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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.

Institutional holdersQ1 2025: 256 institutions
Q1 2021: 237 institutionsQ2 2021: 234 institutionsQ3 2021: 232 institutionsQ4 2021: 246 institutionsQ1 2022: 229 institutionsQ2 2022: 242 institutionsQ3 2022: 228 institutionsQ4 2022: 222 institutionsQ1 2023: 230 institutionsQ2 2023: 221 institutionsQ3 2023: 239 institutionsQ4 2023: 236 institutionsQ1 2024: 213 institutionsQ2 2024: 241 institutionsQ3 2024: 235 institutionsQ4 2024: 244 institutionsQ1 2025: 256 institutionsQ2 2025: 269 institutionsQ3 2025: 251 institutionsQ4 2025: 236 institutionsQ1 2026: 249 institutionsQ2 2026: 266 institutions
Value heldQ1 2025: $1.85B
Q1 2021: $2.25BQ2 2021: $2.58BQ3 2021: $2.18BQ4 2021: $2.33BQ1 2022: $2.17BQ2 2022: $1.92BQ3 2022: $1.53BQ4 2022: $1.65BQ1 2023: $1.57BQ2 2023: $1.40BQ3 2023: $1.50BQ4 2023: $1.28BQ1 2024: $1.53BQ2 2024: $1.59BQ3 2024: $1.96BQ4 2024: $1.82BQ1 2025: $1.85BQ2 2025: $1.86BQ3 2025: $1.68BQ4 2025: $1.27BQ1 2026: $1.60BQ2 2026: $2.03B
Institutions holding WLY and their total value by quarter
QuarterHoldersValue
Q2 2026266$2.03B
Q1 2026249$1.60B
Q4 2025236$1.27B
Q3 2025251$1.68B
Q2 2025269$1.86B
Q1 2025256$1.85B
Q4 2024244$1.82B
Q3 2024235$1.96B
Q2 2024241$1.59B
Q1 2024213$1.53B
Q4 2023236$1.28B
Q3 2023239$1.50B
Q2 2023221$1.40B
Q1 2023230$1.57B
Q4 2022222$1.65B
Q3 2022228$1.53B
Q2 2022242$1.92B
Q1 2022229$2.17B
Q4 2021246$2.33B
Q3 2021232$2.18B
Q2 2021234$2.58B
Q1 2021237$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.

Institutions holding WLY in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Kestra Investment Management, LLC569$25.4K0.00%+569New
Advisor Group Holdings, Inc.547$24.4K0.00%+166+43.6%Added
Nomura Asset Management Co Ltd540$24.1K0.00%+540New
Bryn Mawr Trust Co500$22.3K0.00%00.0%Unchanged
Millstone Evans Group, LLC473$21.1K0.01%+289+157.1%Added
Bessemer Group Inc472$21.0K0.00%+329+230.1%Added
Nisa Investment Advisors, LLC471$21.0K0.00%−2,957−86.3%Reduced
Sterling Capital Management LLC345$15.4K0.00%−276−44.4%Reduced
Clearstead Advisors, LLC344$15.3K0.00%00.0%Unchanged
Parkside Financial Bank & Trust335$14.9K0.00%+20+6.3%Added
First Horizon Advisors, Inc.320$14.3K0.00%−82−20.4%Reduced
Fifth Third Bancorp301$13.4K0.00%+45+17.6%Added
Versant Capital Management, Inc248$11.1K0.00%+47+23.4%Added
Covestor Ltd217$9.00K0.01%+10+4.8%Added
Steward Partners Investment Advisory, LLC201$8.96K0.00%00.0%Unchanged
Skopos Labs, Inc.197$8.78K0.00%+197New
Jones Financial Companies LLLP192$8.53K0.00%+19+11.0%Added
Parallel Advisors, LLC142$6.33K0.00%−5−3.4%Reduced
Optiver Holding B.V.110$4.90K0.00%+110New
EverSource Wealth Advisors, LLC91$4.05K0.00%+55+152.8%Added
Simplex Trading, LLC90$4.00K0.00%+90New
Quest 10 Wealth Builders, Inc.85$3.79K0.00%00.0%Unchanged
Coldstream Capital Management Inc78$3.48K0.00%+78New
Umb Bank N A69$3.08K0.00%−34−33.0%Reduced
Quest Partners LLC62$2.76K0.00%+62New
Red Tortoise LLC61$2.72K0.00%00.0%Unchanged
Rothschild Investment LLC55$2.45K0.00%+40+266.7%Added
WPG Advisers, LLC54$2.41K0.00%00.0%Unchanged
Farther Finance Advisors, LLC49$2.21K0.00%+32+188.2%Added
Quarry LP48$2.14K0.00%−113−70.2%Reduced
