John Wiley & Sons Ownership | Who Owns John Wiley & Sons?
John Wiley & Sons Ownership Summary
John Wiley & Sons is owned by 0.56% institutional investors, 91.69% insiders, and 7.75% retail investors. Pfg investments is the largest institutional shareholder, holding 0.10% of WLYB shares. Fidelity Extended Market Index is the top mutual fund, with 0.01% of its assets in John Wiley & Sons shares.
WLYB Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | John Wiley & Sons | 0.56% | 91.69% | 7.75% |
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 |
---|---|---|---|
Pfg investments | 53.48K | 0.10% | $2.33M |
Royal bank of canada | 37.70K | 0.07% | $1.66M |
Spears abacus advisors | 20.00K | 0.04% | $881.20K |
Caldwell sutter capital | 12.13K | 0.02% | $529.04K |
Neuberger berman group | 10.26K | 0.02% | $447.34K |
Geode capital management | 8.98K | 0.02% | $391.90K |
Vanguard group | 6.42K | 0.01% | $282.64K |
Ubs group | 6.33K | 0.01% | $276.21K |
Blackrock funding, inc. /de | 62.00 | 0.00% | $2.70K |
Dimensional fund advisors lp | - | - | - |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Caldwell sutter capital | 12.13K | 0.25% | $529.04K |
Pfg investments | 53.48K | 0.15% | $2.33M |
Spears abacus advisors | 20.00K | 0.02% | $881.20K |
Neuberger berman group | 10.26K | 0.00% | $447.34K |
Royal bank of canada | 37.70K | 0.00% | $1.66M |
Ubs group | 6.33K | 0.00% | $276.21K |
Gabelli funds | - | - | - |
Blackrock funding, inc. /de | 62.00 | - | $2.70K |
Geode capital management | 8.98K | - | $391.90K |
Tower research capital llc (trc) | 20.00 | - | $872.00 |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Ubs group | 6.33K | 0.00% | 435.00 |
Tower research capital llc (trc) | 20.00 | - | 20.00 |
Spears abacus advisors | 20.00K | 0.02% | - |
Caldwell sutter capital | 12.13K | 0.25% | - |
Neuberger berman group | 10.26K | 0.00% | - |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Dimensional fund advisors lp | - | - | -6.46K |
Gabelli funds | - | - | -4.50K |
Geode capital management | 8.98K | - | -626.00 |
Caldwell sutter capital | 12.13K | 0.25% | - |
Spears abacus advisors | 20.00K | 0.02% | - |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Tower research capital llc (trc) | 20.00 | - | 20.00 | $872.00 |
Sold Out
Holder | Change |
---|---|
Gabelli funds | -4.50K |
Dimensional fund advisors lp | -6.46K |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Dec 31, 2024 | 14 | - | 301,099 | -3.57% | - | 168.53% | 3 | -25.00% | 2 | - |
Sep 30, 2024 | 14 | 16.67% | 312,231 | -0.01% | - | 174.11% | 4 | 33.33% | 2 | - |
Jun 30, 2024 | 12 | - | 312,271 | -2.41% | - | 169.32% | 3 | - | 2 | - |
Mar 31, 2024 | 12 | - | 319,985 | 18.87% | - | 241.46% | 3 | 200.00% | 2 | -50.00% |
Dec 31, 2023 | 12 | - | 269,188 | 1.00% | - | 209.92% | 1 | -66.67% | 4 | 100.00% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Fidelity Extended Market Index | 7.31K | 0.01% | -47.00 |
Vanguard U.S. Eq Idx £ Acc | 6.42K | 0.01% | - |
Gabelli Small Cap Growth AAA | 4.50K | 0.01% | - |
Spartan Total Market Index Pool G | 875.00 | 0.00% | - |
Spartan Total Market Index Pool E | 875.00 | 0.00% | - |
NT Ext Equity Mkt Idx Fd - L | 724.00 | 0.00% | - |
Northern Trust Extended Eq Market Idx | 724.00 | 0.00% | - |
Fidelity Series Total Market Index | 619.00 | 0.00% | - |
DFA US Core Equity 1 I | 332.00 | 0.00% | -59.00 |
DFA US Vector Equity Class F | 324.00 | 0.00% | -47.00 |
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 | - | 1 |
2023 Q4 | 3 | - |
2023 Q3 | 2 | - |
2023 Q2 | 4 | - |
2023 Q1 | - | 2 |
WLYB Ownership FAQ
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