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 269 institutions that hold shares in the stock, with a total of 41.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
103
shares
|
$4,577
0.0% of portfolio
|
Q3 2024
Added 128.89%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
90
shares
|
$3,999
0.0% of portfolio
|
Q3 2022
Added 114.29%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
85
shares
|
$3,777
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
69
shares
|
$3,066
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
61
shares
|
$2,710
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
60
shares
|
$2,666
0.0% of portfolio
|
Q2 2024
Reduced 6.25%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
43
shares
|
$1,910
0.0% of portfolio
|
Q2 2022
Reduced 81.3%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
39
shares
|
$1,733
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
36
shares
|
$1,599
0.0% of portfolio
|
Q4 2024
Added 80.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
33
shares
|
$1,466
0.0% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
33
shares
|
$1,466
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
30
shares
|
$1,333
0.0% of portfolio
|
Q4 2024
Added 42.86%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
30
shares
|
$1,333
0.0% of portfolio
|
Q4 2024
Reduced 88.81%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
28
shares
|
$1,244
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
26
shares
|
$1,155
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
20
shares
|
$888
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
17
shares
|
$755
0.0% of portfolio
|
Q3 2024
Reduced 90.4%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
16
shares
|
$711
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
16
shares
|
$711
0.0% of portfolio
|
Q2 2024
Reduced 33.33%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
15
shares
|
$666
0.0% of portfolio
|
Q4 2024
Reduced 62.5%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
11
shares
|
$488
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
11
shares
|
$488
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
11
shares
|
$488
0.0% of portfolio
|
Q4 2024
Added 22.22%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
10
shares
|
$444
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
10
shares
|
$444
0.0% of portfolio
|
Q1 2024
Reduced 16.67%
|