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 |
|---|---|---|---|---|---|
| Capital A Wealth Management, LLC | 2 | $87 | 0.00% | +2 | New |
| IFP Advisors, Inc | 0 | $131 | 0.00% | 0 | New |
| Global Financial Private Client, LLC | 3 | $131 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 3 | $131 | 0.00% | +3 | New |
| Manchester Capital Management LLC | 4 | $175 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5 | $219 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 8 | $350 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 10 | $437 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $438 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 11 | $481 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $481 | 0.00% | +2+22.2% | Added |
| Hexagon Capital Partners LLC | 11 | $481 | 0.00% | +11 | New |
| Rothschild Investment LLC | 15 | $656 | 0.00% | −25−62.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16 | $699 | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 16 | $700 | 0.00% | +16 | New |
| Farther Finance Advisors, LLC | 17 | $743 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20 | $874 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 30 | $1.00K | 0.00% | +9+42.9% | Added |
| SBI Securities Co., Ltd. | 26 | $1.14K | 0.00% | +26 | New |
| Principal Securities, Inc. | 28 | $1.22K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 30 | $1.29K | 0.00% | −238−88.8% | Reduced |
| JFS Wealth Advisors, LLC | 33 | $1.44K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 36 | $1.57K | 0.00% | +16+80.0% | Added |
| Private Wealth Management Group, LLC | 39 | $1.71K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 54 | $2.36K | 0.00% | +54 | New |
| Quadrant Capital Group LLC | 60 | $2.62K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 61 | $2.67K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 69 | $3.02K | 0.00% | +69 | New |
| Quest 10 Wealth Builders, Inc. | 85 | $3.71K | 0.00% | +85 | New |
| Umb Bank N A | 103 | $4.50K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 143 | $6.00K | 0.00% | +88+160.0% | Added |
| SRS Capital Advisors, Inc. | 138 | $6.03K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 147 | $6.43K | 0.00% | −8−5.2% | Reduced |
| Quarry LP | 161 | $7.04K | 0.00% | +161 | New |
| Jones Financial Companies LLLP | 173 | $7.56K | 0.00% | +66+61.7% | Added |
| Millstone Evans Group, LLC | 184 | $8.04K | 0.01% | +184 | New |
| Steward Partners Investment Advisory, LLC | 201 | $8.79K | 0.00% | −184−47.8% | Reduced |
| Versant Capital Management, Inc | 201 | $8.79K | 0.00% | +140+229.5% | Added |
| Aster Capital Management (DIFC) Ltd | 203 | $8.87K | 0.00% | −271−57.2% | Reduced |
| Covestor Ltd | 207 | $9.00K | 0.01% | −11−5.0% | Reduced |
| Fifth Third Bancorp | 256 | $11.2K | 0.00% | −61−19.2% | Reduced |
| Parkside Financial Bank & Trust | 315 | $13.8K | 0.00% | +102+47.9% | Added |
| Clearstead Advisors, LLC | 344 | $15.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 381 | $16.6K | 0.00% | +24+6.7% | Added |
| First Horizon Advisors, Inc. | 402 | $17.6K | 0.00% | −7−1.7% | Reduced |
| Bryn Mawr Trust Co | 500 | $21.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 536 | $23.4K | 0.00% | −4,132−88.5% | Reduced |
| Sterling Capital Management LLC | 621 | $27.1K | 0.00% | +542+686.1% | Added |
| Aquatic Capital Management LLC | 771 | $33.7K | 0.00% | +771 | New |
| Global Retirement Partners, LLC | 775 | $33.9K | 0.00% | −6−0.8% | Reduced |
| Public Employees Retirement System of Ohio | 962 | $42.0K | 0.00% | −172−15.2% | Reduced |
| State of Wyoming | 1,050 | $45.9K | 0.01% | +1,050 | New |
