John Wiley & Sons Ownership 2024 | Who Owns John Wiley & Sons Now?
Institutional Ownership
72.53%
Insider Ownership
9.38%
Retail Ownership
18.09%
Institutional Holders
212.00
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. | 12.11% | 0.01% | 6,640,012 | -143,257 | -2.11% | 253,183,657 | Mar 31, 2024 |
VANGUARD GROUP INC | 9.98% | 0.00% | 5,468,585 | 2,374 | 0.04% | 208,517,146 | Mar 31, 2024 |
CLARKSTON CAPITAL PARTNERS, LLC | 7.49% | 2.76% | 4,106,358 | -127,710 | -3.02% | 156,575,431 | Mar 31, 2024 |
DIMENSIONAL FUND ADVISORS LP | 3.35% | 0.02% | 1,833,805 | 64,609 | 3.65% | 69,922,985 | Mar 31, 2024 |
STATE STREET CORP | 2.93% | 0.00% | 1,604,696 | -866,901 | -35.07% | 61,187,058 | Mar 31, 2024 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 2.54% | 0.06% | 1,391,291 | -10,711 | -0.76% | 53,049,926 | Mar 31, 2024 |
MADISON AVENUE PARTNERS, LP | 2.49% | 8.41% | 1,366,771 | 1,366,771 | 100.00% | 52,114,978 | Mar 31, 2024 |
BANK OF NEW YORK MELLON CORP | 2.33% | 0.01% | 1,278,549 | 280,727 | 28.13% | 48,751,066 | Mar 31, 2024 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.93% | 0.10% | 1,060,573 | 188,211 | 21.57% | 40,439,648 | Mar 31, 2024 |
PALISADE CAPITAL MANAGEMENT, LP | 1.84% | 1.02% | 1,010,648 | 31,749 | 3.24% | 38,536,008 | Mar 31, 2024 |
BURGUNDY ASSET MANAGEMENT LTD. | 1.77% | 0.38% | 972,240 | 21,402 | 2.25% | 37,071,511 | Mar 31, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 1.57% | 0.00% | 859,853 | 24,233 | 2.90% | 32,791,156 | Mar 31, 2024 |
INVESCO LTD. | 1.45% | 0.01% | 792,490 | 567,268 | 251.87% | 30,217,644 | Mar 31, 2024 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.22% | 0.01% | 666,293 | 35,634 | 5.65% | 25,405,752 | Mar 31, 2024 |
JPMORGAN CHASE & CO | 1.12% | 0.00% | 611,371 | 15,739 | 2.64% | 23,311,576 | Mar 31, 2024 |
MAN GROUP PLC | 0.90% | 0.05% | 495,687 | 44,544 | 9.87% | 18,900,545 | Mar 31, 2024 |
RAYMOND JAMES & ASSOCIATES | 0.77% | 0.01% | 419,923 | 58,510 | 16.19% | 16,011,642 | Mar 31, 2024 |
NORTHERN TRUST CORP | 0.74% | 0.00% | 404,225 | -7,416 | -1.80% | 15,413,099 | Mar 31, 2024 |
J. GOLDMAN & CO LP | 0.70% | 0.47% | 385,887 | -362,565 | -48.44% | 14,713,871 | Mar 31, 2024 |
MORGAN STANLEY | 0.66% | 0.00% | 363,682 | -161,494 | -30.75% | 13,867,260 | Mar 31, 2024 |
John Wiley & Sons's largest institutional shareholder is BLACKROCK INC., holding 12.11% of the company's total share outstanding, currently valued at $253.18M. The top 10 institutional shareholders own together 47.00% 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 | 2.49% | 8.41% | 1,366,771 | 1,366,771 | 100.00% | 52,114,978 | Mar 31, 2024 |
CLARKSTON CAPITAL PARTNERS, LLC | 7.49% | 2.76% | 4,106,358 | -127,710 | -3.02% | 156,575,431 | Mar 31, 2024 |
SCALAR GAUGE MANAGEMENT, LLC | 0.10% | 1.62% | 55,016 | -19,384 | -26.05% | 2,097,760 | Mar 31, 2024 |
PALISADE CAPITAL MANAGEMENT, LP | 1.84% | 1.02% | 1,010,648 | 31,749 | 3.24% | 38,536,008 | Mar 31, 2024 |
ACCESS INVESTMENT MANAGEMENT LLC | 0.12% | 0.83% | 66,275 | 22,570 | 51.64% | 2,527,066 | Mar 31, 2024 |
CALDWELL SUTTER CAPITAL, INC. | 0.07% | 0.72% | 39,488 | - | - | 1,505,688 | Mar 31, 2024 |
CLARK ESTATES INC/NY | 0.20% | 0.68% | 107,500 | 17,500 | 19.44% | 4,098,975 | Mar 31, 2024 |
BONNESS ENTERPRISES INC | 0.09% | 0.67% | 48,400 | - | - | 1,845,492 | Mar 31, 2024 |
KENDALL CAPITAL MANAGEMENT | 0.08% | 0.55% | 42,080 | 7,105 | 20.31% | 1,604,510 | Mar 31, 2024 |
J. GOLDMAN & CO LP | 0.70% | 0.47% | 385,887 | -362,565 | -48.44% | 14,713,871 | Mar 31, 2024 |
UNCOMMON CENTS INVESTING LLC | 0.07% | 0.44% | 37,955 | 20 | 0.05% | 1,447,224 | Mar 31, 2024 |
BURGUNDY ASSET MANAGEMENT LTD. | 1.77% | 0.38% | 972,240 | 21,402 | 2.25% | 37,071,511 | Mar 31, 2024 |
MARTIN & CO INC /TN/ | 0.07% | 0.37% | 40,042 | 596 | 1.51% | 1,526,801 | Mar 31, 2024 |
CIPHER CAPITAL LP | 0.02% | 0.23% | 13,271 | 13,271 | 100.00% | 506,023 | Mar 31, 2024 |
ARJUNA CAPITAL | 0.03% | 0.19% | 17,359 | 7,950 | 84.49% | 661,899 | Mar 31, 2024 |
CORNERCAP INVESTMENT COUNSEL INC | 0.06% | 0.18% | 30,610 | - | - | 1,167,159 | Mar 31, 2024 |
CARDINAL CAPITAL MANAGEMENT | 0.05% | 0.18% | 28,560 | 5,462 | 23.65% | 1,088,993 | Mar 31, 2024 |
SEIZERT CAPITAL PARTNERS, LLC | 0.18% | 0.17% | 98,187 | 1,529 | 1.58% | 3,743,870 | Mar 31, 2024 |
ADVISORS ASSET MANAGEMENT, INC. | 0.38% | 0.15% | 209,258 | 32,347 | 18.28% | 7,979,008 | Mar 31, 2024 |
ABEL HALL, LLC | 0.01% | 0.15% | 5,273 | 5,273 | 100.00% | 201,059 | Mar 31, 2024 |
The largest John Wiley & Sons shareholder by % of total assets is MADISON AVENUE PARTNERS, LP. The company owns 1.37M shares of John Wiley & Sons (WLY), representing 8.41% of its total assets.
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
MADISON AVENUE PARTNERS, LP | 2.49% | 8.41% | 1,366,771 | 1,366,771 | 100.00% | 52,114,978 | Mar 31, 2024 |
INVESCO LTD. | 1.45% | 0.01% | 792,490 | 567,268 | 251.87% | 30,217,644 | Mar 31, 2024 |
BANK OF NEW YORK MELLON CORP | 2.33% | 0.01% | 1,278,549 | 280,727 | 28.13% | 48,751,066 | Mar 31, 2024 |
THOMPSON SIEGEL & WALMSLEY LLC | 0.41% | 0.13% | 224,358 | 224,358 | 100.00% | 8,555,000 | Mar 31, 2024 |
BANK OF MONTREAL /CAN/ | 0.34% | 0.00% | 188,980 | 188,980 | 100.00% | 7,260,612 | Mar 31, 2024 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.93% | 0.10% | 1,060,573 | 188,211 | 21.57% | 40,439,648 | Mar 31, 2024 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 0.34% | 0.04% | 184,955 | 184,955 | 100.00% | 7,052,334 | Mar 31, 2024 |
SPEARS ABACUS ADVISORS LLC | 0.14% | 0.06% | 77,853 | 77,853 | 100.00% | 2,968,535 | Mar 31, 2024 |
DIMENSIONAL FUND ADVISORS LP | 3.35% | 0.02% | 1,833,805 | 64,609 | 3.65% | 69,922,985 | Mar 31, 2024 |
RAYMOND JAMES & ASSOCIATES | 0.77% | 0.01% | 419,923 | 58,510 | 16.19% | 16,011,642 | Mar 31, 2024 |
EAGLE ASSET MANAGEMENT INC | 0.38% | 0.04% | 206,362 | 52,628 | 34.23% | 7,928,428 | Mar 31, 2024 |
BANK OF AMERICA CORP /DE/ | 0.14% | 0.00% | 78,407 | 48,112 | 158.81% | 2,989,657,000 | Mar 31, 2024 |
MAN GROUP PLC | 0.90% | 0.05% | 495,687 | 44,544 | 9.87% | 18,900,545 | Mar 31, 2024 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.22% | 0.01% | 666,293 | 35,634 | 5.65% | 25,405,752 | Mar 31, 2024 |
FMR LLC | 0.26% | 0.00% | 141,140 | 33,228 | 30.79% | 5,381,668 | Mar 31, 2024 |
UBS GROUP AG | 0.08% | 0.00% | 43,945 | 32,656 | 289.27% | 1,675,623 | Mar 31, 2024 |
ADVISORS ASSET MANAGEMENT, INC. | 0.38% | 0.15% | 209,258 | 32,347 | 18.28% | 7,979,008 | Mar 31, 2024 |
PALISADE CAPITAL MANAGEMENT, LP | 1.84% | 1.02% | 1,010,648 | 31,749 | 3.24% | 38,536,008 | Mar 31, 2024 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0.06% | 0.01% | 31,112 | 31,112 | 100.00% | 1,186,316,000 | Mar 31, 2024 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 0.28% | 0.03% | 153,201 | 28,054 | 22.42% | 5,841,554 | Mar 31, 2024 |
As of Mar 31 2024, John Wiley & Sons's largest institutional buyer is MADISON AVENUE PARTNERS, LP. The company purchased 1.37M stocks of WLY, valued at $52.11M.
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
STATE STREET CORP | 2.93% | 0.00% | 1,604,696 | -866,901 | -35.07% | 61,187,058 | Mar 31, 2024 |
J. GOLDMAN & CO LP | 0.70% | 0.47% | 385,887 | -362,565 | -48.44% | 14,713,871 | Mar 31, 2024 |
J. GOLDMAN & CO LP | - | - | - | -350,000 | -100.00% | - | Mar 31, 2024 |
MARSHALL WACE, LLP | 0.09% | 0.00% | 50,418 | -309,935 | -86.01% | 1,922,438 | Mar 31, 2024 |
CARDINAL CAPITAL MANAGEMENT LLC /CT | - | - | - | -244,199 | -100.00% | - | Mar 31, 2024 |
CITADEL ADVISORS LLC | 0.36% | 0.00% | 194,669 | -208,864 | -51.76% | 7,422,729 | Mar 31, 2024 |
VICTORY CAPITAL MANAGEMENT INC | 0.18% | 0.00% | 100,089 | -180,962 | -64.39% | 3,816,394 | Mar 31, 2024 |
MORGAN STANLEY | 0.66% | 0.00% | 363,682 | -161,494 | -30.75% | 13,867,260 | Mar 31, 2024 |
BLACKROCK INC. | 12.11% | 0.01% | 6,640,012 | -143,257 | -2.11% | 253,183,657 | Mar 31, 2024 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.10% | 0.01% | 56,164 | -136,173 | -70.80% | 2,141,533 | Mar 31, 2024 |
CLARKSTON CAPITAL PARTNERS, LLC | 7.49% | 2.76% | 4,106,358 | -127,710 | -3.02% | 156,575,431 | Mar 31, 2024 |
WALLEYE TRADING LLC | - | - | - | -101,364 | -100.00% | - | Mar 31, 2024 |
SYCOMORE ASSET MANAGEMENT | - | - | - | -92,076 | -100.00% | - | Mar 31, 2024 |
MEIJI YASUDA ASSET MANAGEMENT CO LTD. | - | - | - | -84,171 | -100.00% | - | Mar 31, 2024 |
STATE OF NEW JERSEY COMMON PENSION FUND D | - | - | - | -83,167 | -100.00% | - | Mar 31, 2024 |
NUVEEN ASSET MANAGEMENT, LLC | 0.61% | 0.00% | 334,418 | -77,755 | -18.86% | 12,751,358 | Mar 31, 2024 |
GOLDMAN SACHS GROUP INC | 0.16% | 0.00% | 87,759 | -55,470 | -38.73% | 3,346,240 | Mar 31, 2024 |
SUMMIT GLOBAL INVESTMENTS | - | - | - | -44,484 | -100.00% | - | Mar 31, 2024 |
HOLOCENE ADVISORS, LP | - | - | - | -43,813 | -100.00% | - | Mar 31, 2024 |
JANE STREET GROUP, LLC | 0.02% | 0.00% | 12,064 | -42,950 | -78.07% | 460,000 | Mar 31, 2024 |
As of Mar 31 2024, John Wiley & Sons's biggest institutional seller is STATE STREET CORP. The company sold -0.87M shares of WLY, valued at $61.19M.
