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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, Q2 2026

Institutional positions in John Wiley & Sons, Inc. as of Jun 30, 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
266
+20 vs. Q1 2026
Shares held
41.8M
−79.4K (−0.2%) vs. Q1 2026
Total value
$2.03B
+$432.4M (+27.1%) vs. Q1 2026
New holders
53
89 more added
Sold out
33
78 more reduced

3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 266 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 heldQ2 2026: $2.03B
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, Q2 2026

Shares, value and share of portfolio for each institution holding John Wiley & Sons, Inc.; share changes are against Q1 2026.

Institutions holding WLY in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Evolution Advisers, Inc.6$00.00%+6New
Navigoe, LLC3$00.00%+3New
Raffa Wealth Management, LLC1$490.00%00.0%Unchanged
Maryland Capital Advisors Inc.1$490.00%+1New
Dunhill Financial, LLC1$500.00%00.0%Unchanged
Davis Capital Management2$970.00%+2New
Abound Wealth Management2$980.00%−1−33.3%Reduced
DecisionPoint Financial, LLC2$1030.00%+2New
LRI Investments, LLC3$1460.00%−133−97.8%Reduced
Hughes Financial Services, LLC3$1460.00%+1+50.0%Added
Harbour Investments, Inc.3$1460.00%+3New
Cedar Mountain Advisors, LLC4$1940.00%+4New
Plante Moran Financial Advisors, LLC5$2430.00%+5New
Gilpin Wealth Management, LLC6$2920.00%00.0%Unchanged
HFM Investment Advisors, LLC7$3400.00%+5+250.0%Added
Huntington National Bank8$3880.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.9$4370.00%00.0%Unchanged
Rialto Wealth Management, LLC9$4370.00%+9New
Bay Harbor Wealth Management, LLC10$4850.00%+8+400.0%Added
Clearstead Advisors, LLC11$5340.00%+11New
Ankerstar Wealth, LLC12$5820.00%00.0%Unchanged
TD Waterhouse Canada Inc.12$6120.00%+12New
Creative Capital Management Investments LLC14$6790.00%+14New
Bare Financial Services, Inc17$8250.00%00.0%Unchanged
Farmers & Merchants Investments Inc20$9700.00%00.0%Unchanged
Fulcrum Asset Management LLP22$1.04K0.00%+22New
Action Point Financial Planning, LLC29$1.36K0.00%+29New
True Wealth Design, LLC37$1.79K0.00%00.0%Unchanged
JPL Wealth Management, LLC38$1.84K0.00%00.0%Unchanged
Private Wealth Management Group, LLC39$1.89K0.00%00.0%Unchanged
Massmutual Trust Co FSB43$2.09K0.00%00.0%Unchanged
SBI Securities Co., Ltd.44$2.13K0.00%−315−87.7%Reduced
Rossby Financial, LCC45$2.18K0.00%00.0%Unchanged
Smartleaf Asset Management LLC47$2.22K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC46$2.23K0.00%+20+76.9%Added
Barrow Hanley Mewhinney & Strauss LLC51$2.47K0.00%+51New
WPG Advisers, LLC54$2.62K0.00%00.0%Unchanged
Fortitude Family Office, LLC55$2.67K0.00%+33+150.0%Added
Whittier Trust Co of Nevada Inc55$2.88K0.00%00.0%Unchanged
CVA Family Office, LLC77$3.73K0.00%+33+75.0%Added
Keating Financial Advisory Services, Inc.82$3.98K0.00%+2+2.5%Added
Quest 10 Wealth Builders, Inc.85$4.12K0.00%00.0%Unchanged
Essential Partners LLC97$4.71K0.00%−18−15.7%Reduced
Jones Financial Companies LLLP99$4.77K0.00%+40+67.8%Added
Rothschild Investment LLC99$4.80K0.00%+12+13.8%Added
