Запись по ценной бумаге · архивный квартал
WLY
John Wiley & Sons, Inc. · Communication Services · Publishing
90Отслеживаемые держатели
+2Δ держателей
29.81MАкций в держании
$913.74MОтчётная стоимость
+3Новые позиции
−0Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +2.3% ·
поток акций -0.6% ·
новые чистые позиции +3.3%
· формула
Фрагментация владения: больше держателей при меньшей совокупной доле
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q4 2025
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| 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 |
Кто держит · Q4 2025
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 6.13M | +2.5% | $187.80M | 0.0% | ▲ Add | 3 | SEC ↗ ×15 |
| 2 | The Vanguard Group ✦ (пассивный) | 4.84M | +0.5% | $148.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 3 | Neuberger Berman Group LLC | 3.07M | n/a | $93.96M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 4 | State Street Global Advisors ✦ (пассивный) | 1.70M | +1.4% | $52.55M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | Dimensional Fund Advisors Lp | 1.60M | n/a | $49.03M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 6 | Brown Advisory Inc | 1.04M | n/a | $31.94M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Geode Capital Management ✦ (пассивный) | 953.90K | -0.5% | $29.22M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 8 | Bank of New York Mellon Corp | 827.80K | n/a | $25.36M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 9 | Charles Schwab Investment… | 672.13K | n/a | $20.59M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Invesco Ltd. | 636.05K | n/a | $19.48M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 11 | JPMorgan Chase ✦ | 635.11K | -51.1% | $19.45M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 12 | Morgan Stanley ✦ | 621.78K | -54.5% | $19.05M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 13 | Goldman Sachs Group ✦ | 533.22K | +159.4% | $16.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Bank Of Montreal /Can/ | 441.60K | n/a | $13.53M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Marshall Wace ✦ | 400.67K | Новый | $12.27M | 0.0% | New | 1 | SEC ↗ ×2 |
| 16 | Northern Trust Corp | 382.34K | n/a | $11.71M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 17 | Fidelity (FMR) ✦ | 378.23K | +21.7% | $11.59M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Qube Research & Technologies Ltd | 351.36K | n/a | $10.76M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | New York State Common Retirement… | 300.40K | n/a | $9.20M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Balyasny Asset Management L.P. | 261.64K | n/a | $8.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Loomis Sayles & Co L P | 250.34K | n/a | $7.67M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Allianz Asset Management GmbH | 240.38K | n/a | $7.36M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Victory Capital Management Inc | 230.08K | n/a | $7.05M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 204.36K | +78.3% | $6.26M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 25 | Principal Financial Group Inc | 195.46K | n/a | $5.99M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | ProShare Advisors LLC | 190.69K | n/a | $5.84M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Bank Of America Corp /De/ | 183.85K | n/a | $5.63M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 28 | UBS Group AG | 164.40K | n/a | $5.04M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 29 | D. E. Shaw & Co. ✦ | 147.40K | +598.9% | $4.51M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 30 | Nordea Investment Management Ab | 141.54K | n/a | $4.35M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Ameriprise Financial Inc | 133.14K | n/a | $4.08M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | American Century Companies Inc | 128.32K | n/a | $3.93M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Rhumbline Advisers | 112.69K | n/a | $3.45M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Legal & General Group Plc | 108.45K | n/a | $3.32M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 35 | UBS AM, a distinct business unit of… | 101.24K | n/a | $3.10M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 36 | Healthcare Of Ontario Pension Plan… | 100.78K | n/a | $3.09M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Hrt Financial Lp | 92.49K | n/a | $2.83M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Raymond James Financial Inc | 92.43K | n/a | $2.83M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 39 | Swiss National Bank | 83.30K | n/a | $2.55M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | First Trust Advisors Lp | 75.04K | n/a | $2.30M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Nuveen, LLC | 73.98K | n/a | $2.27M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | Barclays Plc | 70.06K | n/a | $2.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 43 | AQR Capital Management ✦ | 67.21K | -14.0% | $2.06M | 0.0% | ▼ Trim | 7 | SEC ↗ ×5 |
