JOHN WILEY & SONS, INC. - Class A Common Stock (WLY)

CUSIP: 968223206

Q3 2023 13F Holders as of 30 Sep 2023

Type / Class
Equity / Class A Common Stock
Shares outstanding
43,778,344
Total 13F shares
40,252,495
Share change
-923,911
Total reported value
$1,496,247,007
Put/Call ratio
158%
Price per share
$37.17
Number of holders
238
Value change
-$32,704,056
Number of buys
128
Number of sells
103

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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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
Celia Wiley
3/4/5
10%+ Owner
mixed-class rows
8,612,937
mixed-class rows
$383,924,313 06 Sep 2023
Elizabeth H. Wiley
3/4/5
10%+ Owner
mixed-class rows
8,590,674
mixed-class rows
$382,931,384 06 Sep 2023
BlackRock Finance, Inc.
13F
Company
mixed-class rows
6,932,702
mixed-class rows
$235,919,833 30 Jun 2023
13F
VANGUARD GROUP INC
13F
Company
mixed-class rows
5,349,001
mixed-class rows
$182,025,798 30 Jun 2023
13F
STATE STREET CORP
13F
Company
12%
5,272,483
$179,422,596 30 Jun 2023
13F
Clarkston Capital Partners, LLC
13F
Company
6.6%
2,876,698
$97,894,025 30 Jun 2023
13F
Champlain Investment Partners, LLC
13F
Company
4.6%
2,004,890
$68,226,407 30 Jun 2023
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
mixed-class rows
1,647,296
mixed-class rows
$56,036,273 30 Jun 2023
13F
CARDINAL CAPITAL MANAGEMENT LLC /CT
13F
Company
2.5%
1,106,203
$37,644,097 30 Jun 2023
13F
PALISADE CAPITAL MANAGEMENT, LP
13F
Company
2.4%
1,032,823
$35,146,967 30 Jun 2023
13F
Bank of New York Mellon Corp
13F
Company
2%
865,350
$29,447,863 30 Jun 2023
13F
GOLDMAN SACHS GROUP INC
13F
Company
2%
864,240
$29,410,092 30 Jun 2023
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
2%
859,759
$29,257,598 30 Jun 2023
13F
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
13F
Company
1.8%
791,914
$26,948,833 30 Jun 2023
13F
MORGAN STANLEY
13F
Company
mixed-class rows
770,041
mixed-class rows
$26,188,511 30 Jun 2023
13F
SCHRODER INVESTMENT MANAGEMENT GROUP
13F
Company
1.5%
659,674
$22,448,706 30 Jun 2023
13F
FEDERATED HERMES, INC.
13F
Company
1.3%
574,434
$19,547,989 30 Jun 2023
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
1.3%
560,490
$19,073,475 30 Jun 2023
13F
NORTHERN TRUST CORP
13F
Company
1%
447,504
$15,228,561 30 Jun 2023
13F
CITADEL ADVISORS LLC
13F
Company
0.98%
427,863
$14,560,178 30 Jun 2023
13F
JPMORGAN CHASE & CO
13F
Company
0.86%
374,866
$12,756,690 30 Jun 2023
13F
RAYMOND JAMES & ASSOCIATES
13F
Company
0.85%
372,241
$12,667,328 30 Jun 2023
13F
GRANDFIELD & DODD, LLC
13F
Company
0.74%
324,804
$11,053,114 30 Jun 2023
13F
NEW YORK STATE COMMON RETIREMENT FUND
13F
Company
0.62%
271,115
$9,226,043 30 Jun 2023
13F
VICTORY CAPITAL MANAGEMENT INC
13F
Company
0.62%
270,242
$9,196,335 30 Jun 2023
13F
AMERIPRISE FINANCIAL INC
13F
Company
0.6%
263,077
$8,952,503 30 Jun 2023
