Funds holding John Wiley & Sons Inc
286 funds declare a position · 77 ETFs and 209 other funds · 787.4M $· 5.7M SEK · US9682232064
Other lines from the same issuer : John Wiley & Sons Inc (US9682233054)
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF iShares Trust | 2,417,463 | 92.1M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 2 | Neuberger Genesis Fund NEUBERGER BERMAN EQUITY FUNDS | 1,799,606 | 55.8M $ | 0.65 % | as of Feb 28, 2026 · Original filing |
| 3 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,204,661 | 45.9M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 4 | iShares Russell 2000 ETF iShares Trust | 985,561 | 37.5M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 5 | VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 858,569 | 32.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 6 | Invesco High Yield Equity Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 606,418 | 24.8M $ | 2.33 % | as of Apr 30, 2026 · Original filing |
| 7 | Brown Advisory Small-Cap Fundamental Value Fund Brown Advisory Funds | 554,331 | 21.1M $ | 1.96 % | as of Mar 31, 2026 · Original filing |
| 8 | VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 546,424 | 20.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 9 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 447,127 | 17M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 10 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 397,990 | 16.3M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 11 | iShares S&P Small-Cap 600 Value ETF iShares Trust | 393,370 | 15M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 12 | Clarkston Partners Fund ALPS SERIES TRUST | 385,000 | 14.7M $ | 4.69 % | as of Mar 31, 2026 · Original filing |
| 13 | State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 363,500 | 13.8M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 14 | Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | 362,628 | 13.8M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 15 | JPMorgan Small Cap Blend Fund JPMorgan Trust I | 344,344 | 13.1M $ | 0.92 % | as of Mar 31, 2026 · Original filing |
| 16 | iShares Russell 2000 Growth ETF iShares Trust | 309,571 | 11.8M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 17 | William Blair Small Cap Value Fund WILLIAM BLAIR FUNDS | 306,150 | 11.7M $ | 1.25 % | as of Mar 31, 2026 · Original filing |
| 18 | VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 277,872 | 10.6M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 19 | PIMCO RAE US Small Fund PIMCO Equity Series | 255,347 | 9.7M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 20 | Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 254,652 | 7.9M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 21 | U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 246,468 | 10.1M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 22 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 244,822 | 10M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 23 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 229,125 | 7.1M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 24 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 226,790 | 8.6M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 25 | State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST | 209,608 | 8M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 26 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 202,863 | 6.3M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 27 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 201,890 | 6.3M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 28 | ProShares Russell 2000 Dividend Growers ETF ProShares Trust | 184,174 | 5.7M $ | 0.87 % | as of Feb 28, 2026 · Original filing |
| 29 | Neuberger Berman Genesis Portfolio Brighthouse Funds Trust II | 174,784 | 6.7M $ | 0.87 % | as of Mar 31, 2026 · Original filing |
| 30 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 170,473 | 7M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 31 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 168,835 | 6.9M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 32 | VANGUARD COMMUNICATION SERVICES INDEX FUND VANGUARD WORLD FUND | 167,475 | 5.2M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 33 | Applied Finance Explorer Fund World Funds Trust | 166,902 | 6.8M $ | 0.69 % | as of Apr 30, 2026 · Original filing |
| 34 | iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 162,753 | 6.7M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 35 | WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 157,064 | 6M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 36 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 156,342 | 6.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 37 | Victory Market Neutral Income Fund Victory Portfolios II | 151,542 | 5.8M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 38 | VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 140,270 | 4.4M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 39 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 139,335 | 5.7M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 40 | Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds | 122,800 | 5M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 41 | U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 115,255 | 4.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 42 | Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 107,001 | 4.1M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 43 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 105,887 | 4.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 44 | Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 100,361 | 4.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 45 | Dimensional US Small Cap Value ETF Dimensional ETF Trust | 94,062 | 3.8M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 46 | First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 90,214 | 3.7M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| 47 | VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 89,924 | 2.8M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| 48 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 88,267 | 3.6M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 49 | Small Cap Portfolio BNY MELLON VARIABLE INVESTMENT FUND | 86,439 | 3.3M $ | 1.06 % | as of Mar 31, 2026 · Original filing |
| 50 | WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust | 79,095 | 3M $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| 51 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 78,256 | 2.4M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 52 | BNY Mellon Small Cap Value Fund BNY Mellon Investment Funds I | 74,273 | 2.8M $ | 1.06 % | as of Mar 31, 2026 · Original filing |
| 53 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 71,812 | 2.9M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 54 | Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 71,660 | 2.2M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 55 | Neuberger Small-Mid Cap ETF Neuberger Berman ETF Trust | 70,140 | 2.2M $ | 0.96 % | as of Feb 28, 2026 · Original filing |
| 56 | Variable Portfolio - Partners Small Cap Value Fund Columbia Funds Variable Series Trust II | 69,937 | 2.7M $ | 0.67 % | as of Mar 31, 2026 · Original filing |
