John Wiley & Sons Ownership | Who Owns John Wiley & Sons?
John Wiley & Sons Ownership Summary
John Wiley & Sons is owned by 57.64% institutional investors, 9.44% insiders, and 32.91% retail investors. Blackrock is the largest institutional shareholder, holding 11.56% of WLY shares. Clarkston Capital SMID Composite is the top mutual fund, with 4.98% of its assets in John Wiley & Sons shares.
WLY Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | John Wiley & Sons | 57.64% | 9.44% | 32.91% |
| Sector | Communication Services Stocks | 28.27% | 16.25% | 55.48% |
| Industry | Publishing Stocks | 17.38% | 22.91% | 59.71% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 6.31M | 11.56% | $256.96M |
| Blackrock funding, inc. /de | 6.13M | 11.55% | $187.80M |
| Vanguard group | 4.84M | 9.12% | $148.26M |
| Neuberger berman group | 3.27M | 6.13% | $132.44M |
| Clarkston capital partners | 2.21M | 4.14% | $89.35M |
| State street | 1.67M | 3.13% | $67.67M |
| Dimensional fund advisors lp | 1.60M | 3.02% | $49.03M |
| Schroder investment management group | 1.57M | 2.95% | $63.67B |
| Sg capital management | 1.47M | 2.76% | $59.68M |
| Brown advisory | 1.21M | 2.26% | $48.81M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Sg capital management | 1.47M | 5.32% | $59.68M |
| Madison avenue partners, lp | 1.17M | 2.83% | $47.38M |
| Ophir asset management pty | 494.26K | 2.47% | $20.00M |
| Clarkston capital partners | 2.21M | 1.92% | $89.35M |
| 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 |
| Palisade capital management, lp | 942.11K | 1.04% | $38.13M |
| Neumeier poma investment counsel | 393.71K | 1.00% | $12.06M |
| Kendall capital management | 88.23K | 0.57% | $2.70M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Bank of montreal /can/ | 441.60K | 0.00% | 441.60K |
| Neuberger berman group | 3.27M | 0.10% | 414.81K |
| Sg capital management | 1.47M | 5.32% | 362.87K |
| Goldman sachs group | 533.22K | 0.00% | 327.67K |
| Clarkston capital partners | 2.21M | 1.92% | 315.33K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Burgundy asset management | - | - | -1.03M |
| Madison avenue partners, lp | 1.17M | 2.83% | -882.07K |
| Morgan stanley | 621.78K | 0.00% | -746.39K |
| Alta fox capital management | - | - | -347.05K |
| J. goldman & co lp | - | - | -329.06K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| River & mercantile asset management llp | 164.00K | 1.39% | 164.00K | $7.17M |
| Norges bank | 44.00K | 0.00% | 44.00K | $1.35M |
| Toronto dominion bank | 34.20K | 0.00% | 34.20K | $1.49M |
| Weiss asset management lp | 32.48K | 0.02% | 32.48K | $1.31M |
| Gsa capital partners llp | 24.71K | 0.07% | 24.71K | $757.00K |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -1.00 |
| Claris advisors, llc / mo / | -3.00 |
| Rialto wealth management | -3.00 |
| Manchester capital management | -4.00 |
| New millennium group | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 133 | -43.88% | 20,832,917 | -48.53% | 38 | 0.69% | 64 | -41.82% | 41 | -54.44% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Clarkston Capital SMID Composite | 2.62M | 4.98% | -258.50K |
| iShares Core S&P Small-Cap ETF | 2.48M | 4.73% | -348.95K |
| Neuberger Genesis Inv | 1.80M | 3.43% | -166.55K |
| 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 | 2.29% | - |
| Clarkston Partners Founders | 1.02M | 1.94% | 203.57K |
| iShares Russell 2000 ETF | 982.02K | 1.87% | 54.00K |
| Vanguard Small Cap Index | 855.44K | 1.63% | 1.89K |
| Vanguard Small Cap Value Index Inv | 549.29K | 1.05% | -4.45K |
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 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q3 | - | 4 |
| 2025 Q2 | - | 2 |
| 2025 Q1 | - | 2 |
WLY Ownership FAQ
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