John Wiley & Sons Ownership 2024 | Who Owns John Wiley & Sons Now?
Institutional Ownership
71.63%
Insider Ownership
9.52%
Retail Ownership
18.85%
Institutional Holders
239.00
John Wiley & Sons Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
BLACKROCK INC. | 11.56% | 0.01% | 6,313,453 | -326,559 | -4.92% | 256,957,537 | Jun 30, 2024 |
VANGUARD GROUP INC | 9.83% | 0.00% | 5,367,585 | -101,000 | -1.85% | 218,460,710 | Jun 30, 2024 |
CLARKSTON CAPITAL PARTNERS, LLC | 6.23% | 2.64% | 3,399,842 | -706,516 | -17.21% | 138,373,569 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 3.53% | 0.02% | 1,924,498 | 90,693 | 4.95% | 78,325,528 | Jun 30, 2024 |
MADISON AVENUE PARTNERS, LP | 2.99% | 8.38% | 1,630,517 | 263,746 | 19.30% | 66,362,042 | Jun 30, 2024 |
STATE STREET CORP | 2.88% | 0.00% | 1,574,525 | -30,171 | -1.88% | 64,083,168,000 | Jun 30, 2024 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 2.56% | 0.06% | 1,400,154 | 8,863 | 0.64% | 56,986,268 | Jun 30, 2024 |
BANK OF NEW YORK MELLON CORP | 2.39% | 0.01% | 1,302,764 | 24,215 | 1.89% | 53,022,496 | Jun 30, 2024 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.94% | 0.11% | 1,058,632 | -1,941 | -0.18% | 43,086,322 | Jun 30, 2024 |
PALISADE CAPITAL MANAGEMENT, LP | 1.82% | 1.10% | 993,494 | -17,154 | -1.70% | 40,435,225 | Jun 30, 2024 |
BURGUNDY ASSET MANAGEMENT LTD. | 1.81% | 0.42% | 987,612 | 15,372 | 1.58% | 40,195,808 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 1.62% | 0.00% | 882,004 | 22,151 | 2.58% | 35,905,666 | Jun 30, 2024 |
INVESCO LTD. | 1.31% | 0.01% | 713,977 | -78,513 | -9.91% | 29,058,864 | Jun 30, 2024 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.26% | 0.01% | 687,414 | 21,121 | 3.17% | 27,977,750 | Jun 30, 2024 |
RAYMOND JAMES & ASSOCIATES | 0.92% | 0.01% | 501,891 | 81,968 | 19.52% | 20,426,947 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 0.91% | 0.00% | 495,670 | -115,701 | -18.92% | 20,173,770 | Jun 30, 2024 |
MORGAN STANLEY | 0.76% | 0.00% | 415,360 | 51,678 | 14.21% | 16,905,186 | Jun 30, 2024 |
MAN GROUP PLC | 0.75% | 0.04% | 409,431 | -86,256 | -17.40% | 16,663,842 | Jun 30, 2024 |
QUBE RESEARCH & TECHNOLOGIES LTD | 0.73% | 0.03% | 397,649 | 114,543 | 40.46% | 16,184,314 | Jun 30, 2024 |
NORTHERN TRUST CORP | 0.72% | 0.00% | 391,230 | -12,995 | -3.21% | 15,923,061,000 | Jun 30, 2024 |
John Wiley & Sons's largest institutional shareholder is BLACKROCK INC., holding 11.56% of the company's total share outstanding, currently valued at $256.96M. The top 10 institutional shareholders own together 45.73% of the company.
