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

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Institutional Ownership

71.63%

Insider Ownership

9.52%

Retail Ownership

18.85%

Institutional Holders

239.00

John Wiley & Sons Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BLACKROCK INC.	11.56%	0.01%	6,313,453	-326,559	-4.92%	256,957,537	Jun 30, 2024
VANGUARD GROUP INC	9.83%	0.00%	5,367,585	-101,000	-1.85%	218,460,710	Jun 30, 2024
CLARKSTON CAPITAL PARTNERS, LLC	6.23%	2.64%	3,399,842	-706,516	-17.21%	138,373,569	Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP	3.53%	0.02%	1,924,498	90,693	4.95%	78,325,528	Jun 30, 2024
MADISON AVENUE PARTNERS, LP	2.99%	8.38%	1,630,517	263,746	19.30%	66,362,042	Jun 30, 2024
STATE STREET CORP	2.88%	0.00%	1,574,525	-30,171	-1.88%	64,083,168,000	Jun 30, 2024
SCHRODER INVESTMENT MANAGEMENT GROUP	2.56%	0.06%	1,400,154	8,863	0.64%	56,986,268	Jun 30, 2024
BANK OF NEW YORK MELLON CORP	2.39%	0.01%	1,302,764	24,215	1.89%	53,022,496	Jun 30, 2024
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	1.94%	0.11%	1,058,632	-1,941	-0.18%	43,086,322	Jun 30, 2024
PALISADE CAPITAL MANAGEMENT, LP	1.82%	1.10%	993,494	-17,154	-1.70%	40,435,225	Jun 30, 2024
BURGUNDY ASSET MANAGEMENT LTD.	1.81%	0.42%	987,612	15,372	1.58%	40,195,808	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	1.62%	0.00%	882,004	22,151	2.58%	35,905,666	Jun 30, 2024
INVESCO LTD.	1.31%	0.01%	713,977	-78,513	-9.91%	29,058,864	Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.26%	0.01%	687,414	21,121	3.17%	27,977,750	Jun 30, 2024
RAYMOND JAMES & ASSOCIATES	0.92%	0.01%	501,891	81,968	19.52%	20,426,947	Jun 30, 2024
JPMORGAN CHASE & CO	0.91%	0.00%	495,670	-115,701	-18.92%	20,173,770	Jun 30, 2024
MORGAN STANLEY	0.76%	0.00%	415,360	51,678	14.21%	16,905,186	Jun 30, 2024
MAN GROUP PLC	0.75%	0.04%	409,431	-86,256	-17.40%	16,663,842	Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD	0.73%	0.03%	397,649	114,543	40.46%	16,184,314	Jun 30, 2024
NORTHERN TRUST CORP	0.72%	0.00%	391,230	-12,995	-3.21%	15,923,061,000	Jun 30, 2024

John Wiley & Sons's largest institutional shareholder is BLACKROCK INC., holding 11.56% of the company's total share outstanding, currently valued at $256.96M. The top 10 institutional shareholders own together 45.73% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
MADISON AVENUE PARTNERS, LP	2.99%	8.38%	1,630,517	263,746	19.30%	66,362,042	Jun 30, 2024
CLARKSTON CAPITAL PARTNERS, LLC	6.23%	2.64%	3,399,842	-706,516	-17.21%	138,373,569	Jun 30, 2024
SCALAR GAUGE MANAGEMENT, LLC	0.10%	1.30%	55,016	-	-	2,239,151	Jun 30, 2024
PALISADE CAPITAL MANAGEMENT, LP	1.82%	1.10%	993,494	-17,154	-1.70%	40,435,225	Jun 30, 2024
ACCESS INVESTMENT MANAGEMENT LLC	0.12%	0.88%	66,755	480	0.72%	2,716,929	Jun 30, 2024
PENN MUTUAL ASSET MANAGEMENT, LLC	0.02%	0.87%	10,000	10,000	100.00%	407,000	Jun 30, 2024
KENDALL CAPITAL MANAGEMENT	0.11%	0.82%	60,317	18,237	43.34%	2,454,902	Jun 30, 2024
CLARK ESTATES INC/NY	0.18%	0.73%	95,800	-11,700	-10.88%	3,899,060	Jun 30, 2024
CALDWELL SUTTER CAPITAL, INC.	0.06%	0.68%	33,936	-5,552	-14.06%	1,381,207	Jun 30, 2024
ARJUNA CAPITAL	0.10%	0.60%	54,378	37,019	213.26%	2,213,185	Jun 30, 2024
FIRST SABREPOINT CAPITAL MANAGEMENT LP	0.08%	0.52%	42,775	42,775	100.00%	1,740,943	Jun 30, 2024
UNCOMMON CENTS INVESTING LLC	0.07%	0.48%	37,900	-55	-0.14%	1,542,530	Jun 30, 2024
BURGUNDY ASSET MANAGEMENT LTD.	1.81%	0.42%	987,612	15,372	1.58%	40,195,808	Jun 30, 2024
MARTIN & CO INC /TN/	0.07%	0.40%	38,988	-1,054	-2.63%	1,586,812	Jun 30, 2024
J. GOLDMAN & CO LP	0.60%	0.38%	329,058	-56,829	-14.73%	13,392,661	Jun 30, 2024
CARDINAL CAPITAL MANAGEMENT	0.05%	0.20%	29,628	1,068	3.74%	1,205,860	Jun 30, 2024
CORNERCAP INVESTMENT COUNSEL INC	0.06%	0.20%	30,339	-271	-0.89%	1,234,797	Jun 30, 2024
SEIZERT CAPITAL PARTNERS, LLC	0.18%	0.20%	96,601	-1,586	-1.62%	3,931,661	Jun 30, 2024
INCEPTIONR LLC	0.03%	0.19%	16,378	6,501	65.82%	666,585	Jun 30, 2024
CEREDEX VALUE ADVISORS LLC	0.40%	0.17%	218,299	6,400	3.02%	8,884,769	Jun 30, 2024

