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, Q4 2025
Institutional positions in John Wiley & Sons, Inc. as of Dec 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
- 236
- −12 vs. Q3 2025
- Shares held
- 41.4M
- −169.5K (−0.4%) vs. Q3 2025
- Total value
- $1.27B
- −$411.5M (−24.5%) vs. Q3 2025
- New holders
- 34
- 71 more added
- Sold out
- 46
- 98 more reduced
3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding John Wiley & Sons, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 0 | $12 | 0.00% | 0 | New |
| Keating Financial Advisory Services, Inc. | 1 | $31 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $32 | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 2 | $62 | 0.00% | −182−98.9% | Reduced |
| SJS Investment Consulting Inc. | 2 | $62 | 0.00% | −3−60.0% | Reduced |
| HFM Investment Advisors, LLC | 2 | $62 | 0.00% | −1−33.3% | Reduced |
| Abound Wealth Management | 3 | $92 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $123 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $184 | 0.00% | −5−45.5% | Reduced |
| Massmutual Trust Co FSB | 8 | $245 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 9 | $276 | 0.00% | +9 | New |
| IFP Advisors, Inc | 11 | $337 | 0.00% | +9+450.0% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 16 | $490 | 0.00% | +1+6.7% | Added |
| Farmers & Merchants Investments Inc | 20 | $613 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 20 | $613 | 0.00% | +4+25.0% | Added |
| SRS Capital Advisors, Inc. | 23 | $705 | 0.00% | −1,637−98.6% | Reduced |
| Rothschild Investment LLC | 31 | $950 | 0.00% | −29−48.3% | Reduced |
| Quadrant Capital Group LLC | 31 | $950 | 0.00% | −13−29.5% | Reduced |
| Kilter Group LLC | 32 | $981 | 0.00% | +32 | New |
| JFS Wealth Advisors, LLC | 33 | $1.01K | 0.00% | +1+3.1% | Added |
| Private Wealth Management Group, LLC | 39 | $1.20K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 42 | $1.29K | 0.00% | +22+110.0% | Added |
| Signaturefd, LLC | 50 | $1.53K | 0.00% | +42+525.0% | Added |
| WPG Advisers, LLC | 54 | $1.65K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 59 | $1.81K | 0.00% | −104−63.8% | Reduced |
| Red Tortoise LLC | 61 | $1.87K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 65 | $1.99K | 0.00% | −79−54.9% | Reduced |
| Quest 10 Wealth Builders, Inc. | 85 | $2.60K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 100 | $3.06K | 0.00% | +100 | New |
| International Assets Investment Management, LLC | 100 | $3.06K | 0.00% | +100 | New |
| LRI Investments, LLC | 110 | $3.37K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 119 | $3.65K | 0.00% | −661−84.7% | Reduced |
| First Horizon Corp | 120 | $3.68K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 129 | $3.95K | 0.00% | −556−81.2% | Reduced |
| Essential Partners LLC | 136 | $4.17K | 0.00% | +86+172.0% | Added |
| Umb Bank N A | 165 | $5.05K | 0.00% | −19−10.3% | Reduced |
| Salomon & Ludwin, LLC | 172 | $5.28K | 0.00% | −113−39.6% | Reduced |
| Parallel Advisors, LLC | 179 | $5.49K | 0.00% | +37+26.1% | Added |
| Boreal Capital Management LLC | 196 | $6.07K | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 200 | $6.13K | 0.00% | +200 | New |
| MAI Capital Management | 208 | $6.37K | 0.00% | +8+4.0% | Added |
| Millstone Evans Group, LLC | 232 | $7.11K | 0.00% | −131−36.1% | Reduced |
| Farther Finance Advisors, LLC | 232 | $7.11K | 0.00% | −12−4.9% | Reduced |
| Los Angeles Capital Management LLC | 200 | $7.32K | 0.00% | −31,387−99.4% | Reduced |
| Fifth Third Bancorp | 257 | $7.87K | 0.00% | −38−12.9% | Reduced |
| SBI Securities Co., Ltd. | 264 | $8.09K | 0.00% | +255+2,833.3% | Added |
| Private Wealth Asset Management, LLC | 300 | $9.19K | 0.00% | +300 | New |
| EverSource Wealth Advisors, LLC | 303 | $9.28K | 0.00% | −253−45.5% | Reduced |
| Harbor Capital Advisors, Inc. | 350 | $11.0K | 0.00% | −6−1.7% | Reduced |