| 57 | Master Small Cap Index Series Quantitative Master Series LLC | 66,144 | 2.5M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 58 | Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 65,070 | 2M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 59 | State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS | 64,948 | 2.5M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| 60 | Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 64,190 | 2.4M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| 61 | JNL Small Cap Index Fund JNL Series Trust | 62,392 | 2.4M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 62 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 61,751 | 1.9M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 63 | Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 59,972 | 2.5M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 64 | Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 58,731 | 1.8M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 65 | JPMorgan Small Cap Value Fund JPMorgan Trust II | 58,012 | 2.2M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 66 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 55,404 | 2.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 67 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 54,477 | 2.1M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 68 | Loomis Sayles Small Cap Value Fund LOOMIS SAYLES FUNDS I | 53,582 | 2M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| 69 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 50,985 | 2.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 70 | Brown Advisory Sustainable Small-Cap Core Fund Brown Advisory Funds | 49,977 | 1.9M $ | 1.80 % | as of Mar 31, 2026 · Original filing |
| 71 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 48,353 | 2M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 72 | Ancora/Thelen Small-Mid Cap Fund ANCORA TRUST | 47,870 | 1.8M $ | 0.86 % | as of Mar 31, 2026 · Original filing |
| 73 | Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 44,483 | 1.8M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 74 | Fidelity MSCI Communication Services Index ETF FIDELITY COVINGTON TRUST | 43,913 | 1.8M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 75 | Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II | 43,370 | 1.7M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| 76 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 41,843 | 1.6M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 77 | JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 41,507 | 1.6M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 78 | VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II | 40,361 | 1.5M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 79 | WisdomTree U.S. SmallCap Fund WisdomTree Trust | 38,977 | 1.5M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 80 | Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST | 38,637 | 1.6M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| 81 | First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 36,347 | 1.5M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 82 | Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 35,678 | 1.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 83 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 35,170 | 1.1M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 84 | Small Cap Dividend Fund American Century Capital Portfolios, Inc. | 35,057 | 1.3M $ | 1.34 % | as of Mar 31, 2026 · Original filing |
| 85 | PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 34,350 | 1.3M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 86 | Column Small Cap Select Fund Trust for Professional Managers | 31,975 | 991.9K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 87 | Invesco S&P SmallCap High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 31,868 | 988.5K $ | 1.33 % | as of Feb 28, 2026 · Original filing |
| 88 | SmallCap S&P 600 Index Fund Principal Funds, Inc | 31,667 | 1.3M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 89 | Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 30,057 | 1.1M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 90 | WisdomTree U.S. High Dividend Fund WisdomTree Trust | 29,837 | 1.1M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 91 | VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 29,537 | 1.2M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 92 | Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 28,758 | 1.1M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 93 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 27,918 | 1.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 94 | JPMorgan U.S. Small Company Fund JPMorgan Trust I | 27,041 | 1M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 95 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 26,900 | 1M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 96 | THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 26,892 | 1M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 97 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 26,867 | 1.1M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 98 | Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust | 26,251 | 1.1M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| 99 | LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 24,837 | 946.3K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 100 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 24,217 | 751.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
Institutional managers
242 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 6,162,370 | 234.8M $ | as of Mar 31, 2026 |
| NEUBERGER BERMAN GROUP LLC | 3,017,098 | 115M $ | as of Mar 31, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 2,382,703 | 90.8M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 2,175,966 | 82.9M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,829,676 | 69.7M $ | as of Mar 31, 2026 |
| BANK OF MONTREAL /CAN/ | 1,590,468 | 60.6M $ | as of Mar 31, 2026 |
| BROWN ADVISORY INC | 1,209,416 | 46.1M $ | as of Mar 31, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 972,666 | 37.1M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 970,757 | 37M $ | as of Mar 31, 2026 |
| Clarkston Capital Partners, LLC | 942,556 | 35.9M $ | as of Mar 31, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 821,987 | 31.3M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 816,485 | 31.1M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 796,191 | 30.3M $ | as of Mar 31, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | 780,840 | 29.8M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 747,634 | 28.5M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 683,998 | 26.1M $ | as of Mar 31, 2026 |
| Madison Avenue Partners, LP | 678,417 | 25.8M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 614,489 | 23.3M $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 440,652 | 16.8M $ | as of Mar 31, 2026 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 410,565 | 15.6M $ | as of Mar 31, 2026 |
| FMR LLC | 407,527 | 15.5M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 403,596 | 15.4M $ | as of Mar 31, 2026 |
| Access Investment Management LLC | 366,520 | 14M $ | as of Mar 31, 2026 |
| Allianz Asset Management GmbH | 366,309 | 14M $ | as of Mar 31, 2026 |
| MARSHALL WACE, LLP | 359,321 | 13.7M $ | as of Mar 31, 2026 |