Wiley (john) & Sons Class AWLY
13F holders, Q2 2025 (June 30)268holders +13
40new positions
30sold out
6famous investors
$44.54avg. 13F price*
At the end of Q2 2025, 268 institutions reported holding Wiley (john) & Sons Class A (WLY) in their 13F filings, up 13 from Q1 2025. 40 opened new positions and 30 sold out. The largest holders were BlackRock, Inc. ($269.0M), Vanguard Group Inc. ($218.8M) and Neuberger Berman Group LLC ($127.5M). 6 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $29.0M |
| Exits | 30 | $11.6M |
All 13F filers, Q1 2025 → Q2 2025: 4,238,496 shares bought and 3,972,871 shares sold, net +265,625 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 268 holders
| BlackRock, Inc. | 0.01% | Reduce -1.7% | 6,027,998 | $269.0M |
| Vanguard Group Inc. | 0.00% | Reduce -4.6% | 4,902,903 | $218.8M |
| Neuberger Berman Group LLC | 0.10% | Add +118.8% | 2,857,811 | $127.5M |
| Madison Avenue Partners, LP | 6.12% | Reduce -7.0% | 2,052,696 | $91.6M |
| Clarkston Capital Partners, LLC | 1.79% | Reduce -38.0% | 1,892,495 | $84.5M |
| State Street Corp. | 0.00% | Add +2.1% | 1,714,430 | $76.5M |
| Schroder Investment Management Group | 0.06% | Reduce -1.9% | 1,554,263 | $69.4M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -1.3% | 1,502,645 | $67.1M |
| Morgan Stanley | 0.00% | Add +8.4% | 1,322,013 | $59.0M |
| Brown Advisory Inc. | 0.07% | Add +3.7% | 1,228,848 | $54.8M |
| SG Capital Management LLC | 4.22% | Reduce -20.4% | 1,111,930 | $49.6M |
| Palisade Capital Management, LP | 1.37% | Reduce -2.8% | 953,036 | $42.5M |
| Geode Capital Management, LLC | 0.00% | Add +1.5% | 950,331 | $42.4M |
| William Blair Investment Management, LLC | 0.11% | Reduce -7.5% | 931,752 | $41.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.5% | 760,483 | $33.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -2.2% | 671,462 | $30.0M |
| Ophir Asset Management Pty Ltd | 4.40% | Reduce -33.3% | 702,788 | $27.7M |
| Invesco Ltd. | 0.00% | Add +192.4% | 594,815 | $26.5M |
| Raymond James Financial Inc. | 0.01% | Reduce -20.6% | 584,798 | $26.1M |
| JPMorgan Chase & Co. | 0.00% | Add +19.0% | 571,426 | $25.5M |
| Qube Research & Technologies Ltd | 0.03% | Add +323.5% | 528,088 | $23.6M |
| Northern Trust Corp. | 0.00% | Reduce -1.7% | 431,862 | $19.3M |
| New York State Common Retirement Fund | 0.02% | Add +0.4% | 300,402 | $13.4M |
| Bank of America Corp. | 0.00% | Reduce -10.1% | 280,169 | $12.5M |
| Loomis Sayles & Co. L P | 0.01% | Add +2.4% | 246,132 | $11.0M |
| Marshall Wace, LLP | 0.01% | Add +300.6% | 233,682 | $10.4M |
| FMR LLC | 0.00% | Add +40.6% | 220,740 | $9.9M |
| Allianz Asset Management GmbH | 0.01% | Add +35.3% | 218,708 | $9.8M |
| Victory Capital Management Inc. | 0.01% | Add +23.5% | 218,203 | $9.7M |
| Principal Financial Group Inc. | 0.00% | Reduce -9.1% | 202,689 | $9.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +42.8% | 174,796 | $7.8M |
| UBS Group AG | 0.00% | Reduce -31.4% | 172,716 | $7.7M |
| Westfield Capital Management Co. LP | 0.03% | Reduce -8.7% | 169,768 | $7.6M |
| ProShare Advisors LLC | 0.01% | Add +2.3% | 166,285 | $7.4M |
| Ceredex Value Advisors LLC | 0.15% | Reduce -18.6% | 154,200 | $6.9M |
| Intrinsic Edge Capital Management LLC | 1.01% | Add +48.5% | 150,000 | $6.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.4% | 149,828 | $6.7M |
| Nordea Investment Management AB | 0.01% | Reduce -0.6% | 145,697 | $6.6M |
| Public Sector Pension Investment Board | 0.03% | Reduce -49.7% | 139,252 | $6.2M |
| Caption Management, LLC | 0.57% | New | 137,267 | $6.1M |
| Millennium Management | 0.01% | Add +518.2% | 137,232 | $6.1M |
| Legal & General Group Plc | 0.00% | Add +1.1% | 117,515 | $5.2M |
| Rhumbline Advisers | 0.00% | Add +0.7% | 114,252 | $5.1M |
| Citadel Advisors | 0.00% | Add +3.8% | 111,999 | $5.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -34.4% | 108,771 | $4.9M |
| American Century Companies Inc. | 0.00% | Add +3.4% | 106,299 | $4.7M |
| ExodusPoint Capital Management, LP | 0.06% | New | 104,410 | $4.7M |
| Balyasny Asset Management L.P. | 0.01% | Add +442.7% | 99,486 | $4.4M |
| Bastion Asset Management Inc. | 1.99% | New | 97,541 | $4.2M |
| Kendall Capital Management | 1.11% | Add +10.7% | 93,697 | $4.2M |
| Access Investment Management LLC | 1.13% | — | 89,280 | $4.0M |
| Barclays PLC | 0.00% | Add +43.0% | 88,163 | $3.9M |
| Thompson Siegel & Walmsley LLC | 0.06% | Add +3.0% | 84,079 | $3.8M |
| Swiss National Bank | 0.00% | Reduce -1.9% | 81,400 | $3.6M |
| Wells Fargo & Company | 0.00% | Reduce -4.1% | 79,670 | $3.6M |
| Atom Investors LP | 0.31% | Add +32.3% | 78,183 | $3.5M |
| Nuveen, LLC | 0.00% | Reduce -68.0% | 77,268 | $3.4M |
| CPC Advisors, LLC | 0.43% | Add +13.5% | 76,096 | $3.4M |
| State of Alaska, Department of Revenue | 0.04% | Add +2.2% | 73,464 | $3.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | No change | 70,600 | $3.2M |
| Cannell & Spears LLC | 0.06% | Reduce -1.2% | 67,974 | $3.0M |
| Seizert Capital Partners, LLC | 0.13% | Add +2.3% | 64,622 | $2.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +431.1% | 61,418 | $2.7M |
| Clark Estates Inc. | 0.57% | No change | 57,252 | $2.6M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -0.1% | 55,511 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Add +10.0% | 53,739 | $2.4M |
| New York State Teachers Retirement System | 0.00% | No change | 50,081 | $2.2M |
| Prudential Financial Inc. | 0.00% | Add +21.7% | 48,988 | $2.2M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -0.1% | 48,594 | $2.2M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Reduce -14.5% | 45,112 | $2.0M |
| Alliancebernstein L.P. | 0.00% | Add +9.0% | 44,788 | $2.0M |
| Jupiter Asset Management Ltd. | 0.02% | New | 44,765 | $2.0M |
| Magnetar Financial LLC | 0.01% | Add +69.8% | 41,467 | $1.9M |
| California State Teachers Retirement System | 0.00% | Reduce -0.9% | 39,649 | $1.8M |
| First Pacific Advisors, LP | 0.03% | No change | 39,140 | $1.7M |
| Cardinal Capital Management | 0.25% | Add +1.9% | 38,881 | $1.7M |
| Martin & Co. Inc. | 0.31% | Add +0.1% | 38,224 | $1.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +12.5% | 37,762 | $1.7M |
| Dark Forest Capital Management LP | 0.07% | Add +182.6% | 37,292 | $1.7M |
| Cubist Systematic Strategies, LLC | 0.02% | New | 37,071 | $1.7M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -1.5% | 36,346 | $1.6M |
| HRT Financial LP | 0.01% | Reduce -46.9% | 36,132 | $1.6M |
| Norges Bank | 0.00% | Reduce -43.0% | 36,110 | $1.6M |
| Citigroup Inc. | 0.00% | Reduce -36.3% | 35,965 | $1.6M |
| Uncommon Cents Investing LLC | 0.42% | Reduce -0.8% | 35,560 | $1.6M |
| Wedge Capital Management L L P | 0.03% | Add +0.0% | 35,121 | $1.6M |
| Hillsdale Investment Management Inc. | 0.06% | Add +195.0% | 35,100 | $1.6M |
| Caldwell Sutter Capital, Inc. | 0.69% | Reduce -0.4% | 33,810 | $1.5M |
| Franklin Resources Inc. | 0.00% | Add +7.6% | 28,629 | $1.3M |
| CenterBook Partners LP | 0.07% | New | 28,603 | $1.3M |
| Deutsche Bank AG | 0.00% | Reduce -5.6% | 28,391 | $1.3M |
| Jane Street Group, LLC | 0.00% | Reduce -82.5% | 27,711 | $1.2M |
| Sei Investments Co. | 0.00% | Reduce -21.3% | 27,429 | $1.2M |
| Los Angeles Capital Management LLC | 0.00% | Add +25.3% | 27,213 | $1.2M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -2.4% | 26,768 | $1.2M |
| AQR Capital Management | 0.00% | Add +83.7% | 26,229 | $1.2M |
| Quantbot Technologies LP | 0.03% | New | 25,660 | $1.1M |
| Elo Mutual Pension Insurance Co | 0.02% | Add +108.6% | 24,696 | $1.1M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 24,590 | $1.1M |
| MetLife Investment Management, LLC | 0.01% | Add +4.0% | 24,583 | $1.1M |
| Comerica Bank | 0.00% | Reduce -2.9% | 23,675 | $1.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -3.1% | 22,675 | $1.0M |
| Illinois Municipal Retirement Fund | 0.01% | Add +18.5% | 22,161 | $989K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.3% | 21,737 | $970K |
| Janus Henderson Group PLC | 0.00% | No change | 20,444 | $913K |
| Teacher Retirement System of Texas | 0.00% | Add +82.5% | 20,284 | $905K |
| Engineers Gate Manager LP | 0.01% | Add +45.9% | 20,279 | $905K |
| TradeLink Capital LLC | 3.19% | Add +33.1% | 24,657 | $901K |
| Royal Bank of Canada | 0.00% | Reduce -17.7% | 20,002 | $893K |
| TrueMark Investments, LLC | 0.19% | New | 19,451 | $868K |
| Intech Investment Management LLC | 0.01% | Reduce -55.4% | 19,206 | $857K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.3% | 19,205 | $857K |
| Louisiana State Employees Retirement System | 0.02% | Reduce -1.0% | 19,100 | $852K |
| D. E. Shaw & Co. | 0.00% | Reduce -82.1% | 19,051 | $850K |
| Boston Partners | 0.00% | No change | 18,709 | $835K |
| Atria Investments, Inc | 0.01% | Add +13.5% | 18,180 | $811K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -20.6% | 18,118 | $809K |
| SkyView Investment Advisors, LLC | 0.11% | Add +3.2% | 17,589 | $794K |
| Cwm, LLC | 0.00% | Reduce -3.1% | 17,732 | $791K |
| LPL Financial LLC | 0.00% | Add +8.9% | 17,656 | $788K |
| Tidal Investments LLC | 0.01% | Reduce -24.4% | 17,224 | $769K |
| Segall Bryant & Hamill, LLC | 0.01% | New | 16,231 | $724K |
| Voya Investment Management LLC | 0.00% | Add +58.7% | 16,225 | $724K |
| Capstone Investment Advisors, LLC | 0.01% | New | 15,216 | $679K |
| Yousif Capital Management, LLC | 0.01% | Reduce -0.5% | 15,067 | $672K |
| First Trust Advisors LP | 0.00% | Reduce -68.9% | 14,248 | $636K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.1% | 13,512 | $603K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +22.4% | 13,366 | $597K |
| Trexquant Investment LP | 0.01% | New | 13,186 | $588K |
| Mackenzie Financial Corp. | 0.00% | Add +1.8% | 13,177 | $588K |
| Handelsbanken Fonder AB | 0.00% | No change | 13,137 | $586K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Reduce -7.1% | 12,843 | $573K |
| Glenmede Investment Management, LP | 0.00% | — | 12,623 | $563K |
| Arjuna Capital | 0.15% | Reduce -26.8% | 12,616 | $563K |
| Vident Advisory, LLC | 0.01% | Reduce -1.1% | 12,484 | $557K |
| Arizona State Retirement System | 0.00% | Add +1.4% | 12,446 | $555K |
| Point72 Asset Management | 0.00% | New | 12,217 | $545K |
| Maryland State Retirement & Pension System | 0.01% | No change | 11,962 | $534K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 11,946 | $533K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +0.8% | 11,845 | $529K |
| Verdence Capital Advisors LLC | 0.04% | Add +2.5% | 11,746 | $524K |
| XTX Topco Ltd | 0.02% | Add +150.8% | 11,718 | $523K |
| Amalgamated Bank | 0.00% | Reduce -0.6% | 11,607 | $518K |
| Captrust Financial Advisors | 0.00% | Add +0.6% | 10,723 | $479K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +6.9% | 10,489 | $468K |
| AdvisorShares Investments LLC | 0.08% | New | 10,440 | $466K |
| Gotham Asset Management | 0.00% | New | 10,360 | $462K |
| Limestone Investment Advisors LP | 0.21% | — | 10,224 | $456K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -49.0% | 9,955 | $444K |
| Fox Run Management, L.L.C. | 0.07% | New | 9,525 | $425K |
| KLP Kapitalforvaltning As | 0.00% | Add +14.6% | 9,400 | $420K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -1.1% | 9,339 | $417K |
