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, Q1 2025
Institutional positions in John Wiley & Sons, Inc. as of Mar 31, 2025. 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
- 256
- +16 vs. Q4 2024
- Shares held
- 41.5M
- +378.2K (+0.9%) vs. Q4 2024
- Total value
- $1.85B
- +$51.1M (+2.8%) vs. Q4 2024
- New holders
- 45
- 81 more added
- Sold out
- 29
- 99 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding John Wiley & Sons, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,129,876 | $273.1M | 0.01% | −308,653−4.8% | Reduced |
| Vanguard Group Inc | 5,140,984 | $229.1M | 0.00% | −177,828−3.3% | Reduced |
| Clarkston Capital Partners, LLC | 3,053,500 | $136.1M | 2.68% | +4,618+0.2% | Added |
| Madison Avenue Partners, LP | 2,208,066 | $98.4M | 8.35% | +111,273+5.3% | Added |
| State Street Corp | 1,679,648 | $74.8M | 0.00% | −75,171−4.3% | Reduced |
| Schroder Investment Management Group | 1,584,777 | $70.6M | 0.07% | +596,375+60.3% | Added |
| Dimensional Fund Advisors LP | 1,522,892 | $67.9M | 0.02% | +15,698+1.0% | Added |
| SG Capital Management LLC | 1,397,338 | $62.3M | 6.26% | +449,977+47.5% | Added |
| Neuberger Berman Group LLC | 1,305,944 | $58.2M | 0.05% | +1,291,011+8,645.4% | Added |
| Morgan Stanley | 1,219,720 | $54.4M | 0.00% | +137,605+12.7% | Added |
| Brown Advisory Inc | 1,184,954 | $52.8M | 0.08% | +158,192+15.4% | Added |
| Ophir Asset Management Pty Ltd | 1,053,219 | $46.9M | 8.20% | −40,390−3.7% | Reduced |
| William Blair Investment Management, LLC | 1,006,818 | $44.9M | 0.13% | −46,217−4.4% | Reduced |
| Palisade Capital Management LLC | 980,042 | $43.7M | 1.25% | −6,983−0.7% | Reduced |
| Geode Capital Management, LLC | 935,930 | $41.7M | 0.00% | +18,334+2.0% | Added |
| Bank of New York Mellon Corp | 787,639 | $35.1M | 0.01% | −328,780−29.4% | Reduced |
| Raymond James Financial Inc | 736,356 | $32.8M | 0.01% | −62,447−7.8% | Reduced |
| Charles Schwab Investment Management Inc | 686,456 | $30.6M | 0.01% | −5,372−0.8% | Reduced |
| JPMorgan Chase & Co | 480,132 | $21.4M | 0.00% | −46,128−8.8% | Reduced |
| Northern Trust Corp | 439,419 | $19.6M | 0.00% | −853−0.2% | Reduced |
| Bank of America Corp | 311,725 | $13.9M | 0.00% | +222,715+250.2% | Added |
| New York State Common Retirement Fund | 299,229 | $13.3M | 0.02% | +1,409+0.5% | Added |
| Public Sector Pension Investment Board | 277,052 | $12.3M | 0.05% | +174,367+169.8% | Added |
| UBS Group AG | 251,863 | $11.2M | 0.00% | −59,854−19.2% | Reduced |
| Nuveen, LLC | 241,349 | $10.8M | 0.00% | +241,349 | New |
| Loomis Sayles & Co L P | 240,357 | $10.7M | 0.02% | −297−0.1% | Reduced |
| Principal Financial Group Inc | 222,972 | $9.94M | 0.01% | +5,901+2.7% | Added |
| Invesco Ltd. | 203,387 | $9.06M | 0.00% | −461,003−69.4% | Reduced |
| Ceredex Value Advisors LLC | 189,499 | $8.44M | 0.18% | −700−0.4% | Reduced |
