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Disclosery

WLY WILEY JOHN & SONS INC

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CL A (common), issuer CIK 107140

260 managers (266 13F filers) reported a position in WLY shares at 2026-06-30, 41,849,261 shares in all. 49 filers opened a position and 33 filers sold out during the quarter.

Managers
260
13F filers
266
New
49
Added
89
Reduced
78
Sold out
33
Shares held by filers
41,849,261

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
Wiley Bradford10% owner2026-10-05-65,000 G$0Form 4

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Allworth Financial LP359$17.4K<0.01%+6513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.353$17.2K<0.01%+313F-HRTimelineGroup
Private Wealth Asset Management, LLC300$14.6K<0.01%013F-HRTimeline
Kemnay Advisory Services Inc.271$13.1K<0.01%new13F-HRTimeline
UMB Bank, n.a.254$12.3K<0.01%+1213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Covestor Ltd202$10K0.01%+2513F-HRTimeline
Boreal Capital Management LLC196$9.51K0.01%013F-HRTimeline
SIGNATUREFD, LLC173$8.39K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC167$8.1K<0.01%13F-HRTimeline
BOK Financial Private Wealth, Inc.150$7.28K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…132$6.4K<0.01%-21913F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.131$6.36K<0.01%-56013F-HRTimelineGroup
SJS Investment Consulting Inc.127$6.16K<0.01%+12613F-HRTimeline
FIRST HORIZON CORP120$5.82K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…100$5.1K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC99$4.8K<0.01%+1213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP99$4.77K<0.01%+4013F-HRTimelineGroup
Essential Partners LLC97$4.71K<0.01%-1813F-HRTimeline
Quest 10 Wealth Builders, Inc.85$4.12K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…82$3.98K<0.01%+213F-HRTimeline
CVA Family Office, LLC77$3.73K<0.01%+3313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC55$2.88K<0.01%013F-HRTimeline
Fortitude Family Office, LLC55$2.67K<0.01%+3313F-HRTimeline
WPG Advisers, LLC54$2.62K<0.01%013F-HRTimeline
BARROW HANLEY MEWHINNEY & STRAUSS LLC51$2.47K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC46$2.23K<0.01%+2013F-HRTimeline
Smartleaf Asset Management LLC47$2.22K<0.01%013F-HRTimeline
Rossby Financial, LCC45$2.18K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.44$2.13K<0.01%-31513F-HRTimeline
MassMutual Private Wealth & Trust, FSB43$2.09K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC39$1.89K<0.01%013F-HRTimeline
JPL Wealth Management, LLC38$1.84K<0.01%013F-HRTimeline
True Wealth Design, LLC37$1.79K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS29$1.36K<0.01%new13F-HRTimeline
Fulcrum Asset Management LLP22$1.04K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…20$970<0.01%013F-HRTimelineGroup
Bare Financial Services, Inc17$825<0.01%013F-HRTimeline
Creative Capital Management Investments…14$679<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.12$612<0.01%new13F-HRTimeline
Ankerstar Wealth, LLC12$582<0.01%013F-HRTimeline
Clearstead Advisors, LLC11$534<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC10$485<0.01%+813F-HRTimeline
DiNuzzo Private Wealth, Inc.9$437<0.01%013F-HRTimeline
Rialto Wealth Management, LLC9$437<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK8$388<0.01%013F-HRTimelineGroup
HFM Investment Advisors, LLC7$340<0.01%+513F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC6$292<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC5$243<0.01%new13F-HRTimeline
Cedar Mountain Advisors, LLC4$194<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.3$146<0.01%new13F-HRTimeline
LRI Investments, LLC3$146<0.01%-13313F-HRTimeline
Hughes Financial Services, LLC3$146<0.01%+113F-HRTimeline
DecisionPoint Financial, LLC2$103<0.01%new13F-HRTimeline
Abound Wealth Management2$98<0.01%-113F-HRTimeline
Davis Capital Management2$97<0.01%new13F-HRTimeline
Dunhill Financial, LLC1$50<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1$49<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.1$49<0.01%13F-HRTimeline
Evolution Advisers, Inc.6$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Navigoe, LLC3$00%new13F-HRTimelineValue filed as zero, left out of ratios.

Events

  • Wiley Bradford disposed of 65,000 WLY shares on 2026-10-05, Form 4 filed 2026-10-06. 0001104659-26-113978

    Accepted , ingested