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, Q4 2024
Institutional positions in John Wiley & Sons, Inc. as of Dec 31, 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
- 244
- +14 vs. Q3 2024
- Shares held
- 41.7M
- +1.91M (+4.8%) vs. Q3 2024
- Total value
- $1.82B
- −$96.6M (−5.0%) vs. Q3 2024
- New holders
- 39
- 85 more added
- Sold out
- 25
- 82 more reduced
5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding John Wiley & Sons, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,438,529 | $281.4M | 0.01% | +263,370+4.3% | Added |
| Vanguard Group Inc | 5,318,812 | $232.5M | 0.00% | +21,748+0.4% | Added |
| Clarkston Capital Partners, LLC | 3,048,882 | $133.3M | 2.55% | −234,449−7.1% | Reduced |
| Madison Avenue Partners, LP | 2,096,793 | $91.7M | 9.70% | −193,413−8.4% | Reduced |
| State Street Corp | 1,754,819 | $77.3M | 0.00% | +66,663+3.9% | Added |
| Dimensional Fund Advisors LP | 1,507,194 | $65.9M | 0.02% | −148,434−9.0% | Reduced |
| Bank of New York Mellon Corp | 1,116,419 | $48.8M | 0.01% | −92,613−7.7% | Reduced |
| Ophir Asset Management Pty Ltd | 1,093,609 | $47.8M | 7.12% | +38,857+3.7% | Added |
| Morgan Stanley | 1,082,115 | $47.3M | 0.00% | +91,957+9.3% | Added |
| William Blair Investment Management, LLC | 1,053,035 | $46.0M | 0.11% | +25,667+2.5% | Added |
| Burgundy Asset Management Ltd. | 1,027,831 | $44.9M | 0.45% | +17,583+1.7% | Added |
| Brown Advisory Inc | 1,026,762 | $44.9M | 0.06% | +1,026,762 | New |
| Schroder Investment Management Group | 988,402 | $43.2M | 0.04% | −365,442−27.0% | Reduced |
| Palisade Capital Management LLC | 987,025 | $43.1M | 1.15% | +52,219+5.6% | Added |
| SG Capital Management LLC | 947,361 | $41.4M | 4.56% | +251,595+36.2% | Added |
| Geode Capital Management, LLC | 917,596 | $40.1M | 0.00% | +35,888+4.1% | Added |
| Raymond James Financial Inc | 798,803 | $34.9M | 0.01% | +798,803 | New |
| Charles Schwab Investment Management Inc | 691,828 | $30.2M | 0.01% | +6,776+1.0% | Added |
| Invesco Ltd. | 664,390 | $29.0M | 0.01% | +30,389+4.8% | Added |
| JPMorgan Chase & Co | 526,260 | $23.0M | 0.00% | −114,680−17.9% | Reduced |
| Northern Trust Corp | 440,272 | $19.2M | 0.00% | +43,275+10.9% | Added |
| Alta Fox Capital Management, LLC | 347,047 | $15.2M | 5.40% | +219,349+171.8% | Added |
| UBS Group AG | 311,717 | $13.6M | 0.00% | +195,671+168.6% | Added |
| Nuveen Asset Management, LLC | 305,704 | $13.4M | 0.00% | −59,486−16.3% | Reduced |
| New York State Common Retirement Fund | 297,820 | $13.0M | 0.02% | +20,644+7.4% | Added |
| Loomis Sayles & Co L P | 240,654 | $10.5M | 0.01% | +34,373+16.7% | Added |
| D. E. Shaw & Co., Inc. | 220,444 | $9.64M | 0.01% | 00.0% | Unchanged |
| Principal Financial Group Inc | 217,071 | $9.49M | 0.01% | +7,887+3.8% | Added |
| Westfield Capital Management Co LP | 194,913 | $8.52M | 0.04% | −6,854−3.4% | Reduced |
| Ceredex Value Advisors LLC | 190,199 | $8.31M | 0.17% | −27,400−12.6% | Reduced |
| ProShare Advisors LLC | 180,316 | $7.88M | 0.02% | −157,054−46.6% | Reduced |
| Goldman Sachs Group Inc | 169,806 | $7.42M | 0.00% | −62,531−26.9% | Reduced |
| River & Mercantile Asset Management LLP | 164,001 | $7.17M | 1.39% | +164,001 | New |
| Ameriprise Financial Inc | 164,050 | $7.17M | 0.00% | −15,003−8.4% | Reduced |
| Qube Research & Technologies Ltd | 161,511 | $7.06M | 0.01% | +50,095+45.0% | Added |
| Nordea Investment Management AB | 151,005 | $6.65M | 0.01% | +11,340+8.1% | Added |
| Intrinsic Edge Capital Management LLC | 150,082 | $6.56M | 0.89% | +30,082+25.1% | Added |
| Intech Investment Management LLC | 140,085 | $6.12M | 0.06% | +128,841+1,145.9% | Added |
| Thompson Siegel & Walmsley LLC | 136,004 | $5.95M | 0.09% | −67,454−33.2% | Reduced |
| Victory Capital Management Inc | 129,423 | $5.66M | 0.01% | +93,661+261.9% | Added |
| Jacobs Levy Equity Management, Inc | 126,912 | $5.55M | 0.02% | −48,880−27.8% | Reduced |
| Allianz Asset Management GmbH | 121,971 | $5.33M | 0.01% | +30,534+33.4% | Added |
| Legal & General Group Plc | 119,614 | $5.23M | 0.00% | +2,991+2.6% | Added |
| Citadel Advisors LLC | 119,488 | $5.22M | 0.00% | −5,088−4.1% | Reduced |
| Wells Fargo & Company | 116,687 | $5.10M | 0.00% | +38,341+48.9% | Added |
| UBS Asset Management Americas Inc | 115,505 | $5.05M | 0.00% | +17,221+17.5% | Added |
| Rhumbline Advisers | 115,486 | $5.05M | 0.00% | −704−0.6% | Reduced |
| Public Sector Pension Investment Board | 102,685 | $4.49M | 0.02% | +15,235+17.4% | Added |
| American Century Companies Inc | 95,539 | $4.18M | 0.00% | +12,115+14.5% | Added |
| Advisors Asset Management, Inc. | 95,233 | $4.16M | 0.08% | −53,794−36.1% | Reduced |
| Bank of America Corp | 89,010 | $3.89M | 0.00% | −94,096−51.4% | Reduced |
| Edgestream Partners, L.P. | 86,921 | $3.80M | 0.16% | +53,233+158.0% | Added |
| Barclays PLC | 85,596 | $3.74M | 0.00% | +16,542+24.0% | Added |
| Swiss National Bank | 84,300 | $3.68M | 0.00% | 00.0% | Unchanged |
| Clark Estates Inc | 79,113 | $3.46M | 0.67% | −9,587−10.8% | Reduced |
| First Trust Advisors LP | 78,620 | $3.44M | 0.00% | +78,620 | New |
| Kendall Capital Management | 77,397 | $3.38M | 0.99% | +10,810+16.2% | Added |
| Norges Bank | 73,236 | $3.20M | 0.00% | −20,510−21.9% | Reduced |
| State of Alaska, Department of Revenue | 72,517 | $3.17M | 0.04% | −140−0.2% | Reduced |
| Spears Abacus Advisors LLC | 68,771 | $3.01M | 0.06% | 00.0% | Unchanged |
| Access Investment Management LLC | 67,325 | $2.94M | 0.85% | +455+0.7% | Added |
| Seizert Capital Partners, LLC | 63,458 | $2.77M | 0.13% | −32,237−33.7% | Reduced |
| D.A. Davidson & Co. | 61,858 | $2.70M | 0.02% | +17,630+39.9% | Added |
| Atom Investors LP | 60,272 | $2.63M | 0.33% | −887−1.5% | Reduced |
| Citigroup Inc | 57,001 | $2.49M | 0.00% | +10,004+21.3% | Added |
| New York State Teachers Retirement System | 56,702 | $2.48M | 0.01% | −2,900−4.9% | Reduced |
| Great West Life Assurance Co | 52,198 | $2.28M | 0.00% | −3,096−5.6% | Reduced |
| Susquehanna International Group, LLP | 45,604 | $1.99M | 0.00% | +37,199+442.6% | Added |
| Prudential Financial Inc | 42,070 | $1.84M | 0.00% | −8,930−17.5% | Reduced |
| California State Teachers Retirement System | 40,006 | $1.75M | 0.00% | −312−0.8% | Reduced |
| Alliancebernstein L.P. | 39,068 | $1.71M | 0.00% | −2,900−6.9% | Reduced |
| Millennium Management LLC | 37,351 | $1.63M | 0.00% | −63,122−62.8% | Reduced |
| Martin & Co Inc | 36,998 | $1.62M | 0.40% | −1,843−4.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 36,478 | $1.59M | 0.01% | +1,969+5.7% | Added |
| Uncommon Cents Investing LLC | 36,445 | $1.59M | 0.47% | −1,015−2.7% | Reduced |
| Jefferies Financial Group Inc. | 35,716 | $1.56M | 0.02% | +35,716 | New |
| Cardinal Capital Management | 35,003 | $1.54M | 0.24% | +1,696+5.1% | Added |
| Caldwell Sutter Capital, Inc. | 33,936 | $1.48M | 0.69% | 00.0% | Unchanged |
| Deutsche Bank AG | 33,174 | $1.45M | 0.00% | +11,839+55.5% | Added |
| Renaissance Technologies LLC | 32,900 | $1.44M | 0.00% | −50,200−60.4% | Reduced |
| Price T Rowe Associates Inc | 32,521 | $1.42M | 0.00% | +3,424+11.8% | Added |
| Thrivent Financial for Lutherans | 31,946 | $1.40M | 0.00% | −509−1.6% | Reduced |
| Russell Investments Group, Ltd. | 29,382 | $1.28M | 0.00% | −4,178−12.4% | Reduced |
| SEI Investments Co | 28,064 | $1.23M | 0.00% | +2,392+9.3% | Added |
| Wedge Capital Management L L P | 27,673 | $1.21M | 0.02% | −3,624−11.6% | Reduced |
| Engineers Gate Manager LP | 25,977 | $1.14M | 0.02% | −5,492−17.5% | Reduced |
| Franklin Resources Inc | 25,212 | $1.10M | 0.00% | +20+0.1% | Added |
| Illinois Municipal Retirement Fund | 24,637 | $1.08M | 0.02% | +209+0.9% | Added |
| Ensign Peak Advisors, Inc | 24,590 | $1.07M | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 24,254 | $1.06M | 0.00% | −1,100−4.3% | Reduced |
| MetLife Investment Management | 24,000 | $1.05M | 0.01% | +3,309+16.0% | Added |
| Royce & Associates LP | 23,646 | $1.03M | 0.01% | −9,361−28.4% | Reduced |
| ExodusPoint Capital Management, LP | 23,625 | $1.03M | 0.01% | +23,625 | New |
| Toroso Investments, LLC | 23,020 | $1.01M | 0.01% | −672−2.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 22,700 | $992.2K | 0.00% | +2,975+15.1% | Added |
| Envestnet Asset Management Inc | 21,470 | $938.5K | 0.00% | −495−2.3% | Reduced |
| Royal Bank of Canada | 21,408 | $936.0K | 0.00% | −1,662−7.2% | Reduced |
| Corebridge Financial, Inc. | 21,294 | $930.8K | 0.01% | +394+1.9% | Added |
| CWM, LLC | 21,056 | $920.0K | 0.00% | −1,524−6.7% | Reduced |
| Manufacturers Life Insurance Company, The | 20,687 | $904.2K | 0.00% | −451−2.1% | Reduced |