John Wiley & Sons, Inc.: which funds bought and sold
Institutions that bought and sold John Wiley & Sons shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 136 institutions that filed 13F reports for both quarters added to or opened positions in John Wiley & Sons, and 108 cut or closed them. Together they sold a net 136K shares, −0.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 771K shares (−6.6%); index fund managers were net buyers of 49K shares (+0.3%). 47 opened a new position and 31 sold out entirely.
Bought, Q2 2026 136 institutions, 47 of them new holders Sold, Q2 2026 108 institutions, 31 of them sold out
Net change, all compared −136K shares (−0.3%)
Net change, active managers −771K shares (−6.6%), 23 bought, 17 sold
Buyers versus sellers
136 bought 46 108 sold
Active managers and hedge funds 23 bought · 17 sold · −771K
Index fund managers 4 bought · 6 sold · +49K
Other institutions 109 bought · 85 sold · +586K
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| LSV Asset Management Active manager | +880K +618.4% | 1.0M | $49.6M |
| Principal Financial Group Inc | +556K +282.2% | 753K | $36.5M |
| Neumeier Poma Investment Counsel LLC | +455K +110.8% | 865K | $42M |
| Goldman Sachs Group Inc | +222K +62.8% | 576K | $28M |
| Man Group PLC Hedge fund | +146K +886.7% | 162K | $7.9M |
| Hillsdale Investment Management Inc. | +137K +179.7% | 213K | $10.3M |
| Franklin Resources Inc Active manager | +125K +441.9% | 153K | $7.4M |
| Nuveen, LLC | +120K +100.1% | 240K | $11.7M |
| State Street Corp Index funds | +88K +4.0% | 2.3M | $110M |
| Jupiter Asset Management Ltd Active manager | +83K +204.1% | 124K | $6M |
| Prudential Financial Inc | +82K +83.0% | 181K | $8.8M |
| Phocas Financial Corp. | +76K New position | 76K | $3.7M |
| D. E. Shaw & Co., Inc. Hedge fund | +68K +464.4% | 82K | $4M |
| Brown Advisory Inc Active manager | +57K +4.7% | 1.3M | $61.4M |
| Ilex Capital Partners (UK) LLP | +55K New position | 55K | $2.7M |
| Picton Mahoney Asset Management | +55K New position | 55K | $2.7M |
| Dimensional Fund Advisors LP | +54K +2.9% | 1.9M | $91.4M |
| Schroder Investment Management Group Active manager | +52K +2.2% | 2.4M | $118M |
| Ancora Advisors LLC | +45K +33.2% | 180K | $8.7M |
| Allianz Asset Management Gmbh | +45K +12.2% | 411K | $19.9M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| LSV Asset Management Active manager | +880K +618.4% | 1.0M | $49.6M |
| Man Group PLC Hedge fund | +146K +886.7% | 162K | $7.9M |
| Franklin Resources Inc Active manager | +125K +441.9% | 153K | $7.4M |
| Jupiter Asset Management Ltd Active manager | +83K +204.1% | 124K | $6M |
| D. E. Shaw & Co., Inc. Hedge fund | +68K +464.4% | 82K | $4M |
| Brown Advisory Inc Active manager | +57K +4.7% | 1.3M | $61.4M |
| Schroder Investment Management Group Active manager | +52K +2.2% | 2.4M | $118M |
| FMR LLC Active manager | +41K +10.1% | 449K | $21.8M |
| Bridgeway Capital Management, LLC Active manager | +35K New position | 35K | $1.7M |
| AQR Capital Management LLC Hedge fund | +32K +38.7% | 114K | $5.4M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Madison Avenue Partners, LP Hedge fund | −678K Sold out | 0 | — |
| Palisade Capital Management, LP Active manager | −410K −52.5% | 371K | $18M |
| Jane Street Group, LLC | −329K −74.7% | 112K | $5.4M |
| William Blair Investment Management, LLC Active manager | −295K −35.9% | 527K | $25.6M |