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
MADISON AVENUE PARTNERS, LP | 2.99% | 8.38% | 1,630,517 | 263,746 | 19.30% | 66,362,042 | Jun 30, 2024 |
CLARKSTON CAPITAL PARTNERS, LLC | 6.23% | 2.64% | 3,399,842 | -706,516 | -17.21% | 138,373,569 | Jun 30, 2024 |
SCALAR GAUGE MANAGEMENT, LLC | 0.10% | 1.30% | 55,016 | - | - | 2,239,151 | Jun 30, 2024 |
PALISADE CAPITAL MANAGEMENT, LP | 1.82% | 1.10% | 993,494 | -17,154 | -1.70% | 40,435,225 | Jun 30, 2024 |
ACCESS INVESTMENT MANAGEMENT LLC | 0.12% | 0.88% | 66,755 | 480 | 0.72% | 2,716,929 | Jun 30, 2024 |
PENN MUTUAL ASSET MANAGEMENT, LLC | 0.02% | 0.87% | 10,000 | 10,000 | 100.00% | 407,000 | Jun 30, 2024 |
KENDALL CAPITAL MANAGEMENT | 0.11% | 0.82% | 60,317 | 18,237 | 43.34% | 2,454,902 | Jun 30, 2024 |
CLARK ESTATES INC/NY | 0.18% | 0.73% | 95,800 | -11,700 | -10.88% | 3,899,060 | Jun 30, 2024 |
CALDWELL SUTTER CAPITAL, INC. | 0.06% | 0.68% | 33,936 | -5,552 | -14.06% | 1,381,207 | Jun 30, 2024 |
ARJUNA CAPITAL | 0.10% | 0.60% | 54,378 | 37,019 | 213.26% | 2,213,185 | Jun 30, 2024 |
FIRST SABREPOINT CAPITAL MANAGEMENT LP | 0.08% | 0.52% | 42,775 | 42,775 | 100.00% | 1,740,943 | Jun 30, 2024 |
UNCOMMON CENTS INVESTING LLC | 0.07% | 0.48% | 37,900 | -55 | -0.14% | 1,542,530 | Jun 30, 2024 |
BURGUNDY ASSET MANAGEMENT LTD. | 1.81% | 0.42% | 987,612 | 15,372 | 1.58% | 40,195,808 | Jun 30, 2024 |
MARTIN & CO INC /TN/ | 0.07% | 0.40% | 38,988 | -1,054 | -2.63% | 1,586,812 | Jun 30, 2024 |
J. GOLDMAN & CO LP | 0.60% | 0.38% | 329,058 | -56,829 | -14.73% | 13,392,661 | Jun 30, 2024 |
CARDINAL CAPITAL MANAGEMENT | 0.05% | 0.20% | 29,628 | 1,068 | 3.74% | 1,205,860 | Jun 30, 2024 |
CORNERCAP INVESTMENT COUNSEL INC | 0.06% | 0.20% | 30,339 | -271 | -0.89% | 1,234,797 | Jun 30, 2024 |
SEIZERT CAPITAL PARTNERS, LLC | 0.18% | 0.20% | 96,601 | -1,586 | -1.62% | 3,931,661 | Jun 30, 2024 |
INCEPTIONR LLC | 0.03% | 0.19% | 16,378 | 6,501 | 65.82% | 666,585 | Jun 30, 2024 |
CEREDEX VALUE ADVISORS LLC | 0.40% | 0.17% | 218,299 | 6,400 | 3.02% | 8,884,769 | Jun 30, 2024 |
The largest John Wiley & Sons shareholder by % of total assets is MADISON AVENUE PARTNERS, LP. The company owns 1.63M shares of John Wiley & Sons (WLY), representing 8.38% of its total assets.
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
MADISON AVENUE PARTNERS, LP | 2.99% | 8.38% | 1,630,517 | 263,746 | 19.30% | 66,362,042 | Jun 30, 2024 |
NORGES BANK | 0.27% | 0.00% | 149,813 | 149,813 | 100.00% | 6,097,389 | Jun 30, 2024 |
QUBE RESEARCH & TECHNOLOGIES LTD | 0.73% | 0.03% | 397,649 | 114,543 | 40.46% | 16,184,314 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 0.33% | 0.00% | 182,191 | 94,432 | 107.60% | 7,415,163 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 3.53% | 0.02% | 1,924,498 | 90,693 | 4.95% | 78,325,528 | Jun 30, 2024 |
EAGLE ASSET MANAGEMENT INC | 0.53% | 0.06% | 291,225 | 84,863 | 41.12% | 11,849,945 | Jun 30, 2024 |
RAYMOND JAMES & ASSOCIATES | 0.92% | 0.01% | 501,891 | 81,968 | 19.52% | 20,426,947 | Jun 30, 2024 |
TREXQUANT INVESTMENT LP | 0.10% | 0.03% | 54,689 | 54,689 | 100.00% | 2,225,842 | Jun 30, 2024 |
MORGAN STANLEY | 0.76% | 0.00% | 415,360 | 51,678 | 14.21% | 16,905,186 | Jun 30, 2024 |
FIRST SABREPOINT CAPITAL MANAGEMENT LP | 0.08% | 0.52% | 42,775 | 42,775 | 100.00% | 1,740,943 | Jun 30, 2024 |
TUDOR INVESTMENT CORP ET AL | 0.24% | 0.03% | 128,808 | 41,498 | 47.53% | 5,242,486 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.22% | 0.00% | 118,466 | 40,059 | 51.09% | 4,821,566 | Jun 30, 2024 |
ARJUNA CAPITAL | 0.10% | 0.60% | 54,378 | 37,019 | 213.26% | 2,213,185 | Jun 30, 2024 |
SEI INVESTMENTS CO | 0.06% | 0.00% | 35,114 | 35,114 | 100.00% | 1,429,104,000 | Jun 30, 2024 |
ACADIAN ASSET MANAGEMENT LLC | 0.06% | 0.00% | 34,903 | 34,903 | 100.00% | 1,418,000 | Jun 30, 2024 |
UBS GROUP AG | 0.14% | 0.00% | 77,045 | 33,100 | 75.32% | 3,135,731 | Jun 30, 2024 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 0.34% | 0.03% | 185,927 | 32,726 | 21.36% | 7,567,229 | Jun 30, 2024 |
UBS ASSET MANAGEMENT AMERICAS INC | 0.18% | 0.00% | 97,942 | 31,430 | 47.25% | 3,986,241 | Jun 30, 2024 |
CUBIST SYSTEMATIC STRATEGIES, LLC | 0.06% | 0.01% | 30,580 | 30,580 | 100.00% | 1,244,586 | Jun 30, 2024 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 0.06% | 0.02% | 30,467 | 30,467 | 100.00% | 1,240,007 | Jun 30, 2024 |
As of Jun 30 2024, John Wiley & Sons's largest institutional buyer is MADISON AVENUE PARTNERS, LP. The company purchased 263.75K stocks of WLY, valued at $66.36M.
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
CLARKSTON CAPITAL PARTNERS, LLC | 6.23% | 2.64% | 3,399,842 | -706,516 | -17.21% | 138,373,569 | Jun 30, 2024 |
BLACKROCK INC. | 11.56% | 0.01% | 6,313,453 | -326,559 | -4.92% | 256,957,537 | Jun 30, 2024 |
BANK OF MONTREAL /CAN/ | - | - | - | -188,980 | -100.00% | - | Jun 30, 2024 |
JPMORGAN CHASE & CO | 0.91% | 0.00% | 495,670 | -115,701 | -18.92% | 20,173,770 | Jun 30, 2024 |
VANGUARD GROUP INC | 9.83% | 0.00% | 5,367,585 | -101,000 | -1.85% | 218,460,710 | Jun 30, 2024 |
MAN GROUP PLC | 0.75% | 0.04% | 409,431 | -86,256 | -17.40% | 16,663,842 | Jun 30, 2024 |
FMR LLC | 0.10% | 0.00% | 57,286 | -83,854 | -59.41% | 2,331,540 | Jun 30, 2024 |
VICTORY CAPITAL MANAGEMENT INC | 0.03% | 0.00% | 16,745 | -83,344 | -83.27% | 681,522 | Jun 30, 2024 |
INVESCO LTD. | 1.31% | 0.01% | 713,977 | -78,513 | -9.91% | 29,058,864 | Jun 30, 2024 |
NUVEEN ASSET MANAGEMENT, LLC | 0.47% | 0.00% | 257,887 | -76,531 | -22.88% | 10,496,001 | Jun 30, 2024 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | - | - | - | -63,079 | -100.00% | - | Jun 30, 2024 |
J. GOLDMAN & CO LP | 0.60% | 0.38% | 329,058 | -56,829 | -14.73% | 13,392,661 | Jun 30, 2024 |
MARSHALL WACE, LLP | - | - | - | -50,418 | -100.00% | - | Jun 30, 2024 |
BONNESS ENTERPRISES INC | - | - | - | -48,400 | -100.00% | - | Jun 30, 2024 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.01% | 0.00% | 8,133 | -48,031 | -85.52% | 331,013 | Jun 30, 2024 |
BARCLAYS PLC | 0.04% | 0.00% | 23,179 | -36,146 | -60.93% | 943,000 | Jun 30, 2024 |
PROSHARE ADVISORS LLC | 0.36% | 0.02% | 195,121 | -35,839 | -15.52% | 7,941,425 | Jun 30, 2024 |
STATE STREET CORP | 2.88% | 0.00% | 1,574,525 | -30,171 | -1.88% | 64,083,168,000 | Jun 30, 2024 |
MITSUBISHI UFJ TRUST & BANKING CORP | - | - | - | -25,407 | -100.00% | - | Jun 30, 2024 |
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -21,046 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, John Wiley & Sons's biggest institutional seller is CLARKSTON CAPITAL PARTNERS, LLC. The company sold -0.71M shares of WLY, valued at $138.37M.
