John Wiley & Sons Ownership 2024 | Who Owns John Wiley & Sons Now?


OverviewRevenueFinancialsChartTranscripts

Institutional Ownership

72.53%

Insider Ownership

9.38%

Retail Ownership

18.09%

Institutional Holders

212.00

John Wiley & Sons Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.12.11%0.01%6,640,012-143,257-2.11%253,183,657Mar 31, 2024
VANGUARD GROUP INC9.98%0.00%5,468,5852,3740.04%208,517,146Mar 31, 2024
CLARKSTON CAPITAL PARTNERS, LLC7.49%2.76%4,106,358-127,710-3.02%156,575,431Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP3.35%0.02%1,833,80564,6093.65%69,922,985Mar 31, 2024
STATE STREET CORP2.93%0.00%1,604,696-866,901-35.07%61,187,058Mar 31, 2024
SCHRODER INVESTMENT MANAGEMENT GROUP2.54%0.06%1,391,291-10,711-0.76%53,049,926Mar 31, 2024
MADISON AVENUE PARTNERS, LP2.49%8.41%1,366,7711,366,771100.00%52,114,978Mar 31, 2024
BANK OF NEW YORK MELLON CORP2.33%0.01%1,278,549280,72728.13%48,751,066Mar 31, 2024
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC1.93%0.10%1,060,573188,21121.57%40,439,648Mar 31, 2024
PALISADE CAPITAL MANAGEMENT, LP1.84%1.02%1,010,64831,7493.24%38,536,008Mar 31, 2024
BURGUNDY ASSET MANAGEMENT LTD.1.77%0.38%972,24021,4022.25%37,071,511Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC1.57%0.00%859,85324,2332.90%32,791,156Mar 31, 2024
INVESCO LTD.1.45%0.01%792,490567,268251.87%30,217,644Mar 31, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.22%0.01%666,29335,6345.65%25,405,752Mar 31, 2024
JPMORGAN CHASE & CO1.12%0.00%611,37115,7392.64%23,311,576Mar 31, 2024
MAN GROUP PLC0.90%0.05%495,68744,5449.87%18,900,545Mar 31, 2024
RAYMOND JAMES & ASSOCIATES0.77%0.01%419,92358,51016.19%16,011,642Mar 31, 2024
NORTHERN TRUST CORP0.74%0.00%404,225-7,416-1.80%15,413,099Mar 31, 2024
J. GOLDMAN & CO LP0.70%0.47%385,887-362,565-48.44%14,713,871Mar 31, 2024
MORGAN STANLEY0.66%0.00%363,682-161,494-30.75%13,867,260Mar 31, 2024

John Wiley & Sons's largest institutional shareholder is BLACKROCK INC., holding 12.11% of the company's total share outstanding, currently valued at $253.18M. The top 10 institutional shareholders own together 47.00% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
MADISON AVENUE PARTNERS, LP2.49%8.41%1,366,7711,366,771100.00%52,114,978Mar 31, 2024
CLARKSTON CAPITAL PARTNERS, LLC7.49%2.76%4,106,358-127,710-3.02%156,575,431Mar 31, 2024
SCALAR GAUGE MANAGEMENT, LLC0.10%1.62%55,016-19,384-26.05%2,097,760Mar 31, 2024
PALISADE CAPITAL MANAGEMENT, LP1.84%1.02%1,010,64831,7493.24%38,536,008Mar 31, 2024
ACCESS INVESTMENT MANAGEMENT LLC0.12%0.83%66,27522,57051.64%2,527,066Mar 31, 2024
CALDWELL SUTTER CAPITAL, INC.0.07%0.72%39,488--1,505,688Mar 31, 2024
CLARK ESTATES INC/NY0.20%0.68%107,50017,50019.44%4,098,975Mar 31, 2024
BONNESS ENTERPRISES INC0.09%0.67%48,400--1,845,492Mar 31, 2024
KENDALL CAPITAL MANAGEMENT0.08%0.55%42,0807,10520.31%1,604,510Mar 31, 2024
J. GOLDMAN & CO LP0.70%0.47%385,887-362,565-48.44%14,713,871Mar 31, 2024
UNCOMMON CENTS INVESTING LLC0.07%0.44%37,955200.05%1,447,224Mar 31, 2024
BURGUNDY ASSET MANAGEMENT LTD.1.77%0.38%972,24021,4022.25%37,071,511Mar 31, 2024
MARTIN & CO INC /TN/0.07%0.37%40,0425961.51%1,526,801Mar 31, 2024
CIPHER CAPITAL LP0.02%0.23%13,27113,271100.00%506,023Mar 31, 2024
ARJUNA CAPITAL0.03%0.19%17,3597,95084.49%661,899Mar 31, 2024
CORNERCAP INVESTMENT COUNSEL INC0.06%0.18%30,610--1,167,159Mar 31, 2024
CARDINAL CAPITAL MANAGEMENT0.05%0.18%28,5605,46223.65%1,088,993Mar 31, 2024
SEIZERT CAPITAL PARTNERS, LLC0.18%0.17%98,1871,5291.58%3,743,870Mar 31, 2024
ADVISORS ASSET MANAGEMENT, INC.0.38%0.15%209,25832,34718.28%7,979,008Mar 31, 2024
ABEL HALL, LLC0.01%0.15%5,2735,273100.00%201,059Mar 31, 2024

