John Wiley & Sons, Inc. is a publishing company in the communication services sector on NYSE, led by Matthew S. Kissner, with a market cap of $1.6B. As of Q3 2025, 78% of shares are held by 246 institutional investors, with BlackRock, Inc. as the largest holder at 11.25%.
Overview of institutional ownership in WLY as of Q3 2025 with a market cap of $2.2B
Based on market cap of $2.2B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Institutions with the largest positions in WLY as of Q3 2025
| Institution | Position Value |
|---|---|
B BlackRock, Inc. Institution | $242.2M 0.00% of portfolio |
VANGUARD GROUP INC Institution | $194.9M 0.00% of portfolio |
N Neuberger Berman Group LLC Institution | $132.4M 0.10% of portfolio |
Clarkston Capital Partners LLC Long Only Manager | $89.4M 1.93% of portfolio |
STATE STREET CORP Institution | $67.7M 0.00% of portfolio |
SCHRODER INVESTMENT MANAGEMENT GROUP RIA/Wealth | $63.7M 0.05% of portfolio |
DIMENSIONAL FUND ADVISORS LP Long Only Manager | $63.0M 0.01% of portfolio |
SG Capital Management LLC Hedge Fund•Event Driven | $59.7M 5.98% of portfolio |
MORGAN STANLEY RIA/Wealth | $55.4M 0.00% of portfolio |
B BROWN ADVISORY INC RIA/Wealth | $48.8M 0.07% of portfolio |
Institutional buying and selling activity for WLY in Q3 2025
| Institution | Net Bought |
|---|---|
N Neuberger Berman Group LLC Institution | +$16.8M +414.8K shares |
NEUMEIER POMA INVESTMENT COUNSEL LLC Long Only Manager | +$16.0M +395.6K shares |
SG Capital Management LLC Hedge Fund•Event Driven | +$14.7M +362.9K shares |
Clarkston Capital Partners LLC Long Only Manager | +$12.8M +315.3K shares |
Intrinsic Edge Capital Management LLC Hedge Fund•Multi-Strategy | +$12.0M +295.6K shares |
L LSV ASSET MANAGEMENT Long Only Manager | +$4.0M +99.5K shares |
GOLDMAN SACHS GROUP INC Institution | +$3.9M +96.8K shares |
FMR LLC Institution | +$3.6M +90.0K shares |
JPMORGAN CHASE & CO Institution | +$3.2M +78.6K shares |
H HRT FINANCIAL LLC Institution | +$3.0M +75.0K shares |
| Institution | Net Sold |
|---|---|
Madison Avenue Partners, LP Hedge Fund•Value | −$35.7M −882.1K shares |
Marshall Wace LLP Institution | −$10.4M −233.7K shares |
O Ophir Asset Management Pty Ltd Long Only Manager | −$8.4M −208.5K shares |
WESTFIELD CAPITAL MANAGEMENT CO LP Long Only Manager | −$7.6M −169.8K shares |
Ceredex Value Advisors LLC Long Only Manager | −$6.9M −154.2K shares |
Caption Management, LLC Hedge Fund•Long/Short | −$6.1M −137.3K shares |
ExodusPoint Capital Management, LP Hedge Fund•Multi-Strategy | −$4.7M −104.4K shares |
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | −$4.4M −99.5K shares |
VANGUARD GROUP INC Institution | −$3.5M −87.6K shares |
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager | −$3.1M −76.6K shares |
Institutions that initiated new positions or completely exited WLY in Q3 2025
| Institution | Position Value |
|---|---|
NEUMEIER POMA INVESTMENT COUNSEL LLC Long Only Manager | $16.0M 395.6K shares |
P PEAK6 LLC Institution | $249.8K 6.2K shares |
Steigerwald, Gordon & Koch Inc. RIA/Wealth | $16.2K 400.0 shares |
S Salomon & Ludwin, LLC Institution | $11.4K 285.0 shares |
MAI Wealth Advisors RIA/Wealth | $8.1K 200.0 shares |
Transamerica Financial Advisors, Inc. Institution | $7.4K 184.0 shares |
R Root Financial Partners, LLC RIA/Wealth | $5.8K 144.0 shares |
Sontag Advisory, LLC RIA/Wealth | $3.0K 75.0 shares |
R Rossby Financial, LCC RIA/Wealth | $642.0 16.0 shares |
JPL Wealth Management, LLC RIA/Wealth | $203.0 5.0 shares |
| Institution | Previous Position |
|---|---|
Marshall Wace LLP Institution | $10.4M 233.7K shares |
WESTFIELD CAPITAL MANAGEMENT CO LP Long Only Manager | $7.6M 169.8K shares |
Ceredex Value Advisors LLC Long Only Manager | $6.9M 154.2K shares |
Caption Management, LLC Hedge Fund•Long/Short | $6.1M 137.3K shares |
ExodusPoint Capital Management, LP Hedge Fund•Multi-Strategy | $4.7M 104.4K shares |
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | $4.4M 99.5K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $2.4M 53.7K shares |
JACOBS LEVY EQUITY MANAGEMENT, INC Hedge Fund•Quant | $2.0M 45.1K shares |
First Pacific Advisors, LLC Long Only Manager | $1.7M 39.1K shares |
C Cubist Systematic Strategies, LLC Institution | $1.7M 37.1K shares |
Institutions with the largest Call and Put options positions in WLY as of Q3 2025
| Institution | Position Value |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $2.4M 603.0 contracts |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $360.2K 89.0 contracts |
J JANE STREET GROUP, LLC Institution | - - contracts |
| Institution | Position Value |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $493.7K 122.0 contracts |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $489.7K 121.0 contracts |
SG Capital Management LLC Hedge Fund•Event Driven | - - contracts |
J JANE STREET GROUP, LLC Institution | - - contracts |
Institutions with WLY as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
TradeLink Capital LLC Hedge Fund•Event Driven | 7.97% $959.3K |
SG Capital Management LLC Hedge Fund•Event Driven | 5.98% $59.7M |
Intrinsic Edge Capital Management LLC Hedge Fund•Multi-Strategy | 2.74% $18.0M |
Madison Avenue Partners, LP Hedge Fund•Value | 2.48% $47.4M |
O Ophir Asset Management Pty Ltd Long Only Manager | 2.47% $20.0M |
Clarkston Capital Partners LLC Long Only Manager | 1.93% $89.4M |
Access Investment Management LLC RIA/Wealth | 1.70% $6.3M |
B Bastion Asset Management Inc. Institution | 1.67% $2.9M |
NEUMEIER POMA INVESTMENT COUNSEL LLC Long Only Manager | 1.31% $16.0M |
PALISADE CAPITAL MANAGEMENT LLC/NJ Long Only Manager | 1.17% $38.1M |
Discover hedge funds investing in WLY

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $2.1B | 5.71% | |
Consumer Electronics Technology | $1.9B | 5.06% | |
Software - Infrastructure Technology | $1.4B | 3.93% |
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