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
VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND 23,371725K $0.16 %as of Feb 28, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 23,219884.6K $0.12 %as of Mar 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 23,040877.8K $0.06 %as of Mar 31, 2026 ↗
North Star Dividend Fund NORTHERN LIGHTS FUND TRUST II 23,000713.5K $0.75 %as of Feb 28, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 21,245869.6K $0.00 %as of Apr 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 21,119864.4K $0.00 %as of Apr 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 21,080862.8K $0.01 %as of Apr 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 20,830793.6K $0.00 %as of Mar 31, 2026 ↗
Distillate Small/Mid Cash Flow ETF ETF Series Solutions 20,723789.5K $0.66 %as of Mar 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 20,620639.6K $0.07 %as of Feb 28, 2026 ↗
SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 20,529782.2K $0.27 %as of Mar 31, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 20,263829.4K $0.10 %as of Apr 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 19,681749.8K $0.01 %as of Mar 31, 2026 ↗
Harbor Human Capital Factor US Small Cap ETF Harbor ETF Trust 18,724766.4K $0.49 %as of Apr 30, 2026 ↗
Small Cap Index Fund Northern Funds 18,287696.7K $0.05 %as of Mar 31, 2026 ↗
Timothy Plan US Small Cap Core ETF Timothy Plan 17,974684.8K $0.23 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 17,424713.2K $0.05 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 17,129652.6K $0.00 %as of Mar 31, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 16,794687.4K $0.09 %as of Apr 30, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 16,785520.7K $0.07 %as of Feb 28, 2026 ↗
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 16,698683.4K $0.09 %as of Apr 30, 2026 ↗
Small Cap Index Fund VALIC Co I 16,304505.8K $0.04 %as of Feb 28, 2026 ↗
BNY Mellon Small Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST 15,976495.6K $0.35 %as of Feb 28, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 15,585593.8K $0.19 %as of Mar 31, 2026 ↗
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 15,145619.9K $0.10 %as of Apr 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 15,071616.9K $0.01 %as of Apr 30, 2026 ↗
Counterpoint Tactical Equity Fund NORTHERN LIGHTS FUND TRUST III 14,998571.4K $0.10 %as of Mar 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 14,198581.1K $0.07 %as of Apr 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 14,193580.9K $0.02 %as of Apr 30, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 14,110537.6K $0.10 %as of Mar 31, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 13,783525.1K $0.10 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 13,740523.5K $0.02 %as of Mar 31, 2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 13,528515.4K $0.12 %as of Mar 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 13,282506K $0.05 %as of Mar 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 13,210503.3K $0.03 %as of Mar 31, 2026 ↗
Adara Smaller Companies Fund RBB Fund, Inc. 13,184409K $0.05 %as of Feb 28, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 13,1374.8M SEK0.02 %as of Mar 31, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 12,664518.3K $0.09 %as of Apr 30, 2026 ↗
Small Cap Value Fund VALIC Co I 12,580390.2K $0.15 %as of Feb 28, 2026 ↗
iShares Russell 3000 ETF iShares Trust 12,204465K $0.00 %as of Mar 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 12,028458.3K $0.05 %as of Mar 31, 2026 ↗
JPMorgan Active Small Cap Value ETF J.P. Morgan Exchange-Traded Fund Trust 11,379433.5K $1.80 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 11,166425.4K $0.16 %as of Mar 31, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 11,155425K $0.10 %as of Mar 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 10,593403.6K $0.05 %as of Mar 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 10,409322.9K $0.00 %as of Feb 28, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 10,357394.6K $0.02 %as of Mar 31, 2026 ↗
Spectrum Fund Meeder Funds 10,221389.4K $0.16 %as of Mar 31, 2026 ↗
Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust 9,914377.7K $0.24 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 9,901405.2K $0.00 %as of Apr 30, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 9,121373.3K $0.06 %as of Apr 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 8,881363.5K $0.04 %as of Apr 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 8,844362K $0.01 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 8,800335.3K $0.00 %as of Mar 31, 2026 ↗
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 8,413344.3K $0.07 %as of Apr 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 8,162311K $0.04 %as of Mar 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 7,952303K $0.05 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 7,698238.8K $0.11 %as of Feb 28, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 7,356280.3K $0.03 %as of Mar 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 7,274277.1K $0.05 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 7,208274.6K $0.00 %as of Mar 31, 2026 ↗
Cultivar ETF ETF Opportunities Trust 6,900282.4K $0.73 %as of Apr 30, 2026 ↗
iShares ESG MSCI KLD 400 ETF iShares Trust 6,890282K $0.01 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap Utilities & Communication Services ETF Invesco Exchange-Traded Fund Trust II 6,846212.4K $1.51 %as of Feb 28, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 6,672207K $0.02 %as of Feb 28, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 6,230237.4K $0.06 %as of Mar 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 6,209236.6K $0.01 %as of Mar 31, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 6,193253.5K $0.06 %as of Apr 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 6,147251.6K $0.02 %as of Apr 30, 2026 ↗
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 6,099189.2K $0.08 %as of Feb 28, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5,946226.5K $0.11 %as of Mar 31, 2026 ↗
Small Cap Core Fund Northern Funds 5,907225.1K $0.07 %as of Mar 31, 2026 ↗
Hartford Multifactor Small Cap ETF Lattice Strategies Trust 5,731234.6K $0.43 %as of Apr 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 5,638230.8K $0.01 %as of Apr 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 5,617214K $0.05 %as of Mar 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 5,436168.6K $0.06 %as of Feb 28, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 5,415206.3K $0.01 %as of Mar 31, 2026 ↗
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 5,200212.8K $0.05 %as of Apr 30, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 5,039192K $0.05 %as of Mar 31, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 4,954153.7K $0.03 %as of Feb 28, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 4,945188.4K $0.05 %as of Mar 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 4,866185.4K $0.05 %as of Mar 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 4,809149.2K $0.03 %as of Feb 28, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 4,611175.7K $0.10 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 4,560186.6K $0.02 %as of Apr 30, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 4,451182.2K $0.05 %as of Apr 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 4,408167.9K $0.05 %as of Mar 31, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 3,899148.6K $0.05 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 3,868120K $0.10 %as of Feb 28, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 3,836157K $0.01 %as of Apr 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,746142.7K $0.01 %as of Mar 31, 2026 ↗
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 3,680140.2K $0.12 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 3,537134.8K $0.01 %as of Mar 31, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 3,500108.6K $0.01 %as of Feb 28, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 3,440131.1K $0.05 %as of Mar 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 3,222131.9K $0.05 %as of Apr 30, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 3,198121.8K $0.07 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 3,18998.9K $0.00 %as of Feb 28, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 3,111118.5K $0.05 %as of Mar 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 3,083117.5K $0.01 %as of Mar 31, 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