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 | |
|---|---|---|---|---|
| Diversified Equity Alpha Master Portfolio Master Investment Portfolio | 4,112 | 199.5K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 3,868 | 162.8K $ | 0.12 % | as of May 31, 2026 ↗ |
| iShares ESG Select Screened S&P Small-Cap ETF iShares Trust | 3,835 | 186K $ | 0.12 % | as of Jun 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 3,746 | 181.7K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 3,704 | 179.7K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 3,537 | 171.6K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 3,517 | 183.6K $ | 0.07 % | as of Jul 31, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 3,484 | 169K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 3,440 | 166.9K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds | 3,324 | 161.2K $ | 0.20 % | as of Jun 30, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 3,305 | 160.3K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 3,198 | 155.1K $ | 0.08 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 3,189 | 134.2K $ | 0.00 % | as of May 31, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 3,157 | 153.1K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust | 2,982 | 144.7K $ | 0.28 % | as of Jun 30, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 2,883 | 150.5K $ | 0.03 % | as of Jul 31, 2026 ↗ |
| PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds | 2,851 | 138.3K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 2,802 | 135.9K $ | 0.57 % | as of Jun 30, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 2,775 | 134.6K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 2,734 | 142.7K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 2,636 | 110.9K $ | 0.02 % | as of May 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 2,631 | 127.6K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 2,630 | 110.7K $ | 0.01 % | as of May 31, 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 | 2,603 | 126.3K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds | 2,508 | 121.7K $ | 0.14 % | as of Jun 30, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 2,489 | 120.7K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 2,234 | 108.4K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 2,220 | 107.7K $ | 0.07 % | as of Jun 30, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 2,099 | 101.8K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 2,076 | 108.4K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 2,066 | 100.2K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 1,956 | 94.9K $ | 0.07 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 1,890 | 79.5K $ | 0.04 % | as of May 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,821 | 76.6K $ | 0.01 % | as of May 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,790 | 86.8K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 1,731 | 90.4K $ | 0.03 % | as of Jul 31, 2026 ↗ |
| U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,710 | 89.3K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| PGIM Balanced Fund Prudential Investment Portfolios, Inc. | 1,700 | 82.5K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 1,694 | 82.2K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 1,639 | 79.5K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 1,617 | 68K $ | 0.01 % | as of May 31, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 1,596 | 77.4K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 1,532 | 80K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 1,500 | 72.8K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 1,497 | 63K $ | 0.02 % | as of May 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 1,478 | 62.2K $ | 0.03 % | as of May 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 1,452 | 75.8K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 1,430 | 69.4K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 1,289 | 67.3K $ | 0.03 % | as of Jul 31, 2026 ↗ |
| S&P SmallCap Index Fund SHELTON FUNDS | 1,264 | 53.2K $ | 0.11 % | as of May 31, 2026 ↗ |
| Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 1,211 | 63.2K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 1,124 | 54.5K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series | 1,117 | 54.2K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 1,112 | 53.9K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 1,100 | 53.4K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| Applied Finance IVS US SMID ETF ETF Opportunities Trust | 1,082 | 52.5K $ | 0.20 % | as of Jun 30, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 1,007 | 48.8K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Clearwater Select Equity Fund Clearwater Investment Trust | 1,000 | 48.5K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 997 | 48.4K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 978 | 47.4K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 978 | 41.2K $ | 0.01 % | as of May 31, 2026 ↗ |
| William Blair Small-Mid Cap Value Fund WILLIAM BLAIR FUNDS | 916 | 44.4K $ | 1.03 % | as of Jun 30, 2026 ↗ |
| Green Century Equity Fund GREEN CENTURY FUNDS | 853 | 44.5K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| PROFUND VP SMALLCAP VALUE ProFunds | 823 | 39.9K $ | 0.20 % | as of Jun 30, 2026 ↗ |
| JPMorgan Fundamental Data Science Small Core ETF J.P. Morgan Exchange-Traded Fund Trust | 818 | 39.7K $ | 0.43 % | as of Jun 30, 2026 ↗ |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 800 | 38.8K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 697 | 36.4K $ | 0.30 % | as of Jul 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 693 | 33.6K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 669 | 32.5K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 599 | 29.1K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 508 | 26.5K $ | 0.05 % | as of Jul 31, 2026 ↗ |
| ProShares Ultra SmallCap600 ProShares Trust | 482 | 20.3K $ | 0.08 % | as of May 31, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 449 | 18.9K $ | 0.01 % | as of May 31, 2026 ↗ |
| Small Company Growth Portfolio Wilshire Mutual Funds Inc | 426 | 20.7K $ | 0.08 % | as of Jun 30, 2026 ↗ |
| 1290 VT Socially Responsible Portfolio EQ Advisors Trust | 342 | 16.6K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| SMALL-CAP VALUE PROFUND ProFunds | 322 | 16.8K $ | 0.21 % | as of Jul 31, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 236 | 11.4K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 228 | 11.1K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares MSCI USA Small-Cap Quality Factor ETF iShares Trust | 224 | 9.4K $ | 0.12 % | as of May 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 212 | 10.3K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 208 | 10.9K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 196 | 8.2K $ | 0.00 % | as of May 31, 2026 ↗ |
| Fidelity Enhanced Small Cap Value ETF Fidelity Covington Trust | 170 | 8.2K $ | 0.12 % | as of Jun 30, 2026 ↗ |
| Fidelity Enhanced Small Cap Growth ETF Fidelity Covington Trust | 164 | 8K $ | 0.14 % | as of Jun 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 162 | 7.9K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 106 | 5.1K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 98 | 4.8K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| THRIVENT ESG INDEX PORTFOLIO Thrivent Series Fund, Inc. | 81 | 3.9K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 60 | 2.9K $ | 0.08 % | as of Jun 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 58 | 2.8K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 45 | 2.3K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 38 | 1.6K $ | 0.01 % | as of May 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 33 | 1.7K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 27 | 1.4K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 22 | 1.1K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 14 | 589.1 $ | 0.00 % | as of May 31, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 12 | 505 $ | 0.04 % | as of May 31, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 11 | 533.6 $ | 0.01 % | as of Jun 30, 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