Wiley (john) & Sons Class AWLY
13F holders, Q1 2025 (March 31)255holders +12
42new positions
29sold out
4famous investors
$44.56avg. 13F price*
At the end of Q1 2025, 255 institutions reported holding Wiley (john) & Sons Class A (WLY) in their 13F filings, up 12 from Q4 2024. 42 opened new positions and 29 sold out. The largest holders were BlackRock, Inc. ($273.1M), Vanguard Group Inc. ($229.1M) and Clarkston Capital Partners, LLC ($136.1M). 4 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Wiley (john) & Sons Class A
- CUSIP
- 968223206
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $29.1M |
| Exits | 29 | $74.3M |
All 13F filers, Q4 2024 → Q1 2025: 4,342,626 shares bought and 4,210,613 shares sold, net +132,013 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 255 holders
| BlackRock, Inc. | 0.01% | Reduce -4.8% | 6,129,876 | $273.1M |
| Vanguard Group Inc. | 0.00% | Reduce -3.3% | 5,140,984 | $229.1M |
| Clarkston Capital Partners, LLC | 2.68% | Add +0.1% | 3,053,500 | $136.1M |
| Madison Avenue Partners, LP | 8.35% | Add +5.3% | 2,208,066 | $98.4M |
| State Street Corp. | 0.00% | Reduce -4.3% | 1,679,648 | $74.8M |
| Schroder Investment Management Group | 0.07% | Add +60.3% | 1,584,777 | $70.6M |
| Dimensional Fund Advisors LP | 0.02% | Add +1.0% | 1,522,892 | $67.9M |
| SG Capital Management LLC | 6.26% | Add +47.5% | 1,397,338 | $62.3M |
| Neuberger Berman Group LLC | 0.05% | Add +8645.4% | 1,305,944 | $58.2M |
| Morgan Stanley | 0.00% | Add +12.7% | 1,219,720 | $54.4M |
| Brown Advisory Inc. | 0.08% | Add +15.4% | 1,184,954 | $52.8M |
| Ophir Asset Management Pty Ltd | 8.20% | Reduce -3.7% | 1,053,219 | $46.9M |
| William Blair Investment Management, LLC | 0.13% | Reduce -4.4% | 1,006,818 | $44.9M |
| Palisade Capital Management, LP | 1.43% | Reduce -0.7% | 980,042 | $43.7M |
| Geode Capital Management, LLC | 0.00% | Add +2.0% | 935,930 | $41.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -29.4% | 787,639 | $35.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -7.8% | 736,356 | $32.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.8% | 686,456 | $30.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.8% | 480,132 | $21.4M |
| Northern Trust Corp. | 0.00% | Reduce -0.2% | 439,419 | $19.6M |
| Bank of America Corp. | 0.00% | Add +250.2% | 311,725 | $13.9M |
| New York State Common Retirement Fund | 0.02% | Add +0.5% | 299,229 | $13.3M |
| Public Sector Pension Investment Board | 0.05% | Add +169.8% | 277,052 | $12.3M |
| UBS Group AG | 0.00% | Reduce -19.2% | 251,863 | $11.2M |
| Nuveen, LLC | 0.00% | — | 241,349 | $10.8M |
| Loomis Sayles & Co. L P | 0.02% | Reduce -0.1% | 240,357 | $10.7M |
| Principal Financial Group Inc. | 0.01% | Add +2.7% | 222,972 | $9.9M |
| Invesco Ltd. | 0.00% | Reduce -69.4% | 203,387 | $9.1M |
| Ceredex Value Advisors LLC | 0.18% | Reduce -0.4% | 189,499 | $8.4M |
| Westfield Capital Management Co. LP | 0.04% | Reduce -4.6% | 186,014 | $8.3M |
| Victory Capital Management Inc. | 0.01% | Add +36.5% | 176,695 | $7.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -2.4% | 165,789 | $7.4M |
| ProShare Advisors LLC | 0.02% | Reduce -9.8% | 162,632 | $7.2M |
| Allianz Asset Management GmbH | 0.01% | Add +32.6% | 161,681 | $7.2M |
| Jane Street Group, LLC | 0.01% | New | 158,620 | $7.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.5% | 158,347 | $7.1M |
| FMR LLC | 0.00% | Add +1154.8% | 156,972 | $7.0M |
| Nordea Investment Management AB | 0.01% | Reduce -2.9% | 146,610 | $6.5M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -22.8% | 124,699 | $5.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +6.0% | 122,433 | $5.5M |
| Legal & General Group Plc | 0.00% | Reduce -2.9% | 116,203 | $5.2M |
| Rhumbline Advisers | 0.00% | Reduce -1.7% | 113,473 | $5.1M |
| Citadel Advisors | 0.00% | Reduce -9.7% | 107,944 | $4.8M |
| D. E. Shaw & Co. | 0.01% | Reduce -51.8% | 106,190 | $4.7M |
| American Century Companies Inc. | 0.00% | Add +7.6% | 102,777 | $4.6M |
| Intrinsic Edge Capital Management LLC | 0.94% | Reduce -32.7% | 101,013 | $4.5M |
| Kendall Capital Management | 1.11% | Add +9.3% | 84,617 | $3.8M |
| Wells Fargo & Company | 0.00% | Reduce -28.8% | 83,043 | $3.7M |
| Swiss National Bank | 0.00% | Reduce -1.5% | 83,000 | $3.7M |
| Thompson Siegel & Walmsley LLC | 0.06% | Reduce -40.0% | 81,660 | $3.6M |
| State of Alaska, Department of Revenue | 0.04% | Reduce -0.9% | 71,852 | $3.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | New | 70,600 | $3.1M |
| Cannell & Spears LLC | 0.07% | No change | 68,771 | $3.1M |
| HRT Financial LP | 0.02% | New | 68,084 | $3.0M |
| CPC Advisors, LLC | 0.41% | Add +565.3% | 67,021 | $3.0M |
| Norges Bank | 0.00% | Reduce -13.5% | 63,346 | $2.8M |
| Seizert Capital Partners, LLC | 0.13% | Reduce -0.4% | 63,181 | $2.8M |
| Barclays PLC | 0.00% | Reduce -28.0% | 61,644 | $2.7M |
| Atom Investors LP | 0.32% | Reduce -2.0% | 59,091 | $2.6M |
| Marshall Wace, LLP | 0.00% | Add +395.6% | 58,332 | $2.6M |
| Clark Estates Inc. | 0.54% | Reduce -27.6% | 57,252 | $2.6M |
| Citigroup Inc. | 0.00% | Reduce -0.9% | 56,498 | $2.5M |
| Thrivent Financial for Lutherans | 0.01% | Add +74.0% | 55,590 | $2.5M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Reduce -58.4% | 52,742 | $2.4M |
| New York State Teachers Retirement System | 0.01% | Reduce -11.7% | 50,081 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +7.2% | 48,869 | $2.2M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -6.9% | 48,619 | $2.2M |
| First Trust Advisors LP | 0.00% | Reduce -41.8% | 45,800 | $2.0M |
| Edgestream Partners, L.P. | 0.07% | Reduce -50.3% | 43,208 | $1.9M |
| Intech Investment Management LLC | 0.02% | Reduce -69.3% | 43,058 | $1.9M |
| Alliancebernstein L.P. | 0.00% | Add +5.2% | 41,088 | $1.8M |
| Prudential Financial Inc. | 0.00% | Reduce -4.3% | 40,250 | $1.8M |
| California State Teachers Retirement System | 0.00% | No change | 40,006 | $1.8M |
| First Pacific Advisors, LP | 0.03% | New | 39,140 | $1.7M |
| Martin & Co. Inc. | 0.33% | Add +3.2% | 38,189 | $1.7M |
| Cardinal Capital Management | 0.26% | Add +9.0% | 38,155 | $1.7M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +1.2% | 36,911 | $1.6M |
| Uncommon Cents Investing LLC | 0.47% | Reduce -1.7% | 35,840 | $1.6M |
| Verition Fund Management LLC | 0.01% | Add +325.4% | 35,351 | $1.6M |
| Wedge Capital Management L L P | 0.03% | Add +26.9% | 35,106 | $1.6M |
| Jump Financial, LLC | 0.02% | New | 35,014 | $1.6M |
| Sei Investments Co. | 0.00% | Add +24.2% | 34,859 | $1.6M |
| Caldwell Sutter Capital, Inc. | 0.72% | No change | 33,936 | $1.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.2% | 33,568 | $1.5M |
| Deutsche Bank AG | 0.00% | Reduce -9.3% | 30,085 | $1.3M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -6.7% | 27,427 | $1.2M |
| Franklin Resources Inc. | 0.00% | Add +5.5% | 26,607 | $1.2M |
| Picton Mahoney Asset Management | 0.04% | New | 24,931 | $1.1M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 24,590 | $1.1M |
| Magnetar Financial LLC | 0.02% | Add +51.0% | 24,422 | $1.1M |
| Comerica Bank | 0.00% | Add +0.6% | 24,392 | $1.1M |
