Filing Research | WLY - WILEY JOHN & SONS INC Institutional Holdings

Snapshot holdings

43 / 43 loaded

#		Instrument	quantity
1	Cardinal Capital Management	Shares	50.4KSH	$2.4M
2	Uncommon Cents Investing LLC	Shares	33.6KSH	$1.6M
3	EXCHANGE TRADED CONCEPTS, LLC	Shares	23.1KSH	$1.1M
4	Louisiana State Employees Retirement System	Shares	17.2KSH	$834.4K
5	Police & Firemen's Retirement System of New Jersey	Shares	11.4KSH	$551.1K
6	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	10.5KSH	$509.5K
7	Silverberg Bernstein Capital Management LLC	Shares	8.1KSH	$393.4K
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	6.5KSH	$328.5K
9	PFG Investments, LLC	Shares	6.4KSH	$310.9K
10	Penbrook Management LLC	Shares	5.0KSH	$242.6K
11	Revolve Wealth Partners, LLC	Shares	4.9KSH	$239.2K
12	GAMMA Investing LLC	Shares	3.2KSH	$156.3K
13	ADIRONDACK TRUST CO	Shares	2.6KSH	$126.1K
14	Versant Capital Management, Inc	Shares	2.4KSH	$116.9K
15	TRUST CO OF TOLEDO NA /OH/	Shares	700SH	$34.0K
16	Farther Finance Advisors, LLC	Shares	546SH	$26.5K
17	AdvisorNet Financial, Inc	Shares	500SH	$24.3K
18	Steigerwald, Gordon & Koch Inc.	Shares	400SH	$19.4K
19	SIGNATUREFD, LLC	Shares	173SH	$8.4K
20	EverSource Wealth Advisors, LLC	Shares	132SH	$6.4K
21	SJS Investment Consulting Inc.	Shares	127SH	$6.2K
22	FIRST HORIZON CORP	Shares	120SH	$5.8K
23	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	100SH	$5.1K
24	Quest 10 Wealth Builders, Inc.	Shares	85SH	$4.1K
25	Fortitude Family Office, LLC	Shares	55SH	$2.7K
26	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	49.8KSH	$2.4K
27	JFS WEALTH ADVISORS, LLC	Shares	46SH	$2.2K
28	SBI Securities Co., Ltd.	Shares	44SH	$2.1K
29	MassMutual Private Wealth & Trust, FSB	Shares	43SH	$2.1K
30	True Wealth Design, LLC	Shares	37SH	$1.8K
31	FARMERS & MERCHANTS INVESTMENTS INC	Shares	20SH	$970
32	State of Alaska, Department of Revenue	Shares	14.8KSH	$715
33	Creative Capital Management Investments LLC	Shares	14SH	$679
34	Handelsbanken Fonder AB	Shares	13.1KSH	$637
35	AMALGAMATED BANK	Shares	10.5KSH	$511
36	DiNuzzo Private Wealth, Inc.	Shares	9SH	$437
37	GILPIN WEALTH MANAGEMENT, LLC	Shares	6SH	$292
38	Cedar Mountain Advisors, LLC	Shares	4SH	$194
39	Hughes Financial Services, LLC	Shares	3SH	$146
40	LRI Investments, LLC	Shares	3SH	$146
41	Abound Wealth Management	Shares	2SH	$98
42	Davis Capital Management	Shares	2SH	$97
43	MARYLAND CAPITAL ADVISORS INC.	Shares	1SH	$49

Manager changes2026-06-30 vs 2026-03-31

45 / 45 loaded

#		Instrument
1	Cardinal Capital Management added	Shares	+456	+$541.9K	$2.4M
2	Uncommon Cents Investing LLC trimmed	Shares	-125	+$344.9K	$1.6M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+6.5K	+$328.5K	$328.5K
4	PFG Investments, LLC new	Shares	+6.4K	+$310.9K	$310.9K
5	Penbrook Management LLC new	Shares	+5.0K	+$242.6K	$242.6K
6	Revolve Wealth Partners, LLC new	Shares	+4.9K	+$239.2K	$239.2K
7	EXCHANGE TRADED CONCEPTS, LLC trimmed	Shares	-348	+$227.6K	$1.1M
8	Louisiana State Employees Retirement System trimmed	Shares	-700	+$152.4K	$834.4K
9	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$118.3K	$551.1K
10	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-291	+$98.2K	$509.5K
11	Silverberg Bernstein Capital Management LLC unchanged	Shares	0	+$84.4K	$393.4K
12	GAMMA Investing LLC added	Shares	+465	+$51.3K	$156.3K
13	ADIRONDACK TRUST CO unchanged	Shares	0	+$27.1K	$126.1K
14	Versant Capital Management, Inc unchanged	Shares	0	+$25.1K	$116.9K
15	Farther Finance Advisors, LLC added	Shares	+448	+$22.7K	$26.5K
16	AdvisorNet Financial, Inc added	Shares	+450	+$22.4K	$24.3K
17	SIGNATUREFD, LLC new	Shares	+173	+$8.4K	$8.4K
18	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	+$7.3K	$34.0K
19	SJS Investment Consulting Inc. added	Shares	+126	+$6.1K	$6.2K
20	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	+$4.2K	$19.4K
21	Fortitude Family Office, LLC added	Shares	+33	+$1.8K	$2.7K
22	FIRST HORIZON CORP unchanged	Shares	0	+$1.2K	$5.8K
23	JFS WEALTH ADVISORS, LLC added	Shares	+20	+$1.2K	$2.2K
24	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$1.2K	$5.1K
25	Quest 10 Wealth Builders, Inc. unchanged	Shares	0	+$884	$4.1K
26	Creative Capital Management Investments LLC new	Shares	+14	+$679	$679
27	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-175	+$512	$2.4K
28	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$448	$2.1K
29	True Wealth Design, LLC unchanged	Shares	0	+$385	$1.8K
30	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$208	$970
31	Cedar Mountain Advisors, LLC new	Shares	+4	+$194	$194
32	Handelsbanken Fonder AB unchanged	Shares	0	+$136	$637
33	Davis Capital Management new	Shares	+2	+$97	$97
34	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$94	$437
35	Hughes Financial Services, LLC added	Shares	+1	+$70	$146
36	AMALGAMATED BANK trimmed	Shares	-1.1K	+$69	$511
37	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$63	$292
38	Abound Wealth Management trimmed	Shares	-1	-$17	$98
39	Vermillion Wealth Management, Inc. exited	Shares	-2	-$76	$0
40	State of Alaska, Department of Revenue trimmed	Shares	-7.0K	-$113	$715
41	LRI Investments, LLC trimmed	Shares	-133	-$5.0K	$146
42	EverSource Wealth Advisors, LLC trimmed	Shares	-219	-$7.0K	$6.4K
43	SBI Securities Co., Ltd. trimmed	Shares	-315	-$11.5K	$2.1K
44	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS exited	Shares	-10.0K	-$379.6K	$0
45	Counterpoint Mutual Funds LLC exited	Shares	-15.0K	-$571.4K	$0