Institutional Ownership John Wiley & Sons, Inc. (WLY)
This table provides information about the institutional ownership of John Wiley & Sons, Inc. (WLY). We have compiled data on the 280 institutions that hold shares in the stock, with a total of 42.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
320
shares
|
$13,852
0.0% of portfolio
|
Q1 2025
Reduced 20.4%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
217
shares
|
$9,393
0.01% of portfolio
|
Q1 2025
Added 4.83%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
201
shares
|
$8,701
0.0% of portfolio
|
Q4 2024
Reduced 47.79%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
201
shares
|
$8,701
0.0% of portfolio
|
Q2 2025
Reduced 18.95%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
197
shares
|
$8,528
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
192
shares
|
$8,311
0.0% of portfolio
|
Q1 2025
Reduced 96.8%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
172
shares
|
$7,445
0.0% of portfolio
|
Q2 2020
Reduced 88.66%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
156
shares
|
$6,753
0.0% of portfolio
|
Q2 2025
Added 126.09%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
142
shares
|
$6,147
0.0% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
110
shares
|
$4,761
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
102
shares
|
$4,415
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
91
shares
|
$3,939
0.0% of portfolio
|
Q1 2025
Added 152.78%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
90
shares
|
$3,896
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
90
shares
|
$3,896
0.0% of portfolio
|
Q3 2022
Added 114.29%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
85
shares
|
$3,679
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
78
shares
|
$3,376
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
63
shares
|
$2,727
0.0% of portfolio
|
Q1 2025
Added 110.0%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
62
shares
|
$2,683
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
61
shares
|
$2,640
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
55
shares
|
$2,380
0.0% of portfolio
|
Q1 2025
Added 266.67%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
54
shares
|
$2,337
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
48
shares
|
$2,077
0.0% of portfolio
|
Q1 2025
Reduced 70.19%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
43
shares
|
$1,861
0.0% of portfolio
|
Q2 2022
Reduced 81.3%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
39
shares
|
$1,688
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
39
shares
|
$1,688
0.0% of portfolio
|
Q1 2025
Added 387.5%
|