- Type / Class
- Equity / Class B
- Shares outstanding
- 8,957,926
- Total 13F shares
- 331,700
- Share change
- 0
- Total reported value
- $18,246,000
- Price per share
- $55.00
- Number of holders
- 18
Quarterly Holders Quick Answers
What is CUSIP 968223305?
CUSIP 968223305 identifies JWB - John Wiley & Sons, Inc. - Class B in SEC institutional holdings data.
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Open the full security ownership history page.
Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
- Newer quarter: Q1 2014
Recent filing periods for CUSIP 968223305:
Top shareholders of JWB - John Wiley & Sons, Inc. - Class B (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 |
|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.77%
|
334,952
|
$15,975,000 | — | 30 Sep 2013 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.63%
|
273,737
|
$13,055,000 | — | 30 Sep 2013 | |
| Retirement Systems of Alabama |
13F
|
Company |
0.13%
|
56,788
|
$2,708,000 | — | 30 Sep 2013 | |
| State of Tennessee, Department of Treasury |
13F
|
Company |
0.12%
|
54,200
|
$2,585,000 | — | 30 Sep 2013 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
0.08%
|
36,698
|
$1,750,000 | — | 30 Sep 2013 | |
| PDT Partners, LLC |
13F
|
Company |
0.03%
|
14,796
|
$706,000 | — | 30 Sep 2013 | |
| SECURIAN ASSET MANAGEMENT, INC |
13F
|
Company |
0.02%
|
6,883
|
$328,000 | — | 30 Sep 2013 | |
| RATIONAL ADVISORS, INC. |
13F
|
Company |
0%
|
2,154
|
$103,000 | — | 30 Sep 2013 | |
| MUFG Americas Holdings Corp |
13F
|
Company |
0%
|
841
|
$40,000 | — | 30 Sep 2013 |
Institutional Holders of John Wiley & Sons, Inc. - Class B (JWB) as of Q4 2013
As of 31 Dec 2013,
John Wiley & Sons, Inc. - Class B (JWB) was held by
18 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
331,700 shares.
The largest 10 holders included
BANK OF NOVA SCOTIA /, CITY NATIONAL BANK, KLINGENSTEIN FIELDS & CO LLC, DIMENSIONAL FUND ADVISORS LP, Neuberger Berman Group LLC, GABELLI FUNDS LLC, Reynders McVeigh Capital Management, LLC, WELCH & FORBES LLC, UBS AG, and MORGAN STANLEY.
This page lists
18
institutional shareholders reporting positions in this security
for the Q4 2013 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2013 vs Q4 2025 Across Filers
Q4 2025 holders
12
Q4 2013 holders
18
Holder diff
6
| Investor | Q4 2025 Shares | Q4 2013 Shares | Share Diff | Share Chg % | Q4 2025 Value $ | Q4 2013 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.