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 279 institutions that hold shares in the stock, with a total of 42.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
184
shares
|
$6,550
0.0% of portfolio
|
Q3 2025
Added 17.95%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
184
shares
|
$6,550
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
172
shares
|
$6,123
0.0% of portfolio
|
Q2 2020
Reduced 88.66%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
163
shares
|
$5,802
0.0% of portfolio
|
Q2 2025
Reduced 15.1%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
144
shares
|
$5,126
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
142
shares
|
$5,055
0.0% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
120
shares
|
$4,272
0.0% of portfolio
|
Q3 2025
Added 3900.0%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
110
shares
|
$3,916
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
109
shares
|
$3,880
0.0% of portfolio
|
Q3 2025
Reduced 31.45%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
90
shares
|
$3,204
0.0% of portfolio
|
Q3 2022
Added 114.29%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
85
shares
|
$3,026
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
75
shares
|
$2,670
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
61
shares
|
$2,171
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
60
shares
|
$2,136
0.0% of portfolio
|
Q3 2025
Added 9.09%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
58
shares
|
$2,064
0.0% of portfolio
|
Q3 2025
Reduced 12.12%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
56
shares
|
$1,993
0.0% of portfolio
|
Q3 2025
Added 1300.0%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
54
shares
|
$1,922
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
44
shares
|
$1,566
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
43
shares
|
$1,530
0.0% of portfolio
|
Q2 2022
Reduced 81.3%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
40
shares
|
$1,424
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
39
shares
|
$1,388
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
39
shares
|
$1,388
0.0% of portfolio
|
Q3 2025
Reduced 61.76%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
33
shares
|
$1,174
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
32
shares
|
$1,139
0.0% of portfolio
|
Q3 2025
Reduced 15.79%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
28
shares
|
$996
0.0% of portfolio
|
Q3 2024
New holding
|
|