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
MADISON AVENUE PARTNERS, LP | 2.49% | 8.41% | 1,366,771 | 1,366,771 | 100.00% | 52,114,978 | Mar 31, 2024 |
THOMPSON SIEGEL & WALMSLEY LLC | 0.41% | 0.13% | 224,358 | 224,358 | 100.00% | 8,555,000 | Mar 31, 2024 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 0.34% | 0.04% | 184,955 | 184,955 | 100.00% | 7,052,334 | Mar 31, 2024 |
SPEARS ABACUS ADVISORS LLC | 0.14% | 0.06% | 77,853 | 77,853 | 100.00% | 2,968,535 | Mar 31, 2024 |
CANADA PENSION PLAN INVESTMENT BOARD | 0.04% | 0.00% | 21,956 | 21,956 | 100.00% | 837,182 | Mar 31, 2024 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.03% | 0.00% | 16,412 | 16,412 | 100.00% | 625,790 | Mar 31, 2024 |
UNISUPER MANAGEMENT PTY LTD | 0.03% | 0.01% | 13,963 | 13,963 | 100.00% | 532,409 | Mar 31, 2024 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.02% | 0.00% | 13,300 | 13,300 | 100.00% | 507,129 | Mar 31, 2024 |
CIPHER CAPITAL LP | 0.02% | 0.23% | 13,271 | 13,271 | 100.00% | 506,023 | Mar 31, 2024 |
KINGSVIEW WEALTH MANAGEMENT, LLC | 0.02% | 0.01% | 12,635 | 12,635 | 100.00% | 481,773 | Mar 31, 2024 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 0.02% | 0.02% | 9,000 | 9,000 | 100.00% | 477,000 | Mar 31, 2024 |
HSBC HOLDINGS PLC | 0.02% | 0.00% | 8,650 | 8,650 | 100.00% | 329,795 | Mar 31, 2024 |
COMMONWEALTH EQUITY SERVICES, LLC | 0.02% | 0.00% | 8,430 | 8,430 | 100.00% | 321,000 | Mar 31, 2024 |
CI PRIVATE WEALTH, LLC | 0.01% | 0.00% | 8,186 | 8,186 | 100.00% | 312,132 | Mar 31, 2024 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.01% | 0.00% | 8,000 | 8,000 | 100.00% | 305,040 | Mar 31, 2024 |
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.01% | 0.00% | 6,365 | 6,365 | 100.00% | 242,697 | Mar 31, 2024 |
0.01% | 0.02% | 6,006 | 6,006 | 100.00% | 229,009 | Mar 31, 2024 | |
PICTET ASSET MANAGEMENT HOLDING SA | 0.01% | 0.00% | 5,372 | 5,372 | 100.00% | 204,834 | Mar 31, 2024 |
ABEL HALL, LLC | 0.01% | 0.15% | 5,273 | 5,273 | 100.00% | 201,059 | Mar 31, 2024 |
DIXON MITCHELL INVESTMENT COUNSEL INC. | 0.00% | 0.00% | 300 | 300 | 100.00% | 11,439 | Mar 31, 2024 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.00% | - | 39 | 39 | 100.00% | 1,487 | Mar 31, 2024 |
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | 24 | 24 | 100.00% | 915 | Mar 31, 2024 |
WESTEND CAPITAL MANAGEMENT, LLC | - | 0.00% | 17 | 17 | 100.00% | 648 | Mar 31, 2024 |
UMB BANK, N.A. | - | - | 16 | 16 | 100.00% | 610 | Mar 31, 2024 |
John Wiley & Sons's largest new institutional shareholder by number of shares is MADISON AVENUE PARTNERS, LP, purchased 1.37M shares, valued at $52.11M, as of undefined.
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
J. GOLDMAN & CO LP | - | - | - | -350,000 | -100.00% | - | Mar 31, 2024 |
CARDINAL CAPITAL MANAGEMENT LLC /CT | - | - | - | -244,199 | -100.00% | - | Mar 31, 2024 |
WALLEYE TRADING LLC | - | - | - | -101,364 | -100.00% | - | Mar 31, 2024 |
SYCOMORE ASSET MANAGEMENT | - | - | - | -92,076 | -100.00% | - | Mar 31, 2024 |
MEIJI YASUDA ASSET MANAGEMENT CO LTD. | - | - | - | -84,171 | -100.00% | - | Mar 31, 2024 |
STATE OF NEW JERSEY COMMON PENSION FUND D | - | - | - | -83,167 | -100.00% | - | Mar 31, 2024 |
SUMMIT GLOBAL INVESTMENTS | - | - | - | -44,484 | -100.00% | - | Mar 31, 2024 |
HOLOCENE ADVISORS, LP | - | - | - | -43,813 | -100.00% | - | Mar 31, 2024 |
SEI INVESTMENTS CO | - | - | - | -37,117 | -100.00% | - | Mar 31, 2024 |
PEAK6 INVESTMENTS LLC | - | - | - | -34,600 | -100.00% | - | Mar 31, 2024 |
ACADIAN ASSET MANAGEMENT LLC | - | - | - | -31,514 | -100.00% | - | Mar 31, 2024 |
MACQUARIE GROUP LTD | - | - | - | -31,295 | -100.00% | - | Mar 31, 2024 |
HARBOR CAPITAL ADVISORS, INC. | - | - | - | -30,337 | -100.00% | - | Mar 31, 2024 |
VIDENT ADVISORY, LLC | - | - | - | -28,293 | -100.00% | - | Mar 31, 2024 |
DUALITY ADVISERS, LP | - | - | - | -28,061 | -100.00% | - | Mar 31, 2024 |
SQUAREPOINT OPS LLC | - | - | - | -27,400 | -100.00% | - | Mar 31, 2024 |
HRT FINANCIAL LP | - | - | - | -26,362 | -100.00% | - | Mar 31, 2024 |
JUMP FINANCIAL, LLC | - | - | - | -26,300 | -100.00% | - | Mar 31, 2024 |
