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 |
|---|---|---|---|---|---|
| Shell Asset Management Co | 1,468 | $66.0K | 0.00% | −156−9.6% | Reduced |
| Clearstead Advisors, LLC | 1,394 | $62.2K | 0.00% | +1,050+305.2% | Added |
| KBC Group NV | 1,361 | $61.0K | 0.00% | −825−37.7% | Reduced |
| GAMMA Investing LLC | 1,180 | $52.7K | 0.00% | −384−24.6% | Reduced |
| Public Employees Retirement System of Ohio | 1,018 | $45.4K | 0.00% | −3−0.3% | Reduced |
| Whittier Trust Co | 750 | $33.5K | 0.00% | +750 | New |
| Trust Co of Toledo NA | 700 | $31.2K | 0.00% | +700 | New |
| Global Retirement Partners, LLC | 685 | $30.6K | 0.00% | +685 | New |
| Northwestern Mutual Wealth Management Co | 654 | $29.2K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 611 | $27.2K | 0.00% | +42+7.4% | Added |
| Advisor Group Holdings, Inc. | 576 | $25.7K | 0.00% | +29+5.3% | Added |
| EverSource Wealth Advisors, LLC | 564 | $25.2K | 0.00% | +473+519.8% | Added |
| Parkside Financial Bank & Trust | 553 | $24.7K | 0.00% | +218+65.1% | Added |
| Nomura Asset Management Co Ltd | 540 | $24.1K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 500 | $22.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 487 | $21.7K | 0.00% | +438+893.9% | Added |
| Nisa Investment Advisors, LLC | 459 | $20.5K | 0.00% | −12−2.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 380 | $17.0K | 0.00% | +380 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 352 | $15.7K | 0.00% | +352 | New |
| Fifth Third Bancorp | 332 | $14.8K | 0.00% | +31+10.3% | Added |
| First Horizon Advisors, Inc. | 320 | $14.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 250 | $11.0K | 0.01% | +33+15.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 238 | $10.6K | 0.00% | +238 | New |
| Millstone Evans Group, LLC | 206 | $9.19K | 0.01% | −267−56.4% | Reduced |
| 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 |
| Boreal Capital Management LLC | 196 | $8.75K | 0.01% | +196 | New |
| Jones Financial Companies LLLP | 163 | $7.36K | 0.00% | −29−15.1% | Reduced |
| Sterling Capital Management LLC | 159 | $7.10K | 0.00% | −186−53.9% | Reduced |
| Bessemer Group Inc | 159 | $7.00K | 0.00% | −313−66.3% | Reduced |
| Umb Bank N A | 156 | $6.96K | 0.00% | +87+126.1% | Added |
| Parallel Advisors, LLC | 142 | $6.34K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $6.03K | 0.00% | 0 | Unchanged |
| LRI Investments, LLC | 110 | $4.91K | 0.00% | +110 | New |
| Dogwood Wealth Management LLC | 102 | $4.35K | 0.00% | +102 | New |
| Twin Peaks Wealth Advisors, LLC | 98 | $3.84K | 0.00% | +98 | New |
| 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 |
| Simplex Trading, LLC | 83 | $3.00K | 0.00% | −7−7.8% | Reduced |
| SRS Capital Advisors, Inc. | 65 | $2.90K | 0.00% | +44+209.5% | Added |
| Quest Partners LLC | 62 | $2.77K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 61 | $2.72K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 55 | $2.46K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 54 | $2.41K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 46 | $2.05K | 0.00% | +36+360.0% | Added |
| Hemington Wealth Management | 66 | $2.00K | 0.00% | +3+4.8% | 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 |
| JFS Wealth Advisors, LLC | 38 | $1.70K | 0.00% | +3+8.6% | Added |
| Principal Securities, Inc. | 28 | $1.25K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 27 | $1.21K | 0.00% | −170−86.3% | Reduced |
| SBI Securities Co., Ltd. | 24 | $1.07K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20 | $893 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 20 | $893 | 0.00% | +20 | New |
| Fortitude Family Office, LLC | 14 | $625 | 0.00% | +14 | New |
| Raleigh Capital Management Inc. | 12 | $524 | 0.00% | +12 | New |
| DiNuzzo Private Wealth, Inc. | 11 | $491 | 0.00% | −1−8.3% | Reduced |
| Creative Financial Designs Inc | 10 | $446 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $268 | 0.00% | −8−57.1% | Reduced |
| Larson Financial Group LLC | 5 | $223 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 5 | $223 | 0.00% | +4+400.0% | Added |
| 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 |
| Abound Wealth Management | 3 | $134 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $89 | 0.00% | +1+100.0% | Added |
| True Wealth Design, LLC | 1 | $45 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1 | $45 | 0.00% | +1 | New |
| Hantz Financial Services, Inc. | 4 | $0 | 0.00% | +4 | New |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −43,208−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −35,014−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −24,931−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −20,594−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −19,746−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −14,584−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −13,198−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −13,126−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −11,091−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −10,041−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −8,093−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −7,525−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −7,110−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −6,117−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −4,819−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −2,443−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,474−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,298−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −728−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −602−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Glenmede Trust Co NA | – | – | – | – | Not filed |