| Westfield Capital Management Co LP | 186,014 | $8.29M | 0.04% | −8,899−4.6% | Reduced |
| Victory Capital Management Inc | 176,695 | $7.87M | 0.01% | +47,272+36.5% | Added |
| Goldman Sachs Group Inc | 165,789 | $7.39M | 0.00% | −4,017−2.4% | Reduced |
| ProShare Advisors LLC | 162,632 | $7.25M | 0.02% | −17,684−9.8% | Reduced |
| Allianz Asset Management GmbH | 161,681 | $7.20M | 0.01% | +39,710+32.6% | Added |
| Jane Street Group, LLC | 158,620 | $7.07M | 0.01% | +158,620 | New |
| Ameriprise Financial Inc | 158,347 | $7.06M | 0.00% | −5,703−3.5% | Reduced |
| FMR LLC | 156,972 | $6.99M | 0.00% | +144,462+1,154.8% | Added |
| Nordea Investment Management AB | 146,610 | $6.51M | 0.01% | −4,395−2.9% | Reduced |
| Qube Research & Technologies Ltd | 124,699 | $5.56M | 0.01% | −36,812−22.8% | Reduced |
| UBS Asset Management Americas Inc | 122,433 | $5.46M | 0.00% | +6,928+6.0% | Added |
| Legal & General Group Plc | 116,203 | $5.18M | 0.00% | −3,411−2.9% | Reduced |
| Rhumbline Advisers | 113,473 | $5.06M | 0.00% | −2,013−1.7% | Reduced |
| Citadel Advisors LLC | 107,944 | $4.81M | 0.00% | −11,544−9.7% | Reduced |
| D. E. Shaw & Co., Inc. | 106,190 | $4.73M | 0.01% | −114,254−51.8% | Reduced |
| American Century Companies Inc | 102,777 | $4.58M | 0.00% | +7,238+7.6% | Added |
| Intrinsic Edge Capital Management LLC | 101,013 | $4.50M | 0.94% | −49,069−32.7% | Reduced |
| Kendall Capital Management | 84,617 | $3.77M | 1.11% | +7,220+9.3% | Added |
| Wells Fargo & Company | 83,043 | $3.70M | 0.00% | −33,644−28.8% | Reduced |
| Swiss National Bank | 83,000 | $3.70M | 0.00% | −1,300−1.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 81,660 | $3.64M | 0.06% | −54,344−40.0% | Reduced |
| State of Alaska, Department of Revenue | 71,852 | $3.20M | 0.04% | −665−0.9% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 70,600 | $3.15M | 0.01% | +70,600 | New |
| Spears Abacus Advisors LLC | 68,771 | $3.06M | 0.07% | 00.0% | Unchanged |
| HRT Financial LP | 68,084 | $3.03M | 0.02% | +68,084 | New |
| Consolidated Planning Corp | 67,021 | $2.99M | 0.41% | +56,947+565.3% | Added |
| Norges Bank | 63,346 | $2.82M | 0.00% | −9,890−13.5% | Reduced |
| Seizert Capital Partners, LLC | 63,181 | $2.82M | 0.13% | −277−0.4% | Reduced |
| Barclays PLC | 61,644 | $2.75M | 0.00% | −23,952−28.0% | Reduced |
| Atom Investors LP | 59,091 | $2.63M | 0.32% | −1,181−2.0% | Reduced |
| Marshall Wace, LLP | 58,332 | $2.60M | 0.00% | +46,563+395.6% | Added |
| Clark Estates Inc | 57,252 | $2.55M | 0.54% | −21,861−27.6% | Reduced |
| Citigroup Inc | 56,498 | $2.52M | 0.00% | −503−0.9% | Reduced |
| Thrivent Financial for Lutherans | 55,590 | $2.48M | 0.01% | +23,644+74.0% | Added |
| Jacobs Levy Equity Management, Inc | 52,742 | $2.35M | 0.01% | −74,170−58.4% | Reduced |
| New York State Teachers Retirement System | 50,081 | $2.23M | 0.01% | −6,621−11.7% | Reduced |
| Susquehanna International Group, LLP | 48,869 | $2.18M | 0.00% | +3,265+7.2% | Added |
| Great West Life Assurance Co | 48,619 | $2.17M | 0.00% | −3,579−6.9% | Reduced |
| First Trust Advisors LP | 45,800 | $2.04M | 0.00% | −32,820−41.7% | Reduced |
| Edgestream Partners, L.P. | 43,208 | $1.93M | 0.07% | −43,713−50.3% | Reduced |
| Intech Investment Management LLC | 43,058 | $1.92M | 0.02% | −97,027−69.3% | Reduced |
| Alliancebernstein L.P. | 41,088 | $1.83M | 0.00% | +2,020+5.2% | Added |
| Prudential Financial Inc | 40,250 | $1.79M | 0.00% | −1,820−4.3% | Reduced |
| California State Teachers Retirement System | 40,006 | $1.78M | 0.00% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 39,140 | $1.74M | 0.03% | +39,140 | New |
| Martin & Co Inc | 38,189 | $1.70M | 0.33% | +1,191+3.2% | Added |
| Cardinal Capital Management | 38,155 | $1.70M | 0.26% | +3,152+9.0% | Added |
| O'Shaughnessy Asset Management, LLC | 36,911 | $1.64M | 0.01% | +433+1.2% | Added |
| Uncommon Cents Investing LLC | 35,840 | $1.60M | 0.47% | −605−1.7% | Reduced |
| Verition Fund Management LLC | 35,351 | $1.58M | 0.01% | +27,041+325.4% | Added |
| Wedge Capital Management L L P | 35,106 | $1.56M | 0.03% | +7,433+26.9% | Added |
| Jump Financial, LLC | 35,014 | $1.56M | 0.02% | +35,014 | New |
| SEI Investments Co | 34,859 | $1.55M | 0.00% | +6,795+24.2% | Added |
| Caldwell Sutter Capital, Inc. | 33,936 | $1.51M | 0.72% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 33,568 | $1.50M | 0.00% | +1,047+3.2% | Added |
| Deutsche Bank AG | 30,085 | $1.34M | 0.00% | −3,089−9.3% | Reduced |
| Russell Investments Group, Ltd. | 27,427 | $1.22M | 0.00% | −1,955−6.7% | Reduced |
| Franklin Resources Inc | 26,607 | $1.19M | 0.00% | +1,395+5.5% | Added |
| Picton Mahoney Asset Management | 24,931 | $1.11M | 0.04% | +24,931 | New |
| Ensign Peak Advisors, Inc | 24,590 | $1.10M | 0.00% | 00.0% | Unchanged |
| Magnetar Financial LLC | 24,422 | $1.09M | 0.01% | +8,245+51.0% | Added |
| Comerica Bank | 24,392 | $1.09M | 0.00% | +138+0.6% | Added |
| Royal Bank of Canada | 24,305 | $1.08M | 0.00% | +2,897+13.5% | Added |
| MetLife Investment Management | 23,637 | $1.05M | 0.01% | −363−1.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 23,407 | $1.04M | 0.00% | +707+3.1% | Added |
| Advisors Asset Management, Inc. | 22,829 | $1.02M | 0.02% | −72,404−76.0% | Reduced |
| Toroso Investments, LLC | 22,782 | $1.02M | 0.01% | −238−1.0% | Reduced |
| Manufacturers Life Insurance Company, The | 22,255 | $991.7K | 0.00% | +1,568+7.6% | Added |
| Millennium Management LLC | 22,200 | $989.2K | 0.00% | −15,151−40.6% | Reduced |
| Los Angeles Capital Management LLC | 21,711 | $967.4K | 0.00% | +21,711 | New |
| Corebridge Financial, Inc. | 20,594 | $917.7K | 0.01% | −700−3.3% | Reduced |