ALPS ADVISORS INC | - | - | - | -25,853 | -100.00% | - | Mar 31, 2024 |
GRAHAM CAPITAL MANAGEMENT, L.P. | - | - | - | -24,094 | -100.00% | - | Mar 31, 2024 |
CAXTON ASSOCIATES LP | - | - | - | -21,778 | -100.00% | - | Mar 31, 2024 |
SCIENCAST MANAGEMENT LP | - | - | - | -20,673 | -100.00% | - | Mar 31, 2024 |
SKANDINAVISKA ENSKILDA BANKEN AB (PUBL) | - | - | - | -19,300 | -100.00% | - | Mar 31, 2024 |
TWINBEECH CAPITAL LP | - | - | - | -16,896 | -100.00% | - | Mar 31, 2024 |
FIRST TRUST ADVISORS LP | - | - | - | -15,974 | -100.00% | - | Mar 31, 2024 |
CAMPBELL & CO INVESTMENT ADVISER LLC | - | - | - | -14,047 | -100.00% | - | Mar 31, 2024 |
MORNINGSTAR INVESTMENT SERVICES LLC | - | - | - | -12,736 | -100.00% | - | Mar 31, 2024 |
POINT72 EUROPE (LONDON) LLP | - | - | - | -10,915 | -100.00% | - | Mar 31, 2024 |
DYNAMIC TECHNOLOGY LAB PRIVATE LTD | - | - | - | -10,261 | -100.00% | - | Mar 31, 2024 |
QUADRATURE CAPITAL LTD | - | - | - | -10,248 | -100.00% | - | Mar 31, 2024 |
DIVERSIFIED TRUST CO | - | - | - | -10,220 | -100.00% | - | Mar 31, 2024 |
QUEST PARTNERS LLC | - | - | - | -9,982 | -100.00% | - | Mar 31, 2024 |
GSA CAPITAL PARTNERS LLP | - | - | - | -8,794 | -100.00% | - | Mar 31, 2024 |
CENTIVA CAPITAL, LP | - | - | - | -6,913 | -100.00% | - | Mar 31, 2024 |
ESCHLER ASSET MANAGEMENT LLP | - | - | - | -6,868 | -100.00% | - | Mar 31, 2024 |
LAZARD ASSET MANAGEMENT LLC | - | - | - | -5,675 | -100.00% | - | Mar 31, 2024 |
CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -5,106 | -100.00% | - | Mar 31, 2024 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | - | - | - | -3,174 | -100.00% | - | Mar 31, 2024 |
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | - | - | - | -2,759 | -100.00% | - | Mar 31, 2024 |
POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -2,200 | -100.00% | - | Mar 31, 2024 |
BESSEMER GROUP INC | - | - | - | -2,000 | -100.00% | - | Mar 31, 2024 |
LINDBROOK CAPITAL, LLC | - | - | - | -1,600 | -100.00% | - | Mar 31, 2024 |
DEKABANK DEUTSCHE GIROZENTRALE | - | - | - | -1,528 | -100.00% | - | Mar 31, 2024 |
FIRST MANHATTAN CO. LLC. | - | - | - | -1,150 | -100.00% | - | Mar 31, 2024 |
ASSETMARK, INC | - | - | - | -965 | -100.00% | - | Mar 31, 2024 |
GROUP ONE TRADING, L.P. | - | - | - | -949 | -100.00% | - | Mar 31, 2024 |
AMUNDI | - | - | - | -540 | -100.00% | - | Mar 31, 2024 |
POINT72 HONG KONG LTD | - | - | - | -535 | -100.00% | - | Mar 31, 2024 |
NOMURA ASSET MANAGEMENT CO LTD | - | - | - | -410 | -100.00% | - | Mar 31, 2024 |
CRITERION CAPITAL ADVISORS, LLC | - | - | - | -300 | -100.00% | - | Mar 31, 2024 |
JOHNSON FINANCIAL GROUP, INC. | - | - | - | -149 | -100.00% | - | Mar 31, 2024 |
SYSTM WEALTH SOLUTIONS LLC | - | - | - | -66 | -100.00% | - | Mar 31, 2024 |
RONALD BLUE TRUST, INC. | - | - | - | -52 | -100.00% | - | Mar 31, 2024 |
EAGLE BAY ADVISORS LLC | - | - | - | -18 | -100.00% | - | Mar 31, 2024 |
GLASSMAN WEALTH SERVICES | - | - | - | -13 | -100.00% | - | Mar 31, 2024 |
John Wiley & Sons's largest sold out institutional shareholder by shares sold is J. GOLDMAN & CO LP, sold -0.35M 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 % |
---|---|---|
31 Mar, 24 | 212 | -10.92% |
31 Dec, 23 | 238 | -1.24% |
30 Sep, 23 | 241 | 8.07% |
30 Jun, 23 | 223 | - |
31 Mar, 17 | 1 | - |
31 Dec, 15 | 1 | - |
30 Jun, 15 | 1 | - |
31 Mar, 14 | 1 | - |
31 Dec, 13 | 1 | - |
30 Sep, 12 | 2 | 100.00% |
30 Jun, 12 | 1 | - |
31 Mar, 12 | 1 | - |
31 Dec, 11 | 1 | - |
30 Sep, 11 | 1 | - |
31 Dec, 10 | 2 | - |
30 Jun, 10 | 1 | - |
30 Sep, 09 | 15 | 275.00% |
30 Jun, 09 | 4 | 33.33% |
31 Mar, 09 | 3 | 50.00% |
31 Dec, 08 | 2 | - |
30 Jun, 08 | 2 | - |
31 Mar, 08 | 2 | -33.33% |
31 Dec, 07 | 3 | 50.00% |
30 Sep, 07 | 2 | 100.00% |
30 Jun, 07 | 1 | - |
30 Sep, 06 | 1 | -50.00% |
30 Jun, 06 | 2 | 100.00% |
31 Mar, 06 | 1 | - |
30 Sep, 05 | 1 | - |
30 Jun, 05 | 1 | -75.00% |
31 Mar, 05 | 4 | - |
30 Sep, 04 | 1 | - |
30 Jun, 04 | 1 | - |
31 Mar, 03 | 2 | - |
31 Mar, 02 | 1 | - |
31 Dec, 01 | 1 | - |
31 Mar, 01 | 1 | - |
31 Mar, 00 | 1 | - |
As of 31 Mar 24, 212 institutions are holding John Wiley & Sons's shares, representing a decrease of -10.92% compared to the previous quarter.
