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 | |
|---|---|---|---|---|
| LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 28,000 | 1.4M $ | 0.06 % | as of Jun 30, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 27,918 | 1.5M $ | 0.03 % | as of Jul 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 26,867 | 1.4M $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 25,978 | 1.3M $ | 0.10 % | as of Jun 30, 2026 ↗ |
| THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 25,714 | 1.2M $ | 0.10 % | as of Jun 30, 2026 ↗ |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | 25,220 | 1.2M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 24,296 | 1.2M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 24,217 | 1M $ | 0.00 % | as of May 31, 2026 ↗ |
| SmallCap Account Principal Variable Contract Funds, Inc | 23,700 | 1.1M $ | 0.58 % | as of Jun 30, 2026 ↗ |
| ETC 6 Meridian Low Beta Equity Strategy ETF EXCHANGE TRADED CONCEPTS TRUST | 23,489 | 988.4K $ | 0.52 % | as of May 31, 2026 ↗ |
| Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. | 23,219 | 1.1M $ | 0.14 % | as of Jun 30, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 23,040 | 1.1M $ | 0.06 % | as of Jun 30, 2026 ↗ |
| North Star Dividend Fund NORTHERN LIGHTS FUND TRUST II | 23,000 | 967.8K $ | 0.99 % | as of May 31, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 22,131 | 1.2M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 21,262 | 1.1M $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 21,119 | 1.1M $ | 0.00 % | as of Jul 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 20,096 | 974.9K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 20,021 | 971.2K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 19,752 | 958.2K $ | 0.30 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust | 19,748 | 1M $ | 0.32 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 19,265 | 810.7K $ | 0.08 % | as of May 31, 2026 ↗ |
| Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds | 18,956 | 797.7K $ | 0.11 % | as of May 31, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 18,912 | 987.2K $ | 0.07 % | as of Jul 31, 2026 ↗ |
| BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 18,434 | 962.3K $ | 0.11 % | as of Jul 31, 2026 ↗ |
| VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND | 17,729 | 746K $ | 0.12 % | as of May 31, 2026 ↗ |
| JNL Multi-Manager Small Cap Value Fund JNL Series Trust | 17,589 | 853.2K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| LSV Value Equity Fund ADVISORS' INNER CIRCLE FUND | 17,300 | 903.1K $ | 0.07 % | as of Jul 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 16,997 | 824.5K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 16,785 | 706.3K $ | 0.09 % | as of May 31, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 16,304 | 686.1K $ | 0.05 % | as of May 31, 2026 ↗ |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 16,301 | 790.8K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| Harbor Human Capital Factor US Small Cap ETF Harbor ETF Trust | 16,284 | 850K $ | 0.50 % | as of Jul 31, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 15,071 | 786.7K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Counterpoint Tactical Equity Fund NORTHERN LIGHTS FUND TRUST III | 14,998 | 727.6K $ | 0.10 % | as of Jun 30, 2026 ↗ |
| VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND | 14,891 | 626.6K $ | 0.14 % | as of May 31, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 14,738 | 769.3K $ | 0.09 % | as of Jul 31, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 14,505 | 757.2K $ | 0.03 % | as of Jul 31, 2026 ↗ |
| BNY Mellon Small Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST | 14,182 | 596.8K $ | 0.46 % | as of May 31, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 14,040 | 681.1K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 13,528 | 656.2K $ | 0.13 % | as of Jun 30, 2026 ↗ |
| JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 13,450 | 652.5K $ | 0.20 % | as of Jun 30, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 13,210 | 640.8K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 13,197 | 640.2K $ | 0.10 % | as of Jun 30, 2026 ↗ |
| Adara Smaller Companies Fund RBB Fund, Inc. | 13,184 | 554.8K $ | 0.07 % | as of May 31, 2026 ↗ |
| Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 13,137 | 4.8M SEK | 0.02 % | as of Mar 31, 2026 ↗ |
| First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 13,110 | 684.3K $ | 0.12 % | as of Jul 31, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 13,071 | 634.1K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 13,052 | 633.2K $ | 0.10 % | as of Jun 30, 2026 ↗ |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 12,664 | 661.1K $ | 0.10 % | as of Jul 31, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 12,280 | 595.7K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 12,113 | 587.6K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST | 12,070 | 585.5K $ | 0.23 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 11,852 | 618.7K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 11,434 | 554.7K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust | 11,222 | 544.4K $ | 0.23 % | as of Jun 30, 2026 ↗ |
| Small Cap Value Fund VALIC Co I | 11,138 | 468.7K $ | 0.19 % | as of May 31, 2026 ↗ |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 10,627 | 554.7K $ | 0.08 % | as of Jul 31, 2026 ↗ |
| NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust | 10,284 | 498.9K $ | 0.23 % | as of Jun 30, 2026 ↗ |
| AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | 9,932 | 481.8K $ | 0.10 % | as of Jun 30, 2026 ↗ |
| VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND | 9,838 | 414K $ | 0.15 % | as of May 31, 2026 ↗ |
| PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust | 9,800 | 511.6K $ | 0.12 % | as of Jul 31, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 9,104 | 475.2K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 8,955 | 376.8K $ | 0.00 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 8,920 | 432.7K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 8,870 | 430.3K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 8,627 | 450.3K $ | 0.07 % | as of Jul 31, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 8,522 | 413.4K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 8,162 | 395.9K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 7,859 | 381.2K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 7,500 | 363.8K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 7,356 | 356.8K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 7,208 | 349.7K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Cultivar ETF ETF Opportunities Trust | 7,174 | 374.5K $ | 0.87 % | as of Jul 31, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 7,116 | 371.5K $ | 0.03 % | as of Jul 31, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 7,110 | 371.1K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Invesco S&P SmallCap Utilities & Communication Services ETF Invesco Exchange-Traded Fund Trust II | 6,942 | 292.1K $ | 1.63 % | as of May 31, 2026 ↗ |
| AQR Small Cap Multi-Style Fund AQR Funds | 6,899 | 334.7K $ | 0.09 % | as of Jun 30, 2026 ↗ |
| iShares ESG MSCI KLD 400 ETF iShares Trust | 6,872 | 358.7K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 6,672 | 280.8K $ | 0.02 % | as of May 31, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 6,579 | 276.8K $ | 0.04 % | as of May 31, 2026 ↗ |
| Hartford Multifactor Small Cap ETF Lattice Strategies Trust | 6,210 | 324.2K $ | 0.53 % | as of Jul 31, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 6,202 | 300.9K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 5,977 | 312K $ | 0.07 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 5,957 | 289K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 5,947 | 288.5K $ | 0.07 % | as of Jun 30, 2026 ↗ |
| JPMorgan Active Small Cap Value ETF J.P. Morgan Exchange-Traded Fund Trust | 5,859 | 284.2K $ | 1.06 % | as of Jun 30, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 5,776 | 280.2K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 5,745 | 299.9K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Small Cap Core Fund Northern Funds | 5,744 | 278.6K $ | 0.07 % | as of Jun 30, 2026 ↗ |
| Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III | 5,732 | 299.2K $ | 0.23 % | as of Jul 31, 2026 ↗ |
| LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 5,628 | 273K $ | 0.11 % | as of Jun 30, 2026 ↗ |
| Column Small Cap Fund Trust for Professional Managers | 5,412 | 227.7K $ | 0.04 % | as of May 31, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 5,380 | 261K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 5,321 | 223.9K $ | 0.09 % | as of May 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,814 | 251.3K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 4,726 | 229.3K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 4,655 | 243K $ | 0.03 % | as of Jul 31, 2026 ↗ |
| MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp | 4,485 | 217.6K $ | 0.10 % | as of Jun 30, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 4,466 | 233.1K $ | 0.07 % | as of Jul 31, 2026 ↗ |
| LSV Global Value Fund ADVISORS' INNER CIRCLE FUND | 4,462 | 232.9K $ | 0.20 % | 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