The largest John Wiley & Sons shareholder by % of total assets is MADISON AVENUE PARTNERS, LP. The company owns 1.37M shares of John Wiley & Sons (WLY), representing 8.41% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
MADISON AVENUE PARTNERS, LP2.49%8.41%1,366,7711,366,771100.00%52,114,978Mar 31, 2024
INVESCO LTD.1.45%0.01%792,490567,268251.87%30,217,644Mar 31, 2024
BANK OF NEW YORK MELLON CORP2.33%0.01%1,278,549280,72728.13%48,751,066Mar 31, 2024
THOMPSON SIEGEL & WALMSLEY LLC0.41%0.13%224,358224,358100.00%8,555,000Mar 31, 2024
BANK OF MONTREAL /CAN/0.34%0.00%188,980188,980100.00%7,260,612Mar 31, 2024
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC1.93%0.10%1,060,573188,21121.57%40,439,648Mar 31, 2024
WESTFIELD CAPITAL MANAGEMENT CO LP0.34%0.04%184,955184,955100.00%7,052,334Mar 31, 2024
SPEARS ABACUS ADVISORS LLC0.14%0.06%77,85377,853100.00%2,968,535Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP3.35%0.02%1,833,80564,6093.65%69,922,985Mar 31, 2024
RAYMOND JAMES & ASSOCIATES0.77%0.01%419,92358,51016.19%16,011,642Mar 31, 2024
EAGLE ASSET MANAGEMENT INC0.38%0.04%206,36252,62834.23%7,928,428Mar 31, 2024
BANK OF AMERICA CORP /DE/0.14%0.00%78,40748,112158.81%2,989,657,000Mar 31, 2024
MAN GROUP PLC0.90%0.05%495,68744,5449.87%18,900,545Mar 31, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.22%0.01%666,29335,6345.65%25,405,752Mar 31, 2024
FMR LLC0.26%0.00%141,14033,22830.79%5,381,668Mar 31, 2024
UBS GROUP AG0.08%0.00%43,94532,656289.27%1,675,623Mar 31, 2024
ADVISORS ASSET MANAGEMENT, INC.0.38%0.15%209,25832,34718.28%7,979,008Mar 31, 2024
PALISADE CAPITAL MANAGEMENT, LP1.84%1.02%1,010,64831,7493.24%38,536,008Mar 31, 2024
O'SHAUGHNESSY ASSET MANAGEMENT, LLC0.06%0.01%31,11231,112100.00%1,186,316,000Mar 31, 2024
JACOBS LEVY EQUITY MANAGEMENT, INC0.28%0.03%153,20128,05422.42%5,841,554Mar 31, 2024

As of Mar 31 2024, John Wiley & Sons's largest institutional buyer is MADISON AVENUE PARTNERS, LP. The company purchased 1.37M stocks of WLY, valued at $52.11M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
STATE STREET CORP2.93%0.00%1,604,696-866,901-35.07%61,187,058Mar 31, 2024
J. GOLDMAN & CO LP0.70%0.47%385,887-362,565-48.44%14,713,871Mar 31, 2024
J. GOLDMAN & CO LP----350,000-100.00%-Mar 31, 2024
MARSHALL WACE, LLP0.09%0.00%50,418-309,935-86.01%1,922,438Mar 31, 2024
CARDINAL CAPITAL MANAGEMENT LLC /CT----244,199-100.00%-Mar 31, 2024
CITADEL ADVISORS LLC0.36%0.00%194,669-208,864-51.76%7,422,729Mar 31, 2024
VICTORY CAPITAL MANAGEMENT INC0.18%0.00%100,089-180,962-64.39%3,816,394Mar 31, 2024
MORGAN STANLEY0.66%0.00%363,682-161,494-30.75%13,867,260Mar 31, 2024
BLACKROCK INC.12.11%0.01%6,640,012-143,257-2.11%253,183,657Mar 31, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC0.10%0.01%56,164-136,173-70.80%2,141,533Mar 31, 2024
CLARKSTON CAPITAL PARTNERS, LLC7.49%2.76%4,106,358-127,710-3.02%156,575,431Mar 31, 2024
WALLEYE TRADING LLC----101,364-100.00%-Mar 31, 2024
SYCOMORE ASSET MANAGEMENT----92,076-100.00%-Mar 31, 2024
MEIJI YASUDA ASSET MANAGEMENT CO LTD.----84,171-100.00%-Mar 31, 2024
STATE OF NEW JERSEY COMMON PENSION FUND D----83,167-100.00%-Mar 31, 2024
NUVEEN ASSET MANAGEMENT, LLC0.61%0.00%334,418-77,755-18.86%12,751,358Mar 31, 2024
GOLDMAN SACHS GROUP INC0.16%0.00%87,759-55,470-38.73%3,346,240Mar 31, 2024
SUMMIT GLOBAL INVESTMENTS----44,484-100.00%-Mar 31, 2024
HOLOCENE ADVISORS, LP----43,813-100.00%-Mar 31, 2024
JANE STREET GROUP, LLC0.02%0.00%12,064-42,950-78.07%460,000Mar 31, 2024

As of Mar 31 2024, John Wiley & Sons's biggest institutional seller is STATE STREET CORP. The company sold -0.87M shares of WLY, valued at $61.19M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
MADISON AVENUE PARTNERS, LP2.49%8.41%1,366,7711,366,771100.00%52,114,978Mar 31, 2024
THOMPSON SIEGEL & WALMSLEY LLC0.41%0.13%224,358224,358100.00%8,555,000Mar 31, 2024
WESTFIELD CAPITAL MANAGEMENT CO LP0.34%0.04%184,955184,955100.00%7,052,334Mar 31, 2024
SPEARS ABACUS ADVISORS LLC0.14%0.06%77,85377,853100.00%2,968,535Mar 31, 2024
CANADA PENSION PLAN INVESTMENT BOARD0.04%0.00%21,95621,956100.00%837,182Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.03%0.00%16,41216,412100.00%625,790Mar 31, 2024
UNISUPER MANAGEMENT PTY LTD0.03%0.01%13,96313,963100.00%532,409Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.02%0.00%13,30013,300100.00%507,129Mar 31, 2024
CIPHER CAPITAL LP0.02%0.23%13,27113,271100.00%506,023Mar 31, 2024
KINGSVIEW WEALTH MANAGEMENT, LLC0.02%0.01%12,63512,635100.00%481,773Mar 31, 2024
NEW MEXICO EDUCATIONAL RETIREMENT BOARD0.02%0.02%9,0009,000100.00%477,000Mar 31, 2024
HSBC HOLDINGS PLC0.02%0.00%8,6508,650100.00%329,795Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.02%0.00%8,4308,430100.00%321,000Mar 31, 2024
CI PRIVATE WEALTH, LLC0.01%0.00%8,1868,186100.00%312,132Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.01%0.00%8,0008,000100.00%305,040Mar 31, 2024
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.0.01%0.00%6,3656,365100.00%242,697Mar 31, 2024
0.01%0.02%6,0066,006100.00%229,009Mar 31, 2024
PICTET ASSET MANAGEMENT HOLDING SA0.01%0.00%5,3725,372100.00%204,834Mar 31, 2024
ABEL HALL, LLC0.01%0.15%5,2735,273100.00%201,059Mar 31, 2024
DIXON MITCHELL INVESTMENT COUNSEL INC.0.00%0.00%300300100.00%11,439Mar 31, 2024
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO0.00%-3939100.00%1,487Mar 31, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC--2424100.00%915Mar 31, 2024
WESTEND CAPITAL MANAGEMENT, LLC-0.00%1717100.00%648Mar 31, 2024
UMB BANK, N.A.--1616100.00%610Mar 31, 2024

John Wiley & Sons's largest new institutional shareholder by number of shares is MADISON AVENUE PARTNERS, LP, purchased 1.37M shares, valued at $52.11M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
J. GOLDMAN & CO LP----350,000-100.00%-Mar 31, 2024
CARDINAL CAPITAL MANAGEMENT LLC /CT----244,199-100.00%-Mar 31, 2024
WALLEYE TRADING LLC----101,364-100.00%-Mar 31, 2024
SYCOMORE ASSET MANAGEMENT----92,076-100.00%-Mar 31, 2024
MEIJI YASUDA ASSET MANAGEMENT CO LTD.----84,171-100.00%-Mar 31, 2024
STATE OF NEW JERSEY COMMON PENSION FUND D----83,167-100.00%-Mar 31, 2024
SUMMIT GLOBAL INVESTMENTS----44,484-100.00%-Mar 31, 2024
HOLOCENE ADVISORS, LP----43,813-100.00%-Mar 31, 2024
SEI INVESTMENTS CO----37,117-100.00%-Mar 31, 2024
PEAK6 INVESTMENTS LLC----34,600-100.00%-Mar 31, 2024
ACADIAN ASSET MANAGEMENT LLC----31,514-100.00%-Mar 31, 2024
MACQUARIE GROUP LTD----31,295-100.00%-Mar 31, 2024
HARBOR CAPITAL ADVISORS, INC.----30,337-100.00%-Mar 31, 2024
VIDENT ADVISORY, LLC----28,293-100.00%-Mar 31, 2024
DUALITY ADVISERS, LP----28,061-100.00%-Mar 31, 2024
SQUAREPOINT OPS LLC----27,400-100.00%-Mar 31, 2024
HRT FINANCIAL LP----26,362-100.00%-Mar 31, 2024
JUMP FINANCIAL, LLC----26,300-100.00%-Mar 31, 2024
ALPS ADVISORS INC----25,853-100.00%-Mar 31, 2024
GRAHAM CAPITAL MANAGEMENT, L.P.----24,094-100.00%-Mar 31, 2024
CAXTON ASSOCIATES LP----21,778-100.00%-Mar 31, 2024
SCIENCAST MANAGEMENT LP----20,673-100.00%-Mar 31, 2024
SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)----19,300-100.00%-Mar 31, 2024
TWINBEECH CAPITAL LP----16,896-100.00%-Mar 31, 2024
FIRST TRUST ADVISORS LP----15,974-100.00%-Mar 31, 2024
CAMPBELL & CO INVESTMENT ADVISER LLC----14,047-100.00%-Mar 31, 2024
MORNINGSTAR INVESTMENT SERVICES LLC----12,736-100.00%-Mar 31, 2024
POINT72 EUROPE (LONDON) LLP----10,915-100.00%-Mar 31, 2024
DYNAMIC TECHNOLOGY LAB PRIVATE LTD----10,261-100.00%-Mar 31, 2024
QUADRATURE CAPITAL LTD----10,248-100.00%-Mar 31, 2024
DIVERSIFIED TRUST CO----10,220-100.00%-Mar 31, 2024
QUEST PARTNERS LLC----9,982-100.00%-Mar 31, 2024
GSA CAPITAL PARTNERS LLP----8,794-100.00%-Mar 31, 2024
CENTIVA CAPITAL, LP----6,913-100.00%-Mar 31, 2024
ESCHLER ASSET MANAGEMENT LLP----6,868-100.00%-Mar 31, 2024
LAZARD ASSET MANAGEMENT LLC----5,675-100.00%-Mar 31, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC----5,106-100.00%-Mar 31, 2024
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC----3,174-100.00%-Mar 31, 2024
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC----2,759-100.00%-Mar 31, 2024
POINT72 ASSET MANAGEMENT, L.P.----2,200-100.00%-Mar 31, 2024
BESSEMER GROUP INC----2,000-100.00%-Mar 31, 2024
LINDBROOK CAPITAL, LLC----1,600-100.00%-Mar 31, 2024
DEKABANK DEUTSCHE GIROZENTRALE----1,528-100.00%-Mar 31, 2024
FIRST MANHATTAN CO. LLC.----1,150-100.00%-Mar 31, 2024
ASSETMARK, INC----965-100.00%-Mar 31, 2024
GROUP ONE TRADING, L.P.----949-100.00%-Mar 31, 2024
AMUNDI----540-100.00%-Mar 31, 2024
POINT72 HONG KONG LTD----535-100.00%-Mar 31, 2024
NOMURA ASSET MANAGEMENT CO LTD----410-100.00%-Mar 31, 2024
CRITERION CAPITAL ADVISORS, LLC----300-100.00%-Mar 31, 2024
JOHNSON FINANCIAL GROUP, INC.----149-100.00%-Mar 31, 2024
SYSTM WEALTH SOLUTIONS LLC----66-100.00%-Mar 31, 2024
RONALD BLUE TRUST, INC.----52-100.00%-Mar 31, 2024
EAGLE BAY ADVISORS LLC----18-100.00%-Mar 31, 2024
GLASSMAN WEALTH SERVICES----13-100.00%-Mar 31, 2024

John Wiley & Sons's largest sold out institutional shareholder by shares sold is J. GOLDMAN & CO LP, sold -0.35M shares, valued at -, as of undefined.

John Wiley & Sons Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
AMERICAN CENTURY CAPITAL PORTFOLIOS INC0.00%2,516--Oct 31, 2023
ETF Managers Trust0.00%17,9636974.04%Sep 30, 2023
PENN SERIES FUNDS INC0.00%23,678-753-3.08%Sep 29, 2023
Managed Portfolio Series0.00%12,373--Nov 30, 2023
OPTIMUM FUND TRUST0.00%87,038-39,386-31.15%Sep 29, 2023
PRUDENTIAL SERIES FUND0.00%45,900-2,800-5.75%Sep 29, 2023
Voya VARIABLE PORTFOLIOS INC0.00%17,2362011.18%Sep 30, 2023
BNY MELLON FUNDS TRUST0.00%23,5428393.70%Aug 31, 2023
FundVantage Trust0.00%1,074--Oct 31, 2023
BNY Mellon Investment Funds I0.00%22,981--Oct 31, 2023
GPS Funds I0.00%870--Sep 30, 2023
Voya INVESTORS TRUST0.00%7,477-1,049-12.30%Sep 30, 2023
OHIO NATIONAL FUND INC0.00%2,630-4,658-63.91%Sep 30, 2023
EMPOWER FUNDS, INC.0.00%118,615-1,244-1.04%Sep 30, 2023
Tidal ETF Trust0.00%893--Nov 30, 2023
NORTHERN FUNDS0.00%28,305-1,966-6.49%Sep 29, 2023
ADVANCED SERIES TRUST0.00%44,000-1,440-3.17%Sep 29, 2023
WILSHIRE MUTUAL FUNDS INC0.00%200--Sep 30, 2023

John Wiley & Sons's largest mutual fund holder by % of total assets is "AMERICAN CENTURY CAPITAL PORTFOLIOS INC", owning 2.52K shares, compromising 0.00% of its total assets.

John Wiley & Sons Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 24212-10.92%
31 Dec, 23238-1.24%
30 Sep, 232418.07%
30 Jun, 23223-
31 Mar, 171-
31 Dec, 151-
30 Jun, 151-
31 Mar, 141-
31 Dec, 131-
30 Sep, 122100.00%
30 Jun, 121-
31 Mar, 121-
31 Dec, 111-
30 Sep, 111-
31 Dec, 102-
30 Jun, 101-
30 Sep, 0915275.00%
30 Jun, 09433.33%
31 Mar, 09350.00%
31 Dec, 082-
30 Jun, 082-
31 Mar, 082-33.33%
31 Dec, 07350.00%
30 Sep, 072100.00%
30 Jun, 071-
30 Sep, 061-50.00%
30 Jun, 062100.00%
31 Mar, 061-
30 Sep, 051-
30 Jun, 051-75.00%
31 Mar, 054-
30 Sep, 041-
30 Jun, 041-
31 Mar, 032-
31 Mar, 021-
31 Dec, 011-
31 Mar, 011-
31 Mar, 001-

As of 31 Mar 24, 212 institutions are holding John Wiley & Sons's shares, representing a decrease of -10.92% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 2439,757,577-1.62%
31 Dec, 2340,413,730-1.96%
30 Sep, 2341,223,0670.46%
30 Jun, 2341,035,206-
31 Mar, 175,983-
31 Dec, 15268-
30 Jun, 1527,384-
31 Mar, 143,520,6833.23%
31 Dec, 133,410,683-
30 Sep, 12629,571245.70%
30 Jun, 12182,117243.62%
31 Mar, 1253,000520.46%
31 Dec, 118,54231537.04%
30 Sep, 1127-
31 Dec, 1050,207-
30 Jun, 1059,905-
30 Sep, 093,472,88737.81%
30 Jun, 092,520,066-0.82%
31 Mar, 092,540,810-21.20%
31 Dec, 083,224,429-
30 Jun, 0838,641-98.60%
31 Mar, 082,759,9092641.27%
31 Dec, 07100,680295.93%
30 Sep, 0725,429445.69%
30 Jun, 074,660-
30 Sep, 0620,71422.57%
30 Jun, 0616,90014.97%
31 Mar, 0614,700-
30 Sep, 0514,700-
30 Jun, 0514,700-98.34%
31 Mar, 05884,134-
30 Sep, 0416,80097.65%
30 Jun, 048,500-
31 Mar, 03410,535-
31 Mar, 0213,906-95.46%
31 Dec, 01306,350-
31 Mar, 0126,375-
31 Mar, 00293,376-

John Wiley & Sons (WLY) has 39.76M shares outstanding as of 31 Mar 24, down -1.62% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 2472.53%1.35%
31 Dec, 2373.34%1.32%
30 Sep, 2374.58%1.37%
30 Jun, 2373.86%-
31 Mar, 170.01%-
31 Dec, 150.00%-
30 Jun, 150.05%-
31 Mar, 145.96%18.01%
31 Dec, 135.75%-
30 Sep, 121.05%1122.44%
30 Jun, 120.31%3858.36%
31 Mar, 120.09%43654.55%
31 Dec, 110.01%-
30 Sep, 11--
31 Dec, 100.08%-
30 Jun, 100.10%-
30 Sep, 095.93%31.62%
30 Jun, 094.33%22.90%
31 Mar, 094.35%14.10%
31 Dec, 085.55%-
30 Jun, 080.07%0.30%
31 Mar, 084.72%15622.09%
31 Dec, 070.17%8927.66%
30 Sep, 070.04%67133.33%
30 Jun, 070.01%-
30 Sep, 060.04%4111.41%
30 Jun, 060.03%4439.00%
31 Mar, 060.03%-
30 Sep, 050.03%4023.20%
30 Jun, 050.03%1.11%
31 Mar, 051.50%-
30 Sep, 040.03%14413.04%
30 Jun, 040.01%-
31 Mar, 030.67%-
31 Mar, 020.02%9.03%
31 Dec, 010.50%-
31 Mar, 010.04%-
31 Mar, 000.48%-

As of 31 Mar 24, John Wiley & Sons is held by 72.53% institutional shareholders, representing a 1.35% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 24102-8.93%
31 Dec, 23112-13.18%
30 Sep, 23129-40.83%
30 Jun, 23218-
31 Mar, 171-
31 Dec, 151-
30 Jun, 151-
31 Mar, 141-
31 Dec, 131-
30 Sep, 121-
30 Jun, 121-
31 Mar, 121-
31 Dec, 111-
30 Sep, 111-
31 Dec, 102-
30 Jun, 101-
30 Sep, 0913333.33%
30 Jun, 093200.00%
31 Mar, 091-50.00%
31 Dec, 082-
30 Jun, 082-
31 Mar, 082-33.33%
31 Dec, 07350.00%
30 Sep, 072100.00%
30 Jun, 071-
30 Sep, 061-
30 Jun, 061-
31 Mar, 061-
30 Sep, 05--100.00%
30 Jun, 051-75.00%
31 Mar, 054-
30 Sep, 041-
30 Jun, 041-
31 Mar, 032-
31 Mar, 021-
31 Dec, 011-
31 Mar, 011-
31 Mar, 001-

102 institutional shareholders have increased their position in WLY stock as of 31 Mar 24 compared to 112 in the previous quarter (a -8.93% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 2481-20.59%
31 Dec, 2310225.93%
30 Sep, 2381-
30 Jun, 23--
31 Mar, 17--
31 Dec, 15--
30 Jun, 15--
31 Mar, 14--
31 Dec, 13--
30 Sep, 121-
30 Jun, 12--
31 Mar, 12--
31 Dec, 11--
30 Sep, 11--
31 Dec, 10--
30 Jun, 10--
30 Sep, 091-
30 Jun, 091-50.00%
31 Mar, 092-
31 Dec, 08--
30 Jun, 08--
31 Mar, 08--
31 Dec, 07--
30 Sep, 07--
30 Jun, 07--
30 Sep, 06--100.00%
30 Jun, 061-
31 Mar, 06--
30 Sep, 05--
30 Jun, 05--
31 Mar, 05--
30 Sep, 04--
30 Jun, 04--
31 Mar, 03--
31 Mar, 02--
31 Dec, 01--
31 Mar, 01--
31 Mar, 00--

81 institutional shareholders have reduced their position in WLY stock as of 31 Mar 24 compared to 102 in the previous quarter (a -20.59% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 24212-10.92%39,757,577-1.62%72.53%1.35%102-8.93%81-20.59%
31 Dec, 23238-1.24%40,413,730-1.96%73.34%1.32%112-13.18%10225.93%
30 Sep, 232418.07%41,223,0670.46%74.58%1.37%129-40.83%81-
30 Jun, 23223-41,035,206-73.86%-218---
31 Mar, 171-5,983-0.01%-1---
31 Dec, 151-268-0.00%-1---
30 Jun, 151-27,384-0.05%-1---
31 Mar, 141-3,520,6833.23%5.96%18.01%1---
31 Dec, 131-3,410,683-5.75%-1---
30 Sep, 122100.00%629,571245.70%1.05%1122.44%1-1-
30 Jun, 121-182,117243.62%0.31%3858.36%1---
31 Mar, 121-53,000520.46%0.09%43654.55%1---
31 Dec, 111-8,54231537.04%0.01%-1---
30 Sep, 111-27---1---
31 Dec, 102-50,207-0.08%-2---
30 Jun, 101-59,905-0.10%-1---
30 Sep, 0915275.00%3,472,88737.81%5.93%31.62%13333.33%1-
30 Jun, 09433.33%2,520,066-0.82%4.33%22.90%3200.00%1-50.00%
31 Mar, 09350.00%2,540,810-21.20%4.35%14.10%1-50.00%2-
31 Dec, 082-3,224,429-5.55%-2---
30 Jun, 082-38,641-98.60%0.07%0.30%2---
31 Mar, 082-33.33%2,759,9092641.27%4.72%15622.09%2-33.33%--
31 Dec, 07350.00%100,680295.93%0.17%8927.66%350.00%--
30 Sep, 072100.00%25,429445.69%0.04%67133.33%2100.00%--
30 Jun, 071-4,660-0.01%-1---
30 Sep, 061-50.00%20,71422.57%0.04%4111.41%1---100.00%
30 Jun, 062100.00%16,90014.97%0.03%4439.00%1-1-
31 Mar, 061-14,700-0.03%-1---
30 Sep, 051-14,700-0.03%4023.20%--100.00%--
30 Jun, 051-75.00%14,700-98.34%0.03%1.11%1-75.00%--
31 Mar, 054-884,134-1.50%-4---
30 Sep, 041-16,80097.65%0.03%14413.04%1---
30 Jun, 041-8,500-0.01%-1---
31 Mar, 032-410,535-0.67%-2---
31 Mar, 021-13,906-95.46%0.02%9.03%1---
31 Dec, 011-306,350-0.50%-1---
31 Mar, 011-26,375-0.04%-1---
31 Mar, 001-293,376-0.48%-1---

John Wiley & Sons Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jan 10, 2024Zipper Toddofficer EVP & GM, TalentS-SaleSell3,935$31.12$122.46K16,787

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jan 10, 2024Zipper Toddofficer EVP & GM, TalentS-SaleSell3,935$31.12$122.46K16,787
Nov 27, 2023Van Tassell Christinaofficer EVP, Chief Financial OfficerF-InKindSell6,617$30.21$199.90K15,061
Nov 27, 2023Van Tassell Christinaofficer EVP, Chief Financial OfficerM-ExemptSell11,964---

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jan 12, 2024Singh Inder Mdirector-A-AwardBuy93--8,498
Jan 12, 2024Hemphill Brian Odirector-A-AwardBuy81--7,378
Jan 12, 2024MCDANIEL RAYMOND Wdirector-A-AwardBuy572--52,353
Jan 12, 2024BELL GEORGEdirector-A-AwardBuy337--30,900
Jan 12, 2024Baker Mari Jeandirector-A-AwardBuy364--33,337
Jan 12, 2024Dobson David Cdirector-A-AwardBuy253--23,184
Jan 12, 2024Dobson David Cdirector-A-AwardBuy143$31.98$4.57K13,268
Jan 12, 2024Birnbaum Beth Adirector-A-AwardBuy198--18,160
Jan 10, 2024Zipper Toddofficer EVP & GM, TalentS-SaleSell3,935$31.12$122.46K16,787
Dec 15, 2023BELL GEORGEdirector-A-AwardBuy458--30,563
Nov 27, 2023Van Tassell Christinaofficer EVP, Chief Financial OfficerM-ExemptBuy11,964--21,678
Nov 27, 2023Van Tassell Christinaofficer EVP, Chief Financial OfficerF-InKindSell6,617$30.21$199.90K15,061
Nov 27, 2023Van Tassell Christinaofficer EVP, Chief Financial OfficerM-ExemptSell11,964---
Nov 06, 2023KISSNER MATTHEW Sofficer Interim President and CEOA-AwardBuy20,000$35.00$700.00K20,000
Nov 06, 2023McMahan Danielleofficer EVP, Chief People OfficerA-AwardBuy20,000$35.00$700.00K20,000
Nov 06, 2023Silver Deirdre P.officer EVP, General CounselA-AwardBuy20,000$35.00$700.00K20,000
Nov 06, 2023Flynn Jayofficer EVP & GM, Research & LearningA-AwardBuy20,000$35.00$700.00K20,000
Nov 06, 2023Van Tassell Christinaofficer EVP, Chief Financial OfficerA-AwardBuy20,000$35.00$700.00K20,000
Nov 06, 2023Matin Arefofficer EVP, Chief Technology OfficerA-AwardBuy20,000$35.00$700.00K20,000
Oct 31, 2023Dobson David Cdirector-A-AwardBuy92$30.34$2.79K13,125

The last insider sell of John Wiley & Sons's stock was made by Zipper Todd on Jan 10 2024, selling 3,935 shares at $31.12 per share (valued at $122.46K).

John Wiley & Sons Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q1 2024162800.00%
Q4 2023406666.67%
Q3 202336--
Q2 2023154148104.05%
Q1 2023208250.00%
Q4 2022226366.67%
Q3 20221111100.00%
Q2 20222--
Q1 20229--
Q4 2021179188.89%
Q3 2021214525.00%
Q2 20218863139.68%
Q1 2021103333.33%
Q4 2020132650.00%
Q3 202019--
Q2 20206048125.00%
Q1 20201310130.00%
Q4 2019134325.00%
Q3 2019224550.00%
Q2 20196353118.87%

16 total buy trades, and 2 total sell trades (buy/sell ratio of 8.00%) were made by John Wiley & Sons's insiders, as of Q1 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q1 2024-2-
Q4 20236--
Q3 20234--
Q2 20238--
Q1 2023-4-
Q4 202222100.00%
Q3 202221200.00%
Q2 20222--
Q1 20222--
Q4 20212--
Q3 202143133.33%
Q2 20212366.67%
Q1 20212366.67%
Q4 20202--
Q3 20202--
Q2 20202--
Q1 20202540.00%
Q4 20192--
Q3 201931300.00%
Q2 201922100.00%

As of Q1 2024, Insider owners conducted 0 open market buy trades and 2 open market sell trades of John Wiley & Sons's stocks.

John Wiley & Sons Peer Ownership


TickerCompany
LEELee Enterprises, Incorporated
GCIGannett Co., Inc.
SCHLScholastic Corporation
NYTThe New York Times Company
PSOPearson plc

WLY Ownership FAQ


John Wiley & Sons is owned by institutional shareholders (72.53%), insiders (9.38%), and public (18.09%). The largest institutional shareholder of John Wiley & Sons is BLACKROCK INC. (12.11% of total shares) and the top mutual fund owner is AMERICAN CENTURY CAPITAL PORTFOLIOS INC (0.00% of total shares).

John Wiley & Sons's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, CLARKSTON CAPITAL PARTNERS, LLC, DIMENSIONAL FUND ADVISORS LP, and STATE STREET CORP. The top five shareholders own together 35.86% of the company's share outstanding.

As of Mar 2024, there are 212 institutional shareholders of John Wiley & Sons.

BLACKROCK INC owns 6.64M shares of John Wiley & Sons, representing 12.11% of the company's total shares outstanding, valued at $253.18M (as of Mar 2024).

As of Mar 2024, VANGUARD GROUP INC holds 5.47M shares of John Wiley & Sons (WLY), compromising 9.98% of the company, valued at $208.52M.

CLARKSTON CAPITAL PARTNERS, LLC is the third largest holder of John Wiley & Sons. The company owns 4.11M of the company's shares outstanding (worth $156.58M).