John Wiley & Sons Ownership | Who Owns John Wiley & Sons?

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John Wiley & Sons Ownership Summary

John Wiley & Sons is owned by 38.44% institutional investors, 11.36% insiders, and 50.19% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 11.88% of WLY shares. Clarkston Capital SMID Composite is the top mutual fund, with 5.29% of its assets in John Wiley & Sons shares.

WLY Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	John Wiley & Sons	38.44%	11.36%	50.19%
Sector	Communication Services Stocks	31.68%	14.81%	53.51%
Industry	Publishing Stocks	28.88%	21.07%	50.06%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	6.44M	11.88%	$281.43M
Blackrock	6.31M	11.56%	$256.96M
Vanguard group	5.32M	9.81%	$232.49M
Clarkston capital partners	3.05M	5.63%	$133.27M
Madison avenue partners, lp	2.10M	3.87%	$91.65M
State street	1.75M	3.24%	$77.32M
Dimensional fund advisors lp	1.51M	2.78%	$65.88M
Bank of new york mellon	1.12M	2.06%	$48.80M
Ophir asset management pty	1.09M	2.02%	$47.80M
William blair investment management	1.05M	1.94%	$46.03M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Madison avenue partners, lp	2.10M	9.71%	$91.65M
Ophir asset management pty	1.09M	7.12%	$47.80M
Tradelink capital	13.63K	5.88%	$596.00K
Alta fox capital management	347.05K	5.40%	$15.17M
Sg capital management	947.36K	4.00%	$41.41M
Clarkston capital partners	3.05M	2.55%	$133.27M
River & mercantile asset management llp	164.00K	1.39%	$7.17M
Palisade capital management, lp	987.02K	1.15%	$43.14M
Kendall capital management	77.40K	0.99%	$3.38M
Access investment management	67.33K	0.85%	$2.94M

Top Buyers

Holder	Shares	% Assets	Change
Brown advisory	1.03M	0.06%	1.03M
Raymond james financial	798.80K	0.01%	798.80K
Blackrock funding, inc. /de	6.44M	0.01%	263.37K
Sg capital management	947.36K	4.00%	251.59K
Alta fox capital management	347.05K	5.40%	219.35K

Top Sellers

Holder	Shares	% Assets	Change
Schroder investment management group	988.40K	0.04%	-365.44K
J. goldman & co lp	-	-	-329.06K
Blackrock	6.31M	0.01%	-326.56K
Clarkston capital partners	3.05M	2.55%	-234.45K
Madison avenue partners, lp	2.10M	9.71%	-193.41K

New Positions

Holder	Shares	% Assets	Change	Value
Brown advisory	1.03M	0.06%	1.03M	$44.88M
Raymond james financial	798.80K	0.01%	798.80K	$34.92M
River & mercantile asset management llp	164.00K	1.39%	164.00K	$7.17M
First trust advisors lp	78.62K	0.00%	78.62K	$3.44M
Norges bank	73.24K	0.00%	73.24K	$3.20M

Sold Out

Holder	Change
Innealta capital	-1.00
Claris advisors, llc / mo /	-3.00
Westend capital management	-17.00
Northwestern mutual wealth management	-39.00
Capital performance advisors llp	-65.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	133	-43.88%	20,832,917	-48.53%	38	0.69%	64	-41.82%	41	-54.44%
Sep 30, 2024	236	-3.28%	40,472,181	3.38%	74	1.45%	109	-12.10%	90	3.45%
Jun 30, 2024	241	11.57%	39,116,007	-1.66%	71	1.37%	123	19.42%	86	3.61%
Mar 31, 2024	216	-10.74%	39,774,339	-1.66%	72	1.33%	103	-8.85%	83	-19.42%
Dec 31, 2023	242	-0.41%	40,445,237	-1.97%	73	1.32%	113	-13.08%	103	27.16%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Clarkston Capital SMID Composite	2.86M	5.29%	-224.91K
iShares Core S&P Small-Cap ETF	2.54M	4.71%	1.62K
Vanguard US Total Market Shares ETF	1.30M	2.42%	1.50K
Vanguard Total Stock Mkt Idx Inv	1.30M	2.41%	1.16K
iShares Russell 2000 ETF	1.04M	1.94%	-9.02K
Vanguard Small Cap Index	1.04M	1.93%	840.00
Clarkston Partners Founders	1.00M	1.85%	-110.00K
Vanguard Small Cap Value Index Inv	684.77K	1.27%	-3.23K
Vanguard Institutional Extnd Mkt Idx Tr	637.18K	1.18%	895.00
Brown Advisory Small-Cap Fdmtl Val Inv	605.04K	1.12%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jan 09, 2024	Zipper Todd	EVP & GM, Talent	Sell	$122.46K
Oct 19, 2023	KISSNER MATTHEW S	Interim President and CEO	Buy	$502.03K
Oct 16, 2023	Dobson David C	-	Buy	$149.60K
Jul 21, 2023	Dobson David C	-	Buy	$2.76K
Oct 16, 2023	Dobson David C	-	Buy	$149.60K

Insider Transactions Trends

Date	Buy	Sell
2024 Q1	-	2
2023 Q4	6	-
2023 Q3	4	-
2023 Q2	8	-
2023 Q1	-	4

WLY Ownership FAQ

Who Owns John Wiley & Sons?

John Wiley & Sons shareholders are primarily institutional investors at 38.44%, followed by 11.36% insiders and 50.20% retail investors. The average institutional ownership in John Wiley & Sons's industry, Publishing Stocks , is 28.88%, which John Wiley & Sons exceeds.

Who owns the most shares of John Wiley & Sons?

John Wiley & Sons’s largest shareholders are Blackrock funding, inc. /de (6.44M shares, 11.88%), Blackrock (6.31M shares, 11.56%), and Vanguard group (5.32M shares, 9.81%). Together, they hold 33.26% of John Wiley & Sons’s total shares outstanding.

Does Blackrock own John Wiley & Sons?

Yes, BlackRock owns 11.56% of John Wiley & Sons, totaling 6.31M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 256.96M$. In the last quarter, BlackRock decreased its holdings by -327K shares, a -4.92% change.

Who is John Wiley & Sons’s biggest shareholder by percentage of total assets invested?

Madison avenue partners, lp is John Wiley & Sons’s biggest shareholder by percentage of total assets invested, with 9.71% of its assets in 2.1M John Wiley & Sons shares, valued at 91.65M$.

Who is the top mutual fund holder of John Wiley & Sons shares?

Clarkston Capital SMID Composite is the top mutual fund holder of John Wiley & Sons shares, with 5.29% of its total shares outstanding invested in 2.86M John Wiley & Sons shares.

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