Security key
968223206
- Security type / class
- Equity / CL A
- Total 13F shares
- 41,094,074
- Total 13F value
- $1,398,710,894
- Share change
- +490,577
- Put/Call ratio
- 134%
- SEC-reported price per share
- $34.03
- Number of holders
- 217
- Value change
- +$11,156,595
- Number of buys
- 104
- Number of sells
- 127
- 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
Q2 2023
Institutions
217
Top holders
10
WLY full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2023
Previous quarter: Q1 2023
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 Mar 2023
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
6.8%
Champlain Investment Partners, LLC
4.9%
CARDINAL CAPITAL MANAGEMENT LLC /CT
4.7%
PALISADE CAPITAL MANAGEMENT, LP
2.3%
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%
|
$190,022,897
4,901,287 shares
|
— | 31 Mar 2023 |
| Clarkston Capital Partners, LLC |
13F
Company
|
6.8%
|
$111,759,169
2,882,620 shares
|
— | 31 Mar 2023 |
| Champlain Investment Partners, LLC |
13F
Company
|
4.9%
|
$81,329,574
2,097,745 shares
|
— | 31 Mar 2023 |
| CARDINAL CAPITAL MANAGEMENT LLC /CT |
13F
Company
|
4.7%
|
$77,974,654
2,011,211 shares
|
— | 31 Mar 2023 |
| PALISADE CAPITAL MANAGEMENT, LP |
13F
Company
|
2.3%
|
$38,132,311
983,552 shares
|
— | 31 Mar 2023 |
| ProShare Advisors LLC |
13F
Company
|
2.3%
|
$37,981,883
979,672 shares
|
— | 31 Mar 2023 |
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 Q2 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
217
Shares
41,094,074
Rows available
217
| 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 Q2 2023 vs Q1 2023 Across Filers
Q1 2023 holders
227
Q2 2023 holders
217
Holder diff
-10
| Investor | Q1 2023 Shares | Q2 2023 Shares | Share Diff | Share Chg % | Q1 2023 value | Q2 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend