JWB — WILEY JOHN & SONS INC
As of Q2 2026, 5 SEC-registered investment managers reported holding JWB (WILEY JOHN & SONS INC) in their latest 13F filings, with a combined reported value of $3.67M across 78.40K shares. That is -0.3% by share count (-255 shares) versus the previous quarter, while reported value moved +24.3%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 65.01K | $3.04M | 0.00% | Hold |
| Geode Capital Management history | 10.37K | $485.50K | 0.00% | Reduce |
| UBS Group AG history | 2.96K | $138.36K | 0.00% | Hold |
| BlackRock Inc history | 62 | $2.90K | 0.00% | Hold |
| Wells Fargo & Co history | 1 | $36 | 0.00% | New |
Q1 2026 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 65.01K | $2.44M | 0.00% | Hold |
| Geode Capital Management history | 10.64K | $398.97K | 0.00% | Hold |
| UBS Group AG history | 2.94K | $110.49K | 0.00% | Add |
| BlackRock Inc history | 62 | $2.33K | 0.00% | Hold |
Q4 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 65.01K | $1.98M | 0.00% | Hold |
| Vanguard Group history | 34.09K | $1.07M | 0.00% | Add |
| Geode Capital Management history | 10.66K | $329.48K | 0.00% | Hold |
| UBS Group AG history | 2.90K | $88.45K | 0.00% | Reduce |
| BlackRock Inc history | 62 | $1.89K | 0.00% | Hold |
| Bank of America Corp history | 62 | $1.89K | 0.00% | Add |
Q3 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 65.01K | $2.62M | 0.00% | Hold |
| Vanguard Group history | 17.61K | $710.52K | 0.00% | Hold |
| Geode Capital Management history | 10.66K | $429.46K | 0.00% | Add |
| UBS Group AG history | 4.35K | $175.14K | 0.00% | Hold |
| BlackRock Inc history | 62 | $2.50K | 0.00% | Hold |
| Bank of America Corp history | 7 | $282 | 0.00% | Reduce |
Q2 2025 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 65.01K | $2.93M | 0.00% | Hold |
| Morgan Stanley history | 65.01K | $2.93M | 0.00% | Hold |
| Vanguard Group history | 17.61K | $794.96K | 0.00% | Add |
| Geode Capital Management history | 10.13K | $457.56K | 0.00% | Hold |
| UBS Group AG history | 4.33K | $195.68K | 0.00% | Reduce |
| BlackRock Inc history | 62 | $2.80K | 0.00% | Hold |
| BlackRock Inc history | 62 | $2.80K | 0.00% | Hold |
| Bank of America Corp history | 8 | $361 | 0.00% | Add |
| Wells Fargo & Co history | 1 | $33 | 0.00% | New |
Q1 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 65.01K | $2.90M | 0.00% | Reduce |
| Morgan Stanley history | 65.01K | $2.90M | 0.00% | Reduce |
| Geode Capital Management history | 10.11K | $451.11K | 0.00% | Add |
| Vanguard Group history | 6.42K | $286.11K | 0.00% | Hold |
| UBS Group AG history | 6.33K | $282.54K | 0.00% | Hold |
| BlackRock Inc history | 62 | $2.77K | 0.00% | Hold |
| BlackRock Inc history | 62 | $2.77K | 0.00% | Hold |
| Bank of America Corp history | 7 | $312 | 0.00% | Hold |
New Positions (Q2 2026)
- Wells Fargo & Co 1 sh · $36
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 7 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 65.01K | 65.01K | 65.01K | 65.01K | 65.01K | 65.01K | 145.70K | 145.70K | 145.70K | 145.70K | 145.70K | 145.70K | 145.70K | 145.70K | 145.70K | 1 | — | — | — | — |
| Geode Capital Management | 10.37K | 10.64K | 10.66K | 10.66K | 10.13K | 10.11K | 8.98K | 9.61K | 9.61K | 9.61K | 8.15K | — | — | — | — | — | — | — | — | — |
| UBS Group AG | 2.96K | 2.94K | 2.90K | 4.35K | 4.33K | 6.33K | 6.33K | 5.90K | 7.03K | 6.90K | 7.90K | 7.92K | 7.80K | 7.80K | 7.88K | 9.47K | 9.47K | 9.45K | 9.44K | 10.60K |
| BlackRock Inc | 62 | 62 | 62 | 62 | 62 | 62 | 62 | 62 | — | — | — | — | — | — | — | — | — | — | — | — |
| Wells Fargo & Co | 1 | — | — | — | 1 | — | 1 | 1 | — | 8 | 8 | 8 | 6 | 6 | 6 | 7 | 6 | 6 | 6 | 6 |
| Bank of America Corp | — | — | 62 | 7 | 8 | 7 | 7 | 9 | 7 | — | — | — | — | 700 | 700 | 700 | 700 | 700 | 703 | 728 |
| Vanguard Group | — | — | 34.09K | 17.61K | 17.61K | 6.42K | 6.42K | 6.42K | 6.42K | 6.42K | 6.42K | 6.42K | 6.42K | 6.42K | 6.42K | 6.42K | 6.42K | 6.42K | 6.68K | 6.68K |