Go Pro

John Wiley & Sons (WLY) Institutional Ownership

John Wiley & Sons logo
$51.09 +0.04 (+0.08%)
As of 03:58 PM Eastern

Institutional Ownership Changes (13F Filings) for John Wiley & Sons (NYSE:WLY)

Current
Institutional Ownership
Percentage
73.94%
Number of
Institutional Buyers
(last 12 months)
109
Total
Institutional Inflows
(last 12 months)
$320.69M
Number of
Institutional Sellers
(last 12 months)
78
Total
Institutional Outflows
(last 12 months)
$155.01M
Get WLY Insider Trade Alerts

Want to know when executives and insiders are buying or selling John Wiley & Sons stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

WLY Institutional Buying and Selling by Quarter

John Wiley & Sons Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2026 Corient Private Wealth LP34,685$1.68M0.0%+94.9%0.068%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al4,800$233K0.0%N/A0.009%
8/24/2026 California State Teachers Retirement System2,060,802$99.97M0.0%+3,580.2%4.060%
8/21/2026 Nykredit A S2,652$129K0.0%N/A0.005%
8/20/2026 Ancora Advisors LLC179,800$8.72M0.2%+33.2%0.354%
8/14/2026 Ancora Advisors LLC179,800$8.72M0.2%N/A0.354%
8/8/2026 Foster & Motley Inc.13,218$641K0.0%N/A0.026%
7/9/2026 Revolve Wealth Partners LLC4,930$239K0.0%N/A0.010%
7/7/2026 GAMMA Investing LLC3,223$156K0.0%+16.9%0.006%
6/16/2026 Empowered Funds LLC6,993$266K0.0%+472.3%0.014%
6/3/2026 NewEdge Advisors LLC7,370$281K0.0%-34.9%0.014%
6/2/2026 Optiver Holding B.V.691$26K0.0%N/A0.001%
5/22/2026 Access Investment Management LLC366,520$13.96M3.7%+135.0%0.714%
5/19/2026 NewEdge Advisors LLC7,370$281K0.0%-34.9%0.014%
5/19/2026 Bank of America Corp DE149,444$5.69M0.0%-18.7%0.291%
5/18/2026 Amundi5,681$216K0.0%N/A0.011%
5/18/2026 California State Teachers Retirement System55,997$2.13M0.0%+41.4%0.109%
5/18/2026 Royal Bank of Canada859$33K0.0%-57.2%0.002%
5/18/2026 Empowered Funds LLC6,993$266K0.0%+472.3%0.014%
5/16/2026 The Manufacturers Life Insurance Company17,203$655K0.0%-7.4%0.034%
5/16/2026 Quantinno Capital Management LP38,360$1.46M0.0%+297.8%0.075%
5/15/2026 Weiss Asset Management LP25,823$984K0.0%-59.6%0.050%
5/14/2026 Arrowstreet Capital Limited Partnership45,638$1.74M0.0%N/A0.089%
5/14/2026 Clarkston Capital Partners LLC942,556$35.91M2.7%-64.0%1.837%
5/14/2026 Sei Investments Co.94,647$3.61M0.0%+66.0%0.184%
5/14/2026 Lido Advisors LLC9,483$361K0.0%+64.1%0.018%
5/13/2026 First Trust Advisors LP103,974$3.96M0.0%+38.6%0.203%
5/8/2026 PNC Financial Services Group Inc.5,798$221K0.0%+28.1%0.011%
5/7/2026 Meeder Asset Management Inc.10,221$389K0.0%+127.5%0.020%
5/7/2026 Dimensional Fund Advisors LP1,829,676$69.71M0.0%+14.3%3.565%
5/6/2026 Bessemer Group Inc.100,606$3.83M0.0%+0.2%0.196%
5/5/2026 Bank of New York Mellon Corp796,191$30.34M0.0%-3.8%1.551%
5/5/2026 Illinois Municipal Retirement Fund17,579$670K0.0%-30.9%0.034%
5/5/2026 Maryland State Retirement & Pension System5,806$221K0.0%N/A0.011%
5/5/2026 Hillsdale Investment Management Inc.76,150$2.90M0.1%+110.7%0.148%
5/4/2026 Principal Financial Group Inc.196,935$7.50M0.0%+0.8%0.384%
5/1/2026 Fifth Third Bancorp11,175$426K0.0%+4,248.2%0.022%
4/27/2026 Counterpoint Mutual Funds LLC14,998$571K0.1%N/A0.029%
4/21/2026 Louisiana State Employees Retirement System17,900$682K0.0%N/A0.035%
4/16/2026 SG Americas Securities LLC8,452$322K0.0%-63.7%0.016%
The REAL Reason Trump is Invading Iran (Ad)

