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 |
|---|---|---|---|---|---|
| Umb Bank N A | 242 | $9.22K | 0.00% | +77+46.7% | Added |
| Millstone Evans Group, LLC | 232 | $8.84K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 199 | $7.58K | 0.00% | +134+206.2% | Added |
| Boreal Capital Management LLC | 196 | $7.47K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 189 | $7.20K | 0.00% | +189 | New |
| Covestor Ltd | 177 | $7.00K | 0.00% | +173+4,325.0% | Added |
| LRI Investments, LLC | 136 | $5.18K | 0.00% | +26+23.6% | Added |
| First Horizon Corp | 120 | $4.57K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 116 | $4.42K | 0.00% | +93+404.3% | Added |
| Essential Partners LLC | 115 | $4.38K | 0.00% | −21−15.4% | Reduced |
| International Assets Investment Management, LLC | 100 | $3.87K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 98 | $3.79K | 0.00% | −134−57.8% | Reduced |
| Rothschild Investment LLC | 87 | $3.31K | 0.00% | +56+180.6% | Added |
| Quest 10 Wealth Builders, Inc. | 85 | $3.24K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 80 | $3.05K | 0.00% | +79+7,900.0% | Added |
| Red Tortoise LLC | 61 | $2.32K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 59 | $2.22K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 58 | $2.21K | 0.00% | +58 | New |
| Whittier Trust Co of Nevada Inc | 55 | $2.12K | 0.00% | +55 | New |
| WPG Advisers, LLC | 54 | $2.06K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 50 | $1.91K | 0.00% | +50 | New |
| Smartleaf Asset Management LLC | 47 | $1.78K | 0.00% | −543−92.0% | Reduced |
| Rossby Financial, LCC | 45 | $1.74K | 0.00% | +25+125.0% | Added |
| CVA Family Office, LLC | 44 | $1.68K | 0.00% | +44 | New |
| Massmutual Trust Co FSB | 43 | $1.64K | 0.00% | +35+437.5% | Added |
| 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 |
| JPL Wealth Management, LLC | 38 | $1.45K | 0.00% | +38 | New |
| True Wealth Design, LLC | 37 | $1.41K | 0.00% | −5−11.9% | Reduced |
| JFS Wealth Advisors, LLC | 26 | $991 | 0.00% | −7−21.2% | Reduced |
| Fortitude Family Office, LLC | 22 | $838 | 0.00% | +22 | New |
| Farmers & Merchants Investments Inc | 20 | $762 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 17 | $648 | 0.00% | +17 | New |
| Ankerstar Wealth, LLC | 12 | $457 | 0.00% | +12 | New |
| Atlantic Union Bankshares Corp | 11 | $419 | 0.00% | +11 | New |
| DiNuzzo Private Wealth, Inc. | 9 | $343 | 0.00% | +3+50.0% | Added |
| Huntington National Bank | 8 | $305 | 0.00% | +8 | New |
| Horizon Investments, LLC | 8 | $305 | 0.00% | +8 | New |
| Gilpin Wealth Management, LLC | 6 | $229 | 0.00% | +6 | New |
| Parallel Advisors, LLC | 4 | $152 | 0.00% | −175−97.8% | Reduced |
| Abound Wealth Management | 3 | $115 | 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 |
| SJS Investment Consulting Inc. | 1 | $39 | 0.00% | −1−50.0% | Reduced |
| Dunhill Financial, LLC | 1 | $39 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $38 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $38 | 0.00% | +1 | New |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −283,517−100.0% | Sold out |
| SG Capital Management LLC | 0 | $0 | 0.00% | −252,596−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −100,782−100.0% | Sold out |
| Seizert Capital Partners, LLC | 0 | $0 | 0.00% | −65,596−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −57,018−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −38,247−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −34,477−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −34,109−100.0% | Sold out |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −28,270−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −27,726−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −26,690−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −24,708−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −19,145−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −11,900−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −11,510−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −10,918−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −10,685−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −10,681−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −8,189−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −4,257−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −4,066−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −3,441−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −2,573−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −827−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −399−100.0% | Sold out |
| DV Trading LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Kilter Group LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Barrow Hanley Mewhinney & Strauss LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Torren Management, LLC | 0 | $0 | 0.00% | 0 | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |