John Wiley & Sons Ownership | Who Owns John Wiley & Sons?
John Wiley & Sons Ownership Summary
John Wiley & Sons is owned by 76.73% institutional investors, 9.53% insiders, and 13.74% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 11.88% of WLY shares. Clarkston Capital SMID Composite is the top mutual fund, with 5.33% 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 | 14945.80% | 16.08% | -14861.87% |
| Industry | Publishing Stocks | 26.08% | 20.03% | 53.89% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 6.44M | 11.88% | $281.43M |
| Blackrock | 6.31M | 11.56% | $256.96M |
| Vanguard group | 5.32M | 9.81% | $232.49M |
| Clarkston capital partners | 3.05M | 5.63% | $133.27M |
| Madison avenue partners, lp | 2.10M | 3.87% | $91.65M |
| State street | 1.75M | 3.24% | $77.32M |
| Dimensional fund advisors lp | 1.51M | 2.78% | $65.88M |
| Bank of new york mellon | 1.12M | 2.06% | $48.80M |
| Ophir asset management pty | 1.09M | 2.02% | $47.80M |
| William blair investment management | 1.05M | 1.94% | $46.03M |
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 | 1.09M | 7.12% | $47.80M |
| Tradelink capital | 13.63K | 5.88% | $596.00K |
| Sg capital management | 947.36K | 4.00% | $41.41M |
| Clarkston capital partners | 3.05M | 2.55% | $133.27M |
| River & mercantile asset management llp | 164.00K | 1.39% | $7.17M |
| Palisade capital management, lp | 987.02K | 1.15% | $43.14M |
| Kendall capital management | 77.40K | 0.99% | $3.38M |
| Access investment management | 67.33K | 0.85% | $2.94M |
| Intrinsic edge capital management | 150.08K | 0.80% | $6.56M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Brown advisory | 1.03M | 0.06% | 1.03M |
| Raymond james financial | 798.80K | 0.01% | 798.80K |
| Blackrock funding, inc. /de | 6.44M | 0.01% | 263.37K |
| Sg capital management | 947.36K | 4.00% | 251.59K |
| Ubs group | 311.72K | 0.00% | 195.67K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Burgundy asset management | - | - | -1.03M |
| Schroder investment management group | 988.40K | 0.04% | -365.44K |
| Alta fox capital management | - | - | -347.05K |
| J. goldman & co lp | - | - | -329.06K |
| Blackrock | 6.31M | 0.01% | -326.56K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Brown advisory | 1.03M | 0.06% | 1.03M | $44.88M |
| Raymond james financial | 798.80K | 0.01% | 798.80K | $34.92M |
| River & mercantile asset management llp | 164.00K | 1.39% | 164.00K | $7.17M |
| 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 |
| Van hulzen asset management | -16.00 |
| Nelson, van denburg & campbell wealth management group | -16.00 |
| Westend capital management | -17.00 |
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 |
|---|---|---|---|
| Clarkston Capital SMID Composite | 2.87M | 5.33% | 11.49K |
| iShares Core S&P Small-Cap ETF | 2.47M | 4.58% | -1.41K |
| Vanguard Total Stock Mkt Idx Inv | 1.31M | 2.42% | 4.60K |
| Vanguard US Total Market Shares ETF | 1.30M | 2.42% | 1.50K |
| Vanguard Small Cap Index | 1.02M | 1.89% | 7.97K |
| iShares Russell 2000 ETF | 1.01M | 1.88% | 495.00 |
| Clarkston Partners Founders | 1.00M | 1.86% | - |
| Neuberger Berman Genesis Inv | 839.10K | 1.56% | 839.10K |
| Vanguard Small Cap Value Index Inv | 658.14K | 1.22% | 2.05K |
| Vanguard Institutional Extnd Mkt Idx Tr | 652.80K | 1.21% | 758.00 |
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
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