The largest John Wiley & Sons shareholder by % of total assets is MADISON AVENUE PARTNERS, LP. The company owns 1.63M shares of John Wiley & Sons (WLY), representing 8.38% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
MADISON AVENUE PARTNERS, LP	2.99%	8.38%	1,630,517	263,746	19.30%	66,362,042	Jun 30, 2024
NORGES BANK	0.27%	0.00%	149,813	149,813	100.00%	6,097,389	Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD	0.73%	0.03%	397,649	114,543	40.46%	16,184,314	Jun 30, 2024
GOLDMAN SACHS GROUP INC	0.33%	0.00%	182,191	94,432	107.60%	7,415,163	Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP	3.53%	0.02%	1,924,498	90,693	4.95%	78,325,528	Jun 30, 2024
EAGLE ASSET MANAGEMENT INC	0.53%	0.06%	291,225	84,863	41.12%	11,849,945	Jun 30, 2024
RAYMOND JAMES & ASSOCIATES	0.92%	0.01%	501,891	81,968	19.52%	20,426,947	Jun 30, 2024
TREXQUANT INVESTMENT LP	0.10%	0.03%	54,689	54,689	100.00%	2,225,842	Jun 30, 2024
MORGAN STANLEY	0.76%	0.00%	415,360	51,678	14.21%	16,905,186	Jun 30, 2024
FIRST SABREPOINT CAPITAL MANAGEMENT LP	0.08%	0.52%	42,775	42,775	100.00%	1,740,943	Jun 30, 2024
TUDOR INVESTMENT CORP ET AL	0.24%	0.03%	128,808	41,498	47.53%	5,242,486	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.22%	0.00%	118,466	40,059	51.09%	4,821,566	Jun 30, 2024
ARJUNA CAPITAL	0.10%	0.60%	54,378	37,019	213.26%	2,213,185	Jun 30, 2024
SEI INVESTMENTS CO	0.06%	0.00%	35,114	35,114	100.00%	1,429,104,000	Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC	0.06%	0.00%	34,903	34,903	100.00%	1,418,000	Jun 30, 2024
UBS GROUP AG	0.14%	0.00%	77,045	33,100	75.32%	3,135,731	Jun 30, 2024
JACOBS LEVY EQUITY MANAGEMENT, INC	0.34%	0.03%	185,927	32,726	21.36%	7,567,229	Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC	0.18%	0.00%	97,942	31,430	47.25%	3,986,241	Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC	0.06%	0.01%	30,580	30,580	100.00%	1,244,586	Jun 30, 2024
WEDGE CAPITAL MANAGEMENT L L P/NC	0.06%	0.02%	30,467	30,467	100.00%	1,240,007	Jun 30, 2024

As of Jun 30 2024, John Wiley & Sons's largest institutional buyer is MADISON AVENUE PARTNERS, LP. The company purchased 263.75K stocks of WLY, valued at $66.36M.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
CLARKSTON CAPITAL PARTNERS, LLC	6.23%	2.64%	3,399,842	-706,516	-17.21%	138,373,569	Jun 30, 2024
BLACKROCK INC.	11.56%	0.01%	6,313,453	-326,559	-4.92%	256,957,537	Jun 30, 2024
BANK OF MONTREAL /CAN/	-	-	-	-188,980	-100.00%	-	Jun 30, 2024
JPMORGAN CHASE & CO	0.91%	0.00%	495,670	-115,701	-18.92%	20,173,770	Jun 30, 2024
VANGUARD GROUP INC	9.83%	0.00%	5,367,585	-101,000	-1.85%	218,460,710	Jun 30, 2024
MAN GROUP PLC	0.75%	0.04%	409,431	-86,256	-17.40%	16,663,842	Jun 30, 2024
FMR LLC	0.10%	0.00%	57,286	-83,854	-59.41%	2,331,540	Jun 30, 2024
VICTORY CAPITAL MANAGEMENT INC	0.03%	0.00%	16,745	-83,344	-83.27%	681,522	Jun 30, 2024
INVESCO LTD.	1.31%	0.01%	713,977	-78,513	-9.91%	29,058,864	Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC	0.47%	0.00%	257,887	-76,531	-22.88%	10,496,001	Jun 30, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	-	-	-	-63,079	-100.00%	-	Jun 30, 2024
J. GOLDMAN & CO LP	0.60%	0.38%	329,058	-56,829	-14.73%	13,392,661	Jun 30, 2024
MARSHALL WACE, LLP	-	-	-	-50,418	-100.00%	-	Jun 30, 2024
BONNESS ENTERPRISES INC	-	-	-	-48,400	-100.00%	-	Jun 30, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.01%	0.00%	8,133	-48,031	-85.52%	331,013	Jun 30, 2024
BARCLAYS PLC	0.04%	0.00%	23,179	-36,146	-60.93%	943,000	Jun 30, 2024
PROSHARE ADVISORS LLC	0.36%	0.02%	195,121	-35,839	-15.52%	7,941,425	Jun 30, 2024
STATE STREET CORP	2.88%	0.00%	1,574,525	-30,171	-1.88%	64,083,168,000	Jun 30, 2024
MITSUBISHI UFJ TRUST & BANKING CORP	-	-	-	-25,407	-100.00%	-	Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	-	-	-	-21,046	-100.00%	-	Jun 30, 2024

As of Jun 30 2024, John Wiley & Sons's biggest institutional seller is CLARKSTON CAPITAL PARTNERS, LLC. The company sold -0.71M shares of WLY, valued at $138.37M.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
NORGES BANK	0.27%	0.00%	149,813	149,813	100.00%	6,097,389	Jun 30, 2024
TREXQUANT INVESTMENT LP	0.10%	0.03%	54,689	54,689	100.00%	2,225,842	Jun 30, 2024
FIRST SABREPOINT CAPITAL MANAGEMENT LP	0.08%	0.52%	42,775	42,775	100.00%	1,740,943	Jun 30, 2024
WEDGE CAPITAL MANAGEMENT L L P/NC	0.06%	0.02%	30,467	30,467	100.00%	1,240,007	Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP	0.05%	0.01%	27,842	27,842	100.00%	1,133,000	Jun 30, 2024
NORTHROCK PARTNERS, LLC	0.05%	0.09%	25,886	25,886	100.00%	1,053,550	Jun 30, 2024
COREBRIDGE FINANCIAL, INC.	0.04%	0.00%	21,168	21,168	100.00%	861,538	Jun 30, 2024
CAPULA MANAGEMENT LTD	0.04%	0.01%	20,774	20,774	100.00%	845,502	Jun 30, 2024
EISLER CAPITAL (US) LLC	0.04%	0.01%	20,582	20,582	100.00%	837,687	Jun 30, 2024
BRIDGEWATER ASSOCIATES, LP	0.03%	0.00%	19,073	19,073	100.00%	776,271	Jun 30, 2024
MAGNETAR FINANCIAL LLC	0.03%	0.02%	19,033	19,033	100.00%	774,643	Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.03%	0.00%	17,897	17,897	100.00%	728,408	Jun 30, 2024
FOX RUN MANAGEMENT, L.L.C.	0.03%	0.11%	13,794	13,794	100.00%	561,416	Jun 30, 2024
PENN MUTUAL ASSET MANAGEMENT, LLC	0.02%	0.87%	10,000	10,000	100.00%	407,000	Jun 30, 2024
ATRIA INVESTMENTS, INC	0.02%	0.01%	9,676	9,676	100.00%	393,823	Jun 30, 2024
BOKF, NA	0.01%	0.01%	8,061	8,061	100.00%	328,083	Jun 30, 2024
GALLAGHER FIDUCIARY ADVISORS, LLC	0.01%	0.06%	6,585	6,585	100.00%	268,002	Jun 30, 2024
STIFEL FINANCIAL CORP	0.01%	0.00%	6,234	6,234	100.00%	253,726	Jun 30, 2024
VERITION FUND MANAGEMENT LLC	0.01%	0.00%	6,078	6,078	100.00%	247,375	Jun 30, 2024
HIGHTOWER ADVISORS, LLC	0.01%	0.00%	5,606	5,606	100.00%	227,000	Jun 30, 2024
QUANTEDGE CAPITAL PTE LTD	0.01%	0.08%	5,600	5,600	100.00%	227,920	Jun 30, 2024
GLENMEDE TRUST CO NA	0.01%	0.00%	5,350	5,350	100.00%	217,745	Jun 30, 2024
EVERCORE WEALTH MANAGEMENT, LLC	0.01%	0.00%	5,060	5,060	100.00%	205,942	Jun 30, 2024
POINT72 ASIA (SINGAPORE) PTE. LTD.	0.01%	0.03%	2,965	2,965	100.00%	120,678	Jun 30, 2024
POINT72 (DIFC) LTD	0.00%	0.00%	2,459	2,459	100.00%	100,099	Jun 30, 2024
SMARTLEAF ASSET MANAGEMENT LLC	0.00%	0.02%	2,315	2,315	100.00%	92,692	Jun 30, 2024
STATE OF WYOMING	0.00%	0.01%	1,171	1,171	100.00%	47,660	Jun 30, 2024
FINTRUST CAPITAL ADVISORS, LLC	0.00%	0.01%	1,072	1,072	100.00%	43,631	Jun 30, 2024
QUARRY LP	0.00%	0.00%	286	286	100.00%	11,640	Jun 30, 2024
CLEARSTEAD ADVISORS, LLC	0.00%	0.00%	211	211	100.00%	8,588	Jun 30, 2024
CULTIVAR CAPITAL, INC.	0.00%	0.01%	160	160	100.00%	6,512	Jun 30, 2024
SRS CAPITAL ADVISORS, INC.	0.00%	0.00%	138	138	100.00%	5,617	Jun 30, 2024
EVERSOURCE WEALTH ADVISORS, LLC	-	0.00%	20	20	100.00%	955	Jun 30, 2024
LARSON FINANCIAL GROUP LLC	-	-	5	5	100.00%	204	Jun 30, 2024
INNEALTA CAPITAL, LLC	-	-	1	1	100.00%	41	Jun 30, 2024

John Wiley & Sons's largest new institutional shareholder by number of shares is NORGES BANK, purchased 149.81K shares, valued at $6.10M, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BANK OF MONTREAL /CAN/	-	-	-	-188,980	-100.00%	-	Jun 30, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	-	-	-	-63,079	-100.00%	-	Jun 30, 2024
MARSHALL WACE, LLP	-	-	-	-50,418	-100.00%	-	Jun 30, 2024
BONNESS ENTERPRISES INC	-	-	-	-48,400	-100.00%	-	Jun 30, 2024
MITSUBISHI UFJ TRUST & BANKING CORP	-	-	-	-25,407	-100.00%	-	Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	-	-	-	-21,046	-100.00%	-	Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.	-	-	-	-19,706	-100.00%	-	Jun 30, 2024
KINGSVIEW WEALTH MANAGEMENT, LLC	-	-	-	-12,635	-100.00%	-	Jun 30, 2024
MISSION WEALTH MANAGEMENT, LP	-	-	-	-11,629	-100.00%	-	Jun 30, 2024
NEW MEXICO EDUCATIONAL RETIREMENT BOARD	-	-	-	-9,000	-100.00%	-	Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY	-	-	-	-1,895	-100.00%	-	Jun 30, 2024
SIMPLEX TRADING, LLC	-	-	-	-964	-100.00%	-	Jun 30, 2024
DIXON MITCHELL INVESTMENT COUNSEL INC.	-	-	-	-300	-100.00%	-	Jun 30, 2024
CLEAN YIELD GROUP	-	-	-	-180	-100.00%	-	Jun 30, 2024
WESTEND CAPITAL MANAGEMENT, LLC	-	-	-	-17	-100.00%	-	Jun 30, 2024

John Wiley & Sons's largest sold out institutional shareholder by shares sold is BANK OF MONTREAL /CAN/, sold -0.19M shares, valued at -, as of undefined.

John Wiley & Sons Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
AMERICAN CENTURY CAPITAL PORTFOLIOS INC	0.00%	2,516	-	-	Oct 31, 2023
ETF Managers Trust	0.00%	17,963	697	4.04%	Sep 30, 2023
PENN SERIES FUNDS INC	0.00%	23,678	-753	-3.08%	Sep 29, 2023
Managed Portfolio Series	0.00%	12,373	-	-	Nov 30, 2023
OPTIMUM FUND TRUST	0.00%	87,038	-39,386	-31.15%	Sep 29, 2023
PRUDENTIAL SERIES FUND	0.00%	45,900	-2,800	-5.75%	Sep 29, 2023
Voya VARIABLE PORTFOLIOS INC	0.00%	17,236	201	1.18%	Sep 30, 2023
BNY MELLON FUNDS TRUST	0.00%	23,542	839	3.70%	Aug 31, 2023
FundVantage Trust	0.00%	1,074	-	-	Oct 31, 2023
BNY Mellon Investment Funds I	0.00%	22,981	-	-	Oct 31, 2023
GPS Funds I	0.00%	870	-	-	Sep 30, 2023
Voya INVESTORS TRUST	0.00%	7,477	-1,049	-12.30%	Sep 30, 2023
OHIO NATIONAL FUND INC	0.00%	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 Trust	0.00%	893	-	-	Nov 30, 2023
NORTHERN FUNDS	0.00%	28,305	-1,966	-6.49%	Sep 29, 2023
ADVANCED SERIES TRUST	0.00%	44,000	-1,440	-3.17%	Sep 29, 2023
WILSHIRE MUTUAL FUNDS INC	0.00%	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

Date	Holdings	Change %
30 Jun, 24	239	11.16%
31 Mar, 24	215	-11.16%
31 Dec, 23	242	-0.41%
30 Sep, 23	243	7.52%
30 Jun, 23	226	-2.16%
31 Mar, 23	231	4.05%
31 Dec, 22	222	0.45%
30 Sep, 22	221	-7.14%
30 Jun, 22	238	-
31 Dec, 15	1	-
30 Sep, 12	2	100.00%
30 Jun, 12	1	-
31 Mar, 12	1	-
31 Dec, 10	2	-
30 Sep, 09	4	100.00%
30 Jun, 09	2	-
31 Mar, 09	2	100.00%
31 Dec, 08	1	-
31 Mar, 08	1	-
31 Dec, 07	1	-50.00%
30 Sep, 07	2	-
30 Jun, 06	1	-
31 Mar, 06	1	-
30 Sep, 05	17	1600.00%
30 Jun, 05	1	-93.75%
31 Mar, 05	16	-
30 Jun, 04	1	-
31 Mar, 03	1	-
31 Mar, 01	1	-

As of 30 Jun 24, 239 institutions are holding John Wiley & Sons's shares, representing an increase of 11.16% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Jun, 24	39,102,181	-1.69%
31 Mar, 24	39,772,884	-1.66%
31 Dec, 23	40,445,237	-1.97%
30 Sep, 23	41,256,203	0.24%
30 Jun, 23	41,156,812	1.36%
31 Mar, 23	40,603,406	-3.79%
31 Dec, 22	42,204,328	3.93%
30 Sep, 22	40,607,504	0.74%
30 Jun, 22	40,307,447	-
31 Dec, 15	268	-
30 Sep, 12	629,571	245.70%
30 Jun, 12	182,117	243.62%
31 Mar, 12	53,000	-
31 Dec, 10	50,207	-
30 Sep, 09	2,492,138	1.44%
30 Jun, 09	2,456,647	-2.80%
31 Mar, 09	2,527,474	-21.28%
31 Dec, 08	3,210,681	-
31 Mar, 08	2,759,850	7300.45%
31 Dec, 07	37,293	46.66%
30 Sep, 07	25,429	-
30 Jun, 06	10,600	-27.89%
31 Mar, 06	14,700	-
30 Sep, 05	449,298	2956.45%
30 Jun, 05	14,700	-99.45%
31 Mar, 05	2,676,944	-
30 Jun, 04	8,500	-
31 Mar, 03	36,055	-
31 Mar, 01	26,375	-

John Wiley & Sons (WLY) has 39.10M shares outstanding as of 30 Jun 24, down -1.69% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Jun, 24	71.63%	1.37%
31 Mar, 24	72.39%	1.33%
31 Dec, 23	73.79%	1.32%
30 Sep, 23	74.87%	1.35%
30 Jun, 23	74.47%	1.39%
31 Mar, 23	73.08%	1.26%
31 Dec, 22	76.02%	1.43%
30 Sep, 22	73.01%	1.40%
30 Jun, 22	72.32%	-
31 Dec, 15	0.00%	-
30 Sep, 12	1.05%	1122.44%
30 Jun, 12	0.31%	3858.36%
31 Mar, 12	0.09%	-
31 Dec, 10	0.08%	-
30 Sep, 09	4.26%	23.88%
30 Jun, 09	4.22%	22.56%
31 Mar, 09	4.33%	14.14%
31 Dec, 08	5.53%	-
31 Mar, 08	4.72%	113817.70%
31 Dec, 07	0.06%	3306.80%
30 Sep, 07	0.04%	-
30 Jun, 06	0.02%	2784.17%
31 Mar, 06	0.03%	-
30 Sep, 05	0.77%	122963.20%
30 Jun, 05	0.03%	0.12%
31 Mar, 05	4.54%	-
30 Jun, 04	0.01%	-
31 Mar, 03	0.06%	-
31 Mar, 01	0.04%	-

As of 30 Jun 24, John Wiley & Sons is held by 71.63% institutional shareholders, representing a 1.37% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Jun, 24	123	20.59%
31 Mar, 24	102	-9.73%
31 Dec, 23	113	-13.08%
30 Sep, 23	130	19.27%
30 Jun, 23	109	-13.49%
31 Mar, 23	126	21.15%
31 Dec, 22	104	0.97%
30 Sep, 22	103	-55.98%
30 Jun, 22	234	-
31 Dec, 15	1	-
30 Sep, 12	1	-
30 Jun, 12	1	-
31 Mar, 12	1	-
31 Dec, 10	2	-
30 Sep, 09	3	200.00%
30 Jun, 09	1	-
31 Mar, 09	1	-
31 Dec, 08	1	-
31 Mar, 08	1	-
31 Dec, 07	1	-50.00%
30 Sep, 07	2	-
30 Jun, 06	-	-100.00%
31 Mar, 06	1	-
30 Sep, 05	16	1500.00%
30 Jun, 05	1	-93.75%
31 Mar, 05	16	-
30 Jun, 04	1	-
31 Mar, 03	1	-
31 Mar, 01	1	-

123 institutional shareholders have increased their position in WLY stock as of 30 Jun 24 compared to 102 in the previous quarter (a 20.59% increase).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Jun, 24	86	3.61%
31 Mar, 24	83	-19.42%
31 Dec, 23	103	27.16%
30 Sep, 23	81	-4.71%
30 Jun, 23	85	14.86%
31 Mar, 23	74	-17.78%
31 Dec, 22	90	3.45%
30 Sep, 22	87	-
30 Jun, 22	-	-
31 Dec, 15	-	-
30 Sep, 12	1	-
30 Jun, 12	-	-
31 Mar, 12	-	-
31 Dec, 10	-	-
30 Sep, 09	1	-
30 Jun, 09	1	-
31 Mar, 09	1	-
31 Dec, 08	-	-
31 Mar, 08	-	-
31 Dec, 07	-	-
30 Sep, 07	-	-
30 Jun, 06	1	-
31 Mar, 06	-	-
30 Sep, 05	-	-
30 Jun, 05	-	-
31 Mar, 05	-	-
30 Jun, 04	-	-
31 Mar, 03	-	-
31 Mar, 01	-	-

86 institutional shareholders have reduced their position in WLY stock as of 30 Jun 24 compared to 83 in the previous quarter (a 3.61% increase).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Jun, 24	239	11.16%	39,102,181	-1.69%	71.63%	1.37%	123	20.59%	86	3.61%
31 Mar, 24	215	-11.16%	39,772,884	-1.66%	72.39%	1.33%	102	-9.73%	83	-19.42%
31 Dec, 23	242	-0.41%	40,445,237	-1.97%	73.79%	1.32%	113	-13.08%	103	27.16%
30 Sep, 23	243	7.52%	41,256,203	0.24%	74.87%	1.35%	130	19.27%	81	-4.71%
30 Jun, 23	226	-2.16%	41,156,812	1.36%	74.47%	1.39%	109	-13.49%	85	14.86%
31 Mar, 23	231	4.05%	40,603,406	-3.79%	73.08%	1.26%	126	21.15%	74	-17.78%
31 Dec, 22	222	0.45%	42,204,328	3.93%	76.02%	1.43%	104	0.97%	90	3.45%
30 Sep, 22	221	-7.14%	40,607,504	0.74%	73.01%	1.40%	103	-55.98%	87	-
30 Jun, 22	238	-	40,307,447	-	72.32%	-	234	-	-	-
31 Dec, 15	1	-	268	-	0.00%	-	1	-	-	-
30 Sep, 12	2	100.00%	629,571	245.70%	1.05%	1122.44%	1	-	1	-
30 Jun, 12	1	-	182,117	243.62%	0.31%	3858.36%	1	-	-	-
31 Mar, 12	1	-	53,000	-	0.09%	-	1	-	-	-
31 Dec, 10	2	-	50,207	-	0.08%	-	2	-	-	-
30 Sep, 09	4	100.00%	2,492,138	1.44%	4.26%	23.88%	3	200.00%	1	-
30 Jun, 09	2	-	2,456,647	-2.80%	4.22%	22.56%	1	-	1	-
31 Mar, 09	2	100.00%	2,527,474	-21.28%	4.33%	14.14%	1	-	1	-
31 Dec, 08	1	-	3,210,681	-	5.53%	-	1	-	-	-
31 Mar, 08	1	-	2,759,850	7300.45%	4.72%	113817.70%	1	-	-	-
31 Dec, 07	1	-50.00%	37,293	46.66%	0.06%	3306.80%	1	-50.00%	-	-
30 Sep, 07	2	-	25,429	-	0.04%	-	2	-	-	-
30 Jun, 06	1	-	10,600	-27.89%	0.02%	2784.17%	-	-100.00%	1	-
31 Mar, 06	1	-	14,700	-	0.03%	-	1	-	-	-
30 Sep, 05	17	1600.00%	449,298	2956.45%	0.77%	122963.20%	16	1500.00%	-	-
30 Jun, 05	1	-93.75%	14,700	-99.45%	0.03%	0.12%	1	-93.75%	-	-
31 Mar, 05	16	-	2,676,944	-	4.54%	-	16	-	-	-
30 Jun, 04	1	-	8,500	-	0.01%	-	1	-	-	-
31 Mar, 03	1	-	36,055	-	0.06%	-	1	-	-	-
31 Mar, 01	1	-	26,375	-	0.04%	-	1	-	-	-

John Wiley & Sons Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
Jan 10, 2024	Zipper Todd	officer	EVP & GM, Talent	S-Sale	Sell	3,935	$31.12	$122.46K	16,787

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jan 10, 2024	Zipper Todd	officer	EVP & GM, Talent	S-Sale	Sell	3,935	$31.12	$122.46K	16,787
Nov 27, 2023	Van Tassell Christina	officer	EVP, Chief Financial Officer	F-InKind	Sell	6,617	$30.21	$199.90K	15,061
Nov 27, 2023	Van Tassell Christina	officer	EVP, Chief Financial Officer	M-Exempt	Sell	11,964	-	-	-

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jan 12, 2024	Singh Inder M	director	-	A-Award	Buy	93	-	-	8,498
Jan 12, 2024	Hemphill Brian O	director	-	A-Award	Buy	81	-	-	7,378
Jan 12, 2024	MCDANIEL RAYMOND W	director	-	A-Award	Buy	572	-	-	52,353
Jan 12, 2024	BELL GEORGE	director	-	A-Award	Buy	337	-	-	30,900
Jan 12, 2024	Baker Mari Jean	director	-	A-Award	Buy	364	-	-	33,337
Jan 12, 2024	Dobson David C	director	-	A-Award	Buy	253	-	-	23,184
Jan 12, 2024	Dobson David C	director	-	A-Award	Buy	143	$31.98	$4.57K	13,268
Jan 12, 2024	Birnbaum Beth A	director	-	A-Award	Buy	198	-	-	18,160
Jan 10, 2024	Zipper Todd	officer	EVP & GM, Talent	S-Sale	Sell	3,935	$31.12	$122.46K	16,787
Dec 15, 2023	BELL GEORGE	director	-	A-Award	Buy	458	-	-	30,563
Nov 27, 2023	Van Tassell Christina	officer	EVP, Chief Financial Officer	M-Exempt	Buy	11,964	-	-	21,678
Nov 27, 2023	Van Tassell Christina	officer	EVP, Chief Financial Officer	F-InKind	Sell	6,617	$30.21	$199.90K	15,061
Nov 27, 2023	Van Tassell Christina	officer	EVP, Chief Financial Officer	M-Exempt	Sell	11,964	-	-	-
Nov 06, 2023	KISSNER MATTHEW S	officer	Interim President and CEO	A-Award	Buy	20,000	$35.00	$700.00K	20,000
Nov 06, 2023	McMahan Danielle	officer	EVP, Chief People Officer	A-Award	Buy	20,000	$35.00	$700.00K	20,000
Nov 06, 2023	Silver Deirdre P.	officer	EVP, General Counsel	A-Award	Buy	20,000	$35.00	$700.00K	20,000
Nov 06, 2023	Flynn Jay	officer	EVP & GM, Research & Learning	A-Award	Buy	20,000	$35.00	$700.00K	20,000
Nov 06, 2023	Van Tassell Christina	officer	EVP, Chief Financial Officer	A-Award	Buy	20,000	$35.00	$700.00K	20,000
Nov 06, 2023	Matin Aref	officer	EVP, Chief Technology Officer	A-Award	Buy	20,000	$35.00	$700.00K	20,000
Oct 31, 2023	Dobson David C	director	-	A-Award	Buy	92	$30.34	$2.79K	13,125

