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 |
|---|---|---|---|---|---|
| Sterling Capital Management LLC | 260 | $10.5K | 0.00% | +101+63.5% | Added |
| Versant Capital Management, Inc | 248 | $10.0K | 0.00% | +47+23.4% | Added |
| Farther Finance Advisors, LLC | 244 | $9.88K | 0.00% | −243−49.9% | Reduced |
| Optiver Holding B.V. | 237 | $9.59K | 0.00% | +152+178.8% | Added |
| Caitong International Asset Management Co., Ltd | 227 | $9.19K | 0.01% | +226+22,600.0% | Added |
| Steward Partners Investment Advisory, LLC | 201 | $8.13K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 200 | $8.09K | 0.00% | +200 | New |
| Boreal Capital Management LLC | 196 | $7.93K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 184 | $7.45K | 0.00% | +28+17.9% | Added |
| Transamerica Financial Advisors, Inc. | 184 | $7.43K | 0.00% | +184 | New |
| Jones Financial Companies LLLP | 163 | $6.50K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 144 | $5.83K | 0.00% | +144 | New |
| Parallel Advisors, LLC | 142 | $5.75K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 120 | $4.86K | 0.00% | +120 | New |
| LRI Investments, LLC | 110 | $4.45K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 109 | $4.00K | 0.00% | −50−31.4% | Reduced |
| Quest 10 Wealth Builders, Inc. | 85 | $3.44K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 75 | $3.04K | 0.00% | +75 | New |
| Red Tortoise LLC | 61 | $2.47K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 60 | $2.43K | 0.00% | +5+9.1% | Added |
| WPG Advisers, LLC | 54 | $2.19K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 50 | $2.02K | 0.00% | +50 | 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 |
| Quadrant Capital Group LLC | 44 | $1.78K | 0.00% | +44 | New |
| Quarry LP | 40 | $1.62K | 0.00% | +40 | New |
| Private Wealth Management Group, LLC | 39 | $1.58K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 39 | $1.58K | 0.00% | −63−61.8% | Reduced |
| JFS Wealth Advisors, LLC | 32 | $1.30K | 0.00% | −6−15.8% | Reduced |
| Principal Securities, Inc. | 28 | $1.13K | 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 |
| Farmers & Merchants Investments Inc | 20 | $809 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 16 | $642 | 0.00% | +16 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 15 | $607 | 0.00% | −337−95.7% | Reduced |
| Fortitude Family Office, LLC | 14 | $567 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $447 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 10 | $405 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 9 | $364 | 0.00% | −15−62.5% | Reduced |
| Massmutual Trust Co FSB | 8 | $324 | 0.00% | −31−79.5% | Reduced |
| Signaturefd, LLC | 8 | $324 | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 5 | $203 | 0.00% | −1−16.7% | Reduced |
| JPL Wealth Management, LLC | 5 | $203 | 0.00% | +5 | New |
| New Millennium Group LLC | 4 | $162 | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 4 | $161 | 0.00% | −1−20.0% | Reduced |
| Rialto Wealth Management, LLC | 3 | $122 | 0.00% | −1−25.0% | Reduced |
| Abound Wealth Management | 3 | $122 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $121 | 0.00% | −1−25.0% | Reduced |
| IFP Advisors, Inc | 2 | $81 | 0.00% | +2 | Added |
| Covestor Ltd | 4 | $0 | 0.00% | −246−98.4% | Reduced |
| Cloud Capital Management, LLC | 10 | $0 | 0.00% | +10 | New |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −233,682−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −169,768−100.0% | Sold out |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −154,200−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −137,267−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −104,410−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −99,486−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −53,739−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −45,112−100.0% | Sold out |
| First Pacific Advisors, LP | 0 | $0 | 0.00% | −39,140−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −37,292−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −37,071−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −35,121−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −28,603−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −25,660−100.0% | Sold out |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −19,451−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −16,231−100.0% | Sold out |
| Gallagher Fiduciary Advisors, LLC | 0 | $0 | 0.00% | −13,366−100.0% | Sold out |
| Arjuna Capital | 0 | $0 | 0.00% | −12,616−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −12,217−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −11,718−100.0% | Sold out |
| Limestone Investment Advisors LP | 0 | $0 | 0.00% | −10,224−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −9,525−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −9,270−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −9,007−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −7,169−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −6,819−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −6,725−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −6,130−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −6,108−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −5,719−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −5,692−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −5,422−100.0% | Sold out |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −5,248−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −5,238−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −4,513−100.0% | Sold out |
| Trajan Wealth LLC | 0 | $0 | 0.00% | −3,911−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −1,645−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −611−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −238−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| EP Wealth Advisors, LLC | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |