Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2025: 236 institutions
Q1 2021: 237 institutionsQ2 2021: 234 institutionsQ3 2021: 232 institutionsQ4 2021: 246 institutionsQ1 2022: 229 institutionsQ2 2022: 242 institutionsQ3 2022: 228 institutionsQ4 2022: 222 institutionsQ1 2023: 230 institutionsQ2 2023: 221 institutionsQ3 2023: 239 institutionsQ4 2023: 236 institutionsQ1 2024: 213 institutionsQ2 2024: 241 institutionsQ3 2024: 235 institutionsQ4 2024: 244 institutionsQ1 2025: 256 institutionsQ2 2025: 269 institutionsQ3 2025: 251 institutionsQ4 2025: 236 institutionsQ1 2026: 249 institutionsQ2 2026: 266 institutions
Value heldQ4 2025: $1.27B
Q1 2021: $2.25BQ2 2021: $2.58BQ3 2021: $2.18BQ4 2021: $2.33BQ1 2022: $2.17BQ2 2022: $1.92BQ3 2022: $1.53BQ4 2022: $1.65BQ1 2023: $1.57BQ2 2023: $1.40BQ3 2023: $1.50BQ4 2023: $1.28BQ1 2024: $1.53BQ2 2024: $1.59BQ3 2024: $1.96BQ4 2024: $1.82BQ1 2025: $1.85BQ2 2025: $1.86BQ3 2025: $1.68BQ4 2025: $1.27BQ1 2026: $1.60BQ2 2026: $2.03B
Institutions holding WLY and their total value by quarter
QuarterHoldersValue
Q2 2026266$2.03B
Q1 2026249$1.60B
Q4 2025236$1.27B
Q3 2025251$1.68B
Q2 2025269$1.86B
Q1 2025256$1.85B
Q4 2024244$1.82B
Q3 2024235$1.96B
Q2 2024241$1.59B
Q1 2024213$1.53B
Q4 2023236$1.28B
Q3 2023239$1.50B
Q2 2023221$1.40B
Q1 2023230$1.57B
Q4 2022222$1.65B
Q3 2022228$1.53B
Q2 2022242$1.92B
Q1 2022229$2.17B
Q4 2021246$2.33B
Q3 2021232$2.18B
Q2 2021234$2.58B
Q1 2021237$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.

Institutions holding WLY in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Essential Partners LLC136$4.17K0.00%+86+172.0%Added
Global Retirement Partners, LLC129$3.95K0.00%−556−81.2%Reduced
First Horizon Corp120$3.68K0.00%00.0%Unchanged
Allworth Financial LP119$3.65K0.00%−661−84.7%Reduced
LRI Investments, LLC110$3.37K0.00%00.0%Unchanged
Group One Trading, L.P.100$3.06K0.00%+100New
International Assets Investment Management, LLC100$3.06K0.00%+100New
Quest 10 Wealth Builders, Inc.85$2.60K0.00%00.0%Unchanged
Root Financial Partners, LLC65$1.99K0.00%−79−54.9%Reduced
Red Tortoise LLC61$1.87K0.00%00.0%Unchanged
Jones Financial Companies LLLP59$1.81K0.00%−104−63.8%Reduced
WPG Advisers, LLC54$1.65K0.00%00.0%Unchanged
Signaturefd, LLC50$1.53K0.00%+42+525.0%Added
True Wealth Design, LLC42$1.29K0.00%+22+110.0%Added
Private Wealth Management Group, LLC39$1.20K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC33$1.01K0.00%+1+3.1%Added
Kilter Group LLC32$9810.00%+32New
Rothschild Investment LLC31$9500.00%−29−48.3%Reduced
Quadrant Capital Group LLC31$9500.00%−13−29.5%Reduced
SRS Capital Advisors, Inc.23$7050.00%−1,637−98.6%Reduced
Farmers & Merchants Investments Inc20$6130.00%00.0%Unchanged
Rossby Financial, LCC20$6130.00%+4+25.0%Added
Barrow Hanley Mewhinney & Strauss LLC16$4900.00%+1+6.7%Added
IFP Advisors, Inc11$3370.00%+9+450.0%Added
CIBC Private Wealth Group, LLC9$2760.00%+9New
Massmutual Trust Co FSB8$2450.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.6$1840.00%−5−45.5%Reduced
Bay Harbor Wealth Management, LLC4$1230.00%00.0%Unchanged
Abound Wealth Management3$920.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.2$620.00%−182−98.9%Reduced
SJS Investment Consulting Inc.2$620.00%−3−60.0%Reduced
HFM Investment Advisors, LLC2$620.00%−1−33.3%Reduced
Dunhill Financial, LLC1$320.00%+1New
Keating Financial Advisory Services, Inc.1$310.00%+1New
Torren Management, LLC0$120.00%0New
Covestor Ltd4$00.00%00.0%Unchanged
Ophir Asset Management Pty Ltd0$00.00%−494,257−100.0%Sold out
Winton Group Ltd0$00.00%−79,871−100.0%Sold out
Trexquant Investment LP0$00.00%−75,162−100.0%Sold out
Bastion Asset Management Inc.0$00.00%−71,857−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−38,363−100.0%Sold out
TradeLink Capital LLC0$00.00%−23,703−100.0%Sold out
Boston Partners0$00.00%−21,434−100.0%Sold out
Envestnet Asset Management Inc0$00.00%−18,107−100.0%Sold out
LPL Financial LLC0$00.00%−17,187−100.0%Sold out
Magnetar Financial LLC0$00.00%−17,031−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−16,429−100.0%Sold out
AdvisorShares Investments LLC0$00.00%−12,087−100.0%Sold out
DRW Securities, LLC0$00.00%−11,260−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−9,321−100.0%Sold out
Lazard Asset Management LLC0$00.00%−8,510−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−8,415−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−7,090−100.0%Sold out
Engineers Gate Manager LP0$00.00%−6,548−100.0%Sold out
Amundi0$00.00%−6,792−100.0%Sold out
PEAK6 LLC0$00.00%−6,172−100.0%Sold out
Maryland State Retirement & Pension System0$00.00%−5,952−100.0%Sold out
Grandfield & Dodd, LLC0$00.00%−5,555−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−5,400−100.0%Sold out
Commonwealth Equity Services, LLC0$00.00%−5,239−100.0%Sold out
Atria Investments LLC0$00.00%−5,150−100.0%Sold out
Evercore Wealth Management, LLC0$00.00%−5,060−100.0%Sold out
Stifel Financial Corp0$00.00%−5,032−100.0%Sold out
Penbrook Management LLC0$00.00%−5,000−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−3,701−100.0%Sold out
ISAM Funds (UK) Ltd0$00.00%−3,603−100.0%Sold out
Simplex Trading, LLC0$00.00%−872−100.0%Sold out
Advisory Services Network, LLC0$00.00%−502−100.0%Sold out
Clearstead Advisors, LLC0$00.00%−434−100.0%Sold out
Optiver Holding B.V.0$00.00%−237−100.0%Sold out
Steward Partners Investment Advisory, LLC0$00.00%−201−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−75−100.0%Sold out
Quarry LP0$00.00%−40−100.0%Sold out
Dogwood Wealth Management LLC0$00.00%−39−100.0%Sold out
Principal Securities, Inc.0$00.00%−28−100.0%Sold out
Atlantic Trust, LLC0$00.00%−20−100.0%Sold out
Fortitude Family Office, LLC0$00.00%−14−100.0%Sold out
Creative Financial Designs Inc0$00.00%−10−100.0%Sold out
JPL Wealth Management, LLC0$00.00%−5−100.0%Sold out
New Millennium Group LLC0$00.00%−4−100.0%Sold out
Rialto Wealth Management, LLC0$00.00%−3−100.0%Sold out
Cloud Capital Management, LLC0$00.00%−10−100.0%Sold out
Glenmede Investment Management, LP––––Not filed
Shell Asset Management Co––––Not filed
Hemington Wealth Management––––Not filed