| Royal Bank of Canada | 0.00% | Add +13.5% | 24,305 | $1.1M |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.5% | 23,637 | $1.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.1% | 23,407 | $1.0M |
| Advisors Asset Management, Inc. | 0.02% | Reduce -76.0% | 22,829 | $1.0M |
| Tidal Investments LLC | 0.01% | Reduce -1.0% | 22,782 | $1.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +7.6% | 22,255 | $992K |
| Millennium Management | 0.00% | Reduce -40.6% | 22,200 | $989K |
| Los Angeles Capital Management LLC | 0.00% | New | 21,711 | $967K |
| Corebridge Financial, Inc. | 0.01% | Reduce -3.3% | 20,594 | $918K |
| Janus Henderson Group PLC | 0.00% | No change | 20,444 | $908K |
| Petrus Trust Company, LTA | 0.08% | Add +188.6% | 20,129 | $897K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.5% | 20,072 | $894K |
| SG Americas Securities, LLC | 0.00% | New | 19,746 | $880K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -3.0% | 19,539 | $871K |
| Louisiana State Employees Retirement System | 0.02% | Reduce -3.0% | 19,300 | $860K |
| Boston Partners | 0.00% | Add +5.5% | 18,709 | $834K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -24.1% | 18,704 | $833K |
| TradeLink Capital LLC | 5.10% | Add +35.9% | 18,518 | $825K |
| Balyasny Asset Management L.P. | 0.00% | New | 18,331 | $817K |
| Cwm, LLC | 0.00% | Reduce -13.1% | 18,292 | $815K |
| Arjuna Capital | 0.21% | Reduce -1.6% | 17,233 | $768K |
| SkyView Investment Advisors, LLC | 0.11% | Add +7.8% | 17,045 | $760K |
| Amundi | 0.00% | Reduce -21.2% | 16,651 | $728K |
| Dynamic Technology Lab Private Ltd | 0.10% | New | 16,230 | $723K |
| LPL Financial LLC | 0.00% | Add +16.5% | 16,213 | $722K |
| Atria Investments, Inc | 0.01% | Add +10.7% | 16,013 | $714K |
| Silverberg Bernstein Capital Management LLC | 0.66% | New | 15,800 | $704K |
| Yousif Capital Management, LLC | 0.01% | Reduce -3.0% | 15,149 | $675K |
| Twinbeech Capital LP | 0.01% | Add +149.9% | 14,584 | $650K |
| Campbell & CO Investment Adviser LLC | 0.05% | Add +33.7% | 14,476 | $645K |
| AQR Capital Management | 0.00% | Reduce -18.5% | 14,275 | $633K |
| Engineers Gate Manager LP | 0.01% | Reduce -46.5% | 13,902 | $619K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 13,818 | $616K |
| OneDigital Investment Advisors LLC | 0.01% | Add +7.4% | 13,525 | $603K |
| Nebula Research & Development LLC | 0.05% | Reduce -17.2% | 13,198 | $588K |
| Dark Forest Capital Management LP | 0.03% | New | 13,196 | $588K |
| Handelsbanken Fonder AB | 0.00% | No change | 13,137 | $585K |
| Natixis Advisors, LLC | 0.00% | New | 13,126 | $585K |
| Mackenzie Financial Corp. | 0.00% | Reduce -30.8% | 12,941 | $577K |
| Vident Advisory, LLC | 0.01% | New | 12,627 | $563K |
| Arizona State Retirement System | 0.00% | Reduce -1.7% | 12,279 | $547K |
| State of Wisconsin Investment Board | 0.00% | New | 12,127 | $540K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -14.1% | 11,962 | $533K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 11,946 | $532K |
| Hillsdale Investment Management Inc. | 0.03% | New | 11,900 | $530K |
| Elo Mutual Pension Insurance Co | 0.01% | New | 11,838 | $528K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -1.2% | 11,757 | $524K |
| Amalgamated Bank | 0.00% | Reduce -2.0% | 11,675 | $520K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 11,564 | $515K |
| Verdence Capital Advisors LLC | 0.04% | Add +49.4% | 11,459 | $511K |
| Teacher Retirement System of Texas | 0.00% | Add +29.7% | 11,112 | $495K |
| Inceptionr LLC | 0.15% | Reduce -43.9% | 11,091 | $494K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 11,000 | $490K |
