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 |
|---|---|---|---|---|---|
| Bay Harbor Wealth Management, LLC | 1 | $44 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $45 | 0.00% | −2−66.7% | Reduced |
| True Wealth Design, LLC | 1 | $45 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 2 | $90 | 0.00% | +2 | New |
| IFP Advisors, Inc | 0 | $134 | 0.00% | 0 | Unchanged |
| Abound Wealth Management | 3 | $134 | 0.00% | +3 | New |
| Manchester Capital Management LLC | 4 | $179 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5 | $223 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 9 | $401 | 0.00% | +6+200.0% | Added |
| Allworth Financial LP | 10 | $437 | 0.00% | −20−66.7% | Reduced |
| Lindbrook Capital, LLC | 10 | $446 | 0.00% | −1−9.1% | Reduced |
| Creative Financial Designs Inc | 10 | $446 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 10 | $446 | 0.00% | +10 | New |
| CVA Family Office, LLC | 11 | $490 | 0.00% | +11 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $535 | 0.00% | +1+9.1% | Added |
| Hexagon Capital Partners LLC | 14 | $624 | 0.00% | +3+27.3% | Added |
| SJS Investment Consulting Inc. | 14 | $624 | 0.00% | +4+40.0% | Added |
| Farmers & Merchants Investments Inc | 20 | $891 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 21 | $936 | 0.00% | −117−84.8% | Reduced |
| SBI Securities Co., Ltd. | 24 | $1.07K | 0.00% | −2−7.7% | Reduced |
| Federated Hermes, Inc. | 25 | $1.11K | 0.00% | −44−63.8% | Reduced |
| Principal Securities, Inc. | 28 | $1.22K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 35 | $1.56K | 0.00% | +2+6.1% | Added |
| Private Wealth Management Group, LLC | 39 | $1.74K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 39 | $1.74K | 0.00% | +31+387.5% | Added |
| Hemington Wealth Management | 63 | $2.00K | 0.00% | +33+110.0% | Added |
| Quarry LP | 48 | $2.14K | 0.00% | −113−70.2% | Reduced |
| Farther Finance Advisors, LLC | 49 | $2.21K | 0.00% | +32+188.2% | Added |
| WPG Advisers, LLC | 54 | $2.41K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 55 | $2.45K | 0.00% | +40+266.7% | Added |
| Red Tortoise LLC | 61 | $2.72K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 62 | $2.76K | 0.00% | +62 | New |
| Umb Bank N A | 69 | $3.08K | 0.00% | −34−33.0% | Reduced |
| Coldstream Capital Management Inc | 78 | $3.48K | 0.00% | +78 | New |
| Quest 10 Wealth Builders, Inc. | 85 | $3.79K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 90 | $4.00K | 0.00% | +90 | New |
| EverSource Wealth Advisors, LLC | 91 | $4.05K | 0.00% | +55+152.8% | Added |
| Optiver Holding B.V. | 110 | $4.90K | 0.00% | +110 | New |
| Parallel Advisors, LLC | 142 | $6.33K | 0.00% | −5−3.4% | Reduced |
| Jones Financial Companies LLLP | 192 | $8.53K | 0.00% | +19+11.0% | Added |
| Skopos Labs, Inc. | 197 | $8.78K | 0.00% | +197 | New |
| Steward Partners Investment Advisory, LLC | 201 | $8.96K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 217 | $9.00K | 0.01% | +10+4.8% | Added |
| Versant Capital Management, Inc | 248 | $11.1K | 0.00% | +47+23.4% | Added |
| Fifth Third Bancorp | 301 | $13.4K | 0.00% | +45+17.6% | Added |
| First Horizon Advisors, Inc. | 320 | $14.3K | 0.00% | −82−20.4% | Reduced |
| Parkside Financial Bank & Trust | 335 | $14.9K | 0.00% | +20+6.3% | Added |
| Clearstead Advisors, LLC | 344 | $15.3K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 345 | $15.4K | 0.00% | −276−44.4% | Reduced |
| Nisa Investment Advisors, LLC | 471 | $21.0K | 0.00% | −2,957−86.3% | Reduced |
| Bessemer Group Inc | 472 | $21.0K | 0.00% | +329+230.1% | Added |
