Fund shareholders of John Wiley & Sons Inc
ISIN US9682232064 · United States · LEI 5493003XM719UN7E8P64
- Fund shareholders
- 299
- Of which ETFs
- 79 220 other funds
- Value held
- ≈ 1B $ 1B $ · 5.7M SEK
This issuer has other securities: John Wiley & Sons Inc (US9682233054)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF iShares Trust | 2,359,675 | 114.5M $ | 0.10 % | as of Jun 30, 2026 ↗ |
| Neuberger Genesis Fund NEUBERGER BERMAN EQUITY FUNDS | 1,677,223 | 70.6M $ | 0.96 % | as of May 31, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,155,661 | 56.1M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 1,013,913 | 49.2M $ | 0.06 % | as of Jun 30, 2026 ↗ |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 828,826 | 40.2M $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Brown Advisory Small-Cap Fundamental Value Fund Brown Advisory Funds | 544,710 | 26.4M $ | 2.14 % | as of Jun 30, 2026 ↗ |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 525,586 | 25.5M $ | 0.04 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 444,275 | 21.6M $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 432,551 | 22.6M $ | 0.07 % | as of Jul 31, 2026 ↗ |
| Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust | 403,150 | 19.6M $ | 0.34 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 359,926 | 17.5M $ | 0.10 % | as of Jun 30, 2026 ↗ |
| Invesco High Yield Equity Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 344,142 | 18M $ | 1.59 % | as of Jul 31, 2026 ↗ |
| iShares S&P Small-Cap 600 Value ETF iShares Trust | 337,146 | 16.4M $ | 0.20 % | as of Jun 30, 2026 ↗ |
| Clarkston Partners Fund ALPS SERIES TRUST | 325,000 | 15.8M $ | 5.42 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 308,906 | 15M $ | 0.14 % | as of Jun 30, 2026 ↗ |
| VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 277,872 | 13.5M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| PIMCO RAE US Small Fund PIMCO Equity Series | 265,778 | 12.9M $ | 0.34 % | as of Jun 30, 2026 ↗ |
| SmallCap Fund Principal Funds, Inc | 263,100 | 13.7M $ | 0.66 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 250,824 | 13.1M $ | 0.09 % | as of Jul 31, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 246,468 | 12.9M $ | 0.08 % | as of Jul 31, 2026 ↗ |
| William Blair Small Cap Value Fund WILLIAM BLAIR FUNDS | 244,467 | 11.9M $ | 1.13 % | as of Jun 30, 2026 ↗ |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 224,643 | 9.5M $ | 0.11 % | as of May 31, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 210,322 | 10.2M $ | 0.07 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 207,407 | 8.7M $ | 0.02 % | as of May 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 206,324 | 8.7M $ | 0.05 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST | 202,803 | 9.8M $ | 0.20 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 197,834 | 8.3M $ | 0.04 % | as of May 31, 2026 ↗ |
| JPMorgan Small Cap Blend Fund JPMorgan Trust I | 186,530 | 9M $ | 0.53 % | as of Jun 30, 2026 ↗ |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 178,217 | 9.3M $ | 0.23 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 175,039 | 9.1M $ | 0.06 % | as of Jul 31, 2026 ↗ |
| Neuberger Berman Genesis Portfolio Brighthouse Funds Trust II | 173,493 | 8.4M $ | 1.07 % | as of Jun 30, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 168,835 | 8.8M $ | 0.04 % | as of Jul 31, 2026 ↗ |
| Applied Finance Explorer Fund World Funds Trust | 166,902 | 8.7M $ | 0.83 % | as of Jul 31, 2026 ↗ |
| ProShares Russell 2000 Dividend Growers ETF ProShares Trust | 166,725 | 7M $ | 1.07 % | as of May 31, 2026 ↗ |
| VANGUARD COMMUNICATION SERVICES INDEX FUND VANGUARD WORLD FUND | 164,327 | 6.9M $ | 0.10 % | as of May 31, 2026 ↗ |
| iShares Russell 2000 Growth ETF iShares Trust | 163,419 | 7.9M $ | 0.05 % | as of Jun 30, 2026 ↗ |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 159,300 | 8.3M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Victory Market Neutral Income Fund Victory Portfolios II | 158,545 | 7.7M $ | 0.24 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 156,338 | 7.6M $ | 0.35 % | as of Jun 30, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 146,013 | 7.6M $ | 0.10 % | as of Jul 31, 2026 ↗ |
| First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 144,722 | 7.6M $ | 0.58 % | as of Jul 31, 2026 ↗ |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 139,696 | 5.9M $ | 0.10 % | as of May 31, 2026 ↗ |
| Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds | 120,410 | 6.3M $ | 0.15 % | as of Jul 31, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 115,255 | 6M $ | 0.03 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 111,787 | 5.8M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 107,001 | 5.2M $ | 0.15 % | as of Jun 30, 2026 ↗ |
| Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 100,361 | 5.2M $ | 0.06 % | as of Jul 31, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 96,159 | 5M $ | 0.07 % | as of Jul 31, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 92,610 | 4.8M $ | 0.06 % | as of Jul 31, 2026 ↗ |
| VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 88,431 | 3.7M $ | 0.20 % | as of May 31, 2026 ↗ |
| Small Cap Portfolio BNY MELLON VARIABLE INVESTMENT FUND | 84,157 | 4.1M $ | 1.10 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust | 78,904 | 3.8M $ | 0.96 % | as of Jun 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 78,256 | 3.3M $ | 0.00 % | as of May 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 74,715 | 3.1M $ | 0.11 % | as of May 31, 2026 ↗ |
| Janus Henderson Small Cap Growth Alpha ETF Janus Detroit Street Trust | 72,115 | 3.8M $ | 1.04 % | as of Jul 31, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 71,390 | 3.5M $ | 0.06 % | as of Jun 30, 2026 ↗ |
| Neuberger Small-Mid Cap ETF Neuberger Berman ETF Trust | 70,767 | 3M $ | 1.32 % | as of May 31, 2026 ↗ |
| BNY Mellon Small Cap Value Fund BNY Mellon Investment Funds I | 69,584 | 3.4M $ | 1.10 % | as of Jun 30, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 68,617 | 3.6M $ | 0.13 % | as of Jul 31, 2026 ↗ |
| American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 67,497 | 3.5M $ | 0.09 % | as of Jul 31, 2026 ↗ |
| State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS | 63,314 | 3.1M $ | 0.57 % | as of Jun 30, 2026 ↗ |
| Ancora/Thelen Small-Mid Cap Fund ANCORA TRUST | 63,150 | 3.1M $ | 1.28 % | as of Jun 30, 2026 ↗ |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 61,986 | 3M $ | 0.47 % | as of Jun 30, 2026 ↗ |
| JNL Small Cap Index Fund JNL Series Trust | 61,448 | 3M $ | 0.10 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 60,539 | 2.5M $ | 0.00 % | as of May 31, 2026 ↗ |
| Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 60,142 | 2.5M $ | 0.10 % | as of May 31, 2026 ↗ |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 59,967 | 3.1M $ | 0.13 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust | 59,427 | 3.1M $ | 0.31 % | as of Jul 31, 2026 ↗ |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 58,600 | 2.8M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 55,837 | 2.7M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 55,404 | 2.9M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Variable Portfolio - Partners Small Cap Value Fund Columbia Funds Variable Series Trust II | 55,399 | 2.7M $ | 0.61 % | as of Jun 30, 2026 ↗ |
| JPMorgan Small Cap Value Fund JPMorgan Trust II | 54,677 | 2.7M $ | 0.20 % | as of Jun 30, 2026 ↗ |
| First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 53,948 | 2.8M $ | 0.21 % | as of Jul 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 53,773 | 2.8M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 52,430 | 2.7M $ | 0.21 % | as of Jul 31, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 52,257 | 2.7M $ | 0.07 % | as of Jul 31, 2026 ↗ |
| Brown Advisory Sustainable Small-Cap Core Fund Brown Advisory Funds | 51,873 | 2.5M $ | 2.12 % | as of Jun 30, 2026 ↗ |
| Loomis Sayles Small Cap Value Fund LOOMIS SAYLES FUNDS I | 51,573 | 2.5M $ | 0.69 % | as of Jun 30, 2026 ↗ |
| Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 50,886 | 2.1M $ | 0.11 % | as of May 31, 2026 ↗ |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 44,483 | 2.3M $ | 0.11 % | as of Jul 31, 2026 ↗ |
| Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II | 43,370 | 2.1M $ | 0.52 % | as of Jun 30, 2026 ↗ |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 43,218 | 2.1M $ | 0.07 % | as of Jun 30, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 43,109 | 2.1M $ | 0.05 % | as of Jun 30, 2026 ↗ |
| Fidelity MSCI Communication Services Index ETF FIDELITY COVINGTON TRUST | 40,852 | 2.1M $ | 0.12 % | as of Jul 31, 2026 ↗ |
| VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II | 40,361 | 2M $ | 0.29 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 38,564 | 1.9M $ | 0.26 % | as of Jun 30, 2026 ↗ |
| Column Small Cap Select Fund Trust for Professional Managers | 37,758 | 1.6M $ | 0.08 % | as of May 31, 2026 ↗ |
| Small Cap Dividend Fund American Century Capital Portfolios, Inc. | 36,374 | 1.8M $ | 1.62 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 35,811 | 1.9M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 35,529 | 1.5M $ | 0.09 % | as of May 31, 2026 ↗ |
| Small-Cap Value Fund Bridgeway Funds, Inc. | 35,000 | 1.7M $ | 0.50 % | as of Jun 30, 2026 ↗ |
| Conductor Global Equity Value ETF Two Roads Shared Trust | 34,864 | 1.8M $ | 1.41 % | as of Jul 31, 2026 ↗ |
| PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 33,500 | 1.6M $ | 0.10 % | as of Jun 30, 2026 ↗ |
| Invesco S&P SmallCap High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 33,496 | 1.4M $ | 1.95 % | as of May 31, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 30,935 | 1.5M $ | 0.07 % | as of Jun 30, 2026 ↗ |
| Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST | 30,420 | 1.6M $ | 0.24 % | as of Jul 31, 2026 ↗ |
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | 30,065 | 1.5M $ | 0.10 % | as of Jun 30, 2026 ↗ |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 29,537 | 1.5M $ | 0.00 % | as of Jul 31, 2026 ↗ |
| SmallCap S&P 600 Index Fund Principal Funds, Inc | 28,850 | 1.5M $ | 0.11 % | as of Jul 31, 2026 ↗ |
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.
| Fund | Weight in fund | |
|---|---|---|
| Clarkston Partners Fund ALPS SERIES TRUST | 5.42 % | as of Jun 30, 2026 ↗ |
| Brown Advisory Small-Cap Fundamental Value Fund Brown Advisory Funds | 2.14 % | as of Jun 30, 2026 ↗ |
| Brown Advisory Sustainable Small-Cap Core Fund Brown Advisory Funds | 2.12 % | as of Jun 30, 2026 ↗ |
| Invesco S&P SmallCap High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 1.95 % | as of May 31, 2026 ↗ |
| Invesco S&P SmallCap Utilities & Communication Services ETF Invesco Exchange-Traded Fund Trust II | 1.63 % | as of May 31, 2026 ↗ |
| Small Cap Dividend Fund American Century Capital Portfolios, Inc. | 1.62 % | as of Jun 30, 2026 ↗ |
| Invesco High Yield Equity Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 1.59 % | as of Jul 31, 2026 ↗ |
| Conductor Global Equity Value ETF Two Roads Shared Trust | 1.41 % | as of Jul 31, 2026 ↗ |
| Neuberger Small-Mid Cap ETF Neuberger Berman ETF Trust | 1.32 % | as of May 31, 2026 ↗ |
| Ancora/Thelen Small-Mid Cap Fund ANCORA TRUST | 1.28 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 297 | +13 | 21,172,173 | +0.3 % |
| 2026Q2 | 284 | +7 | 21,104,245 | +1.2 % |
| 2026Q1 | 277 | -6 | 20,845,755 | -0.8 % |
| 2025Q4 | 283 | -16 | 21,012,813 | +2.7 % |
| 2025Q3 | 299 | -12 | 20,465,342 | +4.4 % |
| 2025Q2 | 311 | +30 | 19,601,637 | +0.2 % |
| 2025Q1 | 281 | -1 | 19,558,530 | +1.0 % |
| 2024Q4 | 282 | +16 | 19,366,448 | -1.9 % |
| 2024Q3 | 266 | +5 | 19,744,478 | -4.0 % |
| 2024Q2 | 261 | -9 | 20,572,840 | +1.4 % |
| 2024Q1 | 270 | -13 | 20,297,442 | -5.1 % |
| 2023Q4 | 283 | 21,387,669 |
Institutional managers
242 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| 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 |
Cite this page
Titelia. "Fund shareholders of John Wiley & Sons Inc". https://titelia.com/en/stocks/john-wiley-sons-inc-US9682232064