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 |
|---|---|---|---|---|---|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
20
shares
|
$712
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
20
shares
|
$712
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
20
shares
|
$712
0.0% of portfolio
|
Q3 2025
Added 1900.0%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
16
shares
|
$569
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
15
shares
|
$534
0.0% of portfolio
|
Q3 2025
Reduced 95.74%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
14
shares
|
$498
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
11
shares
|
$391
0.0% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
10
shares
|
$356
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
10
shares
|
$356
0.0% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
10
shares
|
$356
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
9
shares
|
$320
0.0% of portfolio
|
Q3 2025
Reduced 62.5%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
8
shares
|
$284
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
8
shares
|
$284
0.0% of portfolio
|
Q3 2025
Reduced 79.49%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
5
shares
|
$178
0.0% of portfolio
|
Q3 2025
Reduced 16.67%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
5
shares
|
$178
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
4
shares
|
$142
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
4
shares
|
$142
0.0% of portfolio
|
Q3 2025
Reduced 20.0%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
4
shares
|
$142
0.0% of portfolio
|
Q3 2025
Reduced 98.4%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
3
shares
|
$106
0.0% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
3
shares
|
$106
0.0% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
3
shares
|
$106
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
2
shares
|
$71
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1
shares
|
$35
0.0% of portfolio
|
Q1 2024
Reduced 88.89%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|