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John Wiley & Sons (WLY) Institutional Ownership

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$51.59 -0.23 (-0.45%)
As of 03:11 PM Eastern
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Institutional Ownership Changes (13F Filings) for John Wiley & Sons (NYSE:WLY)

Current
Institutional Ownership
Percentage
73.94%
Number of
Institutional Buyers
(last 12 months)
113
Total
Institutional Inflows
(last 12 months)
$216.55M
Number of
Institutional Sellers
(last 12 months)
81
Total
Institutional Outflows
(last 12 months)
$166.27M
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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
8/8/2026 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%
6/16/2026Empowered 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%
5/19/2026Bank of America Corp DE149,444$5.69M0.0%-18.7%0.291%
5/18/2026 Amundi5,681$216K0.0%N/A0.011%
5/18/2026California State Teachers Retirement System55,997$2.13M0.0%+41.4%0.109%
5/18/2026Royal Bank of Canada859$33K0.0%-57.2%0.002%
5/18/2026Empowered Funds LLC6,993$266K0.0%+472.3%0.014%
5/16/2026The Manufacturers Life Insurance Company 17,203$655K0.0%-7.4%0.034%
5/16/2026Quantinno Capital Management LP38,360$1.46M0.0%+297.8%0.075%
5/15/2026Weiss Asset Management LP25,823$984K0.0%-59.6%0.050%
5/14/2026Arrowstreet 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%
5/14/2026Sei 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%
3/3/2026 Caitong International Asset Management Co. Ltd827$25K0.0%+264.3%0.002%
2/19/2026Invesco Ltd.636,051$19.48M0.0%+7.5%1.210%
2/18/2026 Vident Advisory LLC16,456$504K0.0%+9.8%0.031%
2/18/2026State 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%
2/18/2026Empowered Funds LLC1,222$37K0.0%N/A0.002%
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2/18/2026XTX Topco Ltd82,194$2.52M0.1%N/A0.156%
2/18/2026Voloridge Investment Management LLC99,293$3.04M0.0%N/A0.189%
2/18/2026Oxford Asset Management LLP38,247$1.17M0.5%+29.8%0.073%
2/18/2026Palisade Capital Management LP822,197$25.18M0.7%-12.7%1.564%
2/18/2026Millennium Management LLC34,109$1.05M0.0%+340.9%0.065%
2/18/2026Madison Avenue Partners LP1,147,258$35.14M1.5%-2.0%2.183%
2/18/2026Invenomic Capital Management LP28,270$866K0.0%N/A0.054%
2/18/2026Gotham Asset Management LLC9,754$299K0.0%-5.6%0.019%
2/18/2026Balyasny Asset Management L.P.261,636$8.01M0.0%N/A0.498%
2/17/2026Freestone Grove Partners LP17,377$532K0.0%+78.3%0.033%
2/17/2026AQR Capital Management LLC67,209$2.06M0.0%-14.0%0.128%
2/17/2026Jump Financial LLC19,292$591K0.0%-20.9%0.037%
2/17/2026Price T Rowe Associates Inc. MD42,965$1.32M0.0%+9.4%0.082%
2/17/2026Weiss 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%
2/17/2026Atom Investors LP85,700$2.63M0.2%+9.6%0.163%
2/17/2026State of Wisconsin Investment Board10,918$334K0.0%-10.4%0.021%
2/17/2026Captrust Financial Advisors12,203$374K0.0%+3.6%0.023%
2/17/2026Royal Bank of Canada2,008$62K0.0%-92.0%0.004%
2/16/2026Squarepoint Ops LLC26,690$818K0.0%+95.5%0.051%
2/16/2026Healthcare of Ontario Pension Plan Trust Fund100,782$3.09M0.0%N/A0.192%
2/16/2026Brown 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%
2/13/2026Marshall Wace LLP400,674$12.27M0.0%N/A0.762%
2/13/2026The Manufacturers Life Insurance Company 18,571$569K0.0%-11.6%0.035%
2/13/2026CANADA LIFE ASSURANCE Co40,054$1.23M0.0%-17.6%0.076%
2/13/2026 Segall Bryant & Hamill LLC10,681$327K0.0%N/A0.020%
2/13/2026Bridgewater Associates LP16,982$520K0.0%N/A0.032%
2/13/2026 Martin & Co. Inc. TN39,661$1.22M0.2%+3.3%0.075%
2/13/2026Schroder Investment Management Group1,807,857$55.38M0.0%+14.9%3.440%
2/13/2026Public 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%
2/13/2026Charles 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%
2/13/2026Martingale 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%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC101,239$3.10M0.0%+3.1%0.193%
2/13/2026Wells Fargo & Company MN46,976$1.44M0.0%-42.2%0.089%
2/12/2026Advisors Asset Management Inc.8,593$263K0.0%-19.0%0.016%
2/12/2026Jane Street Group LLC8,110$248K0.0%-80.1%0.015%
2/12/2026HRT Financial LP92,489$2.83M0.0%-16.8%0.176%
2/12/2026MetLife Investment Management LLC23,025$705K0.0%-6.3%0.044%
2/12/2026 Dimensional Fund Advisors LP1,600,812$49.03M0.0%+2.8%3.046%
2/12/2026Ensign 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%
2/12/2026Loomis Sayles & Co. L P250,337$7.67M0.0%-4.6%0.476%
2/12/2026Elo Mutual Pension Insurance Co57,018$1.75M0.0%+60.0%0.108%
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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%
2/11/2026Empowered Funds LLC1,222$37K0.0%N/A0.002%
2/11/2026 Illinois Municipal Retirement Fund25,438$779K0.0%+21.6%0.048%
2/11/2026 Deutsche Bank AG36,739$1.13M0.0%+13.6%0.070%
2/11/2026 Fox Run Management L.L.C.19,145$586K0.1%N/A0.036%
2/11/2026Cerity Partners LLC19,038$583K0.0%N/A0.036%
2/11/2026O Shaughnessy Asset Management LLC34,477$1.06M0.0%-5.5%0.066%


WLY Institutional Ownership - Frequently Asked Questions

During the previous two years, 254 institutional investors and hedge funds held shares of John Wiley & Sons. The most heavily invested institutionals were Vanguard Group Inc. ($148.26M), Dimensional Fund Advisors LP ($69.71M), Schroder Investment Management Group ($55.38M), State Street Corp ($52.55M), Burgundy Asset Management Ltd. ($44.93M), Clarkston Capital Partners LLC ($35.91M), and Madison Avenue Partners LP ($35.14M).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 202 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: 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), Invesco Ltd. ($466.31K), and Bank of Montreal Can ($441.60K).

Institutional investors have bought a total of 6,140,927 shares in the last 24 months. This purchase volume represents approximately $216.55M in transactions.

Of the 79 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), Public Sector Pension Investment Board ($156.17K), Palisade Capital Management LP ($146.92K), William Blair Investment Management LLC ($136.85K), and Millennium Management LLC ($129.50K).

Institutional investors have sold a total of 4,665,174 shares in the last 24 months. This volume of shares sold represents approximately $166.27M 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 8/8/2026. New 13F filings are added each quarter as they're published.
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