Security record · archived quarter
WLY
John Wiley & Sons, Inc. · Communication Services · Publishing
93Tracked holders
+3Δ holders
31.71MShares held
$1.21BReported value
+8New positions
−6Exits
Momentum inputs (comparable managers):
holder breadth +3.3% ·
share flow +9.2% ·
net new positions +2.2%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| 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 |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 6.16M | +0.5% | $234.79M | 0.0% | ▲ Add | 4 | SEC ↗ ×16 |
| 2 | Neuberger Berman Group LLC | 3.02M | -1.6% | $114.95M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Schroder Investment Management Group | 2.38M | n/a | $90.78M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 4 | State Street Global Advisors ✦ (passive) | 2.18M | +28.3% | $82.90M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 5 | Dimensional Fund Advisors Lp | 1.83M | +14.3% | $69.71M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 6 | Vanguard Capital Management Llc | 1.72M | n/a | $65.51M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of Montreal /Can/ | 1.59M | +260.2% | $60.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 8 | Brown Advisory Inc | 1.21M | +16.0% | $46.08M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Geode Capital Management ✦ (passive) | 970.76K | +1.8% | $36.99M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 10 | Invesco Ltd. | 816.49K | +28.4% | $31.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 11 | Bank of New York Mellon Corp | 796.19K | -3.8% | $30.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×11 |
| 12 | Charles Schwab Investment… | 747.63K | +11.2% | $28.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 684.00K | +10.0% | $26.06M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 14 | JPMorgan Chase ✦ | 614.49K | -3.2% | $23.33M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 15 | Jane Street Group, Llc | 440.65K | +5333.4% | $16.79M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Fidelity (FMR) ✦ | 407.53K | +7.7% | $15.53M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 17 | Northern Trust Corp | 403.60K | +5.6% | $15.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 18 | Allianz Asset Management GmbH | 366.31K | +52.4% | $13.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Marshall Wace ✦ | 359.32K | -10.3% | $13.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Goldman Sachs Group ✦ | 353.94K | -33.6% | $13.49M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 21 | New York State Common Retirement… | 300.40K | 0.0% | $11.45M | 0.0% | Held | 2 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 285.13K | +39.5% | $10.86M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 23 | UBS Group AG | 263.28K | +60.1% | $10.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 24 | Loomis Sayles & Co L P | 241.54K | -3.5% | $9.20M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 25 | Principal Financial Group Inc | 196.94K | +0.8% | $7.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | Balyasny Asset Management L.P. | 184.22K | -29.6% | $7.02M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 27 | Victory Capital Management Inc | 175.80K | -23.6% | $6.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | ProShare Advisors LLC | 171.76K | -9.9% | $6.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | UBS AM, a distinct business unit of… | 167.94K | +65.9% | $6.40M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 30 | Hrt Financial Lp | 155.14K | +67.7% | $5.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Bank Of America Corp /De/ | 149.44K | -18.7% | $5.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 32 | Ameriprise Financial Inc | 138.44K | +4.0% | $5.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 33 | Nordea Investment Management Ab | 134.25K | -5.2% | $5.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 34 | American Century Companies Inc | 126.06K | -1.8% | $4.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Nuveen, LLC | 120.07K | +62.3% | $4.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 36 | Qube Research & Technologies Ltd | 118.68K | -66.2% | $4.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Rhumbline Advisers | 113.72K | +0.9% | $4.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Russell Investments Group, Ltd. | 111.82K | +278.8% | $4.26M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 39 | First Trust Advisors Lp | 103.97K | +38.5% | $3.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Legal & General Group Plc | 101.73K | -6.2% | $3.88M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 41 | Prudential Financial Inc | 98.87K | +121.4% | $3.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 42 | Raymond James Financial Inc | 96.64K | +4.5% | $3.68M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 43 | Bridgewater Associates ✦ | 95.59K | +462.9% | $3.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Sei Investments Co | 94.65K | +66.0% | $3.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 45 | Swiss National Bank | 83.30K | 0.0% | $3.17M | 0.0% | Held | 2 | SEC ↗ |
| 46 | AQR Capital Management ✦ | 82.50K | +22.8% | $3.14M | 0.0% | ▲ Add | 8 | SEC ↗ ×6 |