| GAMMA Investing LLC | 1,152 | $50.4K | 0.00% | −35−2.9% | Reduced |
| Harbor Capital Advisors, Inc. | 1,326 | $58.0K | 0.00% | +148+12.6% | Added |
| Shell Asset Management Co | 1,692 | $74.0K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 2,100 | $91.8K | 0.04% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2,564 | $112.1K | 0.01% | +2,564 | New |
| Vestcor Inc | 3,441 | $150.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 3,464 | $151.0K | 0.02% | +603+21.1% | Added |
| Nisa Investment Advisors, LLC | 3,428 | $151.0K | 0.00% | +3,300+2,578.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 3,700 | $161.2K | 0.00% | +350+10.4% | Added |
| Ameritas Investment Partners, Inc. | 4,175 | $182.5K | 0.01% | +645+18.3% | Added |
| Trajan Wealth LLC | 4,638 | $202.7K | 0.01% | −281−5.7% | Reduced |
| Public Employees Retirement Association of Colorado | 4,682 | $205.0K | 0.00% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 4,700 | $205.4K | 0.04% | −75−1.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 4,785 | $209.2K | 0.00% | +4,785 | New |
| The PNC Financial Services Group, Inc. | 4,816 | $210.5K | 0.00% | +26+0.5% | Added |
| Contravisory Investment Management, Inc. | 4,890 | $213.7K | 0.05% | 00.0% | Unchanged |
| Berry Wealth Group, LP | 4,991 | $218.2K | 0.16% | +255+5.4% | Added |
| Evercore Wealth Management, LLC | 5,060 | $221.2K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 5,079 | $222.0K | 0.00% | −7,736−60.4% | Reduced |
| Abel Hall, LLC | 5,354 | $234.0K | 0.15% | +8+0.1% | Added |
| Penbrook Management LLC | 5,500 | $240.4K | 0.16% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 5,739 | $250.9K | 0.19% | +5,739 | New |
| Twinbeech Capital LP | 5,836 | $255.1K | 0.00% | +5,836 | New |
| Commonwealth Equity Services, LLC | 6,033 | $264.0K | 0.00% | −194−3.1% | Reduced |
| New Age Alpha Advisors, LLC | 6,049 | $264.4K | 0.01% | +6,049 | New |
| Stifel Financial Corp | 6,149 | $268.8K | 0.00% | −16−0.3% | Reduced |
| Mutual of America Capital Management LLC | 6,245 | $273.0K | 0.00% | +44+0.7% | Added |
| Pictet Asset Management Holding SA | 6,381 | $278.9K | 0.00% | +1,009+18.8% | Added |
| Bokf, NA | 6,637 | $279.4K | 0.00% | +71+1.1% | Added |
| Oppenheimer & Co Inc | 6,487 | $283.5K | 0.00% | +567+9.6% | Added |
| Gotham Asset Management, LLC | 6,560 | $286.7K | 0.00% | +1,097+20.1% | Added |
| Crestline Management, LP | 6,801 | $297.3K | 0.01% | +6,801 | New |
| Petrus Trust Company, LTA | 6,975 | $304.9K | 0.03% | +6,975 | New |
| Code Waechter LLC | 7,076 | $309.3K | 0.27% | −551−7.2% | Reduced |
| AE Wealth Management LLC | 7,113 | $310.9K | 0.00% | +7,113 | New |
| HSBC Holdings PLC | 7,349 | $322.1K | 0.00% | +257+3.6% | Added |
| Verdence Capital Advisors LLC | 7,669 | $335.2K | 0.03% | +52+0.7% | Added |
| Klingenstein Fields & Co LP | 7,909 | $345.7K | 0.01% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 8,200 | $360.9K | 0.00% | +8,200 | New |
| Police & Firemen's Retirement System of New Jersey | 8,264 | $361.2K | 0.00% | +8,264 | New |
| Verition Fund Management LLC | 8,310 | $363.2K | 0.00% | +3,306+66.1% | Added |
| Cornercap Investment Counsel Inc | 8,391 | $366.8K | 0.12% | −2,609−23.7% | Reduced |
| Teacher Retirement System of Texas | 8,566 | $374.0K | 0.00% | +3,961+86.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,801 | $384.7K | 0.00% | −11−0.1% | Reduced |
| KBC Group NV | 9,074 | $397.0K | 0.00% | +682+8.1% | Added |
| US Bancorp | 9,102 | $397.8K | 0.00% | −1,780−16.4% | Reduced |
| Cerity Partners LLC | 8,579 | $412.4K | 0.00% | −7,181−45.6% | Reduced |
| Oregon Public Employees Retirement Fund | 9,739 | $425.7K | 0.01% | −40.0% | Reduced |