Hemington Wealth Management63$2.00K0.00%+33+110.0%Added
Private Wealth Management Group, LLC39$1.74K0.00%00.0%Unchanged
Massmutual Trust Co FSB39$1.74K0.00%+31+387.5%Added
JFS Wealth Advisors, LLC35$1.56K0.00%+2+6.1%Added
Principal Securities, Inc.28$1.22K0.00%00.0%Unchanged
Federated Hermes, Inc.25$1.11K0.00%−44−63.8%Reduced
SBI Securities Co., Ltd.24$1.07K0.00%−2−7.7%Reduced
SRS Capital Advisors, Inc.21$9360.00%−117−84.8%Reduced
Farmers & Merchants Investments Inc20$8910.00%00.0%Unchanged
Hexagon Capital Partners LLC14$6240.00%+3+27.3%Added
SJS Investment Consulting Inc.14$6240.00%+4+40.0%Added
DiNuzzo Private Wealth, Inc.12$5350.00%+1+9.1%Added
CVA Family Office, LLC11$4900.00%+11New
Lindbrook Capital, LLC10$4460.00%−1−9.1%Reduced
Creative Financial Designs Inc10$4460.00%00.0%Unchanged
Stephens Consulting, LLC10$4460.00%+10New
Allworth Financial LP10$4370.00%−20−66.7%Reduced
Global Financial Private Client, LLC9$4010.00%+6+200.0%Added
Larson Financial Group LLC5$2230.00%00.0%Unchanged
Manchester Capital Management LLC4$1790.00%00.0%Unchanged
IFP Advisors, Inc0$1340.00%0Unchanged
Abound Wealth Management3$1340.00%+3New
HFM Investment Advisors, LLC2$900.00%+2New
Parkworth Wealth Management, Inc.1$450.00%−2−66.7%Reduced
True Wealth Design, LLC1$450.00%+1New
Bay Harbor Wealth Management, LLC1$440.00%+1New
Burgundy Asset Management Ltd.0$00.00%−1,027,831−100.0%Sold out
Alta Fox Capital Management, LLC0$00.00%−347,047−100.0%Sold out
D.A. Davidson & Co.0$00.00%−61,858−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−35,716−100.0%Sold out
Renaissance Technologies LLC0$00.00%−32,900−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−23,625−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−20,681−100.0%Sold out
NorthRock Partners, LLC0$00.00%−19,745−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−15,077−100.0%Sold out
Emmett Investment Management, LP0$00.00%−12,800−100.0%Sold out
Weiss Asset Management LP0$00.00%−12,718−100.0%Sold out
AdvisorShares Investments LLC0$00.00%−9,900−100.0%Sold out
Cerity Partners LLC0$00.00%−8,579−100.0%Sold out
Cornercap Investment Counsel Inc0$00.00%−8,391−100.0%Sold out
Code Waechter LLC0$00.00%−7,076−100.0%Sold out
Crestline Management, LP0$00.00%−6,801−100.0%Sold out
Gotham Asset Management, LLC0$00.00%−6,560−100.0%Sold out
Oppenheimer & Co Inc0$00.00%−6,487−100.0%Sold out
ISAM Funds (UK) Ltd0$00.00%−5,739−100.0%Sold out
Abel Hall, LLC0$00.00%−5,354−100.0%Sold out
Berry Wealth Group, LP0$00.00%−4,991−100.0%Sold out
Contravisory Investment Management, Inc.0$00.00%−4,890−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−4,785−100.0%Sold out
Ironwood Investment Counsel, LLC0$00.00%−4,700−100.0%Sold out
Mirae Asset Global Investments Co., Ltd.0$00.00%−3,700−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−771−100.0%Sold out
Van Hulzen Asset Management, LLC0$00.00%−16−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−16−100.0%Sold out
Capital A Wealth Management, LLC0$00.00%−2−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed
River & Mercantile Asset Management LLP––––Not filed
Access Investment Management LLC––––Not filed
Global Retirement Partners, LLC––––Not filed