John Wiley & Sons Ownership | Who Owns John Wiley & Sons?
John Wiley & Sons Ownership Summary
John Wiley & Sons is owned by 77.89% institutional investors, 9.27% insiders, and 12.83% 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 | 77.89% | 9.27% | 12.83% |
Sector | Communication Services Stocks | 46.53% | 15.90% | 37.58% |
Industry | Publishing Stocks | 42.24% | 20.01% | 37.75% |
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 % |
---|---|---|---|---|---|---|---|---|---|---|
Jun 30, 2025 | 272 | 6.25% | 41,814,890 | 1.22% | 77 | 1.33% | 129 | 2.38% | 99 | 2.06% |
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% |
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 | 1.19M | 2.24% | -25.41K |
iShares Russell 2000 ETF | 972.35K | 1.82% | -18.48K |
Vanguard Small Cap Index | 927.46K | 1.74% | -6.16K |
Clarkston Partners Founders | 700.00K | 1.31% | -300.00K |
Brown Advisory Small-Cap Fdmtl Val Inv | 607.60K | 1.14% | -3.91K |
Vanguard Small Cap Value Index Inv | 596.81K | 1.12% | 1.87K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Jul 02, 2025 | Flynn Jay | EVP & GM, Research & Learning | Sell | $229.51K |
Jul 02, 2025 | Flynn Jay | EVP & GM, Research & Learning | Sell | $229.51K |
Jun 30, 2025 | Monaco Kevin | SVP, Treasurer & Tax | Sell | $135.29K |
Jun 30, 2025 | Monaco Kevin | SVP, Treasurer & Tax | Sell | $135.29K |
Jul 01, 2025 | Caridi Christopher | SVP, Chief Accounting Officer | Sell | $250.06K |
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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