International Assets Investment Management, LLC100$5.10K0.00%00.0%Unchanged
First Horizon Corp120$5.82K0.00%00.0%Unchanged
SJS Investment Consulting Inc.127$6.16K0.00%+126+12,600.0%Added
Optiver Holding B.V.131$6.36K0.00%−560−81.0%Reduced
EverSource Wealth Advisors, LLC132$6.40K0.00%−219−62.4%Reduced
BOK Financial Private Wealth, Inc.150$7.28K0.00%+150New
Global Retirement Partners, LLC167$8.10K0.00%+167New
Signaturefd, LLC173$8.39K0.00%+173New
Boreal Capital Management LLC196$9.51K0.01%00.0%Unchanged
Covestor Ltd202$10.0K0.01%+25+14.1%Added
Umb Bank N A254$12.3K0.00%+12+5.0%Added
Kemnay Advisory Services Inc.271$13.1K0.00%+271New
Private Wealth Asset Management, LLC300$14.6K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.353$17.2K0.00%+3+0.9%Added
Allworth Financial LP359$17.4K0.00%+65+22.1%Added
Parallel Advisors, LLC383$18.6K0.00%+379+9,475.0%Added
Steigerwald, Gordon & Koch Inc.400$19.4K0.00%00.0%Unchanged
Salomon & Ludwin, LLC389$19.8K0.00%00.0%Unchanged
AdvisorNet Financial, Inc500$24.3K0.00%+450+900.0%Added
Sterling Capital Management LLC506$24.5K0.00%+181+55.7%Added
Farther Finance Advisors, LLC546$26.5K0.00%+448+457.1%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.550$26.7K0.00%−21−3.7%Reduced
Pinnacle Wealth Planning Services, Inc.608$29.5K0.00%+42+7.4%Added
Parkside Financial Bank & Trust674$32.7K0.00%−6−0.9%Reduced
Northwestern Mutual Wealth Management Co695$33.7K0.00%+41+6.3%Added
Trust Co of Toledo NA700$34.0K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.807$39.1K0.00%+691+595.7%Added
Millstone Evans Group, LLC1,033$50.1K0.03%+801+345.3%Added
KBC Group NV1,361$66.0K0.00%00.0%Unchanged
US Bancorp1,388$67.3K0.00%−4−0.3%Reduced
Nisa Investment Advisors, LLC1,486$72.1K0.00%+1,053+243.2%Added
Public Employees Retirement System of Ohio1,493$72.4K0.00%+103+7.4%Added
Hantz Financial Services, Inc.1,502$73.0K0.00%+301+25.1%Added
Tower Research Capital LLC (TRC)1,606$77.9K0.00%−3,941−71.0%Reduced
State of Wyoming1,708$82.9K0.01%−78−4.4%Reduced
Assetmark, Inc2,246$109.0K0.00%+2,246New
Versant Capital Management, Inc2,410$116.9K0.01%00.0%Unchanged
Adirondack Trust Co2,600$126.1K0.04%00.0%Unchanged
Nykredit A/S2,652$128.6K0.00%+2,652New
Simplex Trading, LLC3,066$148.7K0.00%+2,665+664.6%Added
GAMMA Investing LLC3,223$156.3K0.01%+465+16.9%Added
Rockefeller Capital Management L.P.3,251$157.7K0.00%−628−16.2%Reduced
Ameritas Investment Partners, Inc.3,440$166.9K0.00%00.0%Unchanged
Mitsubishi UFJ Trust & Banking Corp3,715$180.2K0.00%+3,715New
Stifel Financial Corp4,183$202.9K0.00%+4,183New
Gotham Asset Management, LLC4,386$212.8K0.00%−1,503−25.5%Reduced
Amundi4,445$215.6K0.00%−1,236−21.8%Reduced
Trajan Wealth LLC4,446$215.7K0.01%+4,446New
Mutual of America Capital Management LLC4,485$217.6K0.00%+4,485New
Los Angeles Capital Management LLC4,603$223.3K0.00%−10,743−70.0%Reduced
Public Employees Retirement Association of Colorado4,682$227.0K0.00%00.0%Unchanged
Paul Damon & Associates, Inc.4,786$232.2K0.09%+4,786New
Virginia Retirement Systems Et Al4,800$232.8K0.00%+4,800New
Empowered Funds, LLC4,930$239.2K0.00%−2,063−29.5%Reduced
Revolve Wealth Partners, LLC4,930$239.2K0.02%+4,930New