| Natixis | 0.00% | New | 11,000 | $488K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +6.8% | 10,918 | $486K |
| Captrust Financial Advisors | 0.00% | Reduce -1.1% | 10,656 | $475K |
| Glenmede Trust Co. NA | 0.00% | Add +6.6% | 10,435 | $465K |
| Voya Investment Management LLC | 0.00% | Reduce -5.8% | 10,226 | $456K |
| Royce & Associates LP | 0.00% | Reduce -57.5% | 10,041 | $447K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +11.5% | 9,813 | $437K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -3.1% | 9,439 | $421K |
| Sherbrooke Park Advisers LLC | 0.19% | New | 8,974 | $400K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +6.5% | 8,804 | $392K |
| Cibc World Markets Corp. | 0.00% | New | 8,728 | $389K |
| KLP Kapitalforvaltning As | 0.00% | No change | 8,200 | $365K |
| Guggenheim Capital LLC | 0.00% | Reduce -45.6% | 8,093 | $361K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 7,909 | $352K |
| Lazard Asset Management LLC | 0.00% | New | 7,847 | $349K |
| Quadrature Capital Ltd | 0.01% | New | 7,525 | $335K |
| HSBC Holdings PLC | 0.00% | Add +1.2% | 7,435 | $330K |
| Grandfield & Dodd, LLC | 0.02% | Reduce -61.0% | 7,376 | $329K |
| Squarepoint Ops LLC | 0.00% | New | 7,110 | $317K |
| Two Sigma Advisers, LP | 0.00% | Reduce -42.1% | 7,000 | $312K |
| Meeder Asset Management Inc. | 0.02% | Add +155.2% | 6,543 | $292K |
| Pictet Asset Management Holding SA | 0.00% | No change | 6,381 | $284K |
| AE Wealth Management LLC | 0.00% | Reduce -11.2% | 6,314 | $281K |
| Bank of Montreal | 0.00% | New | 6,200 | $276K |
| Axq Capital, LP | 0.11% | New | 6,117 | $273K |
| Stifel Financial Corp. | 0.00% | Reduce -1.1% | 6,081 | $271K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -4.4% | 5,972 | $266K |
| EP Wealth Advisors, LLC | 0.00% | New | 5,856 | $261K |
| Penbrook Management LLC | 0.19% | No change | 5,500 | $245K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.9% | 5,434 | $242K |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.1% | 5,111 | $228K |
| Evercore Wealth Management, LLC | 0.00% | No change | 5,060 | $225K |
| Bokf, NA | 0.00% | Reduce -24.0% | 5,042 | $225K |
| Trajan Wealth LLC | 0.01% | Add +3.9% | 4,820 | $215K |
| SummitTX Capital, L.P. | 0.01% | — | 4,819 | $215K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,682 | $209K |
| XTX Topco Ltd | 0.01% | New | 4,672 | $208K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 4,175 | $186K |
| Vestcor Inc | 0.01% | No change | 3,441 | $153K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -1.0% | 3,430 | $152K |
| US Bancorp \de | 0.00% | Reduce -62.9% | 3,377 | $150K |
| BNP Paribas Financial Markets | 0.00% | Reduce -47.9% | 2,646 | $118K |
| STRS Ohio | 0.00% | Reduce -86.6% | 2,500 | $111K |
| New Age Alpha Advisors, LLC | 0.00% | Reduce -59.6% | 2,443 | $109K |
| KBC Group NV | 0.00% | Reduce -75.9% | 2,186 | $97K |
| Adirondack Trust Co. | 0.04% | No change | 2,100 | $94K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +37.8% | 1,827 | $81K |
| Shell Asset Management Co. | 0.00% | Reduce -4.0% | 1,624 | $72K |
| GAMMA Investing LLC | 0.01% | Add +35.8% | 1,564 | $70K |
| Acadian Asset Management LLC | 0.00% | New | 1,474 | $65K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +151.7% | 1,349 | $60K |
| State of Wyoming | 0.01% | Add +23.6% | 1,298 | $58K |
| Public Employees Retirement System of Ohio | 0.00% | Add +6.1% | 1,021 | $45K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 654 | $29K |
| Aster Capital Management (DIFC) Ltd | 0.01% | Add +258.6% | 728 | $29K |