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

Date	Buy	Sell	Buy/Sell Ratio
Q1 2024	16	2	800.00%
Q4 2023	40	6	666.67%
Q3 2023	36	-	-
Q2 2023	154	148	104.05%
Q1 2023	20	8	250.00%
Q4 2022	22	6	366.67%
Q3 2022	11	1	1100.00%
Q2 2022	2	-	-
Q1 2022	9	-	-
Q4 2021	17	9	188.89%
Q3 2021	21	4	525.00%
Q2 2021	88	63	139.68%
Q1 2021	10	3	333.33%
Q4 2020	13	2	650.00%
Q3 2020	19	-	-
Q2 2020	60	48	125.00%
Q1 2020	13	10	130.00%
Q4 2019	13	4	325.00%
Q3 2019	22	4	550.00%
Q2 2019	63	53	118.87%

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

Date	Buy	Sell	Buy/Sell Ratio
Q1 2024	-	2	-
Q4 2023	6	-	-
Q3 2023	4	-	-
Q2 2023	8	-	-
Q1 2023	-	4	-
Q4 2022	2	2	100.00%
Q3 2022	2	1	200.00%
Q2 2022	2	-	-
Q1 2022	2	-	-
Q4 2021	2	-	-
Q3 2021	4	3	133.33%
Q2 2021	2	3	66.67%
Q1 2021	2	3	66.67%
Q4 2020	2	-	-
Q3 2020	2	-	-
Q2 2020	2	-	-
Q1 2020	2	5	40.00%
Q4 2019	2	-	-
Q3 2019	3	1	300.00%
Q2 2019	2	2	100.00%

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

Ticker	Company
NYT	The New York Times Company
LEE	Lee Enterprises, Incorporated
GCI	Gannett Co., Inc.
SCHL	Scholastic Corporation
PSO	Pearson plc

WLY Ownership FAQ

Who Owns John Wiley & Sons?

John Wiley & Sons is owned by institutional shareholders (71.63%), insiders (9.52%), and public (18.85%). The largest institutional shareholder of John Wiley & Sons is BLACKROCK INC. (11.56% of total shares) and the top mutual fund owner is AMERICAN CENTURY CAPITAL PORTFOLIOS INC (0.00% of total shares).

Who are the major institutional shareholders of John Wiley & Sons?

John Wiley & Sons's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, CLARKSTON CAPITAL PARTNERS, LLC, DIMENSIONAL FUND ADVISORS LP, and MADISON AVENUE PARTNERS, LP. The top five shareholders own together 34.14% of the company's share outstanding.

How many John Wiley & Sons shareholders are there?

As of Jun 2024, there are 239 institutional shareholders of John Wiley & Sons.

What percentage of John Wiley & Sons is owned by BLACKROCK INC?

BLACKROCK INC owns 6.31M shares of John Wiley & Sons, representing 11.56% of the company's total shares outstanding, valued at $256.96M (as of Jun 2024).

What percentage of John Wiley & Sons is owned by VANGUARD GROUP INC?

As of Jun 2024, VANGUARD GROUP INC holds 5.37M shares of John Wiley & Sons (WLY), compromising 9.83% of the company, valued at $218.46M.

What percentage of John Wiley & Sons is owned by CLARKSTON CAPITAL PARTNERS, LLC?

CLARKSTON CAPITAL PARTNERS, LLC is the third largest holder of John Wiley & Sons. The company owns 3.4M of the company's shares outstanding (worth $138.37M).