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JOHN WILEY & SONS, INC. hedge fund holdings

WLYNYSE
$48.54+1.04 (+2.19%)as of Oct 5, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

WLY · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (+25.6%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20258881$185M$149M248Aug 14, 2025
Q3 20258187$145M$121M235Nov 14, 2025
Q4 202571109$136M$169M221Feb 14, 2026
Q1 202610574$198M$168M240May 15, 2026
Q2 202610574$198M$194M252Aug 14, 2026

Quarterly action breakdown

Q2 2026
252 filers
New position
40
$18.3M+377K sh
Increased
65
$180M+3.7M sh
Reduced
50
-$135M-2.78M sh
Out / sold
24
-$58.9M-1.21M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
LSV Asset ManagementAdded 618.36%+$42.7M$49.6M0.09%Aug 6, 2026
Madison Avenue Partners, LPSell 100%-$25.8M$00.00%Aug 14, 2026
Neumeier Poma Investment Counsel LLCAdded 110.80%+$22.1M$42M2.87%Aug 13, 2026
Palisade Capital Management, LPReduce 52.51%-$19.9M$18M0.78%Aug 14, 2026
William Blair Investment Management, LLCReduce 35.86%-$14.3M$25.6M0.08%Aug 12, 2026
Clarkston Capital Partners, LLCReduce 19.47%-$8.9M$36.8M3.11%Aug 11, 2026
Thompson Siegel & Walmsley LLCReduce 68.50%-$6.2M$2.85M0.05%Aug 11, 2026
Voloridge Investment Management, LLCSell 100%-$5.31M$00.00%Aug 14, 2026
Jupiter Asset Management LtdAdded 204.08%+$4.03M$6M0.03%Aug 10, 2026
Phocas Financial Corp.New Buy+$3.67M$3.67M0.51%Jul 31, 2026
Bridgewater Associates, LPSell 100%-$3.64M$00.00%Aug 14, 2026
Ilex Capital Partners (UK) LLPNew Buy+$2.69M$2.69M0.06%Aug 14, 2026
Picton Mahoney Asset ManagementNew Buy+$2.66M$2.66M0.02%Aug 13, 2026
Schroder Investment Management GroupAdded 2.18%+$2.51M$118M0.08%Aug 13, 2026
Silvercrest Asset Management Group LLCReduce 5.05%-$2.38M$44.8M0.29%Aug 14, 2026
First Trust Advisors LPAdded 42.38%+$2.14M$7.18M0.00%Aug 11, 2026
Neo Ivy Capital ManagementNew Buy+$1.9M$1.9M0.44%Aug 14, 2026
Horizon Investments, LLCAdded 240275.00%+$1.65M$1.66M0.02%Aug 13, 2026
Clark Estates IncAdded 40.90%+$1.33M$4.58M1.06%Aug 5, 2026
Quantinno Capital Management LPAdded 71.41%+$1.33M$3.19M0.00%Aug 13, 2026
Campbell & CO Investment Adviser LLCSell 100%-$1.32M$00.00%Aug 3, 2026
Foster & Motley IncNew Buy+$641K$641K0.03%Aug 7, 2026
Kendall Capital ManagementAdded 14.52%+$634K$5M0.83%Aug 12, 2026
Nordea Investment Management ABReduce 7.57%-$479K$5.84M0.00%Aug 5, 2026
Tidal Investments LLCReduce 41.59%-$354K$498K0.00%Aug 13, 2026
State of Alaska, Department of RevenueReduce 32.14%-$339K$715K0.01%Jul 20, 2026
PFG Investments, LLCNew Buy+$311K$311K0.01%Jul 23, 2026
iSAM Funds (UK) LtdSell 100%-$267K$00.00%Aug 12, 2026
EntryPoint Capital, LLCSell 100%-$267K$00.00%Aug 13, 2026
Sit Investment Associates IncNew Buy+$251K$251K0.00%Aug 12, 2026
Caxton Associates LLPNew Buy+$249K$249K0.00%Aug 14, 2026
Evercore Wealth Management, LLCNew Buy+$245K$245K0.00%Aug 14, 2026
Penbrook Management LLCNew Buy+$243K$243K0.15%Jul 23, 2026
Revolve Wealth Partners, LLCNew Buy+$239K$239K0.02%Jul 9, 2026
Family Capital Management, Inc.New Buy+$232K$232K0.09%Jul 31, 2026
Public Sector Pension Investment BoardReduce 3.16%-$221K$6.77M0.02%Aug 13, 2026
CANADA LIFE ASSURANCE CoReduce 10.99%-$216K$1.75M0.00%Aug 13, 2026
Blueshift Asset Management, LLCReduce 29.55%-$195K$464K0.11%Aug 14, 2026
Loomis Sayles & Co L PReduce 1.10%-$129K$11.6M0.01%Aug 14, 2026
Harbor Capital Advisors, Inc.Reduce 11.75%-$125K$936K0.06%Aug 7, 2026
Illinois Municipal Retirement FundAdded 13.70%+$117K$970K0.01%Aug 12, 2026
Assetmark, IncNew Buy+$109K$109K0.00%Jul 30, 2026
Empowered Funds, LLCReduce 29.50%-$100K$239K0.00%Aug 17, 2026
Guggenheim Capital LLCAdded 15.62%+$78.4K$580K0.00%Aug 12, 2026
Gotham Asset Management, LLCReduce 25.52%-$72.9K$213K0.00%Aug 14, 2026
Thrivent Financial for LutheransReduce 4.37%-$57.1K$1.25M0.00%Aug 14, 2026
Vanguard Investments Australia, Ltd.Reduce 9.22%-$49.5K$488K0.00%Aug 13, 2026
Ensign Peak Advisors, IncReduce 16.29%-$48.5K$249K0.00%Aug 14, 2026
Freestone Grove Partners LPAdded 6.55%+$42.8K$697K0.00%Aug 14, 2026
Millstone Evans Group, LLCAdded 345.26%+$38.9K$50.1K0.03%Aug 11, 2026
Access Investment Management LLCReduce 0.14%-$25.5K$17.8M4.55%Aug 3, 2026
Cardinal Capital ManagementAdded 0.91%+$22.1K$2.44M0.30%Jul 21, 2026
Nomura Asset Management Co LtdSell 100%-$20.6K$00.00%Aug 13, 2026
Exchange Traded Concepts, LLCReduce 1.48%-$16.9K$1.12M0.01%Aug 11, 2026
Oregon Public Employees Retirement FundReduce 3.26%-$14.6K$431K0.00%Jul 29, 2026
Yousif Capital Management, LLCReduce 2.70%-$14.1K$509K0.01%Jul 16, 2026
Martin & Co IncReduce 0.68%-$13.1K$1.92M0.30%Aug 12, 2026
Kemnay Advisory Services Inc.New Buy+$13.1K$13.1K0.00%Aug 14, 2026
Swiss Life Asset Management LtdReduce 4.30%-$12.5K$277K0.00%Jul 29, 2026
Lido Advisors, LLCAdded 2.32%+$10.7K$471K0.00%Aug 7, 2026
BOK Financial Private Wealth, Inc.New Buy+$7.28K$7.28K0.00%Aug 10, 2026
Destiny Wealth Partners, LLCSell 100%-$7.2K$00.00%Aug 7, 2026
LRI Investments, LLCReduce 97.79%-$6.47K$1460.00%Jul 14, 2026
Maryland State Retirement & Pension SystemReduce 2.29%-$6.45K$275K0.00%Jul 30, 2026
Uncommon Cents Investing LLCReduce 0.37%-$6.06K$1.63M0.35%Jul 20, 2026
Bessemer Group IncAdded 0.08%+$4.03K$4.88M0.01%Aug 12, 2026
Quarry LPSell 100%-$2.21K$00.00%Aug 14, 2026
Pinnacle Wealth Planning Services, Inc.Added 7.42%+$2.04K$29.5K0.00%Aug 7, 2026
Fiduciary Financial AdvisorsNew Buy+$1.36K$1.36K0.00%Aug 14, 2026
Fulcrum Asset Management LLPNew Buy+$1.04K$1.04K0.00%Aug 18, 2026
BNP PARIBAS ASSET MANAGEMENT Holding S.A.Reduce 3.68%-$1.02K$26.7K0.00%Aug 13, 2026
JFS Wealth Advisors, LLCAdded 76.92%+$970$2.23K0.00%Jul 10, 2026
Creative Capital Management Investments LLCNew Buy+$679$6790.00%Jul 24, 2026
UMB Bank, n.a.Added 4.96%+$582$12.3K0.00%Aug 13, 2026
Rialto Wealth Management, LLCNew Buy+$437$4370.00%Aug 11, 2026
Atlantic Union Bankshares CorpSell 100%-$419$00.00%Aug 11, 2026
Bay Harbor Wealth Management, LLCAdded 400.00%+$388$4850.00%Jul 28, 2026
HFM Investment Advisors, LLCAdded 250.00%+$243$3400.00%Aug 4, 2026
Cedar Mountain Advisors, LLCNew Buy+$194$1940.00%Jul 2, 2026
DecisionPoint Financial, LLCNew Buy+$103$1030.00%Aug 5, 2026
Keating Financial Advisory Services, Inc.Added 2.50%+$97$3.98K0.00%Aug 11, 2026
Davis Capital ManagementNew Buy+$97$970.00%Jul 16, 2026
Vermillion Wealth Management, Inc.Sell 100%-$76$00.00%Jul 16, 2026
Maryland Capital Advisors Inc.New Buy+$49$490.00%Jul 17, 2026
Abound Wealth ManagementReduce 33.33%-$49$980.00%Jul 10, 2026
Hughes Financial Services, LLCAdded 50.00%+$49$1460.00%Jul 20, 2026
Curio Wealth, LLCSell 100%-$38$00.00%Aug 7, 2026

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