WLY
John Wiley & Sons, Inc. · Communication Services · Publishing
Momentum inputs (comparable managers):
holder breadth -18.2% ·
share flow -6.3% ·
net new positions -20.0%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 92 | +3 | 31.57M | $1.53B | +10 | −8 |
| Q1 2026 | 93 | +3 | 31.71M | $1.21B | +8 | −6 |
| Q4 2025 | 90 | +2 | 29.81M | $913.74M | +3 | — |
| Q3 2025 | 14 | -2 | 16.89M | $683.35M | — | −3 |
| Q2 2025 | 14 | +2 | 14.44M | $644.51M | +2 | — |
| Q1 2025 | 9 | -2 | 3.02M | $134.64M | — | −2 |
| Q4 2024 | 11 | 0 | 3.22M | $141.55M | — | — |
| Q3 2024 | 10 | 0 | 1.62M | $77.99M | +1 | −1 |
| Q2 2024 | 10 | — | 1.66M | $67.49M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 1.68M | -4.3% | $74.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 935.93K | +2.0% | $41.72M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | Citadel Advisors ✦ | 107.94K | -9.7% | $4.81M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 4 | D. E. Shaw & Co. ✦ | 106.19K | -51.8% | $4.73M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 5 | Norges Bank ✦ (passive) | 63.35K | -13.5% | $2.82M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Marshall Wace ✦ | 58.33K | +395.6% | $2.60M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 7 | T. Rowe Price ✦ | 33.57K | +3.2% | $1.50M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Millennium Management ✦ | 22.20K | -40.6% | $989,232 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 14.28K | -18.5% | $633,239 | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Renaissance Technologies | $1.44M | was 0.0% |
| Gotham Asset Management | $286,738 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 247 holders, 41.35M shares, $1.54B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.