WLY John Wiley & Sons, Inc.
John Wiley & Sons, Inc. (WLY) Institutional Ownership
What the institutions did with WLY last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Access Investment Management LLC | 368.3K | 37.4% |
| Crossmark Global Holdings, Inc. | 238.8K | 24.3% |
| Kendall Capital Management | 106.2K | 10.8% |
| Cardinal Capital Management | 52.8K | 5.4% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 49.3K | 5.0% |
| Uncommon Cents Investing Inc | 33.2K | 3.4% |
| HARBOR CAPITAL ADVISORS, INC. | 19.1K | 1.9% |
| Counterpoint Mutual Funds LLC | 18.3K | 1.9% |
| Louisiana State Employees Retirement System | 16.8K | 1.7% |
| AMALGAMATED BANK | 10.2K | 1.0% |
| YOUSIF CAPITAL MANAGEMENT, LLC | 10.0K | 1.0% |
| State of Alaska, Department of Revenue | 8.6K | 0.9% |
| Silverberg Bernstein Capital Management LLC | 8.1K | 0.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 6.7K | 0.7% |
| Penbrook Management LLC | 5.0K | 0.5% |
| Revolve Wealth Partners, LLC | 4.9K | 0.5% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 4.5K | 0.5% |
| GAMMA Investing LLC | 3.6K | 0.4% |
| Axxion S.A. | 3.1K | 0.3% |
| ASSETMARK, INC | 3.1K | 0.3% |
| ADIRONDACK TRUST CO | 2.6K | 0.3% |
| Versant Capital Management, Inc | 2.4K | 0.2% |
| NISA INVESTMENT ADVISORS, LLC | 2.2K | 0.2% |
| KBC Group NV | 1.4K | 0.1% |
| Sterling Capital Management LLC | 1.0K | 0.1% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | New | 0 | 238.8K | +238.8K |
| Counterpoint Mutual Funds LLC | New | 0 | 18.3K | +18.3K |
| State of Alaska, Department of Revenue | Reduced | 14.8K | 8.6K | -6.1K |
| Kendall Capital Management | Increased | 103.0K | 106.2K | +3.1K |
| Axxion S.A. | New | 0 | 3.1K | +3.1K |
| Cardinal Capital Management | Increased | 50.4K | 52.8K | +2.4K |
| Access Investment Management LLC | Increased | 366.0K | 368.3K | +2.3K |
| ASSETMARK, INC | Increased | 2.2K | 3.1K | +805 |
| NISA INVESTMENT ADVISORS, LLC | Increased | 1.5K | 2.2K | +740 |
| SIGNATUREFD, LLC | Increased | 173 | 832 | +659 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | Reduced | 49.8K | 49.3K | -514 |
| AdvisorNet Financial, Inc | Sold Out | 500 | 0 | -500 |
| Sterling Capital Management LLC | Increased | 506 | 1.0K | +495 |
| YOUSIF CAPITAL MANAGEMENT, LLC | Reduced | 10.5K | 10.0K | -480 |
| Uncommon Cents Investing Inc | Reduced | 33.6K | 33.2K | -410 |
| Louisiana State Employees Retirement System | Reduced | 17.2K | 16.8K | -400 |
| GAMMA Investing LLC | Increased | 3.2K | 3.6K | +378 |
| AMALGAMATED BANK | Reduced | 10.5K | 10.2K | -292 |
| Root Financial Partners, LLC | New | 0 | 290 | +290 |
| Farther Finance Advisors, LLC | Increased | 546 | 787 | +241 |
| HARBOR CAPITAL ADVISORS, INC. | Reduced | 19.3K | 19.1K | -211 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 6.5K | 6.7K | +196 |
| GK Wealth Management LLC | New | 0 | 74 | +74 |
| Fortitude Family Office, LLC | Increased | 55 | 104 | +49 |
| VIMA LLC | New | 0 | 35 | +35 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | Increased | 4.5K | 4.5K | +21 |
| FARMERS & MERCHANTS INVESTMENTS INC | Increased | 20 | 36 | +16 |
| TD Waterhouse Canada Inc. | Sold Out | 12 | 0 | -12 |
| SJS Investment Consulting Inc. | Increased | 127 | 132 | +5 |
| SBI Securities Co., Ltd. | Reduced | 44 | 40 | -4 |
| FINANCIAL CONSULATE, INC | New | 0 | 3 | +3 |
| Davis Capital Management | Increased | 2 | 4 | +2 |
| Signature Resources Capital Management, LLC | New | 0 | 1 | +1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.