Security key
968223206
- Security type / class
- Equity / CL A
- Total 13F shares
- 40,606,746
- Total 13F value
- $1,573,690,785
- Share change
- -155,619
- Put/Call ratio
- 493%
- SEC-reported price per share
- $38.77
- Number of holders
- 227
- Value change
- -$6,414,725
- Number of buys
- 126
- Number of sells
- 87
- Shares outstanding
- 42,548,268
Holder snapshot
7 signals
Open additional details 1 more signal available
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q1 2023
Institutions
227
Top holders
10
WLY full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2023
Previous quarter: Q4 2022
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
STATE STREET CORP
Disclosed value leader
STATE STREET CORP
Comparable rows
15/15
Latest evidence
31 Dec 2022
13F
Lead comparable stake: 12%
Showing 1-6 of 15 holder rows.
Quick read
STATE STREET CORP leads the comparable SEC ownership view at 12%.
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 STATE STREET CORP's linked filing trail.
Comparable ownership
Top 5
STATE STREET CORP
12%
Clarkston Capital Partners, LLC
6.5%
Champlain Investment Partners, LLC
5%
CARDINAL CAPITAL MANAGEMENT LLC /CT
5%
GAGNON SECURITIES LLC
3.4%
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 |
|---|---|---|---|---|---|
| STATE STREET CORP |
13F
Company
|
12%
|
$214,656,687
5,313,421 shares
|
— | 31 Dec 2022 |
| Clarkston Capital Partners, LLC |
13F
Company
|
6.5%
|
$110,032,152
2,746,684 shares
|
— | 31 Dec 2022 |
| Champlain Investment Partners, LLC |
13F
Company
|
5%
|
$85,632,657
2,137,610 shares
|
— | 31 Dec 2022 |
| CARDINAL CAPITAL MANAGEMENT LLC /CT |
13F
Company
|
5%
|
$85,417,767
2,132,246 shares
|
— | 31 Dec 2022 |
| GAGNON SECURITIES LLC |
13F
Company
|
3.4%
|
$9,396,239
1,438,934 shares
|
— | 31 Dec 2022 |
| ProShare Advisors LLC |
13F
Company
|
2.4%
|
$41,691,484
1,040,726 shares
|
— | 31 Dec 2022 |
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 Q1 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
227
Shares
40,606,746
Rows available
227
| 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 Q1 2023 vs Q4 2022 Across Filers
Q4 2022 holders
219
Q1 2023 holders
227
Holder diff
8
| Investor | Q4 2022 Shares | Q1 2023 Shares | Share Diff | Share Chg % | Q4 2022 value | Q1 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend