John Wiley & Sons (WLY) Ownership

37.53 ↑0.94 (2.57%)

As of April 19, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of John Wiley & Sons (WLY), owning a total of 6.8 million shares. Combined, the top 33 institutional holders of WLY own 75.28% of the company with a total of 41.3 million shares.

In the latest ownership report on December 31st 2023, the top 33 institutional holders increased their combined ownership of WLY by 3.6 million shares. 12 institutions bought 3,744,984 total additional shares and increased their ownership by an average of 257.99%. However 7 institutions sold 176,762 total shares and decreased their ownership by an average of 3.57%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of John Wiley & Sons increased by a net total of 3,568,222 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	12.393%	0.392%	6,783,269	26,477	2023-12-31
Vanguard Group Inc	9.987%	0.000%	5,466,211	-12	2023-12-31
Clarkston Capital Partners, LLC	7.736%	48.376%	4,234,068	1,380,460	2023-12-31
State Street Corporation	4.516%	2.228%	2,471,597	53,868	2023-12-31
Dimensional Fund Advisors, Inc.	3.232%	-0.591%	1,769,196	-10,523	2023-12-31
Schroder Investment Management Group	2.562%	27.511%	1,402,002	302,491	2023-12-31
Bank of New York Mellon Corp	1.823%	12.875%	997,822	113,814	2023-12-31
Palisade Capital Management LLc	1.789%	-6.605%	978,899	-69,232	2023-12-31
Burgundy Asset Management Ltd	1.737%	0.000%	950,838	950,838	2023-12-31
William Blair Investment Management, LLC	1.594%	17.511%	872,362	129,997	2023-12-31
Geode Capital Management, LLC	1.527%	-4.490%	835,620	-39,280	2023-12-31
J. Goldman & Co LP	1.367%	23.534%	748,452	142,586	2023-12-31
Charles Schwab Investment Management Inc	1.152%	2.441%	630,659	15,025	2023-12-31
JPMorgan Chase & Co	1.088%	39.155%	595,632	167,598	2023-12-31
Morgan Stanley - Brokerage Accounts	0.960%	5.133%	525,176	25,642	2023-12-31
Man Group PLC	0.824%	2,916.670%	451,143	436,188	2023-12-31
Nuveen Asset Management, LLC	0.753%	-1.114%	412,173	-4,643	2023-12-31
Northern Trust Corp	0.752%	-9.404%	411,641	-42,728	2023-12-31
Raymond James & Associates	0.660%	-2.783%	361,413	-10,344	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	12.393%	0.392%	6,783,269	26,477	2023-12-31
Vanguard Group Inc	9.987%	0.000%	5,466,211	-12	2023-12-31
Clarkston Capital Partners, LLC	7.736%	48.376%	4,234,068	1,380,460	2023-12-31
State Street Corporation	4.516%	2.228%	2,471,597	53,868	2023-12-31
Champlain Investment Partners, LLC	3.650%	-0.111%	2,002,675	-2,215	2023-09-30
Dimensional Fund Advisors, Inc.	3.232%	-0.591%	1,769,196	-10,523	2023-12-31
Gagnon Securities LLC	2.595%	8,548.480%	1,438,934	1,422,296	2022-12-31
Schroder Investment Management Group	2.562%	27.511%	1,402,002	302,491	2023-12-31
Bank of New York Mellon Corp	1.823%	12.875%	997,822	113,814	2023-12-31
ProShare Advisors LLC	1.772%	-5.867%	979,672	-61,054	2023-03-31
Palisade Capital Management LLc	1.789%	-6.605%	978,899	-69,232	2023-12-31
Burgundy Asset Management Ltd	1.737%	0.000%	950,838	950,838	2023-12-31
William Blair Investment Management, LLC	1.594%	17.511%	872,362	129,997	2023-12-31
Geode Capital Management, LLC	1.527%	-4.490%	835,620	-39,280	2023-12-31
Goldman Sachs Group Inc	1.392%	-11.638%	763,660	-100,580	2023-09-30
J. Goldman & Co LP	1.367%	23.534%	748,452	142,586	2023-12-31
Cardinal Capital Management Llc	1.308%	-35.119%	717,714	-388,489	2023-09-30
Cannell Peter B & CO Inc	1.165%	-6.237%	643,856	-42,830	2023-03-31
Charles Schwab Investment Management Inc	1.152%	2.441%	630,659	15,025	2023-12-31
Citadel Advisors Llc	1.121%	43.399%	613,551	185,688	2023-09-30
JPMorgan Chase & Co	1.088%	39.155%	595,632	167,598	2023-12-31
Boston Partners Global Investors, Inc	1.052%	26.128%	581,710	120,503	2023-03-31
Morgan Stanley - Brokerage Accounts	0.960%	5.133%	525,176	25,642	2023-12-31
Federated Hermes Inc	0.875%	-16.436%	480,022	-94,412	2023-09-30
Victory Capital Management Inc.	0.825%	13.145%	458,153	53,226	2022-09-30
Man Group PLC	0.824%	2,916.670%	451,143	436,188	2023-12-31
Silvercrest Asset Management Group LLC	0.785%	-0.465%	437,395	-2,044	2022-06-30
HHG PLC	0.782%	-0.459%	434,606	-2,005	2022-09-30
Comerica Bank	0.774%	2,134.180%	427,041	407,927	2023-06-30
Nuveen Asset Management, LLC	0.753%	-1.114%	412,173	-4,643	2023-12-31
Northern Trust Corp	0.752%	-9.404%	411,641	-42,728	2023-12-31
Principal Financial Group Inc	0.735%	-17.418%	407,505	-85,951	2023-03-31
Raymond James & Associates	0.660%	-2.783%	361,413	-10,344	2023-12-31

Mutual Fund Ownership

Clarkston Capital SMID Composite is the biggest individual fund holder of John Wiley & Sons (WLY), owning a total of 4.2 million shares. Combined, the top 35 mutual fund holders of WLY own 54.92% of the company with a total of 30.1 million shares.

