JOHN WILEY & SONS, INC. - Class A Common Stock (WLY)
CUSIP: 968223206
Q2 2024 13F Holders as of 30 Jun 2024
- Type / Class
- Equity / Class A Common Stock
- Shares outstanding
- 43,778,344
- Total 13F shares
- 39,145,082
- Share change
- -816,096
- Total reported value
- $1,593,188,244
- Put/Call ratio
- 74%
- Price per share
- $40.70
- Number of holders
- 242
- Value change
- -$32,096,568
- Number of buys
- 118
- Number of sells
- 106
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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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 | |
| 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
|
6,640,074
mixed-class rows
|
$253,186,014 | — | 31 Mar 2024 | |
| VANGUARD GROUP INC |
13F
|
Company |
—
mixed-class rows
|
5,475,000
mixed-class rows
|
$208,760,980 | — | 31 Mar 2024 | |
| Clarkston Capital Partners, LLC |
13F
|
Company |
9.4%
|
4,106,358
|
$156,575,431 | — | 31 Mar 2024 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
mixed-class rows
|
1,849,052
mixed-class rows
|
$70,501,609 | — | 31 Mar 2024 | |
| STATE STREET CORP |
13F
|
Company |
3.7%
|
1,604,696
|
$61,187,058 | — | 31 Mar 2024 | |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
13F
|
Company |
3.2%
|
1,391,291
|
$53,049,926 | — | 31 Mar 2024 | |
| Madison Avenue Partners, LP |
13F
|
Company |
3.1%
|
1,366,771
|
$52,114,978 | — | 31 Mar 2024 | |
| Bank of New York Mellon Corp |
13F
|
Company |
2.9%
|
1,278,549
|
$48,751,066 | — | 31 Mar 2024 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
2.4%
|
1,060,573
|
$40,439,648 | — | 31 Mar 2024 | |
| PALISADE CAPITAL MANAGEMENT, LP |
13F
|
Company |
2.3%
|
1,010,648
|
$38,536,008 | — | 31 Mar 2024 | |
| Burgundy Asset Management Ltd. |
13F
|
Company |
2.2%
|
972,240
|
$37,071,511 | — | 31 Mar 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
mixed-class rows
|
869,461
mixed-class rows
|
$33,156,558 | — | 31 Mar 2024 | |
| Invesco Ltd. |
13F
|
Company |
1.8%
|
792,490
|
$30,217,644 | — | 31 Mar 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.5%
|
666,293
|
$25,405,752 | — | 31 Mar 2024 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
1.4%
|
611,371
|
$23,311,576 | — | 31 Mar 2024 | |
| MORGAN STANLEY |
13F
|
Company |
—
mixed-class rows
|
509,386
mixed-class rows
|
$19,405,469 | — | 31 Mar 2024 | |
| Jesse C. Wiley |
3/4/5
|
Director, 10%+ Owner |
—
mixed-class rows
|
8,612,439
mixed-class rows
|
$19,173,156 | — | 30 Apr 2024 | |
| Man Group plc |
13F
|
Company |
1.1%
|
495,687
|
$18,900,545 | — | 31 Mar 2024 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.96%
|
419,923
|
$16,011,642 | — | 31 Mar 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.92%
|
404,225
|
$15,413,099 | — | 31 Mar 2024 | |
| J. Goldman & Co LP |
13F
|
Company |
0.88%
|
385,887
|
$14,713,871 | — | 31 Mar 2024 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.76%
|
334,418
|
$12,751,358 | — | 31 Mar 2024 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.65%
|
283,106
|
$10,794,832 | — | 31 Mar 2024 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.64%
|
282,272
|
$10,763,031 | — | 31 Mar 2024 | |
| ProShare Advisors LLC |
13F
|
Company |
0.53%
|
230,960
|
$8,806,506 | — | 31 Mar 2024 | |
| NORGES BANK |
13F
|
Company |
0.52%
|
228,769
|
$8,722,962 | — | 31 Mar 2024 | |
| THOMPSON SIEGEL & WALMSLEY LLC |
13F
|
Company |
0.51%
|
224,358
|
$8,555,000 | — | 31 Mar 2024 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.51%
|
223,967
|
$8,539,861 | — | 31 Mar 2024 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
0.5%
|
220,444
|
$8,405,530 | — | 31 Mar 2024 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.5%
|
218,268
|
$8,322,560 | — | 31 Mar 2024 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
0.49%
|
212,982
|
$8,121,000 | — | 31 Mar 2024 | |
| Ceredex Value Advisors LLC |
13F
|
Company |
0.48%
|
211,899
|
$8,079,709 | — | 31 Mar 2024 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
0.48%
|
209,258
|
$7,979,008 | — | 31 Mar 2024 | |
| EAGLE ASSET MANAGEMENT INC |
13F
|
Company |
0.47%
|
206,362
|
$7,928,428 | — | 31 Mar 2024 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.44%
|
194,669
|
$7,422,729 | — | 31 Mar 2024 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
0.43%
|
188,980
|
$7,260,612 | — | 31 Mar 2024 | |
| WESTFIELD CAPITAL MANAGEMENT CO LP |
13F
|
Company |
0.42%
|
184,955
|
$7,052,334 | — | 31 Mar 2024 | |
| Brian A. Napack |
3/4/5
|
President & CEO, Director |
—
class O/S missing
|
183,525
|
$5,868,249 | — | 30 Jun 2023 | |
| JACOBS LEVY EQUITY MANAGEMENT, INC |
13F
|
Company |
0.35%
|
153,201
|
$5,841,554 | — | 31 Mar 2024 | |
| NORDEA INVESTMENT MANAGEMENT AB |
13F
|
Company |
0.34%
|
147,898
|
$5,691,115 | — | 31 Mar 2024 | |
| FMR LLC |
13F
|
Company |
0.32%
|
141,140
|
$5,381,668 | — | 31 Mar 2024 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.29%
|
128,903
|
$4,915,044 | — | 31 Mar 2024 | |
| Legal & General Group Plc |
13F
|
Company |
0.27%
|
117,342
|
$4,474,251 | — | 31 Mar 2024 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.26%
|
112,600
|
$4,293,000 | — | 31 Mar 2024 | |
| CLARK ESTATES INC/NY |
13F
|
Company |
0.25%
|
107,500
|
$4,098,975 | — | 31 Mar 2024 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.23%
|
101,523
|
$3,871,072 | — | 31 Mar 2024 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
0.23%
|
100,089
|
$3,816,394 | — | 31 Mar 2024 |
Institutional Holders of JOHN WILEY & SONS, INC. - Class A Common Stock (WLY) as of Q2 2024
As of 30 Jun 2024,
JOHN WILEY & SONS, INC. - Class A Common Stock (WLY) was held by
242 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
39,145,082 shares.
The largest 10 holders included
BlackRock Inc., VANGUARD GROUP INC, Clarkston Capital Partners, LLC, DIMENSIONAL FUND ADVISORS LP, Madison Avenue Partners, LP, STATE STREET CORP, SCHRODER INVESTMENT MANAGEMENT GROUP, Bank of New York Mellon Corp, WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC, and PALISADE CAPITAL MANAGEMENT, LP.
This page lists
241
institutional shareholders reporting positions in this security
for the Q2 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2024 vs Q1 2024 Across Filers
Q1 2024 holders
214
Q2 2024 holders
242
Holder diff
28
| Investor | Q1 2024 Shares | Q2 2024 Shares | Share Diff | Share Chg % | Q1 2024 Value $ | Q2 2024 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.