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 272 institutions that hold shares in the stock, with a total of 41.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
91
shares
|
$4,016
0.0% of portfolio
|
Q1 2025
Added 152.78%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
90
shares
|
$3,972
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
90
shares
|
$3,972
0.0% of portfolio
|
Q3 2022
Added 114.29%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
85
shares
|
$3,751
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
78
shares
|
$3,442
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
69
shares
|
$3,045
0.0% of portfolio
|
Q1 2025
Reduced 33.01%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
63
shares
|
$2,780
0.0% of portfolio
|
Q1 2025
Added 110.0%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
61
shares
|
$2,692
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
55
shares
|
$2,427
0.0% of portfolio
|
Q1 2025
Added 266.67%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
49
shares
|
$2,162
0.0% of portfolio
|
Q1 2025
Added 188.24%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
43
shares
|
$1,898
0.0% of portfolio
|
Q2 2022
Reduced 81.3%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
39
shares
|
$1,721
0.0% of portfolio
|
Q1 2025
Added 387.5%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
39
shares
|
$1,721
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
35
shares
|
$1,544
0.0% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
33
shares
|
$1,456
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
28
shares
|
$1,235
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
25
shares
|
$1,103
0.0% of portfolio
|
Q1 2025
Reduced 63.77%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
24
shares
|
$1,059
0.0% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
20
shares
|
$882
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
16
shares
|
$706
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
14
shares
|
$617
0.0% of portfolio
|
Q1 2025
Added 27.27%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
14
shares
|
$617
0.0% of portfolio
|
Q1 2025
Added 40.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
12
shares
|
$529
0.0% of portfolio
|
Q1 2025
Added 9.09%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
11
shares
|
$485
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
10
shares
|
$441
0.0% of portfolio
|
Q2 2020
New holding
|