For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.tc pixel

Click here to find out what it is.
3/3/2026 Caitong International Asset Management Co. Ltd827$25K0.0%+264.3%0.002%
2/19/2026 Invesco Ltd.636,051$19.48M0.0%+7.5%1.210%
2/18/2026 Vident Advisory LLC16,456$504K0.0%+9.8%0.031%
2/18/2026 State of Tennessee Department of Treasury9,226$288K0.0%-7.3%0.018%
2/18/2026 NewEdge Advisors LLC11,321$347K0.0%+3.3%0.022%
2/18/2026 Empowered Funds LLC1,222$37K0.0%N/A0.002%
2/18/2026 XTX Topco Ltd82,194$2.52M0.1%N/A0.156%
2/18/2026 Voloridge Investment Management LLC99,293$3.04M0.0%N/A0.189%
2/18/2026 Oxford Asset Management LLP38,247$1.17M0.5%+29.8%0.073%
2/18/2026 Palisade Capital Management LP822,197$25.18M0.7%-12.7%1.564%
2/18/2026 Millennium Management LLC34,109$1.05M0.0%+340.9%0.065%
2/18/2026 Madison Avenue Partners LP1,147,258$35.14M1.5%-2.0%2.183%
2/18/2026 Invenomic Capital Management LP28,270$866K0.0%N/A0.054%
2/18/2026 Gotham Asset Management LLC9,754$299K0.0%-5.6%0.019%
2/18/2026 Balyasny Asset Management L.P.261,636$8.01M0.0%N/A0.498%
2/17/2026 Freestone Grove Partners LP17,377$532K0.0%+78.3%0.033%
2/17/2026 AQR Capital Management LLC67,209$2.06M0.0%-14.0%0.128%
2/17/2026 Jump Financial LLC19,292$591K0.0%-20.9%0.037%
2/17/2026 Price T Rowe Associates Inc. MD42,965$1.32M0.0%+9.4%0.082%
2/17/2026 Weiss Asset Management LP63,858$1.96M0.0%+96.6%0.121%
2/17/2026 Russell Investments Group Ltd.29,520$904K0.0%+3.8%0.056%
2/17/2026 Atom Investors LP85,700$2.63M0.2%+9.6%0.163%
2/17/2026 State of Wisconsin Investment Board10,918$334K0.0%-10.4%0.021%
2/17/2026 Captrust Financial Advisors12,203$374K0.0%+3.6%0.023%
2/17/2026 Royal Bank of Canada2,008$62K0.0%-92.0%0.004%
2/16/2026 Squarepoint Ops LLC26,690$818K0.0%+95.5%0.051%
2/16/2026 Healthcare of Ontario Pension Plan Trust Fund100,782$3.09M0.0%N/A0.192%
2/16/2026 Brown Advisory Inc.1,042,681$31.94M0.0%-13.5%1.984%
2/13/2026 Kestra Advisory Services LLC2,573$79K0.0%N/A0.005%
2/13/2026 Marshall Wace LLP400,674$12.27M0.0%N/A0.762%
2/13/2026 The Manufacturers Life Insurance Company 18,571$569K0.0%-11.6%0.035%
2/13/2026 CANADA LIFE ASSURANCE Co40,054$1.23M0.0%-17.6%0.076%
2/13/2026 Segall Bryant & Hamill LLC10,681$327K0.0%N/A0.020%
2/13/2026 Bridgewater Associates LP16,982$520K0.0%N/A0.032%
2/13/2026 Martin & Co. Inc. TN39,661$1.22M0.2%+3.3%0.075%
2/13/2026 Schroder Investment Management Group1,807,857$55.38M0.0%+14.9%3.440%
2/13/2026 Public Sector Pension Investment Board141,516$4.34M0.0%-11.5%0.269%
2/13/2026 First Trust Advisors LP75,043$2.30M0.0%+170.8%0.143%
2/13/2026 SG Capital Management LLC252,596$7.74M0.7%-82.9%0.481%
2/13/2026 Charles Schwab Investment Management Inc.672,133$20.59M0.0%-0.1%1.279%
2/13/2026 State Street Corp1,696,296$52.55M0.0%+1.5%3.227%
2/13/2026 Clarkston Capital Partners LLC2,617,945$80.19M1.9%+18.6%4.981%
2/13/2026 Martingale Asset Management L P7,700$236K0.0%-17.2%0.015%
2/13/2026 Caitong International Asset Management Co. Ltd1,042$32K0.1%+359.0%0.002%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC101,239$3.10M0.0%+3.1%0.193%
2/13/2026 Wells Fargo & Company MN46,976$1.44M0.0%-42.2%0.089%
2/12/2026 Advisors Asset Management Inc.8,593$263K0.0%-19.0%0.016%
2/12/2026 Jane Street Group LLC8,110$248K0.0%-80.1%0.015%
2/12/2026 HRT Financial LP92,489$2.83M0.0%-16.8%0.176%
2/12/2026 MetLife Investment Management LLC23,025$705K0.0%-6.3%0.044%
Porter flew 3,300 miles to investigate this system (Ad)

