Who owns John Wiley & Sons (WLY)
Which tracked institutional funds hold WLY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WLY company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
84 tracked funds added or opened WLY while 42 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
WLY’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes WLY more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in WLY divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 243 tracked filers holding WLY, 134 increased or opened the position and 121 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in WLY between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 8
- Jupiter Topco LLC$4M
- Phocas Financial Corp.$4M
- Ilex Capital Partners (UK) LLP$3M
- PICTON MAHONEY ASSET MANAGEMENT$3M
- LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$2M
- Neo Ivy Capital Management$2M
Full exits 28
- Madison Avenue Partners, LP$26M
- THOMPSON SIEGEL & WALMSLEY LLC$7M
- BALYASNY ASSET MANAGEMENT L.P.$7M
- HRT FINANCIAL LP$6M
- LSV ASSET MANAGEMENT$5M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$5M
Largest adds
- BlackRock, Inc.$132M
- NEUBERGER BERMAN GROUP LLC$32M
- PRINCIPAL FINANCIAL GROUP INC$29M
- SCHRODER INVESTMENT MANAGEMENT GROUP$27M
- STATE STREET CORP$27M
- NEUMEIER POMA INVESTMENT COUNSEL LLC$26M
Largest trims
- PALISADE CAPITAL MANAGEMENT, LP$12M
- JANE STREET GROUP, LLC$11M
- MARSHALL WACE, LLP$7M
- WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$6M
- Invesco Ltd.$3M
- BANK OF AMERICA CORP /DE/$2M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 6,200,086 | $301M | 15.5% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 3,019,238 | $146M | 7.6% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 2,494,247 | $121M | 6.3% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 2,434,536 | $118M | 6.1% | 2026-Q2 |
| STATE STREET CORP added | 2,263,854 | $110M | 5.7% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,883,440 | $91M | 4.7% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 1,666,448 | $81M | 4.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 1,578,053 | $77M | 4.0% | 2026-Q2 |
| BROWN ADVISORY INC added | 1,266,653 | $61M | 3.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,006,220 | $49M | 2.5% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 923,562 | $45M | 2.3% | 2026-Q2 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC added | 865,460 | $42M | 2.2% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 790,867 | $38M | 2.0% | 2026-Q2 |
| Clarkston Capital Partners, LLC trimmed | 759,081 | $37M | 1.9% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 752,766 | $37M | 1.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 713,846 | $35M | 1.8% | 2026-Q2 |
| MORGAN STANLEY trimmed | 665,627 | $32M | 1.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 576,223 | $28M | 1.4% | 2026-Q2 |
| Invesco Ltd. trimmed | 545,369 | $26M | 1.4% | 2026-Q2 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 527,226 | $26M | 1.3% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 459,003 | $22M | 1.1% | 2026-Q2 |
| FMR LLC added | 448,795 | $22M | 1.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 424,616 | $21M | 1.1% | 2026-Q2 |
| Allianz Asset Management GmbH added | 411,012 | $20M | 1.0% | 2026-Q2 |
| PALISADE CAPITAL MANAGEMENT, LP trimmed | 370,851 | $18M | 0.9% | 2026-Q2 |
| Access Investment Management LLC trimmed | 365,994 | $18M | 0.9% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 314,236 | $15M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 269,222 | $13M | 0.7% | 2026-Q2 |
| Nuveen, LLC added | 240,231 | $12M | 0.6% | 2026-Q2 |
| LOOMIS SAYLES & CO L P trimmed | 238,884 | $12M | 0.6% | 2026-Q2 |
| Hillsdale Investment Management Inc. added | 212,980 | $10M | 0.5% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 184,159 | $9M | 0.5% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 180,974 | $9M | 0.5% | 2026-Q2 |
| Ancora Advisors LLC added | 179,800 | $9M | 0.5% | 2026-Q2 |
| UBS Group AG trimmed | 168,257 | $8M | 0.4% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 164,924 | $8M | 0.4% | 2026-Q2 |
| Man Group plc added | 162,208 | $8M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 155,482 | $8M | 0.4% | 2026-Q2 |
| ProShare Advisors LLC trimmed | 154,928 | $8M | 0.4% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 153,316 | $7M | 0.4% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 148,038 | $7M | 0.4% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 142,121 | $7M | 0.4% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 139,600 | $7M | 0.3% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 137,032 | $7M | 0.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 133,464 | $6M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 124,434 | $6M | 0.3% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 124,079 | $6M | 0.3% | 2026-Q2 |
| JUPITER ASSET MANAGEMENT LTD added | 123,682 | $6M | 0.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 114,451 | $5M | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 111,606 | $5M | 0.3% | 2026-Q2 |
| Kendall Capital Management added | 103,037 | $5M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 100,971 | $5M | 0.3% | 2026-Q2 |
| Legal & General Group Plc trimmed | 95,633 | $5M | 0.2% | 2026-Q2 |
| CLARK ESTATES INC/NY added | 94,400 | $5M | 0.2% | 2026-Q2 |
| Jupiter Topco LLC new | 88,482 | $4M | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 82,145 | $4M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 76,800 | $4M | 0.2% | 2026-Q2 |
| Phocas Financial Corp. new | 75,604 | $4M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 74,261 | $4M | 0.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 71,961 | $3M | 0.2% | 2026-Q2 |
| Cannell & Spears LLC | 67,422 | $3M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 65,752 | $3M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 63,153 | $3M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 58,718 | $3M | 0.1% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 56,222 | $3M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 55,508 | $3M | 0.1% | 2026-Q2 |
| Ilex Capital Partners (UK) LLP new | 55,411 | $3M | 0.1% | 2026-Q2 |
| Creative Planning added | 55,369 | $3M | 0.1% | 2026-Q2 |
| PICTON MAHONEY ASSET MANAGEMENT added | 54,820 | $3M | 0.1% | 2026-Q2 |
| Cardinal Capital Management added | 50,389 | $2M | 0.1% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P added | 49,712 | $2M | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 43,664 | $2M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 43,047 | $2M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 42,482 | $2M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 42,267 | $2M | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 42,117 | $2M | 0.1% | 2026-Q2 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. new | 41,880 | $2M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 40,230 | $2M | 0.1% | 2026-Q2 |
| MARTIN & CO INC /TN/ trimmed | 39,620 | $2M | 0.1% | 2026-Q2 |
| Neo Ivy Capital Management new | 39,182 | $2M | 0.1% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC added | 39,104 | $2M | 0.1% | 2026-Q2 |
| Magnetar Financial LLC added | 38,278 | $2M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd | 37,408 | $2M | 0.1% | 2026-Q2 |
| Jump Financial, LLC trimmed | 35,300 | $2M | 0.1% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC new | 35,000 | $2M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 34,654 | $2M | 0.1% | 2026-Q2 |
| Uncommon Cents Investing LLC trimmed | 33,590 | $2M | 0.1% | 2026-Q2 |
| CALDWELL SUTTER CAPITAL, INC. | 31,535 | $2M | 0.1% | 2026-Q2 |
| Brickwood Asset Management LLP | 26,820 | $1M | 0.1% | 2026-Q2 |
| CREDIT AGRICOLE S A | 25,000 | $1M | 0.1% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 24,277 | $1M | 0.1% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 23,141 | $1M | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 23,029 | $1M | 0.1% | 2026-Q2 |
| North Star Investment Management Corp. | 23,000 | $1M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM added | 21,773 | $1M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 21,071 | $1M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 20,620 | $1M | 0.1% | 2026-Q2 |
| Illinois Municipal Retirement Fund added | 19,987 | $970K | 0.1% | 2026-Q2 |
| Horizon Investments, LLC added | 19,230 | $2M | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 18,113 | $879K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.