | New |
| Versant Capital Management, Inc | 61 | $2.94K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 61 | $2.94K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 60 | $2.90K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 40 | $1.93K | 0.00% | +30+300.0% | Added |
| Private Wealth Management Group, LLC | 39 | $1.88K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 33 | $1.59K | 0.00% | +1+3.1% | Added |
| Principal Securities, Inc. | 28 | $1.35K | 0.00% | +28 | New |
| Hemington Wealth Management | 21 | $1.00K | 0.00% | +21 | New |
| EverSource Wealth Advisors, LLC | 20 | $965 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20 | $965 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 17 | $820 | 0.00% | −160−90.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16 | $772 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 11 | $531 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 10 | $483 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $483 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 9 | $435 | 0.00% | −2−18.2% | Reduced |
| Massmutual Trust Co FSB | 8 | $386 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5 | $241 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4 | $193 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 3 | $145 | 0.00% | +3 | 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 |