Vault-13

WILEY JOHN & SONS INC WLYB

CL B · Common Stock · CUSIP 968223305

American multinational publishing company

12 institutional holders -2 vs Q1 2023
266,671266.7k shares reported held*
$9.0mreported value*
0 new 3 added 0 reduced 2 sold out net bought ≈ $541.6k (+16.0k shares)

* 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

051015Q3 22: 15Q4 22: 13Q1 23: 14Q2 23: 1212Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 202215
Q4 202213
Q1 202314
Q2 202312

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
10010Q4 22: 2 bought or addedQ4 22: 6 cut or sold outQ4 22Q1 23: 2 bought or addedQ1 23: 3 cut or sold outQ1 23Q2 23: 3 bought or addedQ2 23: 2 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 202226
Q1 202323
Q2 202332

Biggest buyers

Biggest sellers

BANK OF AMERICA CORP /DE/ Sold out -700-700
BANK OF MONTREAL /CAN/ Sold out -478-478

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.

HolderStakeChangeShares Last filed
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% 8.2m≈ $383.4m 2025-05-13

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)

BuyingSelling
202Q3 21: 0 buyingQ3 21: 0 sellingQ4 21: 0 buyingQ4 21: 0 sellingQ4 21Q1 22: 0 buyingQ1 22: 0 sellingQ2 22: 0 buyingQ2 22: 1 sellingQ2 22Q3 22: 0 buyingQ3 22: 2 sellingQ4 22: 0 buyingQ4 22: 1 sellingQ4 22Q1 23: 0 buyingQ1 23: 2 sellingQ2 23: 1 buyingQ2 23: 0 sellingQ2 23
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20210—0——
Q4 20210—0——
Q1 20220—0——
Q2 20220—1$53.7k—
Q3 20220—2$232.3k—
Q4 20220—1$67.7k—
Q1 20230—2$665.9k—
Q2 20231$95.0k0——
DateInsiderTradeSharesPrice ValueTheir holding
2023-06-26 Dobson David C Director Bought 3,000 $31.67 $95.0k3.0k shares +61%
2023-04-20 WILEY DEBORAH E 10% owner Bought 1,800 $38.95 $70.1k1.8k shares +8%
2023-04-19 WILEY DEBORAH E 10% owner Bought 1,500 $38.75 $58.1k1.5k shares +7%
2023-04-18 WILEY DEBORAH E 10% owner · Custodian Bought 1,500 $38.62 $57.9k1.5k shares +7%

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 145,704145.7k $4.9m $4.9m 0.00% Unchanged
2 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 37,70037.7k $1.2m $1.2m 0.00% Unchanged
3 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 21,01721.0k $693.6k $693.6k 0.00% Added +10 +10
4 Cannell & Co. 0.02% of their portfolio New York, NY 20,00020.0k $660.0k $660.0k 0.02% Unchanged
5 CALDWELL SUTTER CAPITAL, INC. 0.30% of their portfolio SAUSALITO, CA 17,10417.1k $580.2k $580.2k 0.30% Added +16.8k +16,754
6 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 10,26010.3k $348.0k $348.0k 0.00% Unchanged
7 UBS Group AG 0.00% of their portfolio ZURICH, V8 7,8007.8k $264.6k $264.6k 0.00% Unchanged
8 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 6,4156.4k $217.6k $217.6k 0.00% Unchanged
9 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 603603 $20.5k $20.5k 0.00% Added +381 +381
10 BlackRock Inc. 0.00% of their portfolio New York, NY 6262 $2.1k $2.1k 0.00% Unchanged
11 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 66 $212 $212 0.00% Unchanged
12 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged