John Wiley & Sons Ownership | Who Owns John Wiley & Sons?
John Wiley & Sons Ownership Summary
John Wiley & Sons is owned by 74.43% institutional investors, 9.53% insiders, and 16.04% 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 5.29% of its assets in John Wiley & Sons shares.
WLY Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | John Wiley & Sons | 74.43% | 9.53% | 16.04% |
Sector | Communication Services Stocks | 41.41% | 13.19% | 45.40% |
Industry | Publishing Stocks | 45.51% | 11.87% | 42.62% |
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 | 5.37M | 9.83% | $218.46M |
Clarkston capital partners | 3.40M | 6.23% | $138.37M |
Dimensional fund advisors lp | 1.92M | 3.53% | $78.33M |
Madison avenue partners, lp | 1.63M | 2.99% | $66.36M |
State street | 1.57M | 2.88% | $64.08M |
Schroder investment management group | 1.40M | 2.56% | $56.99M |
Bank of new york mellon | 1.12M | 2.06% | $48.80M |
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 | 1.63M | 8.38% | $66.36M |
Tradelink capital | 13.63K | 5.88% | $596.00K |
Clarkston capital partners | 3.40M | 2.64% | $138.37M |
Palisade capital management, lp | 993.49K | 1.10% | $40.44M |
Kendall capital management | 77.40K | 0.99% | $3.38M |
Penn mutual asset management | 10.00K | 0.87% | $407.00K |
Access investment management | 67.33K | 0.85% | $2.94M |
Caldwell sutter capital | 33.94K | 0.69% | $1.48M |
Clark estates inc/ny | 79.11K | 0.67% | $3.46M |
Arjuna capital | 54.38K | 0.60% | $2.21M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Raymond james financial | 798.80K | 0.01% | 798.80K |
Madison avenue partners, lp | 1.63M | 8.38% | 263.75K |
Blackrock funding, inc. /de | 6.44M | 0.01% | 263.37K |
Norges bank | 149.81K | 0.00% | 149.81K |
Qube research | 397.65K | 0.03% | 114.54K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Clarkston capital partners | 3.40M | 2.64% | -706.52K |
J. goldman & co lp | - | - | -329.06K |
Blackrock | 6.31M | 0.01% | -326.56K |
Bank of montreal /can/ | - | - | -188.98K |
Jpmorgan chase | 495.67K | 0.00% | -115.70K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Raymond james financial | 798.80K | 0.01% | 798.80K | $34.92M |
Norges bank | 149.81K | 0.00% | 149.81K | $6.10M |
Northrock partners | 25.89K | 0.09% | 25.89K | $1.05M |
Corebridge financial | 21.17K | 0.00% | 21.17K | $861.54K |
Mirae asset global etfs | 17.90K | 0.00% | 17.90K | $728.41K |
Sold Out
Holder | Change |
---|---|
Innealta capital | -1.00 |
Claris advisors, llc / mo / | -3.00 |
Westend capital management | -17.00 |
Northwestern mutual wealth management | -39.00 |
Capital performance advisors llp | -65.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
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% |
Dec 31, 2023 | 242 | -0.41% | 40,445,237 | -1.97% | 73 | 1.32% | 113 | -13.08% | 103 | 27.16% |
Sep 30, 2023 | 243 | 7.52% | 41,256,203 | 0.24% | 74 | 1.35% | 130 | 19.27% | 81 | -4.71% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Clarkston Capital SMID Composite | 2.86M | 5.29% | -224.91K |
iShares Core S&P Small-Cap ETF | 2.65M | 4.91% | 6.03K |
Vanguard Total Stock Mkt Idx Inv | 1.29M | 2.39% | 1.74K |
iShares Russell 2000 ETF | 1.10M | 2.03% | -8.35K |
Vanguard Small Cap Index | 1.04M | 1.92% | 11.34K |
Clarkston Partners Founders | 1.00M | 1.85% | -110.00K |
Vanguard Small Cap Value Index Inv | 689.30K | 1.28% | -4.98K |
Vanguard Institutional Extnd Mkt Idx Tr | 636.12K | 1.18% | 13.10K |
Palisade Small Cap Core Equity | 554.71K | 1.03% | 38.76K |
Brown Advisory Small-Cap Fdmtl Val Inv | 553.50K | 1.02% | 108.62K |
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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