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, Q2 2025
Institutional positions in John Wiley & Sons, Inc. as of Jun 30, 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
- 269
- +15 vs. Q1 2025
- Shares held
- 41.9M
- +379.2K (+0.9%) vs. Q1 2025
- Total value
- $1.86B
- +$15.9M (+0.9%) vs. Q1 2025
- New holders
- 45
- 85 more added
- Sold out
- 30
- 100 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding John Wiley & Sons, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 4 | $0 | 0.00% | +4 | New |
| True Wealth Design, LLC | 1 | $45 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1 | $45 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 2 | $89 | 0.00% | +1+100.0% | Added |
| Abound Wealth Management | 3 | $134 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $179 | 0.00% | +2+100.0% | Added |
| LGT Financial Advisors LLC | 4 | $179 | 0.00% | +4 | New |
| Rialto Wealth Management, LLC | 4 | $179 | 0.00% | +4 | New |
| Larson Financial Group LLC | 5 | $223 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 5 | $223 | 0.00% | +4+400.0% | Added |
| SJS Investment Consulting Inc. | 6 | $268 | 0.00% | −8−57.1% | Reduced |
| Creative Financial Designs Inc | 10 | $446 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $491 | 0.00% | −1−8.3% | Reduced |
| Raleigh Capital Management Inc. | 12 | $524 | 0.00% | +12 | New |
| Fortitude Family Office, LLC | 14 | $625 | 0.00% | +14 | New |
| Farmers & Merchants Investments Inc | 20 | $893 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 20 | $893 | 0.00% | +20 | New |
| SBI Securities Co., Ltd. | 24 | $1.07K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 27 | $1.21K | 0.00% | −170−86.3% | Reduced |
| Principal Securities, Inc. | 28 | $1.25K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 38 | $1.70K | 0.00% | +3+8.6% | Added |
| Massmutual Trust Co FSB | 39 | $1.74K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 39 | $1.74K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 66 | $2.00K | 0.00% | +3+4.8% | Added |
| Allworth Financial LP | 46 | $2.05K | 0.00% | +36+360.0% | Added |
| WPG Advisers, LLC | 54 | $2.41K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 55 | $2.46K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 61 | $2.72K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 62 | $2.77K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 65 | $2.90K | 0.00% | +44+209.5% | Added |
| Simplex Trading, LLC | 83 | $3.00K | 0.00% | −7−7.8% | Reduced |
| Optiver Holding B.V. | 85 | $3.79K | 0.00% | −25−22.7% | Reduced |
| Quest 10 Wealth Builders, Inc. | 85 | $3.79K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 98 | $3.84K | 0.00% | +98 | New |
| Dogwood Wealth Management LLC | 102 | $4.35K | 0.00% | +102 | New |
| LRI Investments, LLC | 110 | $4.91K | 0.00% | +110 | New |
| IFP Advisors, Inc | 0 | $6.03K | 0.00% | 0 | Unchanged |
| Parallel Advisors, LLC | 142 | $6.34K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 156 | $6.96K | 0.00% | +87+126.1% | Added |
| Bessemer Group Inc | 159 | $7.00K | 0.00% | −313−66.3% | Reduced |
| Sterling Capital Management LLC | 159 | $7.10K | 0.00% | −186−53.9% | Reduced |
| Jones Financial Companies LLLP | 163 | $7.36K | 0.00% | −29−15.1% | Reduced |
| Boreal Capital Management LLC | 196 | $8.75K | 0.01% | +196 | New |
| Versant Capital Management, Inc | 201 | $8.97K | 0.00% | −47−19.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 201 | $8.97K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 206 | $9.19K | 0.01% | −267−56.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 238 | $10.6K | 0.00% | +238 | New |
| Covestor Ltd | 250 | $11.0K | 0.01% | +33+15.2% | Added |
| First Horizon Advisors, Inc. | 320 | $14.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 332 | $14.8K | 0.00% | +31+10.3% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 352 | $15.7K | 0.00% | +352 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 380 | $17.0K | 0.00% | +380 | New |
| Nisa Investment Advisors, LLC | 459 | $20.5K | 0.00% | −12−2.5% | Reduced |
| Farther Finance Advisors, LLC | 487 | $21.7K | 0.00% | +438+893.9% | Added |
| Bryn Mawr Trust Co | 500 | $22.3K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 540 | $24.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 553 | $24.7K | 0.00% | +218+65.1% | Added |
| EverSource Wealth Advisors, LLC | 564 | $25.2K | 0.00% | +473+519.8% | Added |
| Advisor Group Holdings, Inc. | 576 | $25.7K | 0.00% | +29+5.3% | Added |
| Kestra Investment Management, LLC | 611 | $27.2K | 0.00% | +42+7.4% | Added |
| Northwestern Mutual Wealth Management Co | 654 | $29.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 685 | $30.6K | 0.00% | +685 | New |
| Trust Co of Toledo NA | 700 | $31.2K | 0.00% | +700 | New |
| Whittier Trust Co | 750 | $33.5K | 0.00% | +750 | New |
| Public Employees Retirement System of Ohio | 1,018 | $45.4K | 0.00% | −3−0.3% | Reduced |
| GAMMA Investing LLC | 1,180 | $52.7K | 0.00% | −384−24.6% | Reduced |
| KBC Group NV | 1,361 | $61.0K | 0.00% | −825−37.7% | Reduced |
| Clearstead Advisors, LLC | 1,394 | $62.2K | 0.00% | +1,050+305.2% | Added |
| Shell Asset Management Co | 1,468 | $66.0K | 0.00% | −156−9.6% | Reduced |
| Meeder Asset Management Inc | 1,645 | $73.4K | 0.00% | −4,898−74.9% | Reduced |
| Harbor Capital Advisors, Inc. | 2,019 | $90.0K | 0.00% | +192+10.5% | Added |
| Adirondack Trust Co | 2,100 | $93.7K | 0.03% | 00.0% | Unchanged |
| US Bancorp | 3,273 | $146.1K | 0.00% | −104−3.1% | Reduced |
| Smartleaf Asset Management LLC | 3,323 | $150.0K | 0.01% | −107−3.1% | Reduced |
| Vestcor Inc | 3,441 | $154.0K | 0.00% | 00.0% | Unchanged |
| Trajan Wealth LLC | 3,911 | $174.5K | 0.01% | −909−18.9% | Reduced |
| Ameritas Investment Partners, Inc. | 4,175 | $186.3K | 0.01% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 4,513 | $201.4K | 0.01% | −9,963−68.8% | Reduced |
| Public Employees Retirement Association of Colorado | 4,682 | $209.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,708 | $210.1K | 0.00% | −403−7.9% | Reduced |
| Bokf, NA | 4,810 | $214.7K | 0.00% | −232−4.6% | Reduced |
| Commonwealth Equity Services, LLC | 4,970 | $222.0K | 0.00% | −464−8.5% | Reduced |
| Evercore Wealth Management, LLC | 5,060 | $225.8K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Corp | 5,074 | $226.5K | 0.00% | −3,654−41.9% | Reduced |
| Lido Advisors, LLC | 5,215 | $232.8K | 0.00% | +5,215 | New |
| AE Wealth Management LLC | 5,238 | $233.7K | 0.00% | −1,076−17.0% | Reduced |
| Mutual of America Capital Management LLC | 5,248 | $234.2K | 0.00% | −724−12.1% | Reduced |
| Freestone Grove Partners LP | 5,354 | $238.9K | 0.00% | +5,354 | New |
| R Squared Ltd | 5,422 | $242.0K | 0.13% | +5,422 | New |
| Penbrook Management LLC | 5,500 | $245.5K | 0.18% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 5,692 | $254.0K | 0.03% | −14,437−71.7% | Reduced |
| Verition Fund Management LLC | 5,719 | $255.2K | 0.00% | −29,632−83.8% | Reduced |
| Oxford Asset Management LLP | 5,838 | $260.6K | 0.09% | +5,838 | New |
| BNP Paribas Arbitrage, SA | 5,871 | $262.0K | 0.00% | +3,225+121.9% | Added |
| Grandfield & Dodd, LLC | 5,902 | $263.4K | 0.02% | −1,474−20.0% | Reduced |
| Pictet Asset Management Holding SA | 5,969 | $266.4K | 0.00% | −412−6.5% | Reduced |
| Stifel Financial Corp | 6,029 | $269.1K | 0.00% | −52−0.9% | Reduced |
| Bank of Montreal | 6,108 | $272.6K | 0.00% | −92−1.5% | Reduced |
| Bridgefront Capital, LLC | 6,130 | $273.6K | 0.07% | +6,130 | New |
| Tower Research Capital LLC (TRC) | 6,441 | $287.5K | 0.01% | +5,092+377.5% | Added |