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 0.27% | 0.00% | 149,813 | 149,813 | 100.00% | 6,097,389 | Jun 30, 2024 |
TREXQUANT INVESTMENT LP | 0.10% | 0.03% | 54,689 | 54,689 | 100.00% | 2,225,842 | Jun 30, 2024 |
FIRST SABREPOINT CAPITAL MANAGEMENT LP | 0.08% | 0.52% | 42,775 | 42,775 | 100.00% | 1,740,943 | Jun 30, 2024 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 0.06% | 0.02% | 30,467 | 30,467 | 100.00% | 1,240,007 | Jun 30, 2024 |
EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.05% | 0.01% | 27,842 | 27,842 | 100.00% | 1,133,000 | Jun 30, 2024 |
NORTHROCK PARTNERS, LLC | 0.05% | 0.09% | 25,886 | 25,886 | 100.00% | 1,053,550 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.04% | 0.00% | 21,168 | 21,168 | 100.00% | 861,538 | Jun 30, 2024 |
CAPULA MANAGEMENT LTD | 0.04% | 0.01% | 20,774 | 20,774 | 100.00% | 845,502 | Jun 30, 2024 |
EISLER CAPITAL (US) LLC | 0.04% | 0.01% | 20,582 | 20,582 | 100.00% | 837,687 | Jun 30, 2024 |
BRIDGEWATER ASSOCIATES, LP | 0.03% | 0.00% | 19,073 | 19,073 | 100.00% | 776,271 | Jun 30, 2024 |
MAGNETAR FINANCIAL LLC | 0.03% | 0.02% | 19,033 | 19,033 | 100.00% | 774,643 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.03% | 0.00% | 17,897 | 17,897 | 100.00% | 728,408 | Jun 30, 2024 |
FOX RUN MANAGEMENT, L.L.C. | 0.03% | 0.11% | 13,794 | 13,794 | 100.00% | 561,416 | Jun 30, 2024 |
PENN MUTUAL ASSET MANAGEMENT, LLC | 0.02% | 0.87% | 10,000 | 10,000 | 100.00% | 407,000 | Jun 30, 2024 |
ATRIA INVESTMENTS, INC | 0.02% | 0.01% | 9,676 | 9,676 | 100.00% | 393,823 | Jun 30, 2024 |
BOKF, NA | 0.01% | 0.01% | 8,061 | 8,061 | 100.00% | 328,083 | Jun 30, 2024 |
GALLAGHER FIDUCIARY ADVISORS, LLC | 0.01% | 0.06% | 6,585 | 6,585 | 100.00% | 268,002 | Jun 30, 2024 |
STIFEL FINANCIAL CORP | 0.01% | 0.00% | 6,234 | 6,234 | 100.00% | 253,726 | Jun 30, 2024 |
VERITION FUND MANAGEMENT LLC | 0.01% | 0.00% | 6,078 | 6,078 | 100.00% | 247,375 | Jun 30, 2024 |
HIGHTOWER ADVISORS, LLC | 0.01% | 0.00% | 5,606 | 5,606 | 100.00% | 227,000 | Jun 30, 2024 |
QUANTEDGE CAPITAL PTE LTD | 0.01% | 0.08% | 5,600 | 5,600 | 100.00% | 227,920 | Jun 30, 2024 |
GLENMEDE TRUST CO NA | 0.01% | 0.00% | 5,350 | 5,350 | 100.00% | 217,745 | Jun 30, 2024 |
EVERCORE WEALTH MANAGEMENT, LLC | 0.01% | 0.00% | 5,060 | 5,060 | 100.00% | 205,942 | Jun 30, 2024 |
POINT72 ASIA (SINGAPORE) PTE. LTD. | 0.01% | 0.03% | 2,965 | 2,965 | 100.00% | 120,678 | Jun 30, 2024 |
POINT72 (DIFC) LTD | 0.00% | 0.00% | 2,459 | 2,459 | 100.00% | 100,099 | Jun 30, 2024 |
SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.02% | 2,315 | 2,315 | 100.00% | 92,692 | Jun 30, 2024 |
STATE OF WYOMING | 0.00% | 0.01% | 1,171 | 1,171 | 100.00% | 47,660 | Jun 30, 2024 |
FINTRUST CAPITAL ADVISORS, LLC | 0.00% | 0.01% | 1,072 | 1,072 | 100.00% | 43,631 | Jun 30, 2024 |
QUARRY LP | 0.00% | 0.00% | 286 | 286 | 100.00% | 11,640 | Jun 30, 2024 |
CLEARSTEAD ADVISORS, LLC | 0.00% | 0.00% | 211 | 211 | 100.00% | 8,588 | Jun 30, 2024 |
CULTIVAR CAPITAL, INC. | 0.00% | 0.01% | 160 | 160 | 100.00% | 6,512 | Jun 30, 2024 |
SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 138 | 138 | 100.00% | 5,617 | Jun 30, 2024 |
EVERSOURCE WEALTH ADVISORS, LLC | - | 0.00% | 20 | 20 | 100.00% | 955 | Jun 30, 2024 |
LARSON FINANCIAL GROUP LLC | - | - | 5 | 5 | 100.00% | 204 | Jun 30, 2024 |
INNEALTA CAPITAL, LLC | - | - | 1 | 1 | 100.00% | 41 | Jun 30, 2024 |
John Wiley & Sons's largest new institutional shareholder by number of shares is NORGES BANK, purchased 149.81K shares, valued at $6.10M, as of undefined.
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
BANK OF MONTREAL /CAN/ | - | - | - | -188,980 | -100.00% | - | Jun 30, 2024 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | - | - | - | -63,079 | -100.00% | - | Jun 30, 2024 |
MARSHALL WACE, LLP | - | - | - | -50,418 | -100.00% | - | Jun 30, 2024 |
BONNESS ENTERPRISES INC | - | - | - | -48,400 | -100.00% | - | Jun 30, 2024 |
MITSUBISHI UFJ TRUST & BANKING CORP | - | - | - | -25,407 | -100.00% | - | Jun 30, 2024 |
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -21,046 | -100.00% | - | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -19,706 | -100.00% | - | Jun 30, 2024 |
KINGSVIEW WEALTH MANAGEMENT, LLC | - | - | - | -12,635 | -100.00% | - | Jun 30, 2024 |
MISSION WEALTH MANAGEMENT, LP | - | - | - | -11,629 | -100.00% | - | Jun 30, 2024 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | - | - | - | -9,000 | -100.00% | - | Jun 30, 2024 |
METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -1,895 | -100.00% | - | Jun 30, 2024 |
SIMPLEX TRADING, LLC | - | - | - | -964 | -100.00% | - | Jun 30, 2024 |
DIXON MITCHELL INVESTMENT COUNSEL INC. | - | - | - | -300 | -100.00% | - | Jun 30, 2024 |
CLEAN YIELD GROUP | - | - | - | -180 | -100.00% | - | Jun 30, 2024 |
WESTEND CAPITAL MANAGEMENT, LLC | - | - | - | -17 | -100.00% | - | Jun 30, 2024 |
John Wiley & Sons's largest sold out institutional shareholder by shares sold is BANK OF MONTREAL /CAN/, sold -0.19M shares, valued at -, as of undefined.
John Wiley & Sons Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
AMERICAN CENTURY CAPITAL PORTFOLIOS INC | 0.00% | 2,516 | - | - | Oct 31, 2023 |
ETF Managers Trust | 0.00% | 17,963 | 697 | 4.04% | Sep 30, 2023 |
PENN SERIES FUNDS INC | 0.00% | 23,678 | -753 | -3.08% | Sep 29, 2023 |
Managed Portfolio Series | 0.00% | 12,373 | - | - | Nov 30, 2023 |
OPTIMUM FUND TRUST | 0.00% | 87,038 | -39,386 | -31.15% | Sep 29, 2023 |
PRUDENTIAL SERIES FUND | 0.00% | 45,900 | -2,800 | -5.75% | Sep 29, 2023 |
Voya VARIABLE PORTFOLIOS INC | 0.00% | 17,236 | 201 | 1.18% | Sep 30, 2023 |
BNY MELLON FUNDS TRUST | 0.00% | 23,542 | 839 | 3.70% | Aug 31, 2023 |
FundVantage Trust | 0.00% | 1,074 | - | - | Oct 31, 2023 |
BNY Mellon Investment Funds I | 0.00% | 22,981 | - | - | Oct 31, 2023 |
GPS Funds I | 0.00% | 870 | - | - | Sep 30, 2023 |
Voya INVESTORS TRUST | 0.00% | 7,477 | -1,049 | -12.30% | Sep 30, 2023 |
OHIO NATIONAL FUND INC | 0.00% | 2,630 | -4,658 | -63.91% | Sep 30, 2023 |
EMPOWER FUNDS, INC. | 0.00% | 118,615 | -1,244 | -1.04% | Sep 30, 2023 |
Tidal ETF Trust | 0.00% | 893 | - | - | Nov 30, 2023 |
NORTHERN FUNDS | 0.00% | 28,305 | -1,966 | -6.49% | Sep 29, 2023 |
ADVANCED SERIES TRUST | 0.00% | 44,000 | -1,440 | -3.17% | Sep 29, 2023 |
WILSHIRE MUTUAL FUNDS INC | 0.00% | 200 | - | - | Sep 30, 2023 |
John Wiley & Sons's largest mutual fund holder by % of total assets is "AMERICAN CENTURY CAPITAL PORTFOLIOS INC", owning 2.52K shares, compromising 0.00% of its total assets.
John Wiley & Sons Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 239 | 11.16% |
31 Mar, 24 | 215 | -11.16% |
31 Dec, 23 | 242 | -0.41% |
30 Sep, 23 | 243 | 7.52% |
30 Jun, 23 | 226 | -2.16% |
31 Mar, 23 | 231 | 4.05% |
31 Dec, 22 | 222 | 0.45% |
30 Sep, 22 | 221 | -7.14% |
30 Jun, 22 | 238 | - |
31 Dec, 15 | 1 | - |
30 Sep, 12 | 2 | 100.00% |
30 Jun, 12 | 1 | - |
31 Mar, 12 | 1 | - |
31 Dec, 10 | 2 | - |
30 Sep, 09 | 4 | 100.00% |
30 Jun, 09 | 2 | - |
31 Mar, 09 | 2 | 100.00% |
31 Dec, 08 | 1 | - |
31 Mar, 08 | 1 | - |
31 Dec, 07 | 1 | -50.00% |
30 Sep, 07 | 2 | - |
30 Jun, 06 | 1 | - |
31 Mar, 06 | 1 | - |
30 Sep, 05 | 17 | 1600.00% |
30 Jun, 05 | 1 | -93.75% |
31 Mar, 05 | 16 | - |
30 Jun, 04 | 1 | - |
31 Mar, 03 | 1 | - |
31 Mar, 01 | 1 | - |
As of 30 Jun 24, 239 institutions are holding John Wiley & Sons's shares, representing an increase of 11.16% compared to the previous quarter.
