John Wiley & Sons Ownership | Who Owns John Wiley & Sons?
John Wiley & Sons Ownership Summary
John Wiley & Sons is owned by 79.61% institutional investors, 9.73% insiders, and 10.66% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 11.80% of WLY shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 4.79% of its assets in John Wiley & Sons shares.
WLY Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | John Wiley & Sons | 79.61% | 9.73% | 10.66% |
| Sector | Communication Services Stocks | 28.85% | 18.19% | 52.95% |
| Industry | Publishing Stocks | 34.36% | 31.98% | 33.67% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 6.16M | 11.80% | $234.79M |
| Blackrock | 6.31M | 11.56% | $256.96M |
| Vanguard group | 4.84M | 9.12% | $148.26M |
| Neuberger berman group | 3.02M | 5.77% | $114.95M |
| Schroder investment management group | 2.38M | 4.56% | $90.78M |
| State street | 2.18M | 4.16% | $82.90M |
| Dimensional fund advisors lp | 1.83M | 3.50% | $69.71M |
| Bank of montreal /can/ | 1.59M | 3.04% | $60.60M |
| Brown advisory | 1.21M | 2.31% | $46.08M |
| Silvercrest asset management group | 972.67K | 1.86% | $37.06M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Clarkston capital partners | 942.56K | 2.74% | $35.91M |
| Ophir asset management pty | 494.26K | 2.47% | $20.00M |
| Access investment management | 155.94K | 1.70% | $6.31M |
| Intrinsic edge capital management | 283.52K | 1.55% | $8.68M |
| River & mercantile asset management llp | 164.00K | 1.39% | $7.17M |
| Neumeier poma investment counsel | 410.56K | 1.29% | $15.64M |
| Madison avenue partners, lp | 678.42K | 1.12% | $25.85M |
| Palisade capital management, lp | 780.84K | 0.99% | $29.75M |
| Brickwood asset management llp | 26.82K | 0.77% | $1.02M |
| Kendall capital management | 89.97K | 0.70% | $3.43M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Bank of montreal /can/ | 1.59M | 0.02% | 1.15M |
| Schroder investment management group | 2.38M | 0.07% | 574.85K |
| State street | 2.18M | 0.00% | 479.67K |
| Jane street group | 440.65K | 0.00% | 432.54K |
| Vanguard fiduciary trust | 278.47K | 0.00% | 278.47K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Clarkston capital partners | 942.56K | 2.74% | -1.68M |
| Burgundy asset management | - | - | -1.03M |
| Madison avenue partners, lp | 678.42K | 1.12% | -468.84K |
| Alta fox capital management | - | - | -347.05K |
| J. goldman & co lp | - | - | -329.06K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 278.47K | 0.00% | 278.47K | $10.61M |
| River & mercantile asset management llp | 164.00K | 1.39% | 164.00K | $7.17M |
| Ancora advisors | 135.03K | 0.11% | 135.03K | $5.14M |
| Vanguard global advisers | 54.51K | 0.00% | 54.51K | $2.08M |
| Arrowstreet capital, limited partnership | 45.64K | 0.00% | 45.64K | $1.74M |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -1.00 |
| Transamerica financial advisors | -2.00 |
| Claris advisors, llc / mo / | -3.00 |
| Rialto wealth management | -3.00 |
| New millennium group | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 248 | 4.64% | 41,590,744 | 0.53% | 79 | 1.31% | 137 | 34.31% | 72 | -28.00% |
| Dec 31, 2025 | 159 | -37.15% | 30,602,234 | -26.42% | 57 | 0.95% | 63 | -46.61% | 69 | -22.47% |
| Sep 30, 2025 | 170 | -36.09% | 31,321,915 | -22.14% | 58 | 1.05% | 73 | -42.97% | 65 | -31.58% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.46M | 4.79% | 582.00 |
| Neuberger Genesis Inv | 1.71M | 3.32% | -99.09K |
| 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 | 1.20M | 2.35% | - |
| iShares Russell 2000 ETF | 946.97K | 1.85% | 7.99K |
| Clarkston Capital SMID Composite | 942.56K | 1.84% | -1.67M |
| Vanguard Small Cap Index | 859.50K | 1.67% | 757.00 |
| Schroder Global Recovery L Acc GBP | 709.20K | 1.38% | 14.64K |
| Schroder ISF Glbl Rcvy E Acc USD | 638.60K | 1.24% | - |
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 |
|---|---|---|
| 2026 Q2 | - | - |
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q3 | - | 4 |
| 2025 Q2 | - | 2 |
WLY Ownership FAQ
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