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
31 Mar, 24 | 39,757,577 | -1.62% |
31 Dec, 23 | 40,413,730 | -1.96% |
30 Sep, 23 | 41,223,067 | 0.46% |
30 Jun, 23 | 41,035,206 | - |
31 Mar, 17 | 5,983 | - |
31 Dec, 15 | 268 | - |
30 Jun, 15 | 27,384 | - |
31 Mar, 14 | 3,520,683 | 3.23% |
31 Dec, 13 | 3,410,683 | - |
30 Sep, 12 | 629,571 | 245.70% |
30 Jun, 12 | 182,117 | 243.62% |
31 Mar, 12 | 53,000 | 520.46% |
31 Dec, 11 | 8,542 | 31537.04% |
30 Sep, 11 | 27 | - |
31 Dec, 10 | 50,207 | - |
30 Jun, 10 | 59,905 | - |
30 Sep, 09 | 3,472,887 | 37.81% |
30 Jun, 09 | 2,520,066 | -0.82% |
31 Mar, 09 | 2,540,810 | -21.20% |
31 Dec, 08 | 3,224,429 | - |
30 Jun, 08 | 38,641 | -98.60% |
31 Mar, 08 | 2,759,909 | 2641.27% |
31 Dec, 07 | 100,680 | 295.93% |
30 Sep, 07 | 25,429 | 445.69% |
30 Jun, 07 | 4,660 | - |
30 Sep, 06 | 20,714 | 22.57% |
30 Jun, 06 | 16,900 | 14.97% |
31 Mar, 06 | 14,700 | - |
30 Sep, 05 | 14,700 | - |
30 Jun, 05 | 14,700 | -98.34% |
31 Mar, 05 | 884,134 | - |
30 Sep, 04 | 16,800 | 97.65% |
30 Jun, 04 | 8,500 | - |
31 Mar, 03 | 410,535 | - |
31 Mar, 02 | 13,906 | -95.46% |
31 Dec, 01 | 306,350 | - |
31 Mar, 01 | 26,375 | - |
31 Mar, 00 | 293,376 | - |
John Wiley & Sons (WLY) has 39.76M shares outstanding as of 31 Mar 24, down -1.62% compared to the previous quarter.
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
31 Mar, 24 | 72.53% | 1.35% |
31 Dec, 23 | 73.34% | 1.32% |
30 Sep, 23 | 74.58% | 1.37% |
30 Jun, 23 | 73.86% | - |
31 Mar, 17 | 0.01% | - |
31 Dec, 15 | 0.00% | - |
30 Jun, 15 | 0.05% | - |
31 Mar, 14 | 5.96% | 18.01% |
31 Dec, 13 | 5.75% | - |
30 Sep, 12 | 1.05% | 1122.44% |
30 Jun, 12 | 0.31% | 3858.36% |
31 Mar, 12 | 0.09% | 43654.55% |
31 Dec, 11 | 0.01% | - |
30 Sep, 11 | - | - |
31 Dec, 10 | 0.08% | - |
30 Jun, 10 | 0.10% | - |
30 Sep, 09 | 5.93% | 31.62% |
30 Jun, 09 | 4.33% | 22.90% |
31 Mar, 09 | 4.35% | 14.10% |
31 Dec, 08 | 5.55% | - |
30 Jun, 08 | 0.07% | 0.30% |
31 Mar, 08 | 4.72% | 15622.09% |
31 Dec, 07 | 0.17% | 8927.66% |
30 Sep, 07 | 0.04% | 67133.33% |
30 Jun, 07 | 0.01% | - |
30 Sep, 06 | 0.04% | 4111.41% |
30 Jun, 06 | 0.03% | 4439.00% |
31 Mar, 06 | 0.03% | - |
30 Sep, 05 | 0.03% | 4023.20% |
30 Jun, 05 | 0.03% | 1.11% |
31 Mar, 05 | 1.50% | - |
30 Sep, 04 | 0.03% | 14413.04% |
30 Jun, 04 | 0.01% | - |
31 Mar, 03 | 0.67% | - |
31 Mar, 02 | 0.02% | 9.03% |
31 Dec, 01 | 0.50% | - |
31 Mar, 01 | 0.04% | - |
31 Mar, 00 | 0.48% | - |
As of 31 Mar 24, John Wiley & Sons is held by 72.53% institutional shareholders, representing a 1.35% growth compared to 31 Dec 23.