| 44 | Sei Investments Co | 57.01K | n/a | $1.75M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 45 | Wells Fargo & Company/Mn | 46.98K | n/a | $1.44M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 46 | Alliancebernstein L.P. | 45.29K | n/a | $1.39M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Prudential Financial Inc | 44.65K | n/a | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Universal- Beteiligungs- und… | 44.07K | n/a | $1.36M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Norges Bank ✦ (пассивный) | 44.00K | Новый | $1.35M | 0.0% | New | 1 | SEC ↗ |
| 50 | T. Rowe Price ✦ | 42.97K | +9.4% | $1.32M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 51 | California State Teachers… | 39.59K | n/a | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Deutsche Bank Ag\ | 36.74K | n/a | $1.13M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 53 | Susquehanna International Group, Llp | 35.77K | n/a | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Millennium Management ✦ | 34.11K | +340.9% | $1.04M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 55 | Russell Investments Group, Ltd. | 29.52K | n/a | $904,202 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 56 | Franklin Resources Inc | 29.50K | n/a | $903,462 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 57 | Squarepoint Ops LLC | 26.69K | n/a | $817,515 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Janus Henderson Group Plc | 20.44K | n/a | $626,302 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Mackenzie Financial Corp | 19.14K | n/a | $591,883 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Cerity Partners LLC | 19.04K | n/a | $583,128 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 61 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 18.89K | n/a | $578,570 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Manufacturers Life Insurance… | 18.57K | n/a | $568,830 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Bridgewater Associates ✦ | 16.98K | Новый | $520,159 | 0.0% | New | 1 | SEC ↗ |
| 64 | Tidal Investments LLC | 16.47K | n/a | $504,506 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 65 | Cwm, Llc | 16.40K | n/a | $502,000 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Bnp Paribas Financial Markets | 12.80K | n/a | $392,033 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Captrust Financial Advisors | 12.20K | n/a | $373,779 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | State Board Of Administration Of… | 11.95K | n/a | $365,906 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | State Of Wisconsin Investment Board | 10.92K | n/a | $334,418 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Zurcher Kantonalbank (Zurich… | 10.35K | n/a | $317,082 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Gotham Asset Management ✦ | 9.75K | -5.6% | $298,765 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Quantinno Capital Management LP | 9.64K | n/a | $295,397 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Creative Planning | 9.32K | n/a | $285,533 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Citigroup Inc | 8.46K | n/a | $259,130 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 75 | Jane Street Group, Llc | 8.11K | n/a | $248,409 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 76 | Pictet Asset Management Holding SA | 7.39K | n/a | $226,356 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Voya Investment Management Llc | 7.26K | n/a | $222,527 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Lido Advisors, LLC | 5.78K | n/a | $220,754 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 79 | Ensign Peak Advisors, Inc | 6.14K | n/a | $188,068 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Pnc Financial Services Group, Inc. | 4.53K | n/a | $138,600 | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 81 | Rockefeller Capital Management L.P. | 3.38K | n/a | $103,614 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 82 | Royal Bank Of Canada | 2.01K | n/a | $62,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 83 | Northwestern Mutual Wealth… | 722 | n/a | $22,115 | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Us Bancorp \De\ | 691 | n/a | $21,165 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 85 | Nomura Asset Management Co Ltd | 540 | n/a | $16,540 | 0.0% | n/c | 1 | SEC ↗ |
| 86 | BNP Paribas Asset Management… | 461 | n/a | $14,000 | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Osaic Holdings, Inc. | 384 | n/a | $11,780 | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Fifth Third Bancorp | 257 | n/a | $7,872 | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Group One Trading Llc | 100 | n/a | $3,063 | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Jones Financial Companies Lllp | 59 | n/a | $1,807 | 0.0% | n/c | 1 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Marshall Wace | $12.27M | 0.0% |
| Norges Bank | $1.35M | 0.0% |
| Bridgewater Associates | $520,159 | 0.0% |
Закрыто
| Отслеживаемых выходов в этом квартале нет. |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 247 держатели, 41.35M акции, $1.54B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые владельцы данной ценной бумаги: количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q4 2025 ·
Методология ·
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