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 |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
35
shares
|
$1,515
0.0% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
33
shares
|
$1,428
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
28
shares
|
$1,212
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
25
shares
|
$1,082
0.0% of portfolio
|
Q1 2025
Reduced 63.77%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
24
shares
|
$1,038
0.0% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
21
shares
|
$909
0.0% of portfolio
|
Q1 2025
Reduced 84.78%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
20
shares
|
$865
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
14
shares
|
$606
0.0% of portfolio
|
Q1 2025
Added 27.27%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
14
shares
|
$606
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
12
shares
|
$519
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
11
shares
|
$476
0.0% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
11
shares
|
$476
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
10
shares
|
$432
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
10
shares
|
$432
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
10
shares
|
$432
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
10
shares
|
$432
0.0% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
6
shares
|
$259
0.0% of portfolio
|
Q2 2025
Reduced 57.14%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
5
shares
|
$216
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
4
shares
|
$173
0.0% of portfolio
|
Q4 2023
Added 33.33%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
3
shares
|
$129
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
2
shares
|
$86
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
1
shares
|
$43
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1
shares
|
$43
0.0% of portfolio
|
Q1 2024
Reduced 88.89%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
1
shares
|
$43
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
1
shares
|
$43
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|