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
31 Mar, 24 | 102 | -8.93% |
31 Dec, 23 | 112 | -13.18% |
30 Sep, 23 | 129 | -40.83% |
30 Jun, 23 | 218 | - |
31 Mar, 17 | 1 | - |
31 Dec, 15 | 1 | - |
30 Jun, 15 | 1 | - |
31 Mar, 14 | 1 | - |
31 Dec, 13 | 1 | - |
30 Sep, 12 | 1 | - |
30 Jun, 12 | 1 | - |
31 Mar, 12 | 1 | - |
31 Dec, 11 | 1 | - |
30 Sep, 11 | 1 | - |
31 Dec, 10 | 2 | - |
30 Jun, 10 | 1 | - |
30 Sep, 09 | 13 | 333.33% |
30 Jun, 09 | 3 | 200.00% |
31 Mar, 09 | 1 | -50.00% |
31 Dec, 08 | 2 | - |
30 Jun, 08 | 2 | - |
31 Mar, 08 | 2 | -33.33% |
31 Dec, 07 | 3 | 50.00% |
30 Sep, 07 | 2 | 100.00% |
30 Jun, 07 | 1 | - |
30 Sep, 06 | 1 | - |
30 Jun, 06 | 1 | - |
31 Mar, 06 | 1 | - |
30 Sep, 05 | - | -100.00% |
30 Jun, 05 | 1 | -75.00% |
31 Mar, 05 | 4 | - |
30 Sep, 04 | 1 | - |
30 Jun, 04 | 1 | - |
31 Mar, 03 | 2 | - |
31 Mar, 02 | 1 | - |
31 Dec, 01 | 1 | - |
31 Mar, 01 | 1 | - |
31 Mar, 00 | 1 | - |
102 institutional shareholders have increased their position in WLY stock as of 31 Mar 24 compared to 112 in the previous quarter (a -8.93% decrease).
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
31 Mar, 24 | 81 | -20.59% |
31 Dec, 23 | 102 | 25.93% |
30 Sep, 23 | 81 | - |
30 Jun, 23 | - | - |
31 Mar, 17 | - | - |
31 Dec, 15 | - | - |
30 Jun, 15 | - | - |
31 Mar, 14 | - | - |
31 Dec, 13 | - | - |
30 Sep, 12 | 1 | - |
30 Jun, 12 | - | - |
31 Mar, 12 | - | - |
31 Dec, 11 | - | - |
30 Sep, 11 | - | - |
31 Dec, 10 | - | - |
30 Jun, 10 | - | - |
30 Sep, 09 | 1 | - |
30 Jun, 09 | 1 | -50.00% |
31 Mar, 09 | 2 | - |
31 Dec, 08 | - | - |
30 Jun, 08 | - | - |
31 Mar, 08 | - | - |
31 Dec, 07 | - | - |
30 Sep, 07 | - | - |
30 Jun, 07 | - | - |
30 Sep, 06 | - | -100.00% |
30 Jun, 06 | 1 | - |
31 Mar, 06 | - | - |
30 Sep, 05 | - | - |
30 Jun, 05 | - | - |
31 Mar, 05 | - | - |
30 Sep, 04 | - | - |
30 Jun, 04 | - | - |
31 Mar, 03 | - | - |
31 Mar, 02 | - | - |
31 Dec, 01 | - | - |
31 Mar, 01 | - | - |
31 Mar, 00 | - | - |
81 institutional shareholders have reduced their position in WLY stock as of 31 Mar 24 compared to 102 in the previous quarter (a -20.59% decrease).
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
31 Mar, 24 | 212 | -10.92% | 39,757,577 | -1.62% | 72.53% | 1.35% | 102 | -8.93% | 81 | -20.59% |
31 Dec, 23 | 238 | -1.24% | 40,413,730 | -1.96% | 73.34% | 1.32% | 112 | -13.18% | 102 | 25.93% |
30 Sep, 23 | 241 | 8.07% | 41,223,067 | 0.46% | 74.58% | 1.37% | 129 | -40.83% | 81 | - |
30 Jun, 23 | 223 | - | 41,035,206 | - | 73.86% | - | 218 | - | - | - |
31 Mar, 17 | 1 | - | 5,983 | - | 0.01% | - | 1 | - | - | - |
31 Dec, 15 | 1 | - | 268 | - | 0.00% | - | 1 | - | - | - |
30 Jun, 15 | 1 | - | 27,384 | - | 0.05% | - | 1 | - | - | - |
31 Mar, 14 | 1 | - | 3,520,683 | 3.23% | 5.96% | 18.01% | 1 | - | - | - |
31 Dec, 13 | 1 | - | 3,410,683 | - | 5.75% | - | 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 | 520.46% | 0.09% | 43654.55% | 1 | - | - | - |
31 Dec, 11 | 1 | - | 8,542 | 31537.04% | 0.01% | - | 1 | - | - | - |
30 Sep, 11 | 1 | - | 27 | - | - | - | 1 | - | - | - |
31 Dec, 10 | 2 | - | 50,207 | - | 0.08% | - | 2 | - | - | - |
30 Jun, 10 | 1 | - | 59,905 | - | 0.10% | - | 1 | - | - | - |
30 Sep, 09 | 15 | 275.00% | 3,472,887 | 37.81% | 5.93% | 31.62% | 13 | 333.33% | 1 | - |
30 Jun, 09 | 4 | 33.33% | 2,520,066 | -0.82% | 4.33% | 22.90% | 3 | 200.00% | 1 | -50.00% |
31 Mar, 09 | 3 | 50.00% | 2,540,810 | -21.20% | 4.35% | 14.10% | 1 | -50.00% | 2 | - |
31 Dec, 08 | 2 | - | 3,224,429 | - | 5.55% | - | 2 | - | - | - |
30 Jun, 08 | 2 | - | 38,641 | -98.60% | 0.07% | 0.30% | 2 | - | - | - |
31 Mar, 08 | 2 | -33.33% | 2,759,909 | 2641.27% | 4.72% | 15622.09% | 2 | -33.33% | - | - |
31 Dec, 07 | 3 | 50.00% | 100,680 | 295.93% | 0.17% | 8927.66% | 3 | 50.00% | - | - |
30 Sep, 07 | 2 | 100.00% | 25,429 | 445.69% | 0.04% | 67133.33% | 2 | 100.00% | - | - |
30 Jun, 07 | 1 | - | 4,660 | - | 0.01% | - | 1 | - | - | - |
30 Sep, 06 | 1 | -50.00% | 20,714 | 22.57% | 0.04% | 4111.41% | 1 | - | - | -100.00% |
30 Jun, 06 | 2 | 100.00% | 16,900 | 14.97% | 0.03% | 4439.00% | 1 | - | 1 | - |
31 Mar, 06 | 1 | - | 14,700 | - | 0.03% | - | 1 | - | - | - |
30 Sep, 05 | 1 | - | 14,700 | - | 0.03% | 4023.20% | - | -100.00% | - | - |
30 Jun, 05 | 1 | -75.00% | 14,700 | -98.34% | 0.03% | 1.11% | 1 | -75.00% | - | - |
31 Mar, 05 | 4 | - | 884,134 | - | 1.50% | - | 4 | - | - | - |
30 Sep, 04 | 1 | - | 16,800 | 97.65% | 0.03% | 14413.04% | 1 | - | - | - |
30 Jun, 04 | 1 | - | 8,500 | - | 0.01% | - | 1 | - | - | - |
31 Mar, 03 | 2 | - | 410,535 | - | 0.67% | - | 2 | - | - | - |
31 Mar, 02 | 1 | - | 13,906 | -95.46% | 0.02% | 9.03% | 1 | - | - | - |
31 Dec, 01 | 1 | - | 306,350 | - | 0.50% | - | 1 | - | - | - |
31 Mar, 01 | 1 | - | 26,375 | - | 0.04% | - | 1 | - | - | - |
31 Mar, 00 | 1 | - | 293,376 | - | 0.48% | - | 1 | - | - | - |
John Wiley & Sons Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Insider Sells
All Insider Owners Trades
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.
WLY Ownership FAQ
Who Owns John Wiley & Sons?
John Wiley & Sons is owned by institutional shareholders (72.53%), insiders (9.38%), and public (18.09%). The largest institutional shareholder of John Wiley & Sons is BLACKROCK INC. (12.11% 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 STATE STREET CORP. The top five shareholders own together 35.86% of the company's share outstanding.
How many John Wiley & Sons shareholders are there?
As of Mar 2024, there are 212 institutional shareholders of John Wiley & Sons.
What percentage of John Wiley & Sons is owned by BLACKROCK INC?
BLACKROCK INC owns 6.64M shares of John Wiley & Sons, representing 12.11% of the company's total shares outstanding, valued at $253.18M (as of Mar 2024).
What percentage of John Wiley & Sons is owned by VANGUARD GROUP INC?
As of Mar 2024, VANGUARD GROUP INC holds 5.47M shares of John Wiley & Sons (WLY), compromising 9.98% of the company, valued at $208.52M.
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 4.11M of the company's shares outstanding (worth $156.58M).