WLY
John Wiley & Sons, Inc. · Communication Services · Publishing
Momentum inputs (comparable managers):
holder breadth +16.7% ·
share flow +1.9% ·
net new positions +14.3%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | -1 | 9.78K | $477,931 | n/a | −1 |
| Q2 2026 | 93 | +3 | 31.58M | $1.53B | +10 | −7 |
| Q1 2026 | 93 | +3 | 31.71M | $1.21B | +8 | −6 |
| Q4 2025 | 90 | +2 | 29.81M | $913.74M | +3 | n/a |
| Q3 2025 | 14 | -2 | 16.89M | $683.35M | n/a | −3 |
| Q2 2025 | 14 | +2 | 14.44M | $644.51M | +2 | n/a |
| Q1 2025 | 9 | -2 | 3.02M | $134.64M | n/a | −2 |
| Q4 2024 | 11 | 0 | 3.22M | $141.55M | n/a | n/a |
| Q3 2024 | 10 | 0 | 1.62M | $77.99M | +1 | −1 |
| Q2 2024 | 10 | n/a | 1.66M | $67.49M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 6.03M | n/a | $269.03M | 0.0% | n/c | 1 | SEC ↗ ×13 |
| 2 | The Vanguard Group ✦ (passive) | 4.90M | n/a | $218.82M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 3 | State Street Global Advisors ✦ (passive) | 1.71M | +2.1% | $76.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 950.33K | +1.5% | $42.42M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 5 | Marshall Wace ✦ | 233.68K | +300.6% | $10.43M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 6 | Fidelity (FMR) ✦ | 220.74K | n/a | $9.85M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Millennium Management ✦ | 137.23K | +518.2% | $6.12M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 112.00K | +3.8% | $5.00M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 9 | T. Rowe Price ✦ | 37.76K | +12.5% | $1.69M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | Norges Bank ✦ (passive) | 36.11K | -43.0% | $1.61M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 26.23K | +83.7% | $1.17M | 0.0% | ▲ Add | 5 | SEC ↗ ×4 |
| 12 | D. E. Shaw & Co. ✦ | 19.05K | -82.1% | $850,246 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 13 | Point72 Asset Management ✦ | 12.22K | New | $545,252 | 0.0% | New | 1 | SEC ↗ |
| 14 | Gotham Asset Management ✦ | 10.36K | New | $462,367 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Point72 Asset Management | $545,252 | 0.0% |
| Gotham Asset Management | $462,367 | 0.0% |
Exited
| No tracked exits this quarter. |
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.