JOHN WILEY & SONS, INC. - Class A Common Stock (WLY)
CUSIP: 968223206
Q2 2017 13F Holders as of 30 Jun 2017
- Type / Class
- Equity / Class A Common Stock
- Shares outstanding
- 43,778,344
- Total 13F shares
- 42,842,978
- Share change
- +490,852
- Total reported value
- $2,260,291,286
- Price per share
- $52.75
- Number of holders
- 226
- Value change
- +$25,177,808
- Number of buys
- 121
- Number of sells
- 83
Quarterly Holders Quick Answers
What is CUSIP 968223206?
CUSIP 968223206 identifies WLY - JOHN WILEY & SONS, INC. - Class A Common Stock in SEC institutional holdings data.
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Related Filing Research
- Latest 13F filings for newly reported positions.
- Latest Schedule 13D/13G reports for ownership changes outside 13F cadence.
- Latest 10-Q/10-K reports for financial context tied to this issuer.
- Recent insider transactions for executive and insider activity.
- SEC investors directory and top value investors for manager drilldown.
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Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 968223206:
Top shareholders of WLY - JOHN WILEY & SONS, INC. - Class A Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Peter B. Wiley |
3/4/5
|
Director, 10%+ Owner |
—
mixed-class rows
|
10,896,587
mixed-class rows
|
$443,190,216 | — | 19 Mar 2014 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
11%
|
5,016,505
|
$269,888,000 | — | 31 Mar 2017 | |
| VANGUARD GROUP INC |
13F
|
Company |
9.8%
|
4,286,630
|
$230,621,000 | — | 31 Mar 2017 | |
| BlackRock Finance, Inc. |
13F
|
Company |
8.5%
|
3,709,741
|
$199,585,000 | — | 31 Mar 2017 | |
| Champlain Investment Partners, LLC |
13F
|
Company |
7.2%
|
3,154,365
|
$169,705,000 | — | 31 Mar 2017 | |
| STATE STREET CORP |
13F
|
Company |
6.5%
|
2,852,272
|
$153,456,000 | — | 31 Mar 2017 | |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
|
Company |
3.8%
|
1,665,288
|
$89,592,000 | — | 31 Mar 2017 | |
| Clarkston Capital Partners, LLC |
13F
|
Company |
3.5%
|
1,514,023
|
$81,454,000 | — | 31 Mar 2017 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
3.3%
|
1,437,189
|
$77,321,000 | — | 31 Mar 2017 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
mixed-class rows
|
1,232,837
mixed-class rows
|
$66,334,000 | — | 31 Mar 2017 | |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
13F
|
Company |
2.6%
|
1,126,632
|
$59,712,000 | — | 31 Mar 2017 | |
| HERMES INVESTMENT MANAGEMENT LTD |
13F
|
Company |
2.2%
|
949,373
|
$51,076,000 | — | 31 Mar 2017 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.9%
|
842,112
|
$45,305,000 | — | 31 Mar 2017 | |
| NORGES BANK |
13F
|
Company |
1.8%
|
791,463
|
$42,581,000 | — | 31 Mar 2017 | |
| Invesco Ltd. |
13F
|
Company |
1.7%
|
758,022
|
$40,781,000 | — | 31 Mar 2017 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
1.6%
|
697,491
|
$37,525,000 | — | 31 Mar 2017 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1.6%
|
685,657
|
$36,888,000 | — | 31 Mar 2017 | |
| Van Berkom & Associates Inc. |
13F
|
Company |
1.5%
|
660,815
|
$35,552,000 | — | 31 Mar 2017 | |
| FMR LLC |
13F
|
Company |
1.3%
|
549,942
|
$29,587,000 | — | 31 Mar 2017 | |
| Cannell & Co. |
13F
|
Company |
—
mixed-class rows
|
410,160
mixed-class rows
|
$22,075,000 | — | 31 Mar 2017 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.9%
|
395,415
|
$21,273,000 | — | 31 Mar 2017 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.83%
|
363,303
|
$19,545,000 | — | 31 Mar 2017 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.81%
|
356,746
|
$19,193,000 | — | 31 Mar 2017 | |
| PALISADE CAPITAL MANAGEMENT, LP |