| Dynamic Technology Lab Private Ltd | 0.06% | Reduce -42.9% | 9,270 | $413K |
| Graham Capital Management, L.P. | 0.01% | New | 9,007 | $402K |
| State of Wisconsin Investment Board | 0.00% | Reduce -26.6% | 8,900 | $397K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 8,804 | $393K |
| Silverberg Bernstein Capital Management LLC | 0.25% | Reduce -48.7% | 8,110 | $362K |
| WINTON GROUP Ltd | 0.02% | New | 8,056 | $360K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 7,909 | $353K |
| Lazard Asset Management LLC | 0.00% | Add +0.6% | 7,896 | $352K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -29.1% | 7,800 | $348K |
| Sherbrooke Park Advisers LLC | 0.14% | Reduce -17.0% | 7,452 | $333K |
| DRW Securities, LLC | 0.02% | New | 7,446 | $332K |
| Point72 (DIFC) Ltd | 0.03% | New | 7,169 | $320K |
| Two Sigma Advisers, LP | 0.00% | Add +1.4% | 7,100 | $317K |
| Brevan Howard Capital Management LP | 0.00% | New | 6,819 | $304K |
| EP Wealth Advisors, LLC | 0.00% | Add +15.1% | 6,741 | $301K |
| HSBC Holdings PLC | 0.00% | Reduce -9.6% | 6,725 | $300K |
| Amundi | 0.00% | Reduce -59.2% | 6,792 | $295K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +377.5% | 6,441 | $287K |
| Bridgefront Capital, LLC | 0.07% | New | 6,130 | $274K |
| Bank of Montreal | 0.00% | Reduce -1.5% | 6,108 | $273K |
| Stifel Financial Corp. | 0.00% | Reduce -0.9% | 6,029 | $269K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -6.5% | 5,969 | $266K |
| Grandfield & Dodd, LLC | 0.02% | Reduce -20.0% | 5,902 | $263K |
| BNP Paribas Financial Markets | 0.00% | Add +121.9% | 5,871 | $262K |
| Oxford Asset Management LLP | 0.09% | New | 5,838 | $261K |
| Verition Fund Management LLC | 0.00% | Reduce -83.8% | 5,719 | $255K |
| Petrus Trust Company, LTA | 0.03% | Reduce -71.7% | 5,692 | $254K |
| Penbrook Management LLC | 0.18% | No change | 5,500 | $245K |
| R Squared Ltd | 0.13% | New | 5,422 | $242K |
| Freestone Grove Partners LP | 0.00% | New | 5,354 | $239K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -12.1% | 5,248 | $234K |
| AE Wealth Management LLC | 0.00% | Reduce -17.0% | 5,238 | $234K |
| Lido Advisors, LLC | 0.00% | New | 5,215 | $233K |
| Cibc World Markets Corp. | 0.00% | Reduce -41.9% | 5,074 | $226K |
| Evercore Wealth Management, LLC | 0.00% | No change | 5,060 | $226K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.5% | 4,970 | $222K |
| Bokf, NA | 0.00% | Reduce -4.6% | 4,810 | $215K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -7.9% | 4,708 | $210K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,682 | $209K |
| Campbell & CO Investment Adviser LLC | 0.01% | Reduce -68.8% | 4,513 | $201K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 4,175 | $186K |
| Trajan Wealth LLC | 0.01% | Reduce -18.9% | 3,911 | $175K |
| Vestcor Inc | 0.00% | No change | 3,441 | $154K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -3.1% | 3,323 | $150K |
| US Bancorp \de | 0.00% | Reduce -3.1% | 3,273 | $146K |
| Adirondack Trust Co. | 0.03% | No change | 2,100 | $94K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +10.5% | 2,019 | $90K |
| Meeder Asset Management Inc. | 0.00% | Reduce -74.9% | 1,645 | $73K |
| Shell Asset Management Co. | 0.00% | Reduce -9.6% | 1,468 | $66K |
| Clearstead Advisors, LLC | 0.00% | Add +305.2% | 1,394 | $62K |
| KBC Group NV | 0.00% | Reduce -37.7% | 1,361 | $61K |
| GAMMA Investing LLC | 0.00% | Reduce -24.6% | 1,180 | $53K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -0.3% | 1,018 | $45K |
| Whittier Trust Co. | 0.00% | New | 750 | $33K |
| Trust Co. of Toledo NA | 0.00% | New | 700 | $31K |
| Global Retirement Partners, LLC | 0.00% | — | 685 | $31K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 654 | $29K |
| Osaic Holdings, Inc. | 0.00% | Add +5.3% | 576 | $26K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +519.8% | 564 | $25K |
| Parkside Financial Bank & Trust | 0.00% | Add +65.1% | 553 | $25K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 540 | $24K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 500 | $22K |
| Farther Finance Advisors, LLC | 0.00% | Add +893.9% | 487 | $22K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -2.5% | 459 | $20K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 380 | $17K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | New | 352 | $16K |
| Fifth Third Bancorp | 0.00% | Add +10.3% | 332 | $15K |
| First Horizon Advisors, Inc. | 0.00% | No change | 320 | $14K |
| Covestor Ltd | 0.01% | Add +15.2% | 250 | $11K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 238 | $11K |
| Millstone Evans Group, LLC | 0.01% | Reduce -56.5% | 206 | $9K |
| Versant Capital Management, Inc | 0.00% | Reduce -18.9% | 201 | $9K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 201 | $9K |
| Boreal Capital Management LLC | 0.01% | — | 196 | $9K |
| Jones Financial Companies LLLP | 0.00% | Reduce -15.1% | 163 | $7K |
| Sterling Capital Management LLC | 0.00% | Reduce -53.9% | 159 | $7K |
| Bessemer Group Inc. | 0.00% | Reduce -66.3% | 159 | $7K |
| UMB Bank, n.a. | 0.00% | Add +126.1% | 156 | $7K |
| Parallel Advisors, LLC | 0.00% | No change | 142 | $6K |
| LRI Investments, LLC | 0.00% | New | 110 | $5K |
| Dogwood Wealth Management LLC | 0.00% | New | 102 | $4K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 98 | $4K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 85 | $4K |
| Optiver Holding B.V. | 0.00% | Reduce -22.7% | 85 | $4K |
| Simplex Trading, LLC | 0.00% | Reduce -7.8% | 83 | $3K |
| Arax Advisory Partners | 0.00% | Add +209.5% | 65 | $3K |
| AlphaQuest LLC | 0.00% | No change | 62 | $3K |
| Red Tortoise LLC | 0.00% | No change | 61 | $3K |
| Rothschild Investment LLC | 0.00% | No change | 55 | $2K |
| WPG Advisers, LLC | 0.00% | No change | 54 | $2K |
| Allworth Financial LP | 0.00% | Add +360.0% | 46 | $2K |
| Hemington Wealth Management | 0.00% | Add +4.8% | 66 | $2K |
| Kestra Investment Management, LLC | 0.00% | Reduce -92.6% | 42 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 39 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 39 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +8.6% | 38 | $2K |
| Principal Securities, Inc. | 0.00% | No change | 28 | $1K |
| Brooklyn Investment Group | 0.00% | Reduce -86.3% | 27 | $1K |
| SBI Securities Co., Ltd. | 0.00% | No change | 24 | $1K |
| Clearstead Trust, LLC | 0.00% | New | 20 | $893 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 20 | $893 |
| Fortitude Family Office, LLC | 0.00% | New | 14 | $625 |
| Raleigh Capital Management Inc. | 0.00% | New | 12 | $524 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -8.3% | 11 | $491 |
| Creative Financial Designs Inc. | 0.00% | No change | 10 | $446 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -57.1% | 6 | $268 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +400.0% | 5 | $223 |
| Larson Financial Group LLC | 0.00% | No change | 5 | $223 |
| LGT Financial Advisors LLC | 0.00% | New | 4 | $179 |
| Rialto Wealth Management, LLC | 0.00% | New | 4 | $179 |
| HFM Investment Advisors, LLC | 0.00% | Add +100.0% | 4 | $179 |
| Abound Wealth Management | 0.00% | No change | 3 | $134 |
| Parkworth Wealth Management, Inc. | 0.00% | Add +100.0% | 2 | $89 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 1 | $45 |
| True Wealth Design, LLC | 0.00% | No change | 1 | $45 |
| Hantz Financial Services, Inc. | 0.00% | New | 4 | $0 |
"% 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.