| Advisor Group Holdings, Inc. | 384 | $11.8K | 0.00% | −79−17.1% | Reduced |
| Aster Capital Management (DIFC) Ltd | 399 | $12.2K | 0.01% | +399 | New |
| Steigerwald, Gordon & Koch Inc. | 400 | $12.3K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 424 | $13.0K | 0.00% | +164+63.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 461 | $14.0K | 0.00% | +81+21.3% | Added |
| Nomura Asset Management Co Ltd | 540 | $16.5K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 590 | $18.3K | 0.00% | −2,627−81.7% | Reduced |
| Parkside Financial Bank & Trust | 630 | $19.3K | 0.00% | +79+14.3% | Added |
| US Bancorp | 691 | $21.2K | 0.00% | −125−15.3% | Reduced |
| Trust Co of Toledo NA | 700 | $21.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 722 | $22.1K | 0.00% | +68+10.4% | Added |
| Caitong International Asset Management Co., Ltd | 827 | $25.3K | 0.01% | +600+264.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 846 | $25.9K | 0.00% | +846 | New |
| Wexford Capital LP | 1,000 | $30.6K | 0.01% | +1,000 | New |
| Public Employees Retirement System of Ohio | 1,223 | $37.5K | 0.00% | +111+10.0% | Added |
| KBC Group NV | 1,361 | $42.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,388 | $43.0K | 0.00% | +1,332+2,378.6% | Added |
| Versant Capital Management, Inc | 1,489 | $45.6K | 0.01% | +1,241+500.4% | Added |
| GAMMA Investing LLC | 1,684 | $51.6K | 0.00% | +479+39.8% | Added |
| State of Wyoming | 1,950 | $59.7K | 0.01% | +1,950 | New |
| Royal Bank of Canada | 2,008 | $62.0K | 0.00% | −23,116−92.0% | Reduced |
| Adirondack Trust Co | 2,100 | $64.3K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 2,573 | $78.8K | 0.00% | +2,573 | New |
| Tower Research Capital LLC (TRC) | 2,988 | $91.5K | 0.00% | −181−5.7% | Reduced |
| Rockefeller Capital Management L.P. | 3,382 | $103.6K | 0.00% | −45−1.3% | Reduced |
| Vestcor Inc | 3,441 | $105.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,440 | $105.4K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 4,066 | $124.5K | 0.00% | −740−15.4% | Reduced |
| SageView Advisory Group, LLC | 4,257 | $130.4K | 0.00% | +4,257 | New |
| Meeder Asset Management Inc | 4,493 | $137.6K | 0.01% | +4,493 | New |
| The PNC Financial Services Group, Inc. | 4,525 | $138.6K | 0.00% | −260−5.4% | Reduced |
| Public Employees Retirement Association of Colorado | 4,682 | $143.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,847 | $150.2K | 0.00% | −2,295−32.1% | Reduced |
| Ensign Peak Advisors, Inc | 6,140 | $188.1K | 0.00% | −4,950−44.6% | Reduced |
| Lido Advisors, LLC | 5,779 | $220.8K | 0.00% | +266+4.8% | Added |
| Voya Investment Management LLC | 7,265 | $222.5K | 0.00% | −293−3.9% | Reduced |
| Pictet Asset Management Holding SA | 7,390 | $226.4K | 0.00% | +1,421+23.8% | Added |
| Martingale Asset Management L P | 7,700 | $235.9K | 0.01% | −1,600−17.2% | Reduced |
| Klingenstein Fields & Co LP | 7,909 | $242.3K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 8,110 | $248.4K | 0.00% | −32,563−80.1% | Reduced |
| Silverberg Bernstein Capital Management LLC | 8,110 | $248.4K | 0.14% | 00.0% | Unchanged |
| Consolidated Planning Corp | 8,189 | $250.8K | 0.03% | −48,017−85.4% | Reduced |
| Citigroup Inc | 8,460 | $259.1K | 0.00% | −4,364−34.0% | Reduced |
| Advisors Asset Management, Inc. | 8,593 | $263.2K | 0.00% | −2,012−19.0% | Reduced |
| Creative Planning | 9,322 | $285.5K | 0.00% | +4,021+75.9% | Added |
| Oregon Public Employees Retirement Fund | 9,379 | $287.3K | 0.00% | +140+1.5% | Added |
| State of Tennessee, Treasury Department | 9,226 | $288.1K | 0.00% | −729−7.3% | Reduced |
| KLP Kapitalforvaltning AS | 9,400 | $290.8K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 9,644 | $295.4K | 0.00% | +4,521+88.2% | Added |
| Gotham Asset Management, LLC | 9,754 | $298.8K | 0.00% | −582−5.6% | Reduced |