13F
PRINCIPAL FINANCIAL GROUP INC
13F
Company
0.57%
248,057
$8,441,379 30 Jun 2023
13F
LOOMIS SAYLES & CO L P
13F
Company
0.54%
238,007
$8,099,000 30 Jun 2023
13F
Nuveen Asset Management, LLC
13F
Company
0.51%
221,440
$7,535,603 30 Jun 2023
13F
Qube Research & Technologies Ltd
13F
Company
0.5%
219,397
$7,466,080 30 Jun 2023
13F
ProShare Advisors LLC
13F
Company
0.49%
212,865
$7,243,796 30 Jun 2023
13F
Invesco Ltd.
13F
Company
0.47%
206,572
$7,029,645 30 Jun 2023
13F
VAN ECK ASSOCIATES CORP
13F
Company
0.44%
193,520
$6,585,000 30 Jun 2023
13F
Brian A. Napack
3/4/5
President & CEO, Director
class O/S missing
183,525
$5,868,249 30 Jun 2023
EAGLE ASSET MANAGEMENT INC
13F
Company
0.35%
154,111
$5,244,397 30 Jun 2023
13F
RHUMBLINE ADVISERS
13F
Company
0.33%
142,475
$4,848,424 30 Jun 2023
13F
Cannell & Co.
13F
Company
mixed-class rows
136,467
mixed-class rows
$4,623,372 30 Jun 2023
13F
VOLORIDGE INVESTMENT MANAGEMENT, LLC
13F
Company
0.3%
130,057
$4,425,840 30 Jun 2023
13F
MACQUARIE GROUP LTD
13F
Company
0.29%
126,695
$4,311,000 30 Jun 2023
13F
Legal & General Group Plc
13F
Company
0.28%
123,119
$4,189,740 30 Jun 2023
13F
D. E. Shaw & Co., Inc.
13F
Company
0.27%
118,761
$4,041,437 30 Jun 2023
13F
Clean Yield Group
13F
Company
0.26%
112,559
$3,830,383 30 Jun 2023
13F
SEI INVESTMENTS CO
13F
Company
0.25%
110,069
$3,745,622 30 Jun 2023
13F
SYCOMORE ASSET MANAGEMENT
13F
Company
0.24%
103,719
$3,447,000 30 Jun 2023
13F
Swiss National Bank
13F
Company
0.22%
95,700
$3,256,671 30 Jun 2023
13F
Cubist Systematic Strategies, LLC
13F
Company
0.22%
94,177
$3,204,846 30 Jun 2023
13F
WELLS FARGO & COMPANY/MN
13F
Company
mixed-class rows
91,888
mixed-class rows
$3,126,935 30 Jun 2023
13F
NORDEA INVESTMENT MANAGEMENT AB
13F
Company
0.2%
88,466
$3,024,653 30 Jun 2023
13F
NORGES BANK
13F
Company
0.2%
87,309
$2,971,125 30 Jun 2023
13F

Institutional Holders of JOHN WILEY & SONS, INC. - Class A Common Stock (WLY) as of Q3 2023

As of 30 Sep 2023, JOHN WILEY & SONS, INC. - Class A Common Stock (WLY) was held by 238 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 40,252,495 shares. The largest 10 holders included BlackRock Inc., VANGUARD GROUP INC, Clarkston Capital Partners, LLC, STATE STREET CORP, Champlain Investment Partners, LLC, DIMENSIONAL FUND ADVISORS LP, SCHRODER INVESTMENT MANAGEMENT GROUP, PALISADE CAPITAL MANAGEMENT, LP, Bank of New York Mellon Corp, and GEODE CAPITAL MANAGEMENT, LLC. This page lists 238 institutional shareholders reporting positions in this security for the Q3 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q3 2023 vs Q2 2023 Across Filers

Q2 2023 holders
217
Q3 2023 holders
238
Holder diff
21
Investor Q2 2023 Shares Q3 2023 Shares Share Diff Share Chg % Q2 2023 Value $ Q3 2023 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.
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