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)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 3,019 | 123.6K $ | 1.08 % | as of Apr 30, 2026 ↗ |
| Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust | 3,014 | 114.8K $ | 0.24 % | as of Mar 31, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 2,945 | 120.5K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 2,917 | 111.1K $ | 0.52 % | as of Mar 31, 2026 ↗ |
| PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds | 2,851 | 108.6K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 2,830 | 107.8K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 2,797 | 106.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 2,769 | 105.5K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 2,734 | 111.9K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| SEB Global Sustainable Companies Fund SEB Funds AB | 2,622 | 951.7K SEK | 0.07 % | as of Mar 31, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 2,580 | 98.3K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds | 2,540 | 96.8K $ | 0.20 % | as of Mar 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 2,523 | 78.3K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 2,512 | 77.9K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 2,491 | 94.9K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 2,419 | 92.2K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 2,361 | 96.6K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 2,234 | 85.1K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 2,231 | 69.2K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc | 2,150 | 81.9K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 2,099 | 80K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 2,076 | 85K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 2,030 | 77.3K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust | 1,985 | 75.6K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 1,943 | 79.5K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,790 | 68.2K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 1,766 | 54.8K $ | 0.04 % | as of Feb 28, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,741 | 54K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,710 | 70K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 1,701 | 52.8K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 1,634 | 62.3K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| S&P SmallCap Index Fund SHELTON FUNDS | 1,609 | 49.9K $ | 0.09 % | as of Feb 28, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 1,540 | 63K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 1,306 | 49.8K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 1,289 | 52.8K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Simplify Piper Sandler US Small-Cap PLUS Income ETF Simplify Exchange Traded Funds | 1,262 | 48.1K $ | 0.84 % | as of Mar 31, 2026 ↗ |
| Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 1,219 | 49.9K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 1,100 | 41.9K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Green Century Equity Fund GREEN CENTURY FUNDS | 1,065 | 43.6K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 1,039 | 39.6K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALLCAP VALUE ProFunds | 1,015 | 38.7K $ | 0.20 % | as of Mar 31, 2026 ↗ |
| Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust | 1,002 | 38.2K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Clearwater Select Equity Fund Clearwater Investment Trust | 1,000 | 38.1K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 978 | 37.3K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 978 | 30.3K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 970 | 37K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series | 967 | 36.8K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 961 | 36.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| William Blair Small-Mid Cap Value Fund WILLIAM BLAIR FUNDS | 916 | 34.9K $ | 0.95 % | as of Mar 31, 2026 ↗ |
| JPMorgan Fundamental Data Science Small Core ETF J.P. Morgan Exchange-Traded Fund Trust | 818 | 31.2K $ | 0.42 % | as of Mar 31, 2026 ↗ |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 800 | 30.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 727 | 27.7K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Applied Finance IVS US SMID ETF ETF Opportunities Trust | 720 | 27.4K $ | 0.18 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 693 | 26.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 599 | 22.8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 500 | 19.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Small Company Growth Portfolio Wilshire Mutual Funds Inc | 458 | 17.4K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 453 | 18.5K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| ProShares Ultra SmallCap600 ProShares Trust | 448 | 13.9K $ | 0.06 % | as of Feb 28, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 417 | 15.9K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| 1290 VT Socially Responsible Portfolio EQ Advisors Trust | 342 | 13K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P SmallCap 600 ESG ETF SPDR SERIES TRUST | 313 | 11.9K $ | 0.17 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP VALUE PROFUND ProFunds | 275 | 11.3K $ | 0.19 % | as of Apr 30, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 236 | 9K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 230 | 8.8K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 228 | 8.7K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 201 | 8.2K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 197 | 7.5K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 196 | 6.1K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 134 | 5.1K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 102 | 3.9K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 93 | 3.5K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 81 | 3.3K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT ESG INDEX PORTFOLIO Thrivent Series Fund, Inc. | 81 | 3.1K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 73 | 3K $ | 0.04 % | as of Apr 30, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 66 | 2K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 63 | 2.4K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 54 | 2.1K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 45 | 1.8K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 42 | 1.3K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 41 | 1.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Gotham Neutral Fund FundVantage Trust | 35 | 1.3K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 33 | 1.4K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 14 | 434.3 $ | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 13 | 403.3 $ | 0.04 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 11 | 419.1 $ | 0.02 % | as of Mar 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 | 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 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 |
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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Portfolio Management | 6.06 % | 2,580,028 | as of Mar 31, 2026 · SCHEDULE 13G |
| SCHRODER INVESTMENT MANAGEMENT GROUP and 3 others | 5.60 % | 2,382,703 | as of Mar 31, 2026 · SCHEDULE 13G |
| STATE STREET CORPORATION | 5.10 % | 2,175,966 | as of Mar 31, 2026 · SCHEDULE 13G |
| Clarkston Capital Partners, LLC and 3 others | 2.21 % | 942,556 | as 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