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Wiley (John) & Sons (WLY)

CUSIP: 968223206 | NYSE | Communication Services · Publishing | Small Cap | 1049 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,886,661
0.0% of portfolio›$90.1M
Principal Financial Group Inc763,551
0.0% of portfolio›$36.5M
Access Investment Management LLC368,339
4.3% of portfolio›$17.6M
Crossmark Global Holdings, Inc.238,819
0.1% of portfolio›$11.4M
ProShare Advisors LLC204,245
0.0% of portfolio›$9.8M
Kendall Capital Management106,174
0.8% of portfolio›$5.1M
Creative Planning63,063
0.0% of portfolio›$3.0M
Cardinal Capital Management52,765
0.3% of portfolio›$2.5M
New York State Teachers Retirement System49,286
0.0% of portfolio›$2.4K
DekaBank Deutsche Girozentrale39,498
0.0% of portfolio›$1.9K
Uncommon Cents Investing Inc33,180
0.3% of portfolio›$1.6M
North Star Investment Management Corp.23,000
0.1% of portfolio›$1.1M
State of New Jersey Common Pension Fund D22,521
0.0% of portfolio›$1.1M
Harbor Capital Advisors, Inc.19,083
0.0% of portfolio›$911
Counterpoint Mutual Funds LLC18,268
0.1% of portfolio›$872.5K
Exchange Traded Concepts, LLC17,319
0.0% of portfolio›$827.2K
Louisiana State Employees Retirement System16,800
0.0% of portfolio›$802.4K
Alps Advisors Inc11,980
0.0% of portfolio›$572.2K
Lido Advisors, LLC11,132
0.0% of portfolio›$531.7K
Arizona State Retirement System10,642
0.0% of portfolio›$508.3K
Amalgamated Bank10,236
0.0% of portfolio›$489
Yousif Capital Management, LLC10,022
0.0% of portfolio›$478.7K
Achmea Investment Management B.V.9,500
0.0% of portfolio›$454.1K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS9,303
0.0% of portfolio›$444.3K
Oregon Public Employees Retirement Fund8,893
0.0% of portfolio›$424.7K
State of Alaska, Department of Revenue8,618
0.0% of portfolio›$410
Optimist Retirement Group LLC8,605
0.2% of portfolio›$411.0K
Silverberg Bernstein Capital Management LLC8,110
0.2% of portfolio›$387.3K
Bokf, NA7,602
0.0% of portfolio›$363.1K
Oppenheimer Asset Management Inc.7,421
0.0% of portfolio›$354.4K
Wealth Enhancement Advisory Services, LLC6,725
0.0% of portfolio›$332.2K
Pictet Asset Management Holding SA6,721
0.0% of portfolio›$321.0K
Swiss Life Asset Management Ltd5,479
0.0% of portfolio›$261.7K
Penbrook Management LLC5,000
0.1% of portfolio›$238.8K
Revolve Wealth Partners, LLC4,930
0.0% of portfolio›$235.5K
Citigroup Inc4,846
0.0% of portfolio›$231.4K
Mutual of America Capital Management LLC4,506
0.0% of portfolio›$215.2K
Family Capital Management, Inc.4,452
0.1% of portfolio›$212.6K
Gamma Investing LLC3,601
0.0% of portfolio›$172.0K
Axxion S.A.3,122
0.0% of portfolio›$149.1K
Assetmark, Inc3,051
0.0% of portfolio›$145.7K
Simplex Trading, LLC2,667
0.0% of portfolio›$127.4K
Adirondack Trust Co2,600
0.0% of portfolio›$124.2K
Versant Capital Management, Inc2,410
0.0% of portfolio›$115.1K
Nisa Investment Advisors, LLC2,226
0.0% of portfolio›$106.3K
Strs Ohio1,500
0.0% of portfolio›$71.6K
KBC Group NV1,361
0.0% of portfolio›$65
Sterling Capital Management LLC1,001
0.0% of portfolio›$47.8K
Birch Financial Group, LLC917
0.0% of portfolio›$43.8K
Signaturefd, LLC832
0.0% of portfolio›$39.7K
Farther Finance Advisors, LLC787
0.0% of portfolio›$37.6K
Trust Co of Toledo NA700
0.0% of portfolio›$33.4K
Pinnacle Wealth Planning Services, Inc.634
0.0% of portfolio›$30.3K
Parkside Financial Bank & Trust562
0.0% of portfolio›$26.8K
EverSource Wealth Advisors, LLC470
0.0% of portfolio›$22.4K
Salomon & Ludwin, LLC389
0.0% of portfolio›$18.6K
Parallel Advisors, LLC383
0.0% of portfolio›$18.3K
Root Financial Partners, LLC290
0.0% of portfolio›$13.9K
Covestor Ltd187
0.0% of portfolio›$9
SJS Investment Consulting Inc.132
0.0% of portfolio›$6.3K
First Horizon Corp120
0.0% of portfolio›$5.7K
Fortitude Family Office, LLC104
0.0% of portfolio›$5.0K
Essential Partners LLC97
0.0% of portfolio›$4.6K
Quest 10 Wealth Builders, Inc.85
0.0% of portfolio›$4.1K
GK Wealth Management LLC74
0.0% of portfolio›$3.5K
WPG Advisers, LLC54
0.0% of portfolio›$2.6K
JFS Wealth Advisors, LLC46
0.0% of portfolio›$2.2K
MassMutual Private Wealth & Trust, FSB43
0.0% of portfolio›$2.1K
SBI Securities Co., Ltd.40
0.0% of portfolio›$1.9K
Private Wealth Management Group, LLC39
0.0% of portfolio›$1.9K
True Wealth Design, LLC37
0.0% of portfolio›$1.8K
Farmers & Merchants Investments Inc36
0.0% of portfolio›$1.7K
Vima LLC35
0.0% of portfolio›$1.7K
Bare Financial Services, Inc17
0.0% of portfolio›$812
Ascentis Wealth Management, LLC15
0.0% of portfolio›$716
Creative Capital Management Investments LLC14
0.0% of portfolio›$669
Bay Harbor Wealth Management, LLC11
0.0% of portfolio›$525
DiNuzzo Private Wealth, Inc.9
0.0% of portfolio›$430
UMB Private Wealth Management, LLC8
0.0% of portfolio›$382
Gilpin Wealth Management, LLC6
0.0% of portfolio›$287
Davis Capital Management4
0.0% of portfolio›$191
Cedar Mountain Advisors, LLC4
0.0% of portfolio›$191
Provenance Wealth Advisors, LLC3
0.0% of portfolio›$143
Financial Consulate, Inc3
0.0% of portfolio›$144
Abound Wealth Management2
0.0% of portfolio›$96
Hughes Financial Services, LLC2
0.0% of portfolio›$103
Maryland Capital Advisors Inc.1
0.0% of portfolio›$48
DecisionPoint Financial, LLC1
0.0% of portfolio›$49
Signature Resources Capital Management, LLC1
0.0% of portfolio›$48
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,886,661$90.1M0.0%IndexLowAustin, TX2026-11-04
Principal Financial Group Inc
763,551$36.5M0.0%CoreLowDes Moines, IA2026-11-02
Access Investment Management LLC
368,339$17.6M4.3%Deep ValueLowAtlanta, GA2026-10-23
Crossmark Global Holdings, Inc.
238,819$11.4M0.1%GARPMediumHouston, TX2026-10-21
ProShare Advisors LLC
204,245$9.8M0.0%GrowthLowBethesda, MD2026-10-29
Kendall Capital Management
106,174$5.1M0.8%GARPLowRockville, MD2026-10-23
Creative Planning
63,063$3.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Cardinal Capital Management
52,765$2.5M0.3%ValueVery LowRaleigh, NC2026-10-21
New York State Teachers Retirement System
49,286$2.4K0.0%CoreVery LowAlbany, NY2026-10-22
DekaBank Deutsche Girozentrale
39,498$1.9K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Uncommon Cents Investing Inc
33,180$1.6M0.3%ValueVery LowJanesville, WI2026-10-20
North Star Investment Management Corp.
23,000$1.1M0.1%CoreLowChicago, IL2026-10-27
State of New Jersey Common Pension Fund D
22,521$1.1M0.0%CoreLowTrenton, NJ2026-11-05
Harbor Capital Advisors, Inc.
19,083$9110.0%ValueHighChicago, IL2026-10-22
Counterpoint Mutual Funds LLC
18,268$872.5K0.1%Deep ValueVery HighSan Diego, CA2026-10-16
Exchange Traded Concepts, LLC
17,319$827.2K0.0%GrowthMediumOklahoma City, OK2026-10-28
Louisiana State Employees Retirement System
16,800$802.4K0.0%IndexLowBaton Rouge, LA2026-10-20
Alps Advisors Inc
11,980$572.2K0.0%YieldLowDenver, CO2026-11-03
Lido Advisors, LLC
11,132$531.7K0.0%GrowthLowLos Angeles, CA2026-11-04
Arizona State Retirement System
10,642$508.3K0.0%IndexVery LowPhoenix, AZ2026-11-03
Amalgamated Bank
10,236$4890.0%CoreVery LowNew York, NY2026-10-23
Yousif Capital Management, LLC
10,022$478.7K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Achmea Investment Management B.V.
9,500$454.1K0.0%CoreMediumZeist, Philippines2026-10-30
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
9,303$444.3K0.0%CoreLowHarrisburg, PA2026-11-03
Oregon Public Employees Retirement Fund
8,893$424.7K0.0%IndexVery LowTigard, OR2026-10-30
State of Alaska, Department of Revenue
8,618$4100.0%CoreVery LowJuneau, AK2026-10-15
Optimist Retirement Group LLC
8,605$411.0K0.2%ValueLowBellevue, WA2026-10-30
Silverberg Bernstein Capital Management LLC
8,110$387.3K0.2%GrowthVery LowArmonk, NY2026-10-13
Bokf, NA
7,602$363.1K0.0%CoreLowTulsa, OK2026-10-27
Oppenheimer Asset Management Inc.
7,421$354.4K0.0%CoreMediumNew York, NY2026-10-27
Wealth Enhancement Advisory Services, LLC
6,725$332.2K0.0%CoreLowPlymouth, MN2026-10-13
Pictet Asset Management Holding SA
6,721$321.0K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Swiss Life Asset Management Ltd
5,479$261.7K0.0%CoreLowZurich, Switzerland2026-11-03
Penbrook Management LLC
5,000$238.8K0.1%CoreLowNew York, NY2026-10-16
Revolve Wealth Partners, LLC
4,930$235.5K0.0%ETFVery LowHackensack, NJ2026-10-23
Citigroup Inc
4,846$231.4K0.0%CoreMediumNew York, NY2026-11-04
Mutual of America Capital Management LLC
4,506$215.2K0.0%IndexLowNew York, NY2026-10-23
Family Capital Management, Inc.
4,452$212.6K0.1%ETFLowGrand Rapids, MI2026-11-03
Gamma Investing LLC
3,601$172.0K0.0%IndexVery LowFoster City, CA2026-10-08
Axxion S.A.
3,122$149.1K0.0%CoreN/AGrevenmacher, Netherlands2026-10-22
Assetmark, Inc
3,051$145.7K0.0%ETFLowConcord, CA2026-10-21
Simplex Trading, LLC
2,667$127.4K0.0%CoreVery HighChicago, IL2026-11-04
Adirondack Trust Co
2,600$124.2K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Versant Capital Management, Inc
2,410$115.1K0.0%GARPLowPhoenix, AZ2026-10-02
Nisa Investment Advisors, LLC
2,226$106.3K0.0%IndexVery LowSt. Louis, MO2026-10-20
Strs Ohio
1,500$71.6K0.0%CoreMediumColumbus, OH2026-10-30
KBC Group NV
1,361$650.0%CoreMediumBrussels, Czech Republic2026-10-22
Sterling Capital Management LLC
1,001$47.8K0.0%GARPMediumCharlotte, NC2026-10-22
Birch Financial Group, LLC
917$43.8K0.0%CoreLowKeene, NH2026-10-27
Signaturefd, LLC
832$39.7K0.0%IndexLowAtlanta, GA2026-10-23
Farther Finance Advisors, LLC
787$37.6K0.0%IndexLowSan Francisco, CA2026-10-08
Trust Co of Toledo NA
700$33.4K0.0%GrowthVery LowHolland, OH2026-10-16
Pinnacle Wealth Planning Services, Inc.
634$30.3K0.0%GARPLowMansfield, OH2026-10-27
Parkside Financial Bank & Trust
562$26.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
EverSource Wealth Advisors, LLC
470$22.4K0.0%CoreMediumBirmingham, AL2026-11-04
Salomon & Ludwin, LLC
389$18.6K0.0%ETFVery LowRichmond, VA2026-10-29
Parallel Advisors, LLC
383$18.3K0.0%IndexLowSan Francisco, CA2026-11-03
Root Financial Partners, LLC
290$13.9K0.0%ETFMediumEncinitas, CA2026-10-21
Covestor Ltd
187$90.0%ValueHighLondon, United Kingdom2026-10-30
SJS Investment Consulting Inc.
132$6.3K0.0%ETFVery LowSylvania, OH2026-10-26
First Horizon Corp
120$5.7K0.0%CoreLowMemphis, TN2026-10-26
Fortitude Family Office, LLC
104$5.0K0.0%ETFMediumScottsdale, AZ2026-10-14
Essential Partners LLC
97$4.6K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Quest 10 Wealth Builders, Inc.
85$4.1K0.0%ETFLowFuquay-Varina, VA2026-11-02
GK Wealth Management LLC
74$3.5K0.0%GARPVery HighReno, NV2026-10-09
WPG Advisers, LLC
54$2.6K0.0%CoreLowBaltimore, MD2026-10-27
JFS Wealth Advisors, LLC
46$2.2K0.0%ETFVery LowHermitage, PA2026-11-03
MassMutual Private Wealth & Trust, FSB
43$2.1K0.0%CoreLowSpringfield, MA2026-10-05
SBI Securities Co., Ltd.
40$1.9K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Private Wealth Management Group, LLC
39$1.9K0.0%ETFLowPrinceton, NJ2026-10-19
True Wealth Design, LLC
37$1.8K0.0%ETFMediumAkron, OH2026-10-13
Farmers & Merchants Investments Inc
36$1.7K0.0%CoreVery LowLincoln, NE2026-10-22
Vima LLC
35$1.7K0.0%CoreLowTroy, MI2026-10-23
Bare Financial Services, Inc
17$8120.0%ETFVery LowGap, PA2026-11-04
Ascentis Wealth Management, LLC
15$7160.0%Agg GrowthLowDallas, TX2026-11-03
Creative Capital Management Investments LLC
14$6690.0%ETFLowSan Diego, CA2026-10-28
Bay Harbor Wealth Management, LLC
11$5250.0%ETFMediumHunt Valley, MD2026-11-03
DiNuzzo Private Wealth, Inc.
9$4300.0%ETFLowBeaver, PA2026-10-16
UMB Private Wealth Management, LLC
8$3820.0%GrowthN/AKansas City, MO2026-10-19
Gilpin Wealth Management, LLC
6$2870.0%GrowthLowDenver, CO2026-10-09
Davis Capital Management
4$1910.0%CoreLowJacksonville, FL2026-10-08
Cedar Mountain Advisors, LLC
4$1910.0%ETFVery LowLake Oswego, OR2026-10-15
Provenance Wealth Advisors, LLC
3$1430.0%ETFLowFort Lauderdale, FL2026-10-30
Financial Consulate, Inc
3$1440.0%ETFLowHunt Valley, MD2026-10-23
Abound Wealth Management
2$960.0%ETFVery LowFranklin, TN2026-10-26
Hughes Financial Services, LLC
2$1030.0%ETFLowHerndon, VA2026-10-30
Maryland Capital Advisors Inc.
1$480.0%ETFVery LowChester, MD2026-10-15
DecisionPoint Financial, LLC
1$490.0%ETFVery LowMesa, AZ2026-10-27
Signature Resources Capital Management, LLC
1$480.0%ETFLowNewport Beach, CA2026-10-16