John Wiley & Sons Ownership | Who Owns John Wiley & Sons?

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John Wiley & Sons Ownership Summary

John Wiley & Sons is owned by 76.73% institutional investors, 9.53% insiders, and 13.74% retail investors. Blackrock is the largest institutional shareholder, holding 11.56% of WLY shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 4.58% of its assets in John Wiley & Sons shares.

WLY Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	John Wiley & Sons	76.73%	9.53%	13.74%
Sector	Communication Services Stocks	14737.23%	16.79%	-14654.01%
Industry	Publishing Stocks	26.08%	20.03%	53.89%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	6.31M	11.56%	$256.96M
Blackrock funding, inc. /de	6.03M	11.23%	$269.03M
Vanguard group	5.32M	9.81%	$232.49M
Madison avenue partners, lp	2.10M	3.87%	$91.65M
Clarkston capital partners	1.89M	3.53%	$84.46M
State street	1.75M	3.24%	$77.32M
Schroder investment management group	1.55M	2.90%	$69.37M
Dimensional fund advisors lp	1.51M	2.78%	$65.88M
Brown advisory	1.23M	2.29%	$54.84M
Sg capital management	1.11M	2.07%	$49.63M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Madison avenue partners, lp	2.10M	9.71%	$91.65M
Ophir asset management pty	702.79K	4.40%	$27.68M
Sg capital management	1.11M	3.43%	$49.63M
Tradelink capital	24.66K	3.19%	$901.00K
Clarkston capital partners	1.89M	1.79%	$84.46M
River & mercantile asset management llp	164.00K	1.39%	$7.17M
Palisade capital management, lp	953.04K	1.20%	$42.53M
Access investment management	89.28K	1.13%	$3.98M
Kendall capital management	93.70K	1.11%	$4.18M
Intrinsic edge capital management	150.00K	0.94%	$6.69M

Top Buyers

Holder	Shares	% Assets	Change
Qube research	528.09K	0.02%	403.39K
Ubs group	311.72K	0.00%	195.67K
Marshall wace, llp	233.68K	0.01%	175.35K
River & mercantile asset management llp	164.00K	1.39%	164.00K
Caption management	137.27K	0.07%	137.27K

Top Sellers

Holder	Shares	% Assets	Change
Clarkston capital partners	1.89M	1.79%	-1.16M
Burgundy asset management	-	-	-1.03M
Ophir asset management pty	702.79K	4.40%	-350.43K
Alta fox capital management	-	-	-347.05K
J. goldman & co lp	-	-	-329.06K

New Positions

Holder	Shares	% Assets	Change	Value
River & mercantile asset management llp	164.00K	1.39%	164.00K	$7.17M
Caption management	137.27K	0.07%	137.27K	$6.13M
Access investment management	89.28K	1.13%	89.28K	$3.98M
First trust advisors lp	78.62K	0.00%	78.62K	$3.44M
Norges bank	73.24K	0.00%	73.24K	$3.20M

Sold Out

Holder	Change
Innealta capital	-1.00
Claris advisors, llc / mo /	-3.00
Manchester capital management	-4.00
Global financial private client	-9.00
Stephens consulting	-10.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2025	255	0.79%	41,398,154	-0.64%	76	1.30%	125	-	97	18.29%
Dec 31, 2024	133	-43.88%	20,832,917	-48.53%	38	0.69%	64	-41.82%	41	-54.44%
Sep 30, 2024	236	-3.28%	40,472,181	3.38%	74	1.45%	109	-12.10%	90	3.45%
Jun 30, 2024	241	11.57%	39,116,007	-1.66%	71	1.37%	123	19.42%	86	3.61%
Mar 31, 2024	216	-10.74%	39,774,339	-1.66%	72	1.33%	103	-8.85%	83	-19.42%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	2.45M	4.58%	380.00
Clarkston Capital SMID Composite	1.81M	3.40%	-1.06M
Neuberger Berman Genesis Inv	1.74M	3.25%	898.24K
Vanguard US Total Market Shares ETF	1.30M	2.42%	1.50K
Vanguard Total Stock Mkt Idx Inv	1.22M	2.28%	-86.65K
iShares Russell 2000 ETF	972.35K	1.82%	-18.48K
Vanguard Small Cap Index	933.62K	1.75%	-89.02K
Clarkston Partners Founders	700.00K	1.31%	-300.00K
Vanguard Institutional Extnd Mkt Idx Tr	634.53K	1.19%	-22.75K
Brown Advisory Small-Cap Fdmtl Val Inv	611.51K	1.15%	51.82K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jan 09, 2024	Zipper Todd	EVP & GM, Talent	Sell	$122.46K
Oct 19, 2023	KISSNER MATTHEW S	Interim President and CEO	Buy	$502.03K
Oct 16, 2023	Dobson David C	-	Buy	$149.60K
Jul 21, 2023	Dobson David C	-	Buy	$2.76K
Oct 16, 2023	Dobson David C	-	Buy	$149.60K

Insider Transactions Trends

Date	Buy	Sell
2024 Q1	-	2
2023 Q4	6	-
2023 Q3	4	-
2023 Q2	8	-
2023 Q1	-	4

WLY Ownership FAQ

Who Owns John Wiley & Sons?

John Wiley & Sons shareholders are primarily institutional investors at 76.73%, followed by 9.53% insiders and 13.74% retail investors. The average institutional ownership in John Wiley & Sons's industry, Publishing Stocks , is 26.08%, which John Wiley & Sons exceeds.

Who owns the most shares of John Wiley & Sons?

John Wiley & Sons’s largest shareholders are Blackrock (6.31M shares, 11.56%), Blackrock funding, inc. /de (6.03M shares, 11.23%), and Vanguard group (5.32M shares, 9.81%). Together, they hold 32.61% of John Wiley & Sons’s total shares outstanding.

Does Blackrock own John Wiley & Sons?

Yes, BlackRock owns 11.56% of John Wiley & Sons, totaling 6.31M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 256.96M$. In the last quarter, BlackRock decreased its holdings by -327K shares, a -4.92% change.

Who is John Wiley & Sons’s biggest shareholder by percentage of total assets invested?

Madison avenue partners, lp is John Wiley & Sons’s biggest shareholder by percentage of total assets invested, with 9.71% of its assets in 2.1M John Wiley & Sons shares, valued at 91.65M$.

Who is the top mutual fund holder of John Wiley & Sons shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of John Wiley & Sons shares, with 4.58% of its total shares outstanding invested in 2.45M John Wiley & Sons shares.

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