Titelia

Fund shareholders of John Wiley & Sons Inc

ISIN US9682232064 · United States · LEI 5493003XM719UN7E8P64

Fund shareholders
286
Of which ETFs
77 209 other funds
Value held
787.4M $ 5.7M SEK

This issuer has other securities : John Wiley & Sons Inc (US9682233054)

FundSharesValueWeight in fund
iShares Core S&P Small-Cap ETF iShares Trust 2,417,46392.1M $0.10 %as of Mar 31, 2026 ↗
Neuberger Genesis Fund NEUBERGER BERMAN EQUITY FUNDS 1,799,60655.8M $0.65 %as of Feb 28, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,204,66145.9M $0.00 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 985,56137.5M $0.05 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 858,56932.7M $0.02 %as of Mar 31, 2026 ↗
Invesco High Yield Equity Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 606,41824.8M $2.33 %as of Apr 30, 2026 ↗
Brown Advisory Small-Cap Fundamental Value Fund Brown Advisory Funds 554,33121.1M $1.96 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 546,42420.8M $0.03 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 447,12717M $0.02 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 397,99016.3M $0.05 %as of Apr 30, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 393,37015M $0.20 %as of Mar 31, 2026 ↗
Clarkston Partners Fund ALPS SERIES TRUST 385,00014.7M $4.69 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 363,50013.8M $0.10 %as of Mar 31, 2026 ↗
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust 362,62813.8M $0.34 %as of Mar 31, 2026 ↗
JPMorgan Small Cap Blend Fund JPMorgan Trust I 344,34413.1M $0.92 %as of Mar 31, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 309,57111.8M $0.10 %as of Mar 31, 2026 ↗
William Blair Small Cap Value Fund WILLIAM BLAIR FUNDS 306,15011.7M $1.25 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 277,87210.6M $0.11 %as of Mar 31, 2026 ↗
PIMCO RAE US Small Fund PIMCO Equity Series 255,3479.7M $0.31 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 254,6527.9M $0.08 %as of Feb 28, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 246,46810.1M $0.06 %as of Apr 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 244,82210M $0.07 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 229,1257.1M $0.02 %as of Feb 28, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 226,7908.6M $0.10 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 209,6088M $0.20 %as of Mar 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 202,8636.3M $0.03 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 201,8906.3M $0.04 %as of Feb 28, 2026 ↗
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 184,1745.7M $0.87 %as of Feb 28, 2026 ↗
Neuberger Berman Genesis Portfolio Brighthouse Funds Trust II 174,7846.7M $0.87 %as of Mar 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 170,4737M $0.05 %as of Apr 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 168,8356.9M $0.04 %as of Apr 30, 2026 ↗
VANGUARD COMMUNICATION SERVICES INDEX FUND VANGUARD WORLD FUND 167,4755.2M $0.08 %as of Feb 28, 2026 ↗
Applied Finance Explorer Fund World Funds Trust 166,9026.8M $0.69 %as of Apr 30, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 162,7536.7M $0.18 %as of Apr 30, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 157,0646M $0.31 %as of Mar 31, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 156,3426.4M $0.01 %as of Apr 30, 2026 ↗
Victory Market Neutral Income Fund Victory Portfolios II 151,5425.8M $0.20 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 140,2704.4M $0.08 %as of Feb 28, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 139,3355.7M $0.08 %as of Apr 30, 2026 ↗
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 122,8005M $0.13 %as of Apr 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 115,2554.7M $0.03 %as of Apr 30, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 107,0014.1M $0.13 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 105,8874.3M $0.01 %as of Apr 30, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 100,3614.1M $0.04 %as of Apr 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 94,0623.8M $0.05 %as of Apr 30, 2026 ↗
First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 90,2143.7M $0.35 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 89,9242.8M $0.16 %as of Feb 28, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 88,2673.6M $0.05 %as of Apr 30, 2026 ↗
Small Cap Portfolio BNY MELLON VARIABLE INVESTMENT FUND 86,4393.3M $1.06 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust 79,0953M $0.84 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 78,2562.4M $0.00 %as of Feb 28, 2026 ↗
BNY Mellon Small Cap Value Fund BNY Mellon Investment Funds I 74,2732.8M $1.06 %as of Mar 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 71,8122.9M $0.10 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 71,6602.2M $0.09 %as of Feb 28, 2026 ↗
Neuberger Small-Mid Cap ETF Neuberger Berman ETF Trust 70,1402.2M $0.96 %as of Feb 28, 2026 ↗
Variable Portfolio - Partners Small Cap Value Fund Columbia Funds Variable Series Trust II 69,9372.7M $0.67 %as of Mar 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 66,1442.5M $0.05 %as of Mar 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 65,0702M $0.08 %as of Feb 28, 2026 ↗
State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS 64,9482.5M $0.53 %as of Mar 31, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 64,1902.4M $0.42 %as of Mar 31, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 62,3922.4M $0.10 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 61,7511.9M $0.00 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 59,9722.5M $0.10 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 58,7311.8M $0.11 %as of Feb 28, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 58,0122.2M $0.19 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 55,4042.3M $0.01 %as of Apr 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 54,4772.1M $0.00 %as of Mar 31, 2026 ↗
Loomis Sayles Small Cap Value Fund LOOMIS SAYLES FUNDS I 53,5822M $0.63 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 50,9852.1M $0.01 %as of Apr 30, 2026 ↗
Brown Advisory Sustainable Small-Cap Core Fund Brown Advisory Funds 49,9771.9M $1.80 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 48,3532M $0.05 %as of Apr 30, 2026 ↗
Ancora/Thelen Small-Mid Cap Fund ANCORA TRUST 47,8701.8M $0.86 %as of Mar 31, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 44,4831.8M $0.09 %as of Apr 30, 2026 ↗
Fidelity MSCI Communication Services Index ETF FIDELITY COVINGTON TRUST 43,9131.8M $0.10 %as of Apr 30, 2026 ↗
Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II 43,3701.7M $0.47 %as of Mar 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 41,8431.6M $0.05 %as of Mar 31, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 41,5071.6M $0.07 %as of Mar 31, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 40,3611.5M $0.30 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 38,9771.5M $0.23 %as of Mar 31, 2026 ↗
Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST 38,6371.6M $0.22 %as of Apr 30, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 36,3471.5M $0.12 %as of Apr 30, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 35,6781.5M $0.01 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 35,1701.1M $0.08 %as of Feb 28, 2026 ↗
Small Cap Dividend Fund American Century Capital Portfolios, Inc. 35,0571.3M $1.34 %as of Mar 31, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 34,3501.3M $0.10 %as of Mar 31, 2026 ↗
Column Small Cap Select Fund Trust for Professional Managers 31,975991.9K $0.06 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II 31,868988.5K $1.33 %as of Feb 28, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 31,6671.3M $0.10 %as of Apr 30, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 30,0571.1M $0.10 %as of Mar 31, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 29,8371.1M $0.08 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 29,5371.2M $0.00 %as of Apr 30, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 28,7581.1M $0.10 %as of Mar 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 27,9181.1M $0.02 %as of Apr 30, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 27,0411M $0.11 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 26,9001M $0.05 %as of Mar 31, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 26,8921M $0.10 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 26,8671.1M $0.00 %as of Apr 30, 2026 ↗
Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust 26,2511.1M $0.37 %as of Apr 30, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 24,837946.3K $0.10 %as of Mar 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 24,217751.2K $0.00 %as of Feb 28, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Clarkston Partners Fund ALPS SERIES TRUST 4.69 %as of Mar 31, 2026 ↗
Invesco High Yield Equity Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 2.33 %as of Apr 30, 2026 ↗
Brown Advisory Small-Cap Fundamental Value Fund Brown Advisory Funds 1.96 %as of Mar 31, 2026 ↗
Brown Advisory Sustainable Small-Cap Core Fund Brown Advisory Funds 1.80 %as of Mar 31, 2026 ↗
JPMorgan Active Small Cap Value ETF J.P. Morgan Exchange-Traded Fund Trust 1.80 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap Utilities & Communication Services ETF Invesco Exchange-Traded Fund Trust II 1.51 %as of Feb 28, 2026 ↗
Small Cap Dividend Fund American Century Capital Portfolios, Inc. 1.34 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II 1.33 %as of Feb 28, 2026 ↗
William Blair Small Cap Value Fund WILLIAM BLAIR FUNDS 1.25 %as of Mar 31, 2026 ↗
Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust 1.08 %as of Apr 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2284+721,104,245+1.2 %
2026Q1277-620,845,755-0.8 %
2025Q4283-1621,012,813+2.7 %
2025Q3299-1220,465,342+4.4 %
2025Q2311+3019,601,637+0.2 %
2025Q1281-119,558,530+1.0 %
2024Q4282+1619,366,448-1.9 %
2024Q3266+519,744,478-4.0 %
2024Q2261-920,572,840+1.4 %
2024Q1270-1320,297,442-5.1 %
2023Q428321,387,669

Institutional managers

242 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.6,162,370234.8M $as of Mar 31, 2026
NEUBERGER BERMAN GROUP LLC3,017,098115M $as of Mar 31, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP2,382,70390.8M $as of Mar 31, 2026
STATE STREET CORP2,175,96682.9M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,829,67669.7M $as of Mar 31, 2026
BANK OF MONTREAL /CAN/1,590,46860.6M $as of Mar 31, 2026
BROWN ADVISORY INC1,209,41646.1M $as of Mar 31, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC972,66637.1M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC970,75737M $as of Mar 31, 2026
Clarkston Capital Partners, LLC942,55635.9M $as of Mar 31, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC821,98731.3M $as of Mar 31, 2026
Invesco Ltd.816,48531.1M $as of Mar 31, 2026
Bank of New York Mellon Corp796,19130.3M $as of Mar 31, 2026
PALISADE CAPITAL MANAGEMENT, LP780,84029.8M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC747,63428.5M $as of Mar 31, 2026
MORGAN STANLEY683,99826.1M $as of Mar 31, 2026
Madison Avenue Partners, LP678,41725.8M $as of Mar 31, 2026
JPMORGAN CHASE & CO614,48923.3M $as of Mar 31, 2026
JANE STREET GROUP, LLC440,65216.8M $as of Mar 31, 2026
NEUMEIER POMA INVESTMENT COUNSEL LLC410,56515.6M $as of Mar 31, 2026
FMR LLC407,52715.5M $as of Mar 31, 2026
NORTHERN TRUST CORP403,59615.4M $as of Mar 31, 2026
Access Investment Management LLC366,52014M $as of Mar 31, 2026
Allianz Asset Management GmbH366,30914M $as of Mar 31, 2026
MARSHALL WACE, LLP359,32113.7M $as of Mar 31, 2026

Declared shareholders of John Wiley & Sons Inc

There are 4 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 6.06 %2,580,028as of Mar 31, 2026 · SCHEDULE 13G
SCHRODER INVESTMENT MANAGEMENT GROUP and 3 others5.60 %2,382,703as of Mar 31, 2026 · SCHEDULE 13G
STATE STREET CORPORATION 5.10 %2,175,966as of Mar 31, 2026 · SCHEDULE 13G
Clarkston Capital Partners, LLC and 3 others2.21 %942,556as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of John Wiley & Sons Inc". https://titelia.com/en/stocks/john-wiley-sons-inc-US9682232064