In the latest ownership report on March 28th 2024, the top 35 fund holders increased their combined ownership of WLY by 10 thousand shares. 3 funds bought 13,629 total additional shares and increased their ownership by an average of 0.43%. However 2 funds sold 3,570 total shares and decreased their ownership by an average of 0.35%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding John Wiley & Sons increased by a net total of 10,059 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	5.231%	0.138%	2,863,402	3,952	2024-03-28
iShares Russell 2000 ETF	1.631%	1.052%	892,703	9,292	2024-03-28
Invesco High Yield Eq Div Achiev™ ETF	1.062%	0.000%	581,018	0	2024-03-28
iShares S&P Small-Cap 600 Value ETF	0.949%	-0.642%	519,618	-3,355	2024-03-28
SPDR® Portfolio S&P 600 Sm Cap ETF	0.681%	0.103%	372,938	385	2024-03-28
iShares Russell 2000 Value ETF	0.621%	-0.063%	339,628	-215	2024-03-28
SPDR® S&P 600 Small Cap Value ETF	0.523%	0.000%	286,104	0	2024-03-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Clarkston Capital SMID Composite	7.734%	48.350%	4,233,393	1,379,735	2023-12-31
iShares Core S&P Small-Cap ETF	5.231%	0.138%	2,863,402	3,952	2024-03-28
Clarkston Partners Founders	2.969%	49.083%	1,625,000	535,000	2023-12-31
Champlain Small Company Fund, LLC	2.775%	-0.314%	1,532,280	-4,830	2023-09-30
iShares Core S&P Mid-Cap ETF	2.391%	0.000%	1,325,734	0	2023-05-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.374%	1.933%	1,310,603	24,849	2023-03-31
Vanguard Total Stock Mkt Idx Inv	2.381%	-2.056%	1,302,944	-27,355	2024-02-29
Schroder Global Sust Val Eq X Acc	2.111%	24.711%	1,155,652	228,988	2023-12-31
Vanguard Small Cap Index	1.957%	0.925%	1,071,290	9,813	2024-02-29
TB Evenlode Global Income F USD Acc	1.622%	1.988%	896,498	17,477	2023-06-30
iShares Russell 2000 ETF	1.631%	1.052%	892,703	9,292	2024-03-28
Champlain Small Company Adv	1.522%	0.000%	835,000	0	2023-09-30
ProShares S&P MidCap 400 Dividend Arst	1.483%	0.397%	822,106	3,249	2023-05-31
Vanguard Small Cap Value Index Inv	1.337%	1.029%	732,039	7,457	2024-02-29
SPDR® S&P Dividend ETF	1.304%	-0.062%	715,495	-440	2024-01-31
Vanguard Institutional Extnd Mkt Idx Tr	1.163%	0.068%	636,263	435	2024-02-29
Vanguard Extended Market Index Investor	1.090%	-0.017%	601,912	-103	2023-08-31
Invesco High Yield Eq Div Achiev™ ETF	1.062%	0.000%	581,018	0	2024-03-28
Palisade Small Cap Core Equity	1.050%	-3.741%	574,765	-22,335	2023-12-31
SPDR® S&P US Dividend Aristocrats ETFDis	1.016%	-7.492%	561,477	-45,473	2023-07-31
iShares S&P Small-Cap 600 Value ETF	0.949%	-0.642%	519,618	-3,355	2024-03-28
Cardinal Capital Mgt Small Cap Value Eq	0.928%	-3.492%	513,012	-18,560	2023-03-31
DFA US Small Cap Value I	0.889%	0.000%	486,395	0	2024-02-29
Cardinal Capital SMID Cap Value Equity	0.864%	-33.759%	473,981	-241,554	2023-09-30
Old Westbury Small & Mid Cap Strategies	0.811%	0.000%	445,000	0	2023-07-31
Fidelity® Small Cap Index	0.750%	2.729%	411,529	10,931	2023-10-31
William Blair Small Cap Value I	0.743%	0.000%	406,749	0	2024-02-29
Federated Hermes SDG Enggmt Eq X USD Acc	0.736%	-0.505%	403,788	-2,050	2023-10-31
SPDR® Portfolio S&P 600 Sm Cap ETF	0.681%	0.103%	372,938	385	2024-03-28
Fidelity Small Cap Index	0.674%	1.760%	368,636	6,376	2024-01-31
iShares Russell 2000 Value ETF	0.621%	-0.063%	339,628	-215	2024-03-28
Vanguard Tax-Managed Small Cap Adm	0.607%	0.000%	331,968	0	2024-02-29
SPDR® S&P 600 Small Cap Value ETF	0.523%	0.000%	286,104	0	2024-03-28
JPMorgan Small Cap Blend A	0.471%	0.000%	258,032	0	2024-01-31
JPM US Small Cap Value-Composite	0.471%	91.914%	258,032	123,580	2023-12-31