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


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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


TypeName% Inst% Insiders% Retail
StockJohn Wiley & Sons0.56%91.69%7.75%
SectorCommunication Services Stocks 31.68%14.81%53.51%
IndustryPublishing Stocks 28.88%21.07%50.06%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Pfg investments53.48K0.10%$2.33M
Royal bank of canada37.70K0.07%$1.66M
Spears abacus advisors20.00K0.04%$881.20K
Caldwell sutter capital12.13K0.02%$529.04K
Neuberger berman group10.26K0.02%$447.34K
Geode capital management8.98K0.02%$391.90K
Vanguard group6.42K0.01%$282.64K
Ubs group6.33K0.01%$276.21K
Blackrock funding, inc. /de62.000.00%$2.70K
Dimensional fund advisors lp---

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Caldwell sutter capital12.13K0.25%$529.04K
Pfg investments53.48K0.15%$2.33M
Spears abacus advisors20.00K0.02%$881.20K
Neuberger berman group10.26K0.00%$447.34K
Royal bank of canada37.70K0.00%$1.66M
Ubs group6.33K0.00%$276.21K
Gabelli funds---
Blackrock funding, inc. /de62.00-$2.70K
Geode capital management8.98K-$391.90K
Tower research capital llc (trc)20.00-$872.00

Top Buyers

HolderShares% AssetsChange
Ubs group6.33K0.00%435.00
Tower research capital llc (trc)20.00-20.00
Spears abacus advisors20.00K0.02%-
Caldwell sutter capital12.13K0.25%-
Neuberger berman group10.26K0.00%-

Top Sellers

HolderShares% AssetsChange
Dimensional fund advisors lp---6.46K
Gabelli funds---4.50K
Geode capital management8.98K--626.00
Caldwell sutter capital12.13K0.25%-
Spears abacus advisors20.00K0.02%-

New Positions

HolderShares% AssetsChangeValue
Tower research capital llc (trc)20.00-20.00$872.00

Sold Out

HolderChange
Gabelli funds-4.50K
Dimensional fund advisors lp-6.46K

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 202414-301,099-3.57%-168.53%3-25.00%2-
Sep 30, 20241416.67%312,231-0.01%-174.11%433.33%2-
Jun 30, 202412-312,271-2.41%-169.32%3-2-
Mar 31, 202412-319,98518.87%-241.46%3200.00%2-50.00%
Dec 31, 202312-269,1881.00%-209.92%1-66.67%4100.00%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Fidelity Extended Market Index7.31K0.01%-47.00
Vanguard U.S. Eq Idx £ Acc6.42K0.01%-
Gabelli Small Cap Growth AAA4.50K0.01%-
Spartan Total Market Index Pool G875.000.00%-
Spartan Total Market Index Pool E875.000.00%-
NT Ext Equity Mkt Idx Fd - L724.000.00%-
Northern Trust Extended Eq Market Idx724.000.00%-
Fidelity Series Total Market Index619.000.00%-
DFA US Core Equity 1 I332.000.00%-59.00
DFA US Vector Equity Class F324.000.00%-47.00

Recent Insider Transactions


DateNameRoleActivityValue
Jan 09, 2024Zipper Todd EVP & GM, TalentSell$122.46K
Oct 19, 2023KISSNER MATTHEW S Interim President and CEOBuy$502.03K
Oct 16, 2023Dobson David C-Buy$149.60K
Jul 21, 2023Dobson David C-Buy$2.76K
Oct 16, 2023Dobson David C-Buy$149.60K

Insider Transactions Trends


DateBuySell
2024 Q1-1
2023 Q43-
2023 Q32-
2023 Q24-
2023 Q1-2

WLYB Ownership FAQ


Who Owns John Wiley & Sons?

John Wiley & Sons shareholders are primarily institutional investors at 0.56%, followed by 91.69% insiders and 7.75% retail investors. The average institutional ownership in John Wiley & Sons's industry, Publishing Stocks , is 28.88%, which John Wiley & Sons falls below.

Who owns the most shares of John Wiley & Sons?

John Wiley & Sons’s largest shareholders are Pfg investments (53.48K shares, 0.10%), Royal bank of canada (37.7K shares, 0.07%), and Spears abacus advisors (20K shares, 0.04%). Together, they hold 0.21% of John Wiley & Sons’s total shares outstanding.

Does Blackrock own John Wiley & Sons?

BlackRock is not among the top 10 institutional shareholders of John Wiley & Sons.

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

Caldwell sutter capital is John Wiley & Sons’s biggest shareholder by percentage of total assets invested, with 0.25% of its assets in 12.13K John Wiley & Sons shares, valued at 529.04K$.

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

Fidelity Extended Market Index is the top mutual fund holder of John Wiley & Sons shares, with 0.01% of its total shares outstanding invested in 7.31K John Wiley & Sons shares.

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