| Invesco Ltd. | −271K −33.2% | 545K | $26.5M |
| Marshall Wace, LLP Hedge fund | −217K −60.4% | 142K | $6.9M |
| Balyasny Asset Management L.P. Hedge fund | −184K Sold out | 0 | — |
| Clarkston Capital Partners, LLC | −183K −19.5% | 759K | $36.8M |
| Citadel Advisors LLC Hedge fund | −161K −56.4% | 124K | $6M |
| Jpmorgan Chase & Co | −155K −25.3% | 459K | $21.7M |
| HRT Financial LP | −155K Sold out | 0 | — |
| Voloridge Investment Management, LLC Hedge fund | −139K Sold out | 0 | — |
| Thompson Siegel & Walmsley LLC | −128K −68.5% | 59K | $2.8M |
| Qube Research & Technologies Ltd Hedge fund | −119K Sold out | 0 | — |
| Bridgewater Associates, LP Hedge fund | −96K Sold out | 0 | — |
| UBS Group AG | −95K −36.1% | 168K | $8.2M |
| Bank Of America Corp | −77K −51.8% | 72K | $3.5M |
| Vanguard Capital Management LLC Index funds | −53K −3.1% | 1.7M | $80.8M |
| Silvercrest Asset Management Group LLC | −49K −5.0% | 924K | $44.8M |
| Arrowstreet Capital, Limited Partnership Hedge fund | −46K Sold out | 0 | — |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Madison Avenue Partners, LP Hedge fund | −678K Sold out | 0 | — |
| Palisade Capital Management, LP Active manager | −410K −52.5% | 371K | $18M |
| William Blair Investment Management, LLC Active manager | −295K −35.9% | 527K | $25.6M |
| Marshall Wace, LLP Hedge fund | −217K −60.4% | 142K | $6.9M |
| Balyasny Asset Management L.P. Hedge fund | −184K Sold out | 0 | — |
| Citadel Advisors LLC Hedge fund | −161K −56.4% | 124K | $6M |
| Voloridge Investment Management, LLC Hedge fund | −139K Sold out | 0 | — |
| Qube Research & Technologies Ltd Hedge fund | −119K Sold out | 0 | — |
| Bridgewater Associates, LP Hedge fund | −96K Sold out | 0 | — |
| Arrowstreet Capital, Limited Partnership Hedge fund | −46K Sold out | 0 | — |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Phocas Financial Corp. | 76K | $3.7M |
| Ilex Capital Partners (UK) LLP | 55K | $2.7M |
| Picton Mahoney Asset Management | 55K | $2.7M |
| Landscape Capital Management, L.L.C. | 42K | $2M |
| Neo Ivy Capital Management | 39K | $1.9M |
| Bridgeway Capital Management, LLCActive manager | 35K | $1.7M |
| Foster & Motley Inc | 13K | $641,000 |
| O'Shaughnessy Asset Management, LLCActive manager | 10K | $492,910 |
| Banque Cantonale Vaudoise | 8,207 | $398,000 |
| Engineers Gate Manager LPHedge fund | 6,900 | $334,719 |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Madison Avenue Partners, LPHedge fund | 678K | $25.8M |
| Balyasny Asset Management L.P.Hedge fund | 184K | $7M |
| HRT Financial LP | 155K | $5.9M |
| Voloridge Investment Management, LLCHedge fund | 139K | $5.3M |
| Qube Research & Technologies LtdHedge fund | 119K | $4.5M |
| Bridgewater Associates, LPHedge fund | 96K | $3.6M |
| Arrowstreet Capital, Limited PartnershipHedge fund | 46K | $1.7M |
| Atom Investors LP | 36K | $1.4M |
| Campbell & Co Investment Adviser LLC | 35K | $1.3M |
| Vident Advisory, LLC | 21K | $812,711 |
Who holds the shares
- Institutions reporting
- 264
- Ten largest holders
- 56.9% of 13F-reported shares
- Index fund managers
- 36.5% of 13F-reported shares
- Active managers and hedge funds
- 25.9% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 23 | 17 | 7 | 7 | −771K | −6.6% |
| Index fund managers | 4 | 6 | 0 | 0 | +49K | +0.3% |
| Other institutions | 109 | 85 | 40 | 24 | +586K | +3.9% |