Security key
968223206
- Security type / class
- Equity / CL A
- Total 13F shares
- 42,321,358
- Total 13F value
- $2,782,699,005
- Share change
- +86,868
- SEC-reported price per share
- $65.75
- Number of holders
- 241
- Value change
- +$10,075,499
- Number of buys
- 116
- Number of sells
- 97
- Shares outstanding
- 42,548,268
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q4 2017
Institutions
241
Top holders
10
WLY full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2018
Previous quarter: Q3 2017
JOHN WILEY & SONS, INC. SEC filings
JOHN WILEY & SONS, INC. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 968223206
Recent filing periods:
Ownership snapshot
Top reported holders of WLY - JOHN WILEY & SONS, INC. - CL A (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
FRANKLIN RESOURCES INC
Disclosed value leader
FRANKLIN RESOURCES INC
Comparable rows
15/15
Latest evidence
30 Sep 2017
13F
Lead comparable stake: 11%
Showing 1-6 of 15 holder rows.
Quick read
FRANKLIN RESOURCES INC leads the comparable SEC ownership view at 11%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens FRANKLIN RESOURCES INC's linked filing trail.
Comparable ownership
Top 5
FRANKLIN RESOURCES INC
11%
VANGUARD GROUP INC
10%
BlackRock Finance, Inc.
8.9%
Champlain Investment Partners, LLC
8%
STATE STREET CORP
7.1%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| FRANKLIN RESOURCES INC |
13F
Company
|
11%
|
$252,279,000
4,715,487 shares
|
— | 30 Sep 2017 |
| VANGUARD GROUP INC |
13F
Company
|
10%
|
$233,387,000
4,362,387 shares
|
— | 30 Sep 2017 |
| BlackRock Finance, Inc. |
13F
Company
|
8.9%
|
$201,888,000
3,773,617 shares
|
— | 30 Sep 2017 |
| Champlain Investment Partners, LLC |
13F
Company
|
8%
|
$183,159,000
3,423,525 shares
|
— | 30 Sep 2017 |
| STATE STREET CORP |
13F
Company
|
7.1%
|
$160,633,000
3,002,589 shares
|
— | 30 Sep 2017 |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
Company
|
4%
|
$90,323,000
1,688,272 shares
|
— | 30 Sep 2017 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q4 2017
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
241
Shares
42,321,358
Rows available
241
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q4 2017 vs Q3 2017 Across Filers
Q3 2017 holders
223
Q4 2017 holders
241
Holder diff
18
| Investor | Q3 2017 Shares | Q4 2017 Shares | Share Diff | Share Chg % | Q3 2017 value | Q4 2017 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend