WILEY JOHN & SONS INC WLY
CL A · Common Stock · CUSIP 968223206
American multinational publishing company
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($52.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $48.49. Options: 2 managers hold calls ($7.0m notional), 1 hold puts ($14.6k).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 228 |
| Q4 2022 | 222 |
| Q1 2023 | 231 |
| Q2 2023 | 222 |
| Q3 2023 | 240 |
| Q4 2023 | 237 |
| Q1 2024 | 215 |
| Q2 2024 | 242 |
| Q3 2024 | 236 |
| Q4 2024 | 245 |
| Q1 2025 | 257 |
| Q2 2025 | 270 |
| Q3 2025 | 251 |
| Q4 2025 | 236 |
| Q1 2026 | 249 |
| Q2 2026 | 266 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 104 | 129 |
| Q4 2024 | 113 | 107 |
| Q1 2025 | 124 | 125 |
| Q2 2025 | 123 | 130 |
| Q3 2025 | 115 | 136 |
| Q4 2025 | 100 | 144 |
| Q1 2026 | 134 | 106 |
| Q2 2026 | 138 | 108 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $2.9m | $1.1m | 0.39 |
| Q4 2025 | $1.9m | $343.1k | 0.18 |
| Q1 2026 | $1.7m | $556.3k | 0.33 |
| Q2 2026 | $7.0m | $14.6k | 0.00 |
Biggest buyers
| LSV ASSET MANAGEMENT | Added | +880.3k |
| PRINCIPAL FINANCIAL GROUP INC | Added | +555.8k |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | Added | +454.9k |
| GOLDMAN SACHS GROUP INC | Added | +222.3k |
| Man Group plc | Added | +145.8k |
| Hillsdale Investment Management Inc. | Added | +136.8k |
| FRANKLIN RESOURCES INC | Added | +125.0k |
| Nuveen, LLC | Added | +120.2k |
| STATE STREET CORP | Added | +87.9k |
| JUPITER ASSET MANAGEMENT LTD | Added | +83.0k |
Biggest sellers
| Madison Avenue Partners, LP | Sold out | -678.4k |
| PALISADE CAPITAL MANAGEMENT, LP | Reduced | -410.0k |
| JANE STREET GROUP, LLC | Reduced | -329.0k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Reduced | -294.8k |
| Invesco Ltd. | Reduced | -271.1k |
| MARSHALL WACE, LLP | Reduced | -217.2k |
| Balyasny Asset Management L.P. | Sold out | -184.2k |
| Clarkston Capital Partners, LLC | Reduced | -183.5k |
| CITADEL ADVISORS LLC | Reduced | -160.7k |
| JPMORGAN CHASE & CO | Reduced | -155.5k |
Biggest calls
| IMC-Chicago, LLC | Added | $6.6m136.1k shares |
| CITADEL ADVISORS LLC | Added | $422.0k8.7k shares |
Biggest puts
| GROUP ONE TRADING LLC | Added | $14.6k300 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Neuberger Berman Group LLC 13G · institution new · filed 2025-07-18 | 6.4% |
WILEY DEBORAH E
13D · may seek influence
filed 2025-05-13
Stated purposeItem 4 is hereby amended and restated as follows: As previously reported in Amendment No. 6, the Reporting Persons seek to maintain the ability to elect a majority of the Board of Directors of the Issuer. As described above, the holders of Class B Common Stock are currently entitled to elect seven directors to the Issuer's ten-person Board of Directors. The Reporting Persons collectively have the power to vote in excess of 90% of the outstanding Class B Common Stock and, as a result, are entitled to elect seven directors. However, each of the directors elected by the Class B Common Stock other than Matthew Kissner, the Chief Executive Officer of the Company, and Jesse C. Wiley, the Chairman of the Board of Directors, are considered independent directors under NYSE and applicable SEC rules… Full filing |
6.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 6.1% |
| SCHRODER INVESTMENT MANAGEMENT GROUP 13G · institution new · filed 2026-05-14 | 5.6% |
| STATE STREET CORP 13G · institution new · filed 2026-05-12 | 5.1% |
Fell to 5% or below in the last year: Clarkston Capital Partners, LLC (2.2%, 2026-05-14), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 1 | $114.5k | — |
| Q1 2025 | 0 | — | 1 | $156.0k | — |
| Q2 2025 | 0 | — | 1 | $135.3k | — |
| Q3 2025 | 0 | — | 2 | $479.5k | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 6.2m $300.8m | Added +37.7k |
| NEUBERGER BERMAN GROUP LLC 0.10% of their portfolio | 3.0m $146.5m | Added +2.1k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 2.5m $121.0m | Reduced -7.7k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.08% of their portfolio | 2.4m $118.1m | Added +51.8k |
| STATE STREET CORP 0.00% of their portfolio | 2.3m $109.7m | Added +87.9k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 1.9m $91.4m | Added +53.8k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.7m $80.8m | Reduced -53.1k |
| BANK OF MONTREAL /CAN/ 0.03% of their portfolio | 1.6m $76.6m | Reduced -12.4k |
| BROWN ADVISORY INC 0.10% of their portfolio | 1.3m $61.4m | Added +57.2k |
| LSV ASSET MANAGEMENT 0.09% of their portfolio | 1.0m $49.6m | Added +880.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.0m $48.8m | Added +35.5k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.29% of their portfolio | 923.6k $44.8m | Reduced -49.1k |
| NEUMEIER POMA INVESTMENT COUNSEL LLC 2.87% of their portfolio | 865.5k $42.0m | Added +454.9k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 790.9k $38.4m | Reduced -5.3k |
| Clarkston Capital Partners, LLC 3.11% of their portfolio | 759.1k $36.8m | Reduced -183.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 752.8k $36.5m | Added +555.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 713.8k $34.6m | Reduced -33.8k |
| MORGAN STANLEY 0.00% of their portfolio | 665.6k $32.3m | Reduced -18.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 576.2k $28.0m | Added +222.3k |
| Invesco Ltd. 0.00% of their portfolio | 545.4k $26.5m | Reduced -271.1k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.08% of their portfolio | 527.2k $25.6m | Reduced -294.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 459.0k $21.7m | Reduced -155.5k |
| FMR LLC 0.00% of their portfolio | 448.8k $21.8m | Added +41.3k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 424.6k $20.6m | Added +21.0k |
| Allianz Asset Management GmbH 0.02% of their portfolio | 411.0k $19.9m | Added +44.7k |
| PALISADE CAPITAL MANAGEMENT, LP 0.78% of their portfolio | 370.9k $18.0m | Reduced -410.0k |
| Access Investment Management LLC 4.55% of their portfolio | 366.0k $17.8m | Reduced -526 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 314.2k $15.2m | Added +13.8k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 269.2k $13.1m | Reduced -9.3k |
| Nuveen, LLC 0.00% of their portfolio | 240.2k $11.7m | Added +120.2k |
| LOOMIS SAYLES & CO L P 0.01% of their portfolio | 238.9k $11.6m | Reduced -2.7k |
| Hillsdale Investment Management Inc. 0.24% of their portfolio | 213.0k $10.3m | Added +136.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 184.2k $8.9m | Added +16.2k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 181.0k $8.8m | Added +82.1k |
| Ancora Advisors LLC 0.17% of their portfolio | 179.8k $8.7m | Added +44.8k |
| UBS Group AG 0.00% of their portfolio | 168.3k $8.2m | Reduced -95.0k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 164.9k $8.0m | Reduced -10.9k |
| Man Group plc 0.01% of their portfolio | 162.2k $7.9m | Added +145.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 155.5k $7.5m | Added +17.0k |
| ProShare Advisors LLC 0.01% of their portfolio | 154.9k $7.5m | Reduced -16.8k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 153.3k $7.4m | Added +125.0k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 148.0k $7.2m | Added +44.1k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 142.1k $6.9m | Reduced -217.2k |
| Public Sector Pension Investment Board 0.02% of their portfolio | 139.6k $6.8m | Reduced -4.6k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 137.0k $6.6m | Added +25.2k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 133.5k $6.5m | Added +7.4k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 124.4k $6.0m | Reduced -160.7k |
| NORDEA INVESTMENT MANAGEMENT AB 0.00% of their portfolio | 124.1k $5.8m | Reduced -10.2k |
| JUPITER ASSET MANAGEMENT LTD 0.03% of their portfolio | 123.7k $6.0m | Added +83.0k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 114.5k $5.4m | Added +31.9k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 111.6k $5.4m | Reduced -329.0k |
| Kendall Capital Management 0.83% of their portfolio | 103.0k $5.0m | Added +13.1k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 101.0k $4.9m | Reduced -12.8k |
| BESSEMER GROUP INC 0.01% of their portfolio | 100.7k $4.9m | Added +83 |
| Legal & General Group Plc 0.00% of their portfolio | 95.6k $4.6m | Reduced -6.1k |
| CLARK ESTATES INC/NY 1.06% of their portfolio | 94.4k $4.6m | Added +27.4k |
| Jupiter Topco LLC 0.00% of their portfolio | 88.5k $4.3m | First filing |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 82.1k $4.0m | Added +67.6k |
| Swiss National Bank 0.00% of their portfolio | 76.8k $3.7m | Reduced -6.5k |
| Phocas Financial Corp. 0.51% of their portfolio | 75.6k $3.7m | New |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 74.3k $3.6m | Reduced -22.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 72.0k $3.5m | Reduced -77.5k |
| Cannell & Spears LLC 0.06% of their portfolio | 67.4k $3.3m | Unchanged |
| Quantinno Capital Management LP 0.00% of their portfolio | 65.8k $3.2m | Added +27.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 63.2k $3.1m | Added +33.2k |
| THOMPSON SIEGEL & WALMSLEY LLC 0.05% of their portfolio | 58.7k $2.8m | Reduced -127.7k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 58.7k $2.8m | Reduced -35.9k |
| Advisors Asset Management, Inc. 0.04% of their portfolio | 56.2k $2.7m | Added +15.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 55.5k $2.7m | Added +7.1k |
| Ilex Capital Partners (UK) LLP 0.06% of their portfolio | 55.4k $2.7m | New |
| Creative Planning 0.00% of their portfolio | 55.4k $2.7m | Added +19.0k |
| PICTON MAHONEY ASSET MANAGEMENT 0.02% of their portfolio | 54.8k $2.7m | New |
| Cardinal Capital Management 0.30% of their portfolio | 50.4k $2.4m | Added +456 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 49.8k $2.4m | Reduced -175 |
| MARTINGALE ASSET MANAGEMENT L P 0.06% of their portfolio | 49.7k $2.4m | Added +20.7k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 43.7k $2.1m | Reduced -10.8k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 43.0k $1.6m | Reduced -1.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 42.5k $2.1m | Reduced -13.5k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 42.3k $2.1m | Added +3.6k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 42.1k $2.0m | Added +24.2k |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.13% of their portfolio | 41.9k $2.0m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 40.2k $2.0m | Added +23.3k |
| MARTIN & CO INC /TN/ 0.30% of their portfolio | 39.6k $1.9m | Reduced -271 |
| Neo Ivy Capital Management 0.44% of their portfolio | 39.2k $1.9m | New |
| INTECH INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 39.1k $1.9m | Added +28.9k |
| Magnetar Financial LLC 0.02% of their portfolio | 38.3k $1.9m | Added +3.3k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 37.4k $1.8m | Unchanged |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 36.1k $1.7m | Reduced -4.5k |
| Jump Financial, LLC 0.02% of their portfolio | 35.3k $1.7m | Reduced -36.0k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.03% of their portfolio | 35.0k $1.7m | New |
| Corient Private Wealth LP 0.00% of their portfolio | 34.7k $1.7m | Added +16.9k |
| Uncommon Cents Investing LLC 0.35% of their portfolio | 33.6k $1.6m | Reduced -125 |
| CALDWELL SUTTER CAPITAL, INC. 0.58% of their portfolio | 31.5k $1.5m | Unchanged |
| Brickwood Asset Management LLP 0.93% of their portfolio | 26.8k $1.3m | Unchanged |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 25.8k $1.3m | Reduced -1.2k |
| CREDIT AGRICOLE S A 0.00% of their portfolio | 25.0k $1.2m | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 24.3k $1.2m | Added +9.7k |
| EXCHANGE TRADED CONCEPTS, LLC 0.01% of their portfolio | 23.1k $1.1m | Reduced -348 |
| MetLife Investment Management, LLC 0.01% of their portfolio | 23.0k $1.1m | Added +218 |
| North Star Investment Management Corp. 0.06% of their portfolio | 23.0k $1.1m | Unchanged |