Porter Stansberry flew the Porter and Co. team 3,300 miles to Dublin to investigate a 17-year investing experiment called Project Prophet - and documented everything on film. Rooted in the laws of physics, this quantitative approach challenges conventional wealth-building wisdom. With 17 years of verified data behind it, Porter calls it unlike anything he has seen in nearly 30 years in the business.tc pixel

Watch the full investigation and decide for yourself
2/12/2026 Dimensional Fund Advisors LP1,600,812$49.03M0.0%+2.8%3.046%
2/12/2026 Ensign Peak Advisors Inc6,140$188K0.0%-44.6%0.012%
2/12/2026 Clark Estates Inc. NY67,000$2.05M0.5%+17.0%0.127%
2/12/2026 Bank of Montreal Can441,603$13.53M0.0%N/A0.840%
2/12/2026 Loomis Sayles & Co. L P250,337$7.67M0.0%-4.6%0.476%
2/12/2026 Elo Mutual Pension Insurance Co57,018$1.75M0.0%+60.0%0.108%
2/12/2026 Brown Brothers Harriman & Co.11,900$364K0.0%+19.9%0.023%
2/12/2026 Swiss National Bank83,300$2.55M0.0%+1.3%0.158%
2/12/2026 Nuveen LLC73,982$2.27M0.0%-4.3%0.141%
2/11/2026 Meeder Asset Management Inc.4,493$138K0.0%N/A0.009%


WLY Institutional Ownership - Frequently Asked Questions

During the previous two years, 255 institutional investors and hedge funds held shares of John Wiley & Sons. The most heavily invested institutionals were Vanguard Group Inc. ($148.26M), California State Teachers Retirement System ($99.97M), Dimensional Fund Advisors LP ($69.71M), Schroder Investment Management Group ($55.38M), State Street Corp ($52.55M), Burgundy Asset Management Ltd. ($44.93M), and Clarkston Capital Partners LLC ($35.91M).Learn more on John Wiley & Sons' institutional investors.

73.94% of John Wiley & Sons' stock is owned by institutional investors. Learn more on WLY's institutional investor holdings.

Of the 203 institutional investors that purchased John Wiley & Sons' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: California State Teachers Retirement System ($2.02M), Raymond James Financial Inc. ($1.60M), Brown Advisory Inc. ($1.23M), Clarkston Capital Partners LLC ($730.07K), SG Capital Management LLC ($612.87K), Marshall Wace LLP ($576.02K), and Invesco Ltd. ($466.31K).

Institutional investors have bought a total of 8,273,458 shares in the last 24 months. This purchase volume represents approximately $320.69M in transactions.

Of the 78 institutional investors that sold John Wiley & Sons' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Clarkston Capital Partners LLC ($1.68M), SG Capital Management LLC ($1.22M), Brown Advisory Inc. ($163.38K), William Blair Investment Management LLC ($136.85K), Millennium Management LLC ($129.50K), Palisade Capital Management LP ($119.91K), and Vanguard Group Inc. ($87.61K).

Institutional investors have sold a total of 4,413,199 shares in the last 24 months. This volume of shares sold represents approximately $155.01M in transactions.



Institutional ownership data for NYSE:WLY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
From Our Partners