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, Q1 2026
Institutional positions in John Wiley & Sons, Inc. as of Mar 31, 2026. 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
- 249
- +18 vs. Q4 2025
- Shares held
- 42.0M
- +5.49M (+15.1%) vs. Q4 2025
- Total value
- $1.60B
- +$479.1M (+42.8%) vs. Q4 2025
- New holders
- 52
- 88 more added
- Sold out
- 34
- 73 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding John Wiley & Sons, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raffa Wealth Management, LLC | 1 | $38 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $38 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 1 | $39 | 0.00% | −1−50.0% | Reduced |
| Dunhill Financial, LLC | 1 | $39 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $76 | 0.00% | −2−50.0% | Reduced |
| HFM Investment Advisors, LLC | 2 | $76 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 2 | $76 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 2 | $76 | 0.00% | +2 | New |
| Abound Wealth Management | 3 | $115 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4 | $152 | 0.00% | −175−97.8% | Reduced |
| Gilpin Wealth Management, LLC | 6 | $229 | 0.00% | +6 | New |
| Huntington National Bank | 8 | $305 | 0.00% | +8 | New |
| Horizon Investments, LLC | 8 | $305 | 0.00% | +8 | New |
| DiNuzzo Private Wealth, Inc. | 9 | $343 | 0.00% | +3+50.0% | Added |
| Atlantic Union Bankshares Corp | 11 | $419 | 0.00% | +11 | New |
| Ankerstar Wealth, LLC | 12 | $457 | 0.00% | +12 | New |
| Bare Financial Services, Inc | 17 | $648 | 0.00% | +17 | New |
| Farmers & Merchants Investments Inc | 20 | $762 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 22 | $838 | 0.00% | +22 | New |
| JFS Wealth Advisors, LLC | 26 | $991 | 0.00% | −7−21.2% | Reduced |
| True Wealth Design, LLC | 37 | $1.41K | 0.00% | −5−11.9% | Reduced |
| JPL Wealth Management, LLC | 38 | $1.45K | 0.00% | +38 | New |
| Private Wealth Management Group, LLC | 39 | $1.49K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 39 | $1.49K | 0.00% | +8+25.8% | Added |
| Massmutual Trust Co FSB | 43 | $1.64K | 0.00% | +35+437.5% | Added |
| CVA Family Office, LLC | 44 | $1.68K | 0.00% | +44 | New |
| Rossby Financial, LCC | 45 | $1.74K | 0.00% | +25+125.0% | Added |
| Smartleaf Asset Management LLC | 47 | $1.78K | 0.00% | −543−92.0% | Reduced |
| AdvisorNet Financial, Inc | 50 | $1.91K | 0.00% | +50 | New |
| WPG Advisers, LLC | 54 | $2.06K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 55 | $2.12K | 0.00% | +55 | New |
| Quarry LP | 58 | $2.21K | 0.00% | +58 | New |
| Jones Financial Companies LLLP | 59 | $2.22K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 61 | $2.32K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 80 | $3.05K | 0.00% | +79+7,900.0% | Added |
| Quest 10 Wealth Builders, Inc. | 85 | $3.24K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 87 | $3.31K | 0.00% | +56+180.6% | Added |
| Farther Finance Advisors, LLC | 98 | $3.79K | 0.00% | −134−57.8% | Reduced |
| International Assets Investment Management, LLC | 100 | $3.87K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 115 | $4.38K | 0.00% | −21−15.4% | Reduced |
| SRS Capital Advisors, Inc. | 116 | $4.42K | 0.00% | +93+404.3% | Added |
| First Horizon Corp | 120 | $4.57K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 136 | $5.18K | 0.00% | +26+23.6% | Added |
| Covestor Ltd | 177 | $7.00K | 0.00% | +173+4,325.0% | Added |
| RWM Asset Management, LLC | 189 | $7.20K | 0.00% | +189 | New |
| Boreal Capital Management LLC | 196 | $7.47K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 199 | $7.58K | 0.00% | +134+206.2% | Added |
| Millstone Evans Group, LLC | 232 | $8.84K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 242 | $9.22K | 0.00% | +77+46.7% | Added |
