JOHN WILEY & SONS, INC. (WLY) — Institutional Holders, Q2 2026 (page 3)
269 institutional investment managers reported a WLY position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2.0B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 269. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
WLY 13F holders ranked 201–269 of 269
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Farther Finance Advisors#201 · 546 sh | 546 | $26.5K | — | +457.1% |
| 202 | Sterling Capital Management#202 · 506 sh | 506 | $24.5K | — | +55.7% |
| 203 | AdvisorNet Financial#203 · 500 sh | 500 | $24.3K | — | +900.0% |
| 204 | Salomon & Ludwin#204 · 389 sh | 389 | $19.8K | <0.01% | 0.0% |
| 205 | Steigerwald, Gordon & Koch#205 · 400 sh | 400 | $19.4K | <0.01% | 0.0% |
| 206 | Parallel Advisors#206 · 383 sh | 383 | $18.6K | <0.01% | +9475.0% |
| 207 | Allworth Financial#207 · 359 sh | 359 | $17.4K | <0.01% | +22.1% |
| 208 | OSAIC#208 · 353 sh | 353 | $17.2K | 0.00% | +0.9% |
| 209 | Private Wealth Asset Management#209 · 300 sh | 300 | $14.6K | <0.01% | 0.0% |
| 210 | Kemnay Advisory Services#210 · 271 sh | 271 | $13.1K | <0.01% | New |
| 211 | UMB Bank, n.a.#211 · 254 sh | 254 | $12.3K | <0.01% | +5.0% |
| 212 | Integrated Wealth Concepts#212 · 210 sh | 210 | $10.2K | 0.00% | New |
| 213 | Covestor Ltd#213 · 202 sh | 202 | $10.0K | <0.01% | +14.1% |
| 214 | Boreal Capital Management#214 · 196 sh | 196 | $9.5K | <0.01% | 0.0% |
| 215 | SIGNATUREFD#215 · 173 sh | 173 | $8.4K | — | New |
| 216 | Global Retirement Partners#216 · 167 sh | 167 | $8.1K | <0.01% | — |
| 217 | BOK Financial Private Wealth#217 · 150 sh | 150 | $7.3K | <0.01% | New |
| 218 | EverSource Wealth Advisors#218 · 132 sh | 132 | $6.4K | <0.01% | -64.0% |
| 219 | Optiver Holding B.V.#219 · 131 sh | 131 | $6.4K | 0.00% | -81.0% |
| 220 | SJS Investment Consulting#220 · 127 sh | 127 | $6.2K | — | New |
| 221 | FIRST HORIZON NATIONAL#221 · 120 sh | 120 | $5.8K | — | 0.0% |
| 222 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#222 · 100 sh | 100 | $5.1K | <0.01% | 0.0% |
| 223 | ROTHSCHILD INVESTMENT#223 · 99 sh | 99 | $4.8K | <0.01% | +13.8% |
| 224 | JONES FINANCIAL COMPANIES LLLP#224 · 99 sh | 99 | $4.8K | 0.00% | +67.8% |
| 225 | Essential Partners#225 · 97 sh | 97 | $4.7K | — | -15.7% |
| 226 | Continuum Advisory#226 · 96 sh | 96 | $4.5K | <0.01% | New |
| 227 | Quest 10 Wealth Builders#227 · 85 sh | 85 | $4.1K | <0.01% | 0.0% |
| 228 | Keating Financial Advisory Services#228 · 82 sh | 82 | $4.0K | <0.01% | +2.5% |
| 229 | CVA Family Office#229 · 77 sh | 77 | $3.7K | <0.01% | +75.0% |
| 230 | WHITTIER OF NEVADA#230 · 55 sh | 55 | $2.9K | <0.01% | 0.0% |
| 231 | Fortitude Family Office#231 · 55 sh | 55 | $2.7K | — | +150.0% |
| 232 | WPG Advisers#232 · 54 sh | 54 | $2.6K | <0.01% | 0.0% |
| 233 | BARROW HANLEY MEWHINNEY & STRAUSS#233 · 51 sh | 51 | $2.5K | 0.00% | New |
| 234 | JFS WEALTH ADVISORS#234 · 46 sh | 46 | $2.2K | <0.01% | +76.9% |
| 235 | SBI Securities , Ltd.#235 · 46 sh | 46 | $2.2K | — | -87.3% |
| 236 | Smartleaf Asset Management#236 · 47 sh | 47 | $2.2K | <0.01% | 0.0% |
| 237 | Rossby Financial, LCC#237 · 45 sh | 45 | $2.2K | <0.01% | 0.0% |
| 238 | MassMutual Private Wealth & , FSB#238 · 43 sh | 43 | $2.1K | — | 0.0% |
| 239 | Private Wealth Management Group#239 · 39 sh | 39 | $1.9K | — | 0.0% |
| 240 | JPL Wealth Management#240 · 38 sh | 38 | $1.8K | <0.01% | 0.0% |
| 241 | True Wealth Design#241 · 37 sh | 37 | $1.8K | — | 0.0% |
| 242 | ACTION POINT FINANCIAL PLANNING#242 · 29 sh | 29 | $1.4K | <0.01% | New |
| 243 | Fulcrum Asset Management LLP#243 · 22 sh | 22 | $1.0K | <0.01% | New |
| 244 | FARMERS & MERCHANTS INVESTMENTS#244 · 20 sh | 20 | $970.00 | — | 0.0% |
| 245 | Bare Financial Services#245 · 17 sh | 17 | $825.00 | <0.01% | 0.0% |
| 246 | Creative Capital Management Investments#246 · 14 sh | 14 | $679.00 | <0.01% | New |
| 247 | TD Waterhouse Canada#247 · 12 sh | 12 | $612.00 | — | New |
| 248 | Ankerstar Wealth#248 · 12 sh | 12 | $582.00 | <0.01% | 0.0% |
| 249 | Clearstead Advisors#249 · 11 sh | 11 | $534.00 | 0.00% | New |
| 250 | Bay Harbor Wealth Management#250 · 10 sh | 10 | $485.00 | <0.01% | +400.0% |
| 251 | DiNuzzo Private Wealth#251 · 9 sh | 9 | $437.00 | — | 0.0% |
| 252 | Rialto Wealth Management#252 · 9 sh | 9 | $437.00 | <0.01% | New |
| 253 | HUNTINGTON NATIONAL BANK#253 · 8 sh | 8 | $388.00 | 0.00% | 0.0% |
| 254 | HFM Investment Advisors#254 · 7 sh | 7 | $340.00 | <0.01% | +250.0% |
| 255 | GILPIN WEALTH MANAGEMENT#255 · 6 sh | 6 | $292.00 | — | 0.0% |
| 256 | Plante Moran Financial Advisors#256 · 5 sh | 5 | $243.00 | 0.00% | New |
| 257 | Cedar Mountain Advisors#257 · 4 sh | 4 | $194.00 | — | New |
| 258 | LRI Investments#258 · 3 sh | 3 | $146.00 | 0.00% | -97.8% |
| 259 | Hughes Financial Services#259 · 3 sh | 3 | $146.00 | 0.00% | +50.0% |
| 260 | HARBOUR INVESTMENTS#260 · 3 sh | 3 | $146.00 | 0.00% | New |
| 261 | DecisionPoint Financial#261 · 2 sh | 2 | $103.00 | 0.00% | New |
| 262 | Abound Wealth Management#262 · 2 sh | 2 | $98.00 | — | -33.3% |
| 263 | Davis Capital Management#263 · 2 sh | 2 | $97.00 | — | New |
| 264 | Dunhill Financial#264 · 1 sh | 1 | $50.00 | 0.00% | 0.0% |
| 265 | RAFFA WEALTH MANAGEMENT#265 · 1 sh | 1 | $49.00 | 0.00% | 0.0% |
| 266 | MARYLAND CAPITAL ADVISORS#266 · 1 sh | 1 | $49.00 | — | — |
| 267 | Evolution Advisers#267 · 6 sh | 6 | $0.00 | 0.00% | New |
| 268 | Navigoe#268 · 3 sh | 3 | $0.00 | 0.00% | New |
| 269 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#269 · 42,482 sh | 42,482 | — | — | -24.1% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.