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 ($1.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $44.54. Options: 6 managers hold calls ($1.8m notional), 8 hold puts ($23.0m).
Trends to Q2 2025
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 |
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 2023 | 128 | 108 |
| Q4 2023 | 103 | 144 |
| Q1 2024 | 99 | 139 |
| Q2 2024 | 116 | 109 |
| Q3 2024 | 104 | 129 |
| Q4 2024 | 113 | 107 |
| Q1 2025 | 124 | 125 |
| Q2 2025 | 123 | 130 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $665.9k | $386.0k | 0.58 |
| Q4 2024 | $14.7m | $27.5m | 1.87 |
| Q1 2025 | $534.7k | $79.4k | 0.15 |
| Q2 2025 | $1.8m | $23.0m | 12.46 |
Biggest buyers
| NEUBERGER BERMAN GROUP LLC | Added | +1.6m |
| Qube Research & Technologies Ltd | Added | +403.4k |
| Invesco Ltd. | Added | +391.4k |
| MARSHALL WACE, LLP | Added | +175.3k |
| Caption Management, LLC | New | +137.3k |
| MILLENNIUM MANAGEMENT LLC | Added | +115.0k |
| ExodusPoint Capital Management, LP | New | +104.4k |
| MORGAN STANLEY | Added | +102.3k |
| Bastion Asset Management Inc. | New | +97.5k |
| JPMORGAN CHASE & CO | Added | +91.3k |
Biggest sellers
| Clarkston Capital Partners, LLC | Reduced | -1.2m |
| Ophir Asset Management Pty Ltd | Reduced | -350.4k |
| SG Capital Management LLC | Reduced | -285.4k |
| VANGUARD GROUP INC | Reduced | -238.1k |
| Nuveen, LLC | Reduced | -164.1k |
| Madison Avenue Partners, LP | Reduced | -155.4k |
| RAYMOND JAMES FINANCIAL INC | Reduced | -151.6k |
| Public Sector Pension Investment Board | Reduced | -137.8k |
| JANE STREET GROUP, LLC | Reduced | -130.9k |
| BlackRock, Inc. | Reduced | -101.9k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $1.1m24.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $406.1k9.1k shares |
| JANE STREET GROUP, LLC | New | $200.8k4.5k shares |
| GROUP ONE TRADING LLC | New | $133.9k3.0k shares |
| SIMPLEX TRADING, LLC | New | $13.0k300 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SG Capital Management LLC | New | $11.2m250.0k shares |
| JANE STREET GROUP, LLC | New | $10.1m225.6k shares |
| IMC-Chicago, LLC | New | $1.2m26.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $410.6k9.2k shares |
| CITADEL ADVISORS LLC | Added | $200.8k4.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $13.0k300 shares |
| GROUP ONE TRADING LLC | New | $8.9k200 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 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 in Q2 2025
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 |
|---|---|---|---|---|---|
| Q3 2023 | 1 | $2.8k | 0 | — | — |
| Q4 2023 | 2 | $651.6k | 1 | $181.9k | — |
| Q1 2024 | 0 | — | 1 | $122.5k | — |
| Q2 2024 | 0 | — | 4 | $1.1m | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 1 | $114.5k | — |
| Q1 2025 | 0 | — | 1 | $156.0k | — |
| Q2 2025 | 0 | — | 1 | $135.3k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-06-30 | Monaco Kevin SVP, Treasurer & Tax | Sold | $135.3k3.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 6.0m $269.0m | Reduced -101.9k |
| VANGUARD GROUP INC 0.00% of their portfolio | 4.9m $218.8m | Reduced -238.1k |
| NEUBERGER BERMAN GROUP LLC 0.10% of their portfolio | 2.9m $127.5m | Added +1.6m |
| Madison Avenue Partners, LP 6.12% of their portfolio | 2.1m $91.6m | Reduced -155.4k |
| Clarkston Capital Partners, LLC 1.79% of their portfolio | 1.9m $84.5m | Reduced -1.2m |
| STATE STREET CORP 0.00% of their portfolio | 1.7m $76.5m | Added +34.8k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.06% of their portfolio | 1.6m $69.4m | Reduced -30.5k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 1.5m $67.1m | Reduced -20.2k |
| MORGAN STANLEY 0.00% of their portfolio | 1.3m $59.0m | Added +102.3k |