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 39,102,181 | -1.69% |
31 Mar, 24 | 39,772,884 | -1.66% |
31 Dec, 23 | 40,445,237 | -1.97% |
30 Sep, 23 | 41,256,203 | 0.24% |
30 Jun, 23 | 41,156,812 | 1.36% |
31 Mar, 23 | 40,603,406 | -3.79% |
31 Dec, 22 | 42,204,328 | 3.93% |
30 Sep, 22 | 40,607,504 | 0.74% |
30 Jun, 22 | 40,307,447 | - |
31 Dec, 15 | 268 | - |
30 Sep, 12 | 629,571 | 245.70% |
30 Jun, 12 | 182,117 | 243.62% |
31 Mar, 12 | 53,000 | - |
31 Dec, 10 | 50,207 | - |
30 Sep, 09 | 2,492,138 | 1.44% |
30 Jun, 09 | 2,456,647 | -2.80% |
31 Mar, 09 | 2,527,474 | -21.28% |
31 Dec, 08 | 3,210,681 | - |
31 Mar, 08 | 2,759,850 | 7300.45% |
31 Dec, 07 | 37,293 | 46.66% |
30 Sep, 07 | 25,429 | - |
30 Jun, 06 | 10,600 | -27.89% |
31 Mar, 06 | 14,700 | - |
30 Sep, 05 | 449,298 | 2956.45% |
30 Jun, 05 | 14,700 | -99.45% |
31 Mar, 05 | 2,676,944 | - |
30 Jun, 04 | 8,500 | - |
31 Mar, 03 | 36,055 | - |
31 Mar, 01 | 26,375 | - |
John Wiley & Sons (WLY) has 39.10M shares outstanding as of 30 Jun 24, down -1.69% compared to the previous quarter.
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 71.63% | 1.37% |
31 Mar, 24 | 72.39% | 1.33% |
31 Dec, 23 | 73.79% | 1.32% |
30 Sep, 23 | 74.87% | 1.35% |
30 Jun, 23 | 74.47% | 1.39% |
31 Mar, 23 | 73.08% | 1.26% |
31 Dec, 22 | 76.02% | 1.43% |
30 Sep, 22 | 73.01% | 1.40% |
30 Jun, 22 | 72.32% | - |
31 Dec, 15 | 0.00% | - |
30 Sep, 12 | 1.05% | 1122.44% |
30 Jun, 12 | 0.31% | 3858.36% |
31 Mar, 12 | 0.09% | - |
31 Dec, 10 | 0.08% | - |
30 Sep, 09 | 4.26% | 23.88% |
30 Jun, 09 | 4.22% | 22.56% |
31 Mar, 09 | 4.33% | 14.14% |
31 Dec, 08 | 5.53% | - |
31 Mar, 08 | 4.72% | 113817.70% |
31 Dec, 07 | 0.06% | 3306.80% |
30 Sep, 07 | 0.04% | - |
30 Jun, 06 | 0.02% | 2784.17% |
31 Mar, 06 | 0.03% | - |
30 Sep, 05 | 0.77% | 122963.20% |
30 Jun, 05 | 0.03% | 0.12% |
31 Mar, 05 | 4.54% | - |
30 Jun, 04 | 0.01% | - |
31 Mar, 03 | 0.06% | - |
31 Mar, 01 | 0.04% | - |
As of 30 Jun 24, John Wiley & Sons is held by 71.63% institutional shareholders, representing a 1.37% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 123 | 20.59% |
31 Mar, 24 | 102 | -9.73% |
31 Dec, 23 | 113 | -13.08% |
30 Sep, 23 | 130 | 19.27% |
30 Jun, 23 | 109 | -13.49% |
31 Mar, 23 | 126 | 21.15% |
31 Dec, 22 | 104 | 0.97% |
30 Sep, 22 | 103 | -55.98% |
30 Jun, 22 | 234 | - |
31 Dec, 15 | 1 | - |
30 Sep, 12 | 1 | - |
30 Jun, 12 | 1 | - |
31 Mar, 12 | 1 | - |
31 Dec, 10 | 2 | - |
30 Sep, 09 | 3 | 200.00% |
30 Jun, 09 | 1 | - |
31 Mar, 09 | 1 | - |
31 Dec, 08 | 1 | - |
31 Mar, 08 | 1 | - |
31 Dec, 07 | 1 | -50.00% |
30 Sep, 07 | 2 | - |
30 Jun, 06 | - | -100.00% |
31 Mar, 06 | 1 | - |
30 Sep, 05 | 16 | 1500.00% |
30 Jun, 05 | 1 | -93.75% |
31 Mar, 05 | 16 | - |
30 Jun, 04 | 1 | - |
31 Mar, 03 | 1 | - |
31 Mar, 01 | 1 | - |
123 institutional shareholders have increased their position in WLY stock as of 30 Jun 24 compared to 102 in the previous quarter (a 20.59% increase).
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 86 | 3.61% |
31 Mar, 24 | 83 | -19.42% |
31 Dec, 23 | 103 | 27.16% |
30 Sep, 23 | 81 | -4.71% |
30 Jun, 23 | 85 | 14.86% |
31 Mar, 23 | 74 | -17.78% |
31 Dec, 22 | 90 | 3.45% |
30 Sep, 22 | 87 | - |
30 Jun, 22 | - | - |
31 Dec, 15 | - | - |
30 Sep, 12 | 1 | - |
30 Jun, 12 | - | - |
31 Mar, 12 | - | - |
31 Dec, 10 | - | - |
30 Sep, 09 | 1 | - |
30 Jun, 09 | 1 | - |
31 Mar, 09 | 1 | - |
31 Dec, 08 | - | - |
31 Mar, 08 | - | - |
31 Dec, 07 | - | - |
30 Sep, 07 | - | - |
30 Jun, 06 | 1 | - |
31 Mar, 06 | - | - |
30 Sep, 05 | - | - |
30 Jun, 05 | - | - |
31 Mar, 05 | - | - |
30 Jun, 04 | - | - |
31 Mar, 03 | - | - |
31 Mar, 01 | - | - |
86 institutional shareholders have reduced their position in WLY stock as of 30 Jun 24 compared to 83 in the previous quarter (a 3.61% increase).
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 239 | 11.16% | 39,102,181 | -1.69% | 71.63% | 1.37% | 123 | 20.59% | 86 | 3.61% |
31 Mar, 24 | 215 | -11.16% | 39,772,884 | -1.66% | 72.39% | 1.33% | 102 | -9.73% | 83 | -19.42% |
31 Dec, 23 | 242 | -0.41% | 40,445,237 | -1.97% | 73.79% | 1.32% | 113 | -13.08% | 103 | 27.16% |
30 Sep, 23 | 243 | 7.52% | 41,256,203 | 0.24% | 74.87% | 1.35% | 130 | 19.27% | 81 | -4.71% |
30 Jun, 23 | 226 | -2.16% | 41,156,812 | 1.36% | 74.47% | 1.39% | 109 | -13.49% | 85 | 14.86% |
31 Mar, 23 | 231 | 4.05% | 40,603,406 | -3.79% | 73.08% | 1.26% | 126 | 21.15% | 74 | -17.78% |
31 Dec, 22 | 222 | 0.45% | 42,204,328 | 3.93% | 76.02% | 1.43% | 104 | 0.97% | 90 | 3.45% |
30 Sep, 22 | 221 | -7.14% | 40,607,504 | 0.74% | 73.01% | 1.40% | 103 | -55.98% | 87 | - |
30 Jun, 22 | 238 | - | 40,307,447 | - | 72.32% | - | 234 | - | - | - |
31 Dec, 15 | 1 | - | 268 | - | 0.00% | - | 1 | - | - | - |
30 Sep, 12 | 2 | 100.00% | 629,571 | 245.70% | 1.05% | 1122.44% | 1 | - | 1 | - |
30 Jun, 12 | 1 | - | 182,117 | 243.62% | 0.31% | 3858.36% | 1 | - | - | - |
31 Mar, 12 | 1 | - | 53,000 | - | 0.09% | - | 1 | - | - | - |
31 Dec, 10 | 2 | - | 50,207 | - | 0.08% | - | 2 | - | - | - |
30 Sep, 09 | 4 | 100.00% | 2,492,138 | 1.44% | 4.26% | 23.88% | 3 | 200.00% | 1 | - |
30 Jun, 09 | 2 | - | 2,456,647 | -2.80% | 4.22% | 22.56% | 1 | - | 1 | - |
31 Mar, 09 | 2 | 100.00% | 2,527,474 | -21.28% | 4.33% | 14.14% | 1 | - | 1 | - |
31 Dec, 08 | 1 | - | 3,210,681 | - | 5.53% | - | 1 | - | - | - |
31 Mar, 08 | 1 | - | 2,759,850 | 7300.45% | 4.72% | 113817.70% | 1 | - | - | - |
31 Dec, 07 | 1 | -50.00% | 37,293 | 46.66% | 0.06% | 3306.80% | 1 | -50.00% | - | - |
30 Sep, 07 | 2 | - | 25,429 | - | 0.04% | - | 2 | - | - | - |
30 Jun, 06 | 1 | - | 10,600 | -27.89% | 0.02% | 2784.17% | - | -100.00% | 1 | - |
31 Mar, 06 | 1 | - | 14,700 | - | 0.03% | - | 1 | - | - | - |
30 Sep, 05 | 17 | 1600.00% | 449,298 | 2956.45% | 0.77% | 122963.20% | 16 | 1500.00% | - | - |
30 Jun, 05 | 1 | -93.75% | 14,700 | -99.45% | 0.03% | 0.12% | 1 | -93.75% | - | - |
31 Mar, 05 | 16 | - | 2,676,944 | - | 4.54% | - | 16 | - | - | - |
30 Jun, 04 | 1 | - | 8,500 | - | 0.01% | - | 1 | - | - | - |
31 Mar, 03 | 1 | - | 36,055 | - | 0.06% | - | 1 | - | - | - |
31 Mar, 01 | 1 | - | 26,375 | - | 0.04% | - | 1 | - | - | - |
John Wiley & Sons Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Insider Sells
All Insider Owners Trades
The last insider sell of John Wiley & Sons's stock was made by Zipper Todd on Jan 10 2024, selling 3,935 shares at $31.12 per share (valued at $122.46K).
