As of the latest SEC filings, JOHN WILEY & SONS, INC. (WLY) is held by 286 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $92,105,340.30 in market value, representing 0.10% of its portfolio.
Funds holding JOHN WILEY & SONS, INC. (WLY)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- WLY
- CIK:
- 0000107140
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.10% | $92,105,340.30 | 2,417,463 | Mar 31, 2026 | May 26, 2026 |
|
NBGEX
Neuberger Genesis Fund
|
MF | Neuberger Berman | 0.65% | $55,823,778.12 | 1,799,606 | Feb 28, 2026 | Apr 24, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $45,897,584.10 | 1,204,661 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.05% | $37,549,874.10 | 985,561 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.02% | $32,711,478.90 | 858,569 | Mar 31, 2026 | May 28, 2026 |
|
PEY
Invesco High Yield Equity Dividend AchieversTM ETF
|
ETF | Invesco | 2.33% | $24,820,688.74 | 606,418 | Apr 30, 2026 | Jun 26, 2026 |
|
BAUUX
Brown Advisory Small-Cap Fundamental Value Fund
|
MF | Independent / Boutique | 1.96% | $21,120,011.10 | 554,331 | Mar 31, 2026 | May 27, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.03% | $20,818,754.40 | 546,424 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.02% | $17,035,538.70 | 447,127 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.05% | $16,289,730.70 | 397,990 | Apr 30, 2026 | Jun 26, 2026 |
|
IJS
iShares S&P Small-Cap 600 Value ETF
|
ETF | BlackRock / iShares | 0.20% | $14,987,397.00 | 393,370 | Mar 31, 2026 | May 26, 2026 |
|
CFSMX
Clarkston Partners Fund
|
MF | Independent / Boutique | 4.69% | $14,668,500.00 | 385,000 | Mar 31, 2026 | May 29, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.10% | $13,849,350.00 | 363,500 | Mar 31, 2026 | May 28, 2026 |
|
FESM
Fidelity Enhanced Small Cap ETF
|
ETF | Fidelity | 0.34% | $13,816,126.80 | 362,628 | Mar 31, 2026 | May 26, 2026 |
|
VSCCX
JPMorgan Small Cap Blend Fund
|
MF | JPMorgan | 0.92% | $13,119,506.40 | 344,344 | Mar 31, 2026 | May 29, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.10% | $11,794,655.10 | 309,571 | Mar 31, 2026 | May 28, 2026 |
|
ICSCX
William Blair Small Cap Value Fund
|
MF | Independent / Boutique | 1.25% | $11,664,315.00 | 306,150 | Mar 31, 2026 | May 28, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.11% | $10,586,923.20 | 277,872 | Mar 31, 2026 | May 28, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.06% | $10,087,935.24 | 246,468 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.07% | $10,020,564.46 | 244,822 | Apr 30, 2026 | Jun 29, 2026 |
|
PMJAX
PIMCO RAE US Small Fund
|
MF | PIMCO | 0.31% | $9,728,720.70 | 255,347 | Mar 31, 2026 | May 29, 2026 |
|
BBVSX
Bridge Builder Small/Mid Cap Value Fund
|
MF | Independent / Boutique | 0.10% | $8,640,699.00 | 226,790 | Mar 31, 2026 | May 22, 2026 |
|
SLYV
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF
|
ETF | State Street (SPDR) | 0.20% | $7,986,064.80 | 209,608 | Mar 31, 2026 | May 28, 2026 |
|
FNDA
Schwab Fundamental U.S. Small Company ETF
|
ETF | Charles Schwab | 0.08% | $7,899,305.04 | 254,652 | Feb 28, 2026 | Apr 24, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.02% | $7,107,457.50 | 229,125 | Feb 28, 2026 | Apr 24, 2026 |
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