13F
|
Company |
0.79%
|
344,840
|
$18,552,000 | — | 31 Mar 2017 | |
| OPPENHEIMER & CO INC |
13F
|
Company |
0.77%
|
339,070
|
$18,242,000 | — | 31 Mar 2017 | |
| NORDEA INVESTMENT MANAGEMENT AB |
13F
|
Company |
0.65%
|
285,683
|
$15,370,000 | — | 31 Mar 2017 | |
| GRANDFIELD & DODD, LLC |
13F
|
Company |
0.65%
|
284,944
|
$15,330,000 | — | 31 Mar 2017 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.64%
|
281,127
|
$15,125,000 | — | 31 Mar 2017 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.62%
|
273,197
|
$14,698,000 | — | 31 Mar 2017 | |
| AHL Partners LLP |
13F
|
Company |
0.59%
|
256,578
|
$13,804,000 | — | 31 Mar 2017 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
0.56%
|
244,225
|
$13,139,000 | — | 31 Mar 2017 | |
| Nationwide Fund Advisors |
13F
|
Company |
0.49%
|
214,094
|
$11,518,000 | — | 31 Mar 2017 | |
| MORGAN STANLEY |
13F
|
Company |
—
mixed-class rows
|
213,734
mixed-class rows
|
$11,500,000 | — | 31 Mar 2017 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.47%
|
204,307
|
$10,992,000 | — | 31 Mar 2017 | |
| Mawer Investment Management Ltd. |
13F
|
Company |
0.46%
|
201,511
|
$10,841,000 | — | 31 Mar 2017 | |
| CENTRAL SECURITIES CORP |
13F
|
Company |
0.46%
|
200,000
|
$10,760,000 | — | 31 Mar 2017 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.44%
|
194,089
|
$10,442,000 | — | 31 Mar 2017 | |
| GREAT LAKES ADVISORS, LLC |
13F
|
Company |
0.43%
|
186,788
|
$10,049,000 | — | 31 Mar 2017 | |
| ProShare Advisors LLC |
13F
|
Company |
0.39%
|
171,253
|
$9,213,000 | — | 31 Mar 2017 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.35%
|
154,772
|
$8,327,000 | — | 31 Mar 2017 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.34%
|
148,515
|
$7,990,000 | — | 31 Mar 2017 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.33%
|
143,951
|
$7,745,000 | — | 31 Mar 2017 | |
| Willis Investment Counsel |
13F
|
Company |
0.31%
|
136,775
|
$7,358,000 | — | 31 Mar 2017 | |
| AMUNDI ASSET MANAGEMENT US, INC. |
13F
|
Company |
0.31%
|
134,381
|
$7,230,000 | — | 31 Mar 2017 | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
|
Company |
0.3%
|
131,946
|
$7,099,000 | — | 31 Mar 2017 | |
| PANAGORA ASSET MANAGEMENT INC |
13F
|
Company |
0.3%
|
130,849
|
$7,040,000 | — | 31 Mar 2017 | |
| ROYCE & ASSOCIATES LP |
13F
|
Company |
0.28%
|
124,239
|
$6,684,000 | — | 31 Mar 2017 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.28%
|
122,513
|
$6,593,000 | — | 31 Mar 2017 | |
| Foundry Partners, LLC |
13F
|
Company |
0.26%
|
112,922
|
$6,075,000 | — | 31 Mar 2017 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
0.25%
|
110,805
|
$5,961,000 | — | 31 Mar 2017 |
Institutional Holders of JOHN WILEY & SONS, INC. - Class A Common Stock (WLY) as of Q2 2017
As of 30 Jun 2017,
JOHN WILEY & SONS, INC. - Class A Common Stock (WLY) was held by
226 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
42,842,978 shares.
The largest 10 holders included
FRANKLIN RESOURCES INC, VANGUARD GROUP INC, BlackRock Inc., Champlain Investment Partners, LLC, STATE STREET CORP, FULLER & THALER ASSET MANAGEMENT, INC., Clarkston Capital Partners, LLC, WELLINGTON MANAGEMENT GROUP LLP, DIMENSIONAL FUND ADVISORS LP, and HERMES INVESTMENT MANAGEMENT LTD.
This page lists
226
institutional shareholders reporting positions in this security
for the Q2 2017 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2017 vs Q1 2017 Across Filers
Q1 2017 holders
224
Q2 2017 holders
226
Holder diff
2
| Investor | Q1 2017 Shares | Q2 2017 Shares | Share Diff | Share Chg % | Q1 2017 Value $ | Q2 2017 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.