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 11.82% of WLY shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 4.70% 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 | 31.15% | 18.07% | 50.78% |
| Industry | Publishing Stocks | 30.22% | 29.32% | 40.46% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 6.20M | 11.82% | $300.77M |
| Blackrock | 6.31M | 11.56% | $256.96M |
| Vanguard group | 4.84M | 9.12% | $148.26M |
| Neuberger berman group | 3.02M | 5.75% | $146.46M |
| Schroder investment management group | 2.43M | 4.64% | $118.10M |
| State street | 2.26M | 4.31% | $109.73M |
| Dimensional fund advisors lp | 1.88M | 3.59% | $91.36M |
| Vanguard capital management | 1.67M | 3.18% | $80.84M |
| Bank of montreal /can/ | 1.58M | 3.01% | $76.55M |
| Brown advisory | 1.21M | 2.31% | $46.08M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Access investment management | 365.99K | 4.55% | $17.75M |
| Clarkston capital partners | 759.08K | 3.11% | $36.82M |
| Neumeier poma investment counsel | 865.46K | 2.87% | $41.98M |
| Ophir asset management pty | 494.26K | 2.47% | $20.00M |
| Intrinsic edge capital management | 283.52K | 1.55% | $8.68M |
| River & mercantile asset management llp | 164.00K | 1.39% | $7.17M |
| Madison avenue partners, lp | 678.42K | 1.12% | $25.85M |
| Clark estates inc/ny | 94.40K | 1.06% | $4.58M |
| Palisade capital management, lp | 780.84K | 0.99% | $29.75M |
| Brickwood asset management llp | 26.82K | 0.93% | $1.30M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Lsv asset management | 1.02M | 0.09% | 880.25K |
| Principal financial group | 752.77K | 0.02% | 555.83K |
| Neumeier poma investment counsel | 865.46K | 2.87% | 454.89K |
| Jane street group | 440.65K | 0.00% | 432.54K |
| Invesco | 816.49K | 0.00% | 180.43K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| 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 |
| Blackrock | 6.31M | 0.01% | -326.56K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| River & mercantile asset management llp | 164.00K | 1.39% | 164.00K | $7.17M |
| Ancora advisors | 135.03K | 0.11% | 135.03K | $5.14M |
| Phocas financial | 75.60K | 0.51% | 75.60K | $3.67M |
| Ilex capital partners (uk) llp | 55.41K | 0.06% | 55.41K | $2.69M |
| Picton mahoney asset management | 54.82K | 0.02% | 54.82K | $2.66M |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -1.00 |
| Curio wealth | -1.00 |
| Transamerica financial advisors | -2.00 |
| Vermillion wealth management | -2.00 |
| Claris advisors, llc / mo / | -3.00 |
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 | 2.39M | 4.70% | 1.57K |
| Neuberger Genesis Inv | 1.68M | 3.30% | -28.11K |
| Neuberger Berman Genesis Inv | 1.74M | 3.25% | 898.24K |
| Vanguard US Total Market Shares ETF | 1.30M | 2.42% | 1.50K |
| Vanguard Morn Total Stk Mkt Idx Investor | 1.16M | 2.28% | -31.40K |
| Vanguard Total Stock Mkt Idx Inv | 1.16M | 2.28% | -31.40K |
| iShares Russell 2000 ETF | 1.00M | 1.98% | -17.86K |
| Vanguard Small Cap Index | 830.72K | 1.64% | -24.80K |
| Clarkston Capital SMID Composite | 759.08K | 1.50% | -183.47K |
| Schroder Global Recovery L Acc GBP | 729.68K | 1.44% | - |
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 Q3 | - | - |
| 2026 Q2 | - | - |
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q3 | - | 4 |
WLY Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools