$WLY

$51.44 +$0.86 (1.7%) Close

$WLY Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 50.8M shares outstanding

Who owns WLY?

By type of holder

Institutions 82.8% Insiders 0.0% Everyone else 17.2%

Concentration Top 10 holders own 54.9%

BlackRock, Inc. 12.2% · Neuberger Berman Group LLC 6.0%

Institutional ownership

82.8%

-0.3 pts vs last qtr

Institutional holders

267

+17 vs last qtr

Net shares bought

−177.0K

by institutions in Q2 2026

New / sold out

54 / 37

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

LSV Asset Management +880.3K
Principal Financial Group Inc +555.8K

Biggest sellers in Q2 2026

Madison Avenue Partners, LP SOLD OUT −678.4K
Palisade Capital Management, LP −410.0K

Who is planning to sell?

Notices of proposed sale, last 12 months

$2.22M

2 notices from 1 person

Shares covered

45.9K

0.09% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

James Flynn Officer $2.22M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2017–FY2026

−8.5%

−0.98% a year

Each share's claim on the business

+9.3%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$483M vs $209M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years69% 3–5 years9% 1–3 years8% Under 1 year14%

Quarterly turnover

10.6%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting WLY on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	6.2M	12.22%	+37.7K (+0.6%)	≤2021	0.0%
Shares held by quarter Peak holding6.4M (Q4'24) Change over 8 quarters+24.9K Share of the company12.220% BlackRock, Inc.'s full portfolio →
NB Neuberger Berman Group LLC	3.0M	5.97%	+2.1K (+0.1%)	≤2021	0.1%
Shares held by quarter Peak holding3.3M (Q3'25) Change over 8 quarters+3.0M Share of the company5.970% Neuberger Berman Group LLC's full portfolio →

BlackRock, Inc.

6.2M

% of company

12.22%

Change vs last qtr

+37.7K (+0.6%)

Held since

≤2021

Neuberger Berman Group LLC

3.0M

% of company

5.97%

Change vs last qtr

+2.1K (+0.1%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding John Wiley & Sons, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting WLY on Form N-PORT; together they hold 42.1% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$114M	2.4M	4.65%	0.10%	June 30, 2026
NG Neuberger Genesis Fund Neuberger Berman Equity Funds	$84.6M	1.6M	3.18%	1.17%	August 31, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$114M

% of company

4.65%

% of the fund

0.10%

As of

June 30, 2026

Neuberger Genesis Fund

Neuberger Berman Equity Funds

Position value

$84.6M

% of company

3.18%

% of the fund

1.17%

As of

August 31, 2026

23 more funds behind a free account

See every fund holding John Wiley & Sons, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
DE Deborah E. Wiley 5%+ holder 13D · 6.1%	2.8M	5.43%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company5.430% Disclosed stake13D · 6.1% View the 13D/G filing →
PB Peter Booth Wiley 5%+ holder 13D · 6.1%	2.7M	5.38%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company5.380% Disclosed stake13D · 6.1% View the 13D/G filing →

Deborah E. Wiley

5%+ holder13D · 6.1%

2.8M

% of company

5.43%

Change vs last qtr

—

Held since

—

Peter Booth Wiley

5%+ holder13D · 6.1%

2.7M

% of company

5.38%

Change vs last qtr

—

Held since

—

5 more holders behind a free account

See every insider and 5%+ holder of John Wiley & Sons, Inc..

Comments