Security record
WLY
John Wiley & Sons, Inc. · Communication Services · Publishing
92Tracked holders
+3Δ holders
31.57MShares held
$1.53BReported value
+10New positions
−8Exits
Momentum inputs (comparable managers):
holder breadth +3.4% ·
share flow -0.1% ·
net new positions +2.2%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| 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 | 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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 6.20M | +0.6% | $300.77M | 0.0% | ▲ Add | 5 | SEC ↗ ×15 |
| 2 | Neuberger Berman Group LLC | 3.02M | +0.1% | $146.46M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Schroder Investment Management Group | 2.43M | +2.2% | $118.10M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | State Street Global Advisors ✦ (passive) | 2.26M | +4.0% | $109.73M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 5 | Dimensional Fund Advisors Lp | 1.88M | +2.9% | $91.36M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 6 | Vanguard Capital Management Llc | 1.67M | -3.1% | $80.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Bank Of Montreal /Can/ | 1.58M | -0.8% | $76.55M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 8 | Brown Advisory Inc | 1.27M | +4.7% | $61.45M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Geode Capital Management ✦ (passive) | 1.01M | +3.6% | $48.82M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 10 | Bank of New York Mellon Corp | 790.87K | -0.7% | $38.36M | 0.0% | ▼ Trim | 3 | SEC ↗ ×10 |
| 11 | Principal Financial Group Inc | 752.77K | +282.2% | $36.52M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Charles Schwab Investment… | 713.85K | -4.5% | $34.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 665.63K | -2.7% | $32.29M | 0.0% | ▼ Trim | 4 | SEC ↗ ×8 |
| 14 | Goldman Sachs Group ✦ | 576.22K | +62.8% | $27.95M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 15 | Invesco Ltd. | 545.37K | -33.2% | $26.46M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 16 | Fidelity (FMR) ✦ | 448.80K | +10.1% | $21.77M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 17 | JPMorgan Chase ✦ | 459.00K | -25.3% | $21.73M | 0.0% | ▼ Trim | 4 | SEC ↗ ×6 |
| 18 | Northern Trust Corp | 424.62K | +5.2% | $20.60M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 19 | Allianz Asset Management GmbH | 411.01K | +12.2% | $19.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | New York State Common Retirement… | 314.24K | +4.6% | $15.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Nuveen, LLC | 240.23K | +100.1% | $11.65M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 22 | Loomis Sayles & Co L P | 238.88K | -1.1% | $11.59M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 23 | UBS AM, a distinct business unit of… | 184.16K | +9.7% | $8.93M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 24 | Prudential Financial Inc | 180.97K | +83.0% | $8.78M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 25 | UBS Group AG | 168.26K | -36.1% | $8.16M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 26 | Victory Capital Management Inc | 164.92K | -6.2% | $8.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Man Group plc | 162.21K | +886.7% | $7.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | Ameriprise Financial Inc | 155.48K | +12.3% | $7.54M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 29 | ProShare Advisors LLC | 154.93K | -9.8% | $7.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Franklin Resources Inc | 153.32K | +441.9% | $7.44M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 31 | First Trust Advisors Lp | 148.04K | +42.4% | $7.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Marshall Wace ✦ | 142.12K | -60.5% | $6.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Russell Investments Group, Ltd. | 137.03K | +22.6% | $6.65M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 34 | American Century Companies Inc | 133.46K | +5.9% | $6.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Citadel Advisors ✦ | 124.43K | -56.4% | $6.04M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 36 | Nordea Investment Management Ab | 124.08K | -7.6% | $5.84M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 37 | AQR Capital Management ✦ | 114.45K | +38.7% | $5.42M | 0.0% | ▲ Add | 9 | SEC ↗ ×6 |
| 38 | Jane Street Group, Llc | 111.61K | -74.7% | $5.41M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 39 | Rhumbline Advisers | 100.97K | -11.2% | $4.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Legal & General Group Plc | 95.63K | -6.0% | $4.64M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 41 | D. E. Shaw & Co. ✦ | 82.14K | +464.4% | $3.98M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 42 | Swiss National Bank | 76.80K | -7.8% | $3.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Raymond James Financial Inc | 74.26K | -23.1% | $3.60M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 44 | Bank Of America Corp /De/ | 71.96K | -51.9% | $3.49M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 45 | Quantinno Capital Management LP | 65.75K | +71.4% | $3.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Susquehanna International Group, Llp | 63.15K | +110.6% | $3.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Sei Investments Co | 58.72K | -38.0% | $2.85M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 48 | T. Rowe Price ✦ | 55.51K | +14.8% | $2.69M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 49 | Creative Planning | 55.37K | +52.1% | $2.69M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 50 | Deutsche Bank Ag\ | 42.27K | +9.2% | $2.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 51 | Universal- Beteiligungs- und… | 42.12K | +135.4% | $2.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Wells Fargo & Company/Mn | 40.23K | +137.6% | $1.95M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 53 | Corient Private Wealth LP | 34.65K | +94.7% | $1.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Alliancebernstein L.P. | 43.05K | -2.6% | $1.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Credit Agricole S A | 25.00K | 0.0% | $1.21M | 0.0% | Held | 2 | SEC ↗ |
| 56 | Connor, Clark & Lunn Investment… | 24.28K | +66.1% | $1.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | State Board Of Administration Of… | 21.77K | +82.3% | $1.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Cerity Partners LLC | 21.07K | +37.6% | $1.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 59 | Citigroup Inc | 20.62K | +122.8% | $1.00M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 60 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 18.11K | -3.8% | $878,662 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Manufacturers Life Insurance… | 16.25K | -5.5% | $788,190 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Barclays Plc | 12.89K | -12.4% | $625,342 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 63 | Captrust Financial Advisors | 12.73K | +0.6% | $617,389 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Zurcher Kantonalbank (Zurich… | 10.26K | 0.0% | $497,713 | 0.0% | Held | 3 | SEC ↗ |
| 65 | Tidal Investments LLC | 10.26K | -41.6% | $497,664 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Lido Advisors, LLC | 9.70K | +2.3% | $470,742 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 67 | Fifth Third Bancorp | 9.35K | -16.4% | $453,352 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Royal Bank Of Canada | 8.09K | +842.0% | $392,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 69 | Voya Investment Management Llc | 7.51K | +7.4% | $364,165 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Pictet Asset Management Holding SA | 7.39K | 0.0% | $358,489 | 0.0% | Held | 3 | SEC ↗ |
| 71 | Envestnet Asset Management Inc | 6.81K | New | $330,537 | 0.0% | New | 1 | SEC ↗ |
| 72 | Wealth Enhancement Advisory… | 6.53K | New | $328,474 | 0.0% | New | 1 | SEC ↗ |
| 73 | Bnp Paribas Financial Markets | 5.99K | -32.7% | $290,623 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Pnc Financial Services Group, Inc. | 5.95K | +2.5% | $288,391 | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 75 | LPL Financial LLC | 5.74K | New | $278,566 | 0.0% | New | 1 | SEC ↗ |
| 76 | Mercer Global Advisors Inc /Adv | 5.26K | New | $254,970 | 0.0% | New | 1 | SEC ↗ |
| 77 | Ensign Peak Advisors, Inc | 5.14K | -16.3% | $249,341 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | State Of Wisconsin Investment Board | 5.13K | New | $248,905 | 0.0% | New | 1 | SEC ↗ |
| 79 | Millennium Management ✦ | 4.97K | New | $240,901 | 0.0% | New | 1 | SEC ↗ |
| 80 | Gotham Asset Management ✦ | 4.39K | -25.5% | $212,765 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 81 | Stifel Financial Corp | 4.18K | New | $202,917 | 0.0% | New | 1 | SEC ↗ ×3 |
| 82 | Mitsubishi UFJ Trust & Banking Corp | 3.71K | New | $180,215 | 0.0% | New | 1 | SEC ↗ |
| 83 | Rockefeller Capital Management L.P. | 3.25K | -16.2% | $157,748 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 84 | Simplex Trading, Llc | 3.07K | +664.6% | $148,731 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Assetmark, Inc | 2.25K | New | $108,953 | 0.0% | New | 1 | SEC ↗ |
| 86 | Us Bancorp \De\ | 1.39K | -0.3% | $67,331 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 87 | Northwestern Mutual Wealth… | 695 | +6.3% | $33,715 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | BNP Paribas Asset Management… | 550 | -3.7% | $26,680 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Osaic Holdings, Inc. | 353 | +0.9% | $17,159 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Optiver Holding B.V. | 131 | -81.0% | $6,355 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Jones Financial Companies Lllp | 99 | +67.8% | $4,771 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | TD Waterhouse Canada Inc. | 12 | New | $612 | 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
| Envestnet Asset Management Inc | $330,537 | 0.0% |
| Wealth Enhancement Advisory… | $328,474 | 0.0% |
| LPL Financial LLC | $278,566 | 0.0% |
| Mercer Global Advisors Inc… | $254,970 | 0.0% |
| State Of Wisconsin Investment… | $248,905 | 0.0% |
| Millennium Management | $240,901 | 0.0% |
| Stifel Financial Corp | $202,917 | 0.0% |
| Mitsubishi UFJ Trust &… | $180,215 | 0.0% |
| Assetmark, Inc | $108,953 | 0.0% |
| TD Waterhouse Canada Inc. | $612 | 0.0% |
Exited
| Balyasny Asset Management L.P. | $7.02M | was 0.0% |
| Hrt Financial Lp | $5.91M | was 0.0% |
| Qube Research & Technologies… | $4.52M | was 0.0% |
| Bridgewater Associates | $3.64M | was 0.0% |
| Arrowstreet Capital | $1.74M | was 0.0% |
| Mackenzie Financial Corp | $601,027 | was 0.0% |
| Amundi | $216,446 | was 0.0% |
| Nomura Asset Management Co Ltd | $20,574 | 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: Q2 2026 ·
Methodology ·
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