| Quadrant Capital Group LLC | 0.00% | Add +903.3% | 602 | $27K |
| Kestra Investment Management, LLC | 0.00% | New | 569 | $25K |
| Osaic Holdings, Inc. | 0.00% | Add +43.6% | 547 | $24K |
| Nomura Asset Management Co. Ltd. | 0.00% | New | 540 | $24K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 500 | $22K |
| Millstone Evans Group, LLC | 0.01% | Add +157.1% | 473 | $21K |
| Bessemer Group Inc. | 0.00% | Add +230.1% | 472 | $21K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -86.3% | 471 | $21K |
| Sterling Capital Management LLC | 0.00% | Reduce -44.4% | 345 | $15K |
| Clearstead Advisors, LLC | 0.00% | No change | 344 | $15K |
| Parkside Financial Bank & Trust | 0.00% | Add +6.3% | 335 | $15K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -20.4% | 320 | $14K |
| Fifth Third Bancorp | 0.00% | Add +17.6% | 301 | $13K |
| Versant Capital Management, Inc | 0.00% | Add +23.4% | 248 | $11K |
| Covestor Ltd | 0.01% | Add +4.8% | 217 | $9K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 201 | $9K |
| Brooklyn Investment Group | 0.00% | New | 197 | $9K |
| Jones Financial Companies LLLP | 0.00% | Add +11.0% | 192 | $9K |
| Parallel Advisors, LLC | 0.00% | Reduce -3.4% | 142 | $6K |
| Optiver Holding B.V. | 0.00% | New | 110 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +152.8% | 91 | $4K |
| Simplex Trading, LLC | 0.00% | New | 90 | $4K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 85 | $4K |
| Coldstream Capital Management Inc. | 0.00% | New | 78 | $3K |
| UMB Bank, n.a. | 0.00% | Reduce -33.0% | 69 | $3K |
| AlphaQuest LLC | 0.00% | New | 62 | $3K |
| Red Tortoise LLC | 0.00% | No change | 61 | $3K |
| Rothschild Investment LLC | 0.00% | Add +266.7% | 55 | $2K |
| WPG Advisers, LLC | 0.00% | No change | 54 | $2K |
| Farther Finance Advisors, LLC | 0.00% | Add +188.2% | 49 | $2K |
| Quarry LP | 0.00% | Reduce -70.2% | 48 | $2K |
| Hemington Wealth Management | 0.00% | Add +110.0% | 63 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 39 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +387.5% | 39 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +6.1% | 35 | $2K |
| Principal Securities, Inc. | 0.00% | No change | 28 | $1K |
| Federated Hermes, Inc. | 0.00% | Reduce -63.8% | 25 | $1K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -7.7% | 24 | $1K |
| Arax Advisory Partners | 0.00% | Reduce -84.8% | 21 | $936 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 20 | $891 |
| Hexagon Capital Partners LLC | 0.00% | Add +27.3% | 14 | $624 |
| SJS Investment Consulting Inc. | 0.00% | Add +40.0% | 14 | $624 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +9.1% | 12 | $535 |
| CVA Family Office, LLC | 0.00% | New | 11 | $490 |
| Stephens Consulting, LLC | 0.00% | New | 10 | $446 |
| Creative Financial Designs Inc. | 0.00% | No change | 10 | $446 |
| Lindbrook Capital, LLC | 0.00% | Reduce -9.1% | 10 | $446 |
| Allworth Financial LP | 0.00% | Reduce -66.7% | 10 | $437 |
| Global Financial Private Client, LLC | 0.00% | Add +200.0% | 9 | $401 |
| Larson Financial Group LLC | 0.00% | No change | 5 | $223 |
| Manchester Capital Management LLC | 0.00% | No change | 4 | $179 |
| Abound Wealth Management | 0.00% | New | 3 | $134 |
| HFM Investment Advisors, LLC | 0.00% | — | 2 | $90 |
| True Wealth Design, LLC | 0.00% | New | 1 | $45 |
| Parkworth Wealth Management, Inc. | 0.00% | Reduce -66.7% | 1 | $45 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $44 |
"% of holder's portfolio" is WLY's weight in each manager's 13F, not the share of Wiley (john) & Sons Class A the manager owns.