| 47 | California State Teachers… | 56.00K | +41.5% | $2.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | T. Rowe Price ✦ | 48.37K | +12.6% | $1.84M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 49 | Arrowstreet Capital ✦ | 45.64K | New | $1.74M | 0.0% | New | 1 | SEC ↗ |
| 50 | Deutsche Bank Ag\ | 38.70K | +5.3% | $1.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 51 | Quantinno Capital Management LP | 38.36K | +297.8% | $1.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Creative Planning | 36.40K | +290.5% | $1.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Alliancebernstein L.P. | 44.20K | -2.4% | $1.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Susquehanna International Group, Llp | 29.98K | -16.2% | $1.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Franklin Resources Inc | 28.29K | -4.1% | $1.08M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 56 | Credit Agricole S A | 25.00K | New | $952,500 | 0.0% | New | 1 | SEC ↗ |
| 57 | Janus Henderson Group Plc | 20.44K | 0.0% | $779,223 | 0.0% | Held | 2 | SEC ↗ |
| 58 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 18.83K | -0.3% | $717,347 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Cwm, Llc | 18.24K | +11.2% | $694,801 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Universal- Beteiligungs- und… | 17.89K | -59.4% | $681,686 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Corient Private Wealth LP | 17.80K | New | $678,028 | 0.0% | New | 1 | SEC ↗ |
| 62 | Tidal Investments LLC | 17.56K | +6.6% | $669,188 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 63 | Manufacturers Life Insurance… | 17.20K | -7.4% | $655,434 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Wells Fargo & Company/Mn | 16.93K | -64.0% | $645,065 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 65 | Man Group plc | 16.44K | New | $626,365 | 0.0% | New | 1 | SEC ↗ ×2 |
| 66 | Mackenzie Financial Corp | 15.78K | -17.6% | $601,027 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Cerity Partners LLC | 15.32K | -19.6% | $583,558 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 68 | Barclays Plc | 14.72K | -79.0% | $560,717 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 69 | Connor, Clark & Lunn Investment… | 14.62K | New | $556,984 | 0.0% | New | 1 | SEC ↗ |
| 70 | D. E. Shaw & Co. ✦ | 14.55K | -90.1% | $554,546 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 71 | Captrust Financial Advisors | 12.66K | +3.7% | $482,271 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | State Board Of Administration Of… | 11.95K | 0.0% | $455,143 | 0.0% | Held | 2 | SEC ↗ |
| 73 | Fifth Third Bancorp | 11.18K | +4248.2% | $425,756 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Zurcher Kantonalbank (Zurich… | 10.26K | -0.9% | $390,906 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Lido Advisors, LLC | 9.48K | +64.1% | $361,317 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 76 | Citigroup Inc | 9.26K | +9.4% | $352,615 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 77 | Bnp Paribas Financial Markets | 8.90K | -30.5% | $338,976 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Pictet Asset Management Holding SA | 7.39K | 0.0% | $281,559 | 0.0% | Held | 2 | SEC ↗ |
| 79 | Voya Investment Management Llc | 6.99K | -3.8% | $266,243 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Ensign Peak Advisors, Inc | 6.14K | 0.0% | $233,934 | 0.0% | Held | 2 | SEC ↗ |
| 81 | Gotham Asset Management ✦ | 5.89K | -39.6% | $224,371 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 82 | Pnc Financial Services Group, Inc. | 5.80K | +28.1% | $220,904 | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 83 | Amundi | 5.68K | New | $216,446 | 0.0% | New | 1 | SEC ↗ |
| 84 | Rockefeller Capital Management L.P. | 3.88K | +14.7% | $147,794 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 85 | Us Bancorp \De\ | 1.39K | +101.5% | $53,036 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 86 | Royal Bank Of Canada | 859 | -57.2% | $33,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 87 | Optiver Holding B.V. | 691 | New | $26,327 | 0.0% | New | 1 | SEC ↗ |
| 88 | Northwestern Mutual Wealth… | 654 | -9.4% | $24,917 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | BNP Paribas Asset Management… | 571 | +23.9% | $21,755 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Nomura Asset Management Co Ltd | 540 | 0.0% | $20,574 | 0.0% | Held | 2 | SEC ↗ |
| 91 | Simplex Trading, Llc | 401 | New | $15,278 | 0.0% | New | 1 | SEC ↗ |
| 92 | Osaic Holdings, Inc. | 350 | -8.8% | $13,334 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Jones Financial Companies Lllp | 59 | 0.0% | $2,220 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Arrowstreet Capital | $1.74M | 0.0% |
| Credit Agricole S A | $952,500 | 0.0% |
| Corient Private Wealth LP | $678,028 | 0.0% |
| Man Group plc | $626,365 | 0.0% |
| Connor, Clark & Lunn… | $556,984 | 0.0% |
| Amundi | $216,446 | 0.0% |
| Optiver Holding B.V. | $26,327 | 0.0% |
| Simplex Trading, Llc | $15,278 | 0.0% |
Exited
| Healthcare Of Ontario Pension… | $3.09M | was 0.0% |
| Norges Bank | $1.35M | was 0.0% |
| Millennium Management | $1.04M | was 0.0% |
| Squarepoint Ops LLC | $817,515 | was 0.0% |
| State Of Wisconsin Investment… | $334,418 | was 0.0% |
| Group One Trading Llc | $3,063 | 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.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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