| BROWN ADVISORY INC 0.07% of their portfolio | 1.2m $54.8m | Added +43.9k |
| SG Capital Management LLC 4.22% of their portfolio | 1.1m $49.6m | Reduced -285.4k |
| PALISADE CAPITAL MANAGEMENT, LP 1.20% of their portfolio | 953.0k $42.5m | Reduced -27.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 950.3k $42.4m | Added +14.4k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.11% of their portfolio | 931.8k $41.6m | Reduced -75.1k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 760.5k $33.9m | Reduced -27.2k |
| Ophir Asset Management Pty Ltd 4.40% of their portfolio | 702.8k $27.7m | Reduced -350.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 671.5k $30.0m | Reduced -15.0k |
| Invesco Ltd. 0.00% of their portfolio | 594.8k $26.5m | Added +391.4k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 584.8k $26.1m | Reduced -151.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 571.4k $25.5m | Added +91.3k |
| Qube Research & Technologies Ltd 0.03% of their portfolio | 528.1k $23.6m | Added +403.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 431.9k $19.3m | Reduced -7.6k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 300.4k $13.4m | Added +1.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 280.2k $12.5m | Reduced -31.6k |
| LOOMIS SAYLES & CO L P 0.01% of their portfolio | 246.1k $11.0m | Added +5.8k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 233.7k $10.4m | Added +175.3k |
| FMR LLC 0.00% of their portfolio | 220.7k $9.9m | Added +63.8k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 218.7k $9.8m | Added +57.0k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 218.2k $9.7m | Added +41.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 202.7k $9.0m | Reduced -20.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 174.8k $7.8m | Added +52.4k |
| UBS Group AG 0.00% of their portfolio | 172.7k $7.7m | Reduced -79.1k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.03% of their portfolio | 169.8k $7.6m | Reduced -16.2k |
| ProShare Advisors LLC 0.01% of their portfolio | 166.3k $7.4m | Added +3.7k |
| Ceredex Value Advisors LLC 0.15% of their portfolio | 154.2k $6.9m | Reduced -35.3k |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC 1.01% of their portfolio | 150.0k $6.7m | Added +49.0k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 149.8k $6.7m | Reduced -8.5k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 145.7k $6.6m | Reduced -913 |
| Public Sector Pension Investment Board 0.03% of their portfolio | 139.3k $6.2m | Reduced -137.8k |
| Caption Management, LLC 0.56% of their portfolio | 137.3k $6.1m | New |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 137.2k $6.1m | Added +115.0k |
| Legal & General Group Plc 0.00% of their portfolio | 117.5k $5.2m | Added +1.3k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 114.3k $5.1m | Added +779 |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 112.0k $5.0m | Added +4.1k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 108.8k $4.9m | Reduced -57.0k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 106.3k $4.7m | Added +3.5k |
| ExodusPoint Capital Management, LP 0.06% of their portfolio | 104.4k $4.7m | New |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 99.5k $4.4m | Added +81.2k |
| Bastion Asset Management Inc. 1.99% of their portfolio | 97.5k $4.2m | New |
| Kendall Capital Management 1.11% of their portfolio | 93.7k $4.2m | Added +9.1k |
| Access Investment Management LLC 1.13% of their portfolio | 89.3k $4.0m | First filing |
| BARCLAYS PLC 0.00% of their portfolio | 88.2k $3.9m | Added +26.5k |
| THOMPSON SIEGEL & WALMSLEY LLC 0.06% of their portfolio | 84.1k $3.8m | Added +2.4k |
| Swiss National Bank 0.00% of their portfolio | 81.4k $3.6m | Reduced -1.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 79.7k $3.6m | Reduced -3.4k |
| Atom Investors LP 0.31% of their portfolio | 78.2k $3.5m | Added +19.1k |
| Nuveen, LLC 0.00% of their portfolio | 77.3k $3.4m | Reduced -164.1k |
| CPC Advisors, LLC 0.43% of their portfolio | 76.1k $3.4m | Added +9.1k |
| State of Alaska, Department of Revenue 0.04% of their portfolio | 73.5k $3.3m | Added +1.6k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 70.6k $3.2m | Unchanged |
| Cannell & Spears LLC 0.06% of their portfolio | 68.0k $3.0m | Reduced -797 |
| SEIZERT CAPITAL PARTNERS, LLC 0.13% of their portfolio | 64.6k $2.9m | Added +1.4k |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 61.4k $2.7m | Added +49.9k |
| CLARK ESTATES INC/NY 0.57% of their portfolio | 57.3k $2.6m | Unchanged |
| Thrivent Financial for Lutherans 0.01% of their portfolio | 55.5k $2.5m | Reduced -79 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 53.7k $2.4m | Added +4.9k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 50.1k $2.2m | Unchanged |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 49.0k $2.2m | Added +8.7k |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 48.6k $2.2m | Reduced -25 |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio | 45.1k $2.0m | Reduced -7.6k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 44.8k $2.0m | Added +3.7k |
| JUPITER ASSET MANAGEMENT LTD 0.02% of their portfolio | 44.8k $2.0m | New |
| Magnetar Financial LLC 0.01% of their portfolio | 41.5k $1.9m | Added +17.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 40.0k $1.8m | Added +15.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 39.6k $1.8m | Reduced -357 |
| First Pacific Advisors, LP 0.02% of their portfolio | 39.1k $1.7m | Unchanged |
| Cardinal Capital Management 0.25% of their portfolio | 38.9k $1.7m | Added +726 |
| MARTIN & CO INC /TN/ 0.31% of their portfolio | 38.2k $1.7m | Added +35 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 37.8k $1.7m | Added +4.2k |
| DARK FOREST CAPITAL MANAGEMENT LP 0.07% of their portfolio | 37.3k $1.7m | Added +24.1k |
| Cubist Systematic Strategies, LLC 0.02% of their portfolio | 37.1k $1.7m | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio | 36.3k $1.6m | Reduced -565 |
| HRT FINANCIAL LP 0.01% of their portfolio | 36.1k $1.6m | Reduced -32.0k |
| NORGES BANK 0.00% of their portfolio | 36.1k $1.6m | Reduced -27.2k |
| CITIGROUP INC 0.00% of their portfolio | 36.0k $1.6m | Reduced -20.5k |
| Uncommon Cents Investing LLC 0.42% of their portfolio | 35.6k $1.6m | Reduced -280 |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.03% of their portfolio | 35.1k $1.6m | Added +15 |
| Hillsdale Investment Management Inc. 0.06% of their portfolio | 35.1k $1.6m | Added +23.2k |
| CALDWELL SUTTER CAPITAL, INC. 0.69% of their portfolio | 33.8k $1.5m | Reduced -126 |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 28.6k $1.3m | Added +2.0k |
| CenterBook Partners LP 0.07% of their portfolio | 28.6k $1.3m | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 28.4k $1.3m | Reduced -1.7k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 27.7k $1.2m | Reduced -130.9k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 27.4k $1.2m | Reduced -7.4k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 27.2k $1.2m | Added +5.5k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 26.8k $1.2m | Reduced -659 |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 26.2k $1.2m | Added +12.0k |
| Quantbot Technologies LP 0.03% of their portfolio | 25.7k $1.1m | New |
| Elo Mutual Pension Insurance Co 0.02% of their portfolio | 24.7k $1.1m | Added +12.9k |
| TradeLink Capital LLC 3.16% of their portfolio | 24.7k $901.0k | Added +6.1k |