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 |
|---|---|---|---|---|---|
| Principal Financial Group Inc | 195,458 | $5.99M | 0.00% | −2,806−1.4% | Reduced |
| Citadel Advisors LLC | 204,356 | $6.26M | 0.00% | +89,755+78.3% | Added |
| Access Investment Management LLC | 155,940 | $6.31M | 1.70% | 00.0% | Unchanged |
| Victory Capital Management Inc | 230,076 | $7.05M | 0.00% | +819+0.4% | Added |
| Thompson Siegel & Walmsley LLC | 235,461 | $7.21M | 0.12% | +137,247+139.7% | Added |
| Allianz Asset Management GmbH | 240,385 | $7.36M | 0.01% | −28,201−10.5% | Reduced |
| Loomis Sayles & Co L P | 250,337 | $7.67M | 0.01% | −12,187−4.6% | Reduced |
| SG Capital Management LLC | 252,596 | $7.74M | 0.85% | −1,222,200−82.9% | Reduced |
| Balyasny Asset Management LLC | 261,636 | $8.01M | 0.02% | +261,636 | New |
| Intrinsic Edge Capital Management LLC | 283,517 | $8.68M | 1.68% | −162,101−36.4% | Reduced |
| New York State Common Retirement Fund | 300,402 | $9.20M | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 351,355 | $10.8M | 0.02% | −107,664−23.5% | Reduced |
| FMR LLC | 378,233 | $11.6M | 0.00% | +67,453+21.7% | Added |
| Northern Trust Corp | 382,336 | $11.7M | 0.00% | −33,589−8.1% | Reduced |
| Neumeier Poma Investment Counsel LLC | 393,715 | $12.1M | 1.00% | −1,925−0.5% | Reduced |
| Marshall Wace, LLP | 400,674 | $12.3M | 0.01% | +400,674 | New |
| Bank of Montreal | 441,603 | $13.5M | 0.01% | +441,603 | New |
| Goldman Sachs Group Inc | 533,223 | $16.3M | 0.00% | +327,670+159.4% | Added |
| Morgan Stanley | 621,784 | $19.0M | 0.00% | −746,391−54.6% | Reduced |
| JPMorgan Chase & Co | 635,113 | $19.5M | 0.00% | −14,908−2.3% | Reduced |
| Invesco Ltd. | 636,051 | $19.5M | 0.00% | +44,493+7.5% | Added |
| Charles Schwab Investment Management Inc | 672,133 | $20.6M | 0.00% | −432−0.1% | Reduced |
| William Blair Investment Management, LLC | 794,900 | $24.3M | 0.07% | −83,693−9.5% | Reduced |
| Palisade Capital Management LLC | 822,197 | $25.2M | 0.75% | −119,913−12.7% | Reduced |
| Bank of New York Mellon Corp | 827,804 | $25.4M | 0.00% | +96,076+13.1% | Added |
| Silvercrest Asset Management Group LLC | 921,289 | $28.2M | 0.19% | +921,289 | New |
| Geode Capital Management, LLC | 953,904 | $29.2M | 0.00% | −5,158−0.5% | Reduced |
| Brown Advisory Inc | 1,042,681 | $31.9M | 0.04% | −163,382−13.5% | Reduced |
| Madison Avenue Partners, LP | 1,147,258 | $35.1M | 1.51% | −23,366−2.0% | Reduced |
| Dimensional Fund Advisors LP | 1,600,812 | $49.0M | 0.01% | +43,012+2.8% | Added |
| State Street Corp | 1,696,296 | $52.6M | 0.00% | +24,269+1.5% | Added |
| Schroder Investment Management Group | 1,807,857 | $55.4M | 0.04% | +234,527+14.9% | Added |
| Clarkston Capital Partners, LLC | 2,617,945 | $80.2M | 1.86% | +410,121+18.6% | Added |
| Neuberger Berman Group LLC | 3,067,547 | $94.0M | 0.07% | −205,078−6.3% | Reduced |
| Vanguard Group Inc | 4,840,470 | $148.3M | 0.00% | +25,174+0.5% | Added |
| BlackRock, Inc. | 6,131,272 | $187.8M | 0.00% | +147,412+2.5% | Added |
| Ophir Asset Management Pty Ltd | 0 | $0 | 0.00% | −494,257−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −79,871−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −75,162−100.0% | Sold out |
| Bastion Asset Management Inc. | 0 | $0 | 0.00% | −71,857−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −38,363−100.0% | Sold out |
| TradeLink Capital LLC | 0 | $0 | 0.00% | −23,703−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −21,434−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −18,107−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −17,187−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −17,031−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −16,429−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −12,087−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −11,260−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −9,321−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −8,510−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −8,415−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −7,090−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −6,548−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −6,792−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −6,172−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −5,952−100.0% | Sold out |
| Grandfield & Dodd, LLC | 0 | $0 | 0.00% | −5,555−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −5,400−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −5,239−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −5,150−100.0% | Sold out |
| Evercore Wealth Management, LLC | 0 | $0 | 0.00% | −5,060−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −5,032−100.0% | Sold out |
| Penbrook Management LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −3,701−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −3,603−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −872−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −502−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −434−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −237−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −201−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Dogwood Wealth Management LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| New Millennium Group LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Rialto Wealth Management, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Glenmede Investment Management, LP | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |