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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
6,314
shares
|
$273,333
0.0% of portfolio
|
Q1 2025
Reduced 11.23%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
6,200
shares
|
$268,398
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Axq Capital, LP
Jersey City, NJ |
May 13, 2025 Q1 2025 |
6,117
shares
|
$264,804
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
6,081
shares
|
$263,246
0.0% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
May 09, 2025 Q1 2025 |
5,972
shares
|
$258,527
0.0% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
5,856
shares
|
$253,506
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,551
shares
|
$240,302
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Penbrook Management LLC
|
Apr 01, 2025 Q1 2025 |
5,500
shares
|
$238,095
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
5,434
shares
|
$235,237
0.0% of portfolio
|
Q1 2025
Reduced 9.93%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
5,111
shares
|
$221,255
0.0% of portfolio
|
Q1 2025
Added 6.13%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,060
shares
|
$219,047
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
5,042
shares
|
$218,268
0.0% of portfolio
|
Q1 2025
Reduced 24.03%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
4,820
shares
|
$208,657
0.01% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
4,819
shares
|
$208,614
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
May 12, 2025 Q1 2025 |
4,682
shares
|
$202,683
0.0% of portfolio
|
Q1 2024
Reduced 22.83%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
4,672
shares
|
$202,250
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
4,175
shares
|
$180,735
0.01% of portfolio
|
Q4 2024
Added 18.27%
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
3,441
shares
|
$148,960
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
3,430
shares
|
$148,484
0.01% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
3,377
shares
|
$146,190
0.0% of portfolio
|
Q1 2025
Reduced 62.9%
|
|
|
Strs Ohio
|
May 28, 2025 Q1 2025 |
2,500
shares
|
$108,225
0.0% of portfolio
|
Q4 2024
Added 648.0%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
2,443
shares
|
$105,757
0.0% of portfolio
|
Q1 2025
Reduced 59.61%
|
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
2,186
shares
|
$94,631
0.0% of portfolio
|
Q1 2025
Reduced 75.91%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
2,100
shares
|
$90,909
0.03% of portfolio
|
Q4 2023
Added 23.53%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
2,019
shares
|
$87,402
0.0% of portfolio
|
Q2 2025
Added 10.51%
|