WILEY JOHN & SONS INC WLYB
CL B · Common Stock · CUSIP 968223305
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. Holder counts are more reliable. Implied quarter-end price ≈ $33.65.
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 15 |
| Q4 2022 | 13 |
| Q1 2023 | 14 |
| Q2 2023 | 12 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 2 | 6 |
| Q1 2023 | 2 | 3 |
| Q2 2023 | 3 | 2 |
Biggest buyers
| CALDWELL SUTTER CAPITAL, INC. | Added | +16.8k |
| Tower Research Capital LLC (TRC) | Added | +381 |
| DIMENSIONAL FUND ADVISORS LP | Added | +10 |
Biggest sellers
| BANK OF AMERICA CORP /DE/ | Sold out | -700 |
| BANK OF MONTREAL /CAN/ | Sold out | -478 |
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 |
|---|---|
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 |
91.5% |
Insider purchases and sales in Q2 2023
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 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 0 | — | — |
| Q1 2022 | 0 | — | 0 | — | — |
| Q2 2022 | 0 | — | 1 | $53.7k | — |
| Q3 2022 | 0 | — | 2 | $232.3k | — |
| Q4 2022 | 0 | — | 1 | $67.7k | — |
| Q1 2023 | 0 | — | 2 | $665.9k | — |
| Q2 2023 | 1 | $95.0k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-06-26 | Dobson David C Director | Bought | $95.0k3.0k shares |
| 2023-04-20 | WILEY DEBORAH E 10% owner | Bought | $70.1k1.8k shares |
| 2023-04-19 | WILEY DEBORAH E 10% owner | Bought | $58.1k1.5k shares |
| 2023-04-18 | WILEY DEBORAH E 10% owner · Custodian | Bought | $57.9k1.5k 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 2023
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.00% of their portfolio | 145.7k $4.9m | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 37.7k $1.2m | Unchanged |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 21.0k $693.6k | Added +10 |
| Cannell & Co. 0.02% of their portfolio | 20.0k $660.0k | Unchanged |
| CALDWELL SUTTER CAPITAL, INC. 0.30% of their portfolio | 17.1k $580.2k | Added +16.8k |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 10.3k $348.0k | Unchanged |
| UBS Group AG 0.00% of their portfolio | 7.8k $264.6k | Unchanged |
| VANGUARD GROUP INC 0.00% of their portfolio | 6.4k $217.6k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 603 $20.5k | Added +381 |
| BlackRock Inc. 0.00% of their portfolio | 62 $2.1k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 6 $212 | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |