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, Q3 2025
Institutional positions in John Wiley & Sons, Inc. as of Sep 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
- 251
- −13 vs. Q2 2025
- Shares held
- 41.6M
- −271.5K (−0.6%) vs. Q2 2025
- Total value
- $1.68B
- −$181.2M (−9.7%) vs. Q2 2025
- New holders
- 33
- 86 more added
- Sold out
- 46
- 89 more reduced
5 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding John Wiley & Sons, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | −246−98.4% | Reduced |
| Cloud Capital Management, LLC | 10 | $0 | 0.00% | +10 | New |
| IFP Advisors, Inc | 2 | $81 | 0.00% | +2 | Added |
| HFM Investment Advisors, LLC | 3 | $121 | 0.00% | −1−25.0% | Reduced |
| Rialto Wealth Management, LLC | 3 | $122 | 0.00% | −1−25.0% | Reduced |
| Abound Wealth Management | 3 | $122 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $161 | 0.00% | −1−20.0% | Reduced |
| New Millennium Group LLC | 4 | $162 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 5 | $203 | 0.00% | −1−16.7% | Reduced |
| JPL Wealth Management, LLC | 5 | $203 | 0.00% | +5 | New |
| Massmutual Trust Co FSB | 8 | $324 | 0.00% | −31−79.5% | Reduced |
| Signaturefd, LLC | 8 | $324 | 0.00% | +8 | New |
| SBI Securities Co., Ltd. | 9 | $364 | 0.00% | −15−62.5% | Reduced |
| Creative Financial Designs Inc | 10 | $405 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $447 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 14 | $567 | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 15 | $607 | 0.00% | −337−95.7% | Reduced |
| Rossby Financial, LCC | 16 | $642 | 0.00% | +16 | New |
| Farmers & Merchants Investments Inc | 20 | $809 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 20 | $810 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 20 | $810 | 0.00% | +19+1,900.0% | Added |
| Principal Securities, Inc. | 28 | $1.13K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 32 | $1.30K | 0.00% | −6−15.8% | Reduced |
| Dogwood Wealth Management LLC | 39 | $1.58K | 0.00% | −63−61.8% | Reduced |
| Private Wealth Management Group, LLC | 39 | $1.58K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 40 | $1.62K | 0.00% | +40 | New |
| Quadrant Capital Group LLC | 44 | $1.78K | 0.00% | +44 | New |
| Hemington Wealth Management | 58 | $2.00K | 0.00% | −8−12.1% | Reduced |
| Hantz Financial Services, Inc. | 56 | $2.00K | 0.00% | +52+1,300.0% | Added |
| Essential Partners LLC | 50 | $2.02K | 0.00% | +50 | New |
| WPG Advisers, LLC | 54 | $2.19K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 60 | $2.43K | 0.00% | +5+9.1% | Added |
| Red Tortoise LLC | 61 | $2.47K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 75 | $3.04K | 0.00% | +75 | New |
| Quest 10 Wealth Builders, Inc. | 85 | $3.44K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 109 | $4.00K | 0.00% | −50−31.4% | Reduced |
| LRI Investments, LLC | 110 | $4.45K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 120 | $4.86K | 0.00% | +120 | New |
| Parallel Advisors, LLC | 142 | $5.75K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 144 | $5.83K | 0.00% | +144 | New |
| Jones Financial Companies LLLP | 163 | $6.50K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 184 | $7.43K | 0.00% | +184 | New |
| Umb Bank N A | 184 | $7.45K | 0.00% | +28+17.9% | Added |
| Boreal Capital Management LLC | 196 | $7.93K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 200 | $8.09K | 0.00% | +200 | New |
| Steward Partners Investment Advisory, LLC | 201 | $8.13K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 227 | $9.19K | 0.01% | +226+22,600.0% | Added |
| Optiver Holding B.V. | 237 | $9.59K | 0.00% | +152+178.8% | Added |
| Farther Finance Advisors, LLC | 244 | $9.88K | 0.00% | −243−49.9% | Reduced |
| Versant Capital Management, Inc | 248 | $10.0K | 0.00% | +47+23.4% | Added |
| Sterling Capital Management LLC | 260 | $10.5K | 0.00% | +101+63.5% | Added |
| Salomon & Ludwin, LLC | 285 | $11.4K | 0.00% | +285 | New |
| Fifth Third Bancorp | 295 | $11.9K | 0.00% | −37−11.1% | Reduced |
| Harbor Capital Advisors, Inc. | 356 | $14.0K | 0.00% | −1,663−82.4% | Reduced |
| Millstone Evans Group, LLC | 363 | $14.7K | 0.01% | +157+76.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 380 | $15.0K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 400 | $16.2K | 0.00% | +400 | New |
| Shell Asset Management Co | 415 | $17.0K | 0.00% | −1,053−71.7% | Reduced |
| Clearstead Advisors, LLC | 434 | $17.6K | 0.00% | −960−68.9% | Reduced |
| Advisor Group Holdings, Inc. | 463 | $18.8K | 0.00% | −113−19.6% | Reduced |
| Advisory Services Network, LLC | 502 | $20.3K | 0.00% | +502 | New |
| Nomura Asset Management Co Ltd | 540 | $21.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 551 | $22.3K | 0.00% | −2−0.4% | Reduced |
| EverSource Wealth Advisors, LLC | 556 | $22.5K | 0.00% | −8−1.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 654 | $26.5K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 685 | $27.7K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 700 | $28.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 780 | $31.6K | 0.00% | +734+1,595.7% | Added |
| US Bancorp | 816 | $33.0K | 0.00% | −2,457−75.1% | Reduced |
| Simplex Trading, LLC | 872 | $35.0K | 0.00% | +789+950.6% | Added |
| Public Employees Retirement System of Ohio | 1,112 | $45.0K | 0.00% | +94+9.2% | Added |
| GAMMA Investing LLC | 1,205 | $48.8K | 0.00% | +25+2.1% | Added |
| KBC Group NV | 1,361 | $55.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,660 | $67.2K | 0.00% | +1,595+2,453.8% | Added |
| Adirondack Trust Co | 2,100 | $85.0K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,169 | $128.2K | 0.00% | −3,272−50.8% | Reduced |
| Smartleaf Asset Management LLC | 3,217 | $128.5K | 0.01% | −106−3.2% | Reduced |
| Rockefeller Capital Management L.P. | 3,427 | $138.7K | 0.00% | +3,427 | New |
| Vestcor Inc | 3,441 | $139.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,440 | $139.2K | 0.00% | −735−17.6% | Reduced |
| ISAM Funds (UK) Ltd | 3,603 | $145.8K | 0.03% | +3,603 | New |
| Aquatic Capital Management LLC | 3,701 | $149.8K | 0.00% | +3,701 | New |
| Acadian Asset Management LLC | 4,473 | $180.0K | 0.00% | +4,473 | New |
| Public Employees Retirement Association of Colorado | 4,682 | $189.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,785 | $193.6K | 0.00% | +77+1.6% | Added |
| Bokf, NA | 4,806 | $194.5K | 0.00% | −4−0.1% | Reduced |
| Penbrook Management LLC | 5,000 | $202.3K | 0.14% | −500−9.1% | Reduced |
| Stifel Financial Corp | 5,032 | $203.6K | 0.00% | −997−16.5% | Reduced |
| Evercore Wealth Management, LLC | 5,060 | $204.8K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 5,123 | $207.3K | 0.00% | +5,123 | New |
| Atria Investments LLC | 5,150 | $208.4K | 0.00% | −13,030−71.7% | Reduced |
| Commonwealth Equity Services, LLC | 5,239 | $212.0K | 0.00% | +269+5.4% | Added |
| Creative Planning | 5,301 | $214.5K | 0.00% | +5,301 | New |
| Two Sigma Advisers, LP | 5,400 | $218.5K | 0.00% | −1,700−23.9% | Reduced |
| Lido Advisors, LLC | 5,513 | $223.1K | 0.00% | +298+5.7% | Added |
| Grandfield & Dodd, LLC | 5,555 | $224.8K | 0.01% | −347−5.9% | Reduced |
| Maryland State Retirement & Pension System | 5,952 | $240.9K | 0.01% | −6,010−50.2% | Reduced |
| Pictet Asset Management Holding SA | 5,969 | $241.6K | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 6,172 | $249.8K | 0.01% | +6,172 | New |
| Amundi | 6,792 | $262.5K | 0.00% | 00.0% | Unchanged |