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 |
|---|---|---|---|---|---|
| Citadel Advisors LLC | 119,488 | $5.22M | 0.00% | −5,088−4.1% | Reduced |
| Legal & General Group Plc | 119,614 | $5.23M | 0.00% | +2,991+2.6% | Added |
| Allianz Asset Management GmbH | 121,971 | $5.33M | 0.01% | +30,534+33.4% | Added |
| Jacobs Levy Equity Management, Inc | 126,912 | $5.55M | 0.02% | −48,880−27.8% | Reduced |
| Victory Capital Management Inc | 129,423 | $5.66M | 0.01% | +93,661+261.9% | Added |
| Thompson Siegel & Walmsley LLC | 136,004 | $5.95M | 0.09% | −67,454−33.2% | Reduced |
| Intech Investment Management LLC | 140,085 | $6.12M | 0.06% | +128,841+1,145.9% | Added |
| Intrinsic Edge Capital Management LLC | 150,082 | $6.56M | 0.89% | +30,082+25.1% | Added |
| Nordea Investment Management AB | 151,005 | $6.65M | 0.01% | +11,340+8.1% | Added |
| Qube Research & Technologies Ltd | 161,511 | $7.06M | 0.01% | +50,095+45.0% | Added |
| Ameriprise Financial Inc | 164,050 | $7.17M | 0.00% | −15,003−8.4% | Reduced |
| River & Mercantile Asset Management LLP | 164,001 | $7.17M | 1.39% | +164,001 | New |
| Goldman Sachs Group Inc | 169,806 | $7.42M | 0.00% | −62,531−26.9% | Reduced |
| ProShare Advisors LLC | 180,316 | $7.88M | 0.02% | −157,054−46.6% | Reduced |
| Ceredex Value Advisors LLC | 190,199 | $8.31M | 0.17% | −27,400−12.6% | Reduced |
| Westfield Capital Management Co LP | 194,913 | $8.52M | 0.04% | −6,854−3.4% | Reduced |
| Principal Financial Group Inc | 217,071 | $9.49M | 0.01% | +7,887+3.8% | Added |
| D. E. Shaw & Co., Inc. | 220,444 | $9.64M | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 240,654 | $10.5M | 0.01% | +34,373+16.7% | Added |
| New York State Common Retirement Fund | 297,820 | $13.0M | 0.02% | +20,644+7.4% | Added |
| Nuveen Asset Management, LLC | 305,704 | $13.4M | 0.00% | −59,486−16.3% | Reduced |
| UBS Group AG | 311,717 | $13.6M | 0.00% | +195,671+168.6% | Added |
| Alta Fox Capital Management, LLC | 347,047 | $15.2M | 5.40% | +219,349+171.8% | Added |
| Northern Trust Corp | 440,272 | $19.2M | 0.00% | +43,275+10.9% | Added |
| JPMorgan Chase & Co | 526,260 | $23.0M | 0.00% | −114,680−17.9% | Reduced |
| Invesco Ltd. | 664,390 | $29.0M | 0.01% | +30,389+4.8% | Added |
| Charles Schwab Investment Management Inc | 691,828 | $30.2M | 0.01% | +6,776+1.0% | Added |
| Raymond James Financial Inc | 798,803 | $34.9M | 0.01% | +798,803 | New |
| Geode Capital Management, LLC | 917,596 | $40.1M | 0.00% | +35,888+4.1% | Added |
| SG Capital Management LLC | 947,361 | $41.4M | 4.56% | +251,595+36.2% | Added |
| Palisade Capital Management LLC | 987,025 | $43.1M | 1.15% | +52,219+5.6% | Added |
| Schroder Investment Management Group | 988,402 | $43.2M | 0.04% | −365,442−27.0% | Reduced |
| Brown Advisory Inc | 1,026,762 | $44.9M | 0.06% | +1,026,762 | New |
| Burgundy Asset Management Ltd. | 1,027,831 | $44.9M | 0.45% | +17,583+1.7% | Added |
| William Blair Investment Management, LLC | 1,053,035 | $46.0M | 0.11% | +25,667+2.5% | Added |
| Morgan Stanley | 1,082,115 | $47.3M | 0.00% | +91,957+9.3% | Added |
| Ophir Asset Management Pty Ltd | 1,093,609 | $47.8M | 7.12% | +38,857+3.7% | Added |
| Bank of New York Mellon Corp | 1,116,419 | $48.8M | 0.01% | −92,613−7.7% | Reduced |
| Dimensional Fund Advisors LP | 1,507,194 | $65.9M | 0.02% | −148,434−9.0% | Reduced |
| State Street Corp | 1,754,819 | $77.3M | 0.00% | +66,663+3.9% | Added |
| Madison Avenue Partners, LP | 2,096,793 | $91.7M | 9.70% | −193,413−8.4% | Reduced |
| Clarkston Capital Partners, LLC | 3,048,882 | $133.3M | 2.55% | −234,449−7.1% | Reduced |
| Vanguard Group Inc | 5,318,812 | $232.5M | 0.00% | +21,748+0.4% | Added |
| BlackRock, Inc. | 6,438,529 | $281.4M | 0.01% | +263,370+4.3% | Added |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −59,274−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −24,657−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −22,246−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −18,960−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −16,177−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −13,800−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −12,518−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −11,288−100.0% | Sold out |
| Penn Mutual Asset Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −9,702−100.0% | Sold out |
| Hunter Perkins Capital Management, LLC | 0 | $0 | 0.00% | −8,495−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −7,180−100.0% | Sold out |
| Ghe, LLC | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −4,662−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −4,189−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −2,634−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −985−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −431−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −349−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −235−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −184−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Eagle Asset Management Inc | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| FinTrust Capital Advisors, LLC | – | – | – | – | Not filed |