| Millstone Evans Group, LLC | 473 | $21.1K | 0.01% | +289+157.1% | Added |
| Bryn Mawr Trust Co | 500 | $22.3K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 540 | $24.1K | 0.00% | +540 | New |
| Advisor Group Holdings, Inc. | 547 | $24.4K | 0.00% | +166+43.6% | Added |
| Kestra Investment Management, LLC | 569 | $25.4K | 0.00% | +569 | New |
| Quadrant Capital Group LLC | 602 | $26.8K | 0.00% | +542+903.3% | Added |
| Aster Capital Management (DIFC) Ltd | 728 | $29.0K | 0.01% | +525+258.6% | Added |
| Northwestern Mutual Wealth Management Co | 654 | $29.1K | 0.00% | +654 | New |
| Public Employees Retirement System of Ohio | 1,021 | $45.5K | 0.00% | +59+6.1% | Added |
| State of Wyoming | 1,298 | $57.8K | 0.01% | +248+23.6% | Added |
| Tower Research Capital LLC (TRC) | 1,349 | $60.1K | 0.00% | +813+151.7% | Added |
| Acadian Asset Management LLC | 1,474 | $65.0K | 0.00% | +1,474 | New |
| GAMMA Investing LLC | 1,564 | $69.7K | 0.01% | +412+35.8% | Added |
| Shell Asset Management Co | 1,624 | $72.0K | 0.00% | −68−4.0% | Reduced |
| Harbor Capital Advisors, Inc. | 1,827 | $81.0K | 0.00% | +501+37.8% | Added |
| Adirondack Trust Co | 2,100 | $93.6K | 0.04% | 00.0% | Unchanged |
| KBC Group NV | 2,186 | $97.0K | 0.00% | −6,888−75.9% | Reduced |
| New Age Alpha Advisors, LLC | 2,443 | $108.9K | 0.00% | −3,606−59.6% | Reduced |
| STRS Ohio | 2,500 | $111.4K | 0.00% | −16,200−86.6% | Reduced |
| BNP Paribas Arbitrage, SA | 2,646 | $117.9K | 0.00% | −2,433−47.9% | Reduced |
| US Bancorp | 3,377 | $150.5K | 0.00% | −5,725−62.9% | Reduced |
| Smartleaf Asset Management LLC | 3,430 | $152.3K | 0.01% | −34−1.0% | Reduced |
| Vestcor Inc | 3,441 | $153.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,175 | $186.0K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 4,672 | $208.2K | 0.01% | +4,672 | New |
| Public Employees Retirement Association of Colorado | 4,682 | $209.0K | 0.00% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 4,819 | $214.7K | 0.01% | +4,819 | New |
| Trajan Wealth LLC | 4,820 | $214.8K | 0.01% | +182+3.9% | Added |
| Bokf, NA | 5,042 | $224.7K | 0.00% | −1,595−24.0% | Reduced |
| Evercore Wealth Management, LLC | 5,060 | $225.5K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,111 | $227.7K | 0.00% | +295+6.1% | Added |
| Commonwealth Equity Services, LLC | 5,434 | $242.0K | 0.00% | −599−9.9% | Reduced |
| Penbrook Management LLC | 5,500 | $245.1K | 0.19% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 5,856 | $261.0K | 0.00% | +5,856 | New |
| Mutual of America Capital Management LLC | 5,972 | $266.1K | 0.00% | −273−4.4% | Reduced |
| Stifel Financial Corp | 6,081 | $271.0K | 0.00% | −68−1.1% | Reduced |
| Axq Capital, LP | 6,117 | $272.6K | 0.11% | +6,117 | New |
| Bank of Montreal | 6,200 | $276.3K | 0.00% | +6,200 | New |
| AE Wealth Management LLC | 6,314 | $281.4K | 0.00% | −799−11.2% | Reduced |
| Pictet Asset Management Holding SA | 6,381 | $284.3K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 6,543 | $291.6K | 0.02% | +3,979+155.2% | Added |
| Two Sigma Advisers, LP | 7,000 | $311.9K | 0.00% | −5,100−42.1% | Reduced |
| Squarepoint Ops LLC | 7,110 | $316.8K | 0.00% | +7,110 | New |
| Grandfield & Dodd, LLC | 7,376 | $328.7K | 0.02% | −11,511−60.9% | Reduced |
| HSBC Holdings PLC | 7,435 | $329.8K | 0.00% | +86+1.2% | Added |
| Quadrature Capital Ltd | 7,525 | $335.4K | 0.01% | +7,525 | New |
| Lazard Asset Management LLC | 7,847 | $349.0K | 0.00% | +7,847 | New |
| Klingenstein Fields & Co LP | 7,909 | $352.4K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 8,093 | $360.6K | 0.00% | −6,774−45.6% | Reduced |