MetaCap

Who Owns John Wiley & Sons Stock?

NYSE: WLYBConsumer DiscretionaryBooksUSD

51.59+3.69 (+7.70%)

At close: Oct 12, 3:37 PM ET · Delayed 15 min

Ownership breakdown

Held by institutions
2.64%
Institutional holders
19
  • Institutions 2.6%
  • Insiders 94.2%
  • Public and other 3.1%

Who owns John Wiley & Sons stock?

Institutional investors own about 2.6% of John Wiley & Sons's shares, spread across 19 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 94.22% of WLYB.

The largest institutional holders are Morgan Stanley (0.74%), Pfg Investments, LLC (0.61%) and Royal Bank of Canada (0.32%). Together, the top 10 institutions control 2.6% of shares outstanding. In their latest filings, 2 of the top 10 institutions increased their WLYB positions and 3 reduced them.

Summary generated from market data by MetaCap's automated system. Methodology

Top institutional holders of WLYB

John Wiley & Sons top institutional holders
InstitutionShares% HeldChange
Morgan Stanley65.01K0.74%0.0%
Pfg Investments, LLC 53.55K0.61%+0.0%
Royal Bank of Canada27.95K0.32%0.0%
Cannell & Spears LLC20.00K0.23%0.0%
Vanguard Capital Management LLC14.49K0.17%-0.2%
Caldwell Sutter Capital, Inc.12.13K0.14%0.0%
Geode Capital Management, LLC10.37K0.12%-2.5%
Neuberger Berman Group, LLC10.13K0.12%-0.3%
Vanguard Global Advisers, LLC6.42K0.07%0.0%
Gabelli Funds, LLC4.50K0.05%+100.0%

% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.

Top mutual fund and ETF holders of WLYB

John Wiley & Sons top fund holders
FundShares% Held
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund14.49K0.17%
Fidelity Concord Street Trust-Fidelity Extended Market Index Fund6.87K0.08%
Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund4.50K0.05%
Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund2.02K0.02%

Frequently asked questions

Who is the largest shareholder of John Wiley & Sons?

Morgan Stanley is the largest institutional shareholder of WLYB, owning 0.74% of shares outstanding (65.01K shares) as of its latest 13F filing.

What percentage of John Wiley & Sons is owned by institutions?

Institutions own about 2.6% of WLYB shares and 45.7% of the public float.

How much of John Wiley & Sons do insiders own?

Insiders, such as officers and directors, own about 94.22% of WLYB shares outstanding.

Where does institutional ownership data come from?

Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.

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