John Wiley & Sons Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q1 2024 | 16 | 2 | 800.00% |
Q4 2023 | 40 | 6 | 666.67% |
Q3 2023 | 36 | - | - |
Q2 2023 | 154 | 148 | 104.05% |
Q1 2023 | 20 | 8 | 250.00% |
Q4 2022 | 22 | 6 | 366.67% |
Q3 2022 | 11 | 1 | 1100.00% |
Q2 2022 | 2 | - | - |
Q1 2022 | 9 | - | - |
Q4 2021 | 17 | 9 | 188.89% |
Q3 2021 | 21 | 4 | 525.00% |
Q2 2021 | 88 | 63 | 139.68% |
Q1 2021 | 10 | 3 | 333.33% |
Q4 2020 | 13 | 2 | 650.00% |
Q3 2020 | 19 | - | - |
Q2 2020 | 60 | 48 | 125.00% |
Q1 2020 | 13 | 10 | 130.00% |
Q4 2019 | 13 | 4 | 325.00% |
Q3 2019 | 22 | 4 | 550.00% |
Q2 2019 | 63 | 53 | 118.87% |
16 total buy trades, and 2 total sell trades (buy/sell ratio of 8.00%) were made by John Wiley & Sons's insiders, as of Q1 2024.
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q1 2024 | - | 2 | - |
Q4 2023 | 6 | - | - |
Q3 2023 | 4 | - | - |
Q2 2023 | 8 | - | - |
Q1 2023 | - | 4 | - |
Q4 2022 | 2 | 2 | 100.00% |
Q3 2022 | 2 | 1 | 200.00% |
Q2 2022 | 2 | - | - |
Q1 2022 | 2 | - | - |
Q4 2021 | 2 | - | - |
Q3 2021 | 4 | 3 | 133.33% |
Q2 2021 | 2 | 3 | 66.67% |
Q1 2021 | 2 | 3 | 66.67% |
Q4 2020 | 2 | - | - |
Q3 2020 | 2 | - | - |
Q2 2020 | 2 | - | - |
Q1 2020 | 2 | 5 | 40.00% |
Q4 2019 | 2 | - | - |
Q3 2019 | 3 | 1 | 300.00% |
Q2 2019 | 2 | 2 | 100.00% |
As of Q1 2024, Insider owners conducted 0 open market buy trades and 2 open market sell trades of John Wiley & Sons's stocks.
WLY Ownership FAQ
Who Owns John Wiley & Sons?
John Wiley & Sons is owned by institutional shareholders (71.63%), insiders (9.52%), and public (18.85%). The largest institutional shareholder of John Wiley & Sons is BLACKROCK INC. (11.56% of total shares) and the top mutual fund owner is AMERICAN CENTURY CAPITAL PORTFOLIOS INC (0.00% of total shares).
Who are the major institutional shareholders of John Wiley & Sons?
John Wiley & Sons's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, CLARKSTON CAPITAL PARTNERS, LLC, DIMENSIONAL FUND ADVISORS LP, and MADISON AVENUE PARTNERS, LP. The top five shareholders own together 34.14% of the company's share outstanding.
How many John Wiley & Sons shareholders are there?
As of Jun 2024, there are 239 institutional shareholders of John Wiley & Sons.
What percentage of John Wiley & Sons is owned by BLACKROCK INC?
BLACKROCK INC owns 6.31M shares of John Wiley & Sons, representing 11.56% of the company's total shares outstanding, valued at $256.96M (as of Jun 2024).
What percentage of John Wiley & Sons is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 5.37M shares of John Wiley & Sons (WLY), compromising 9.83% of the company, valued at $218.46M.
What percentage of John Wiley & Sons is owned by CLARKSTON CAPITAL PARTNERS, LLC?
CLARKSTON CAPITAL PARTNERS, LLC is the third largest holder of John Wiley & Sons. The company owns 3.4M of the company's shares outstanding (worth $138.37M).