| MAI Capital Management | 249 | $9.49K | 0.00% | +41+19.7% | Added |
| Allworth Financial LP | 294 | $11.2K | 0.00% | +175+147.1% | Added |
| Advisory Services Network, LLC | 298 | $11.4K | 0.00% | +298 | New |
| Private Wealth Asset Management, LLC | 300 | $11.4K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 325 | $12.4K | 0.00% | −99−23.3% | Reduced |
| Advisor Group Holdings, Inc. | 350 | $13.3K | 0.00% | −34−8.9% | Reduced |
| EverSource Wealth Advisors, LLC | 351 | $13.4K | 0.00% | +48+15.8% | Added |
| SBI Securities Co., Ltd. | 359 | $13.7K | 0.00% | +95+36.0% | Added |
| Salomon & Ludwin, LLC | 389 | $15.2K | 0.00% | +217+126.2% | Added |
| Steigerwald, Gordon & Koch Inc. | 400 | $15.2K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 401 | $15.3K | 0.00% | +401 | New |
| Nisa Investment Advisors, LLC | 433 | $16.5K | 0.00% | −4,414−91.1% | Reduced |
| Nomura Asset Management Co Ltd | 540 | $20.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 566 | $21.6K | 0.00% | −280−33.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 571 | $21.8K | 0.00% | +110+23.9% | Added |
| Northwestern Mutual Wealth Management Co | 654 | $24.9K | 0.00% | −68−9.4% | Reduced |
| Parkside Financial Bank & Trust | 680 | $25.9K | 0.00% | +50+7.9% | Added |
| Optiver Holding B.V. | 691 | $26.3K | 0.00% | +691 | New |
| Trust Co of Toledo NA | 700 | $26.7K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 859 | $33.0K | 0.00% | −1,149−57.2% | Reduced |
| Hantz Financial Services, Inc. | 1,201 | $46.0K | 0.00% | −187−13.5% | Reduced |
| KBC Group NV | 1,361 | $52.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,390 | $53.0K | 0.00% | +167+13.7% | Added |
| US Bancorp | 1,392 | $53.0K | 0.00% | +701+101.4% | Added |
| State of Wyoming | 1,786 | $68.0K | 0.01% | −164−8.4% | Reduced |
| Versant Capital Management, Inc | 2,410 | $91.8K | 0.01% | +921+61.9% | Added |
| Adirondack Trust Co | 2,600 | $99.0K | 0.03% | +500+23.8% | Added |
| GAMMA Investing LLC | 2,758 | $105.1K | 0.00% | +1,074+63.8% | Added |
| Ameritas Investment Partners, Inc. | 3,440 | $131.1K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,879 | $147.8K | 0.00% | +497+14.7% | Added |
| Public Employees Retirement Association of Colorado | 4,682 | $178.0K | 0.00% | 00.0% | Unchanged |
| New Vernon Capital Holdings II LLC | 5,373 | $204.7K | 0.15% | +5,373 | New |
| Tower Research Capital LLC (TRC) | 5,547 | $211.3K | 0.01% | +2,559+85.6% | Added |
| Amundi | 5,681 | $216.4K | 0.00% | +5,681 | New |
| Mirabella Financial Services LLP | 5,693 | $216.9K | 0.02% | +5,693 | New |
| The PNC Financial Services Group, Inc. | 5,798 | $220.9K | 0.00% | +1,273+28.1% | Added |
| Maryland State Retirement & Pension System | 5,806 | $221.2K | 0.00% | +5,806 | New |
| Gotham Asset Management, LLC | 5,889 | $224.4K | 0.00% | −3,865−39.6% | Reduced |
| Swiss Life Asset Management Ltd | 5,974 | $227.6K | 0.00% | +5,974 | New |
| EP Wealth Advisors, LLC | 6,033 | $229.9K | 0.00% | +6,033 | New |
| Ensign Peak Advisors, Inc | 6,140 | $233.9K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 6,988 | $266.2K | 0.00% | −277−3.8% | Reduced |
| Empowered Funds, LLC | 6,993 | $266.4K | 0.00% | +6,993 | New |
| EntryPoint Capital, LLC | 6,997 | $266.6K | 0.08% | +6,997 | New |
| ISAM Funds (UK) Ltd | 7,015 | $267.3K | 0.13% | +7,015 | New |
| GWM Advisors LLC | 7,370 | $280.8K | 0.00% | −3,951−34.9% | Reduced |
| Pictet Asset Management Holding SA | 7,390 | $281.6K | 0.00% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 7,909 | $301.3K | 0.01% | 00.0% | Unchanged |
| Silverberg Bernstein Capital Management LLC | 8,110 | $309.0K | 0.17% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 8,452 | $322.0K | 0.00% | −14,824−63.7% | Reduced |
| Winton Group Ltd | 8,500 | $323.9K | 0.01% | +8,500 | New |