WLYNYSEBooks: Publishing or Publishing & PrintingFiscal year ends April 30Also trades as WLYB
JOHN WILEY & SONS, INC.
Financials through Q1 FY2027, quarter ended Jul 31, 2026Last filing: 10-Q on Sep 4, 2026
$51.78−0.94 (-1.78%)
Close on Oct 19, 2026
- Market cap
- $2.63B
- P/E (TTM)
- 13.9
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
99.8%
42M of 42M shares
Institutional holders
266
54 new, 32 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Deborah E. Wiley | 8,193,815 | 91.47% | 13D (active) amendment | May 9, 2025 |
| BlackRock, Inc. | 6,174,633 | 13.60% | 13G (passive) amendment | Sep 30, 2024 |
| Neuberger Berman Group LLC | 2,862,287 | 6.40% | 13G (passive) | Jun 30, 2025 |
| Vanguard Portfolio Management | 2,580,028 | 6.06% | 13G (passive) | Mar 31, 2026 |
| Schroder Investment Management Group | 2,382,703 | 5.60% | 13G (passive) | Mar 31, 2026 |
| State Street Corporation | 2,175,966 | 5.10% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of WLY | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,200,086 | 14.79% | $300.77M | +37,716 | 0.00% |
| Neuberger Berman Group LLC | 3,019,238 | 7.20% | $146.46M | +2,140 | 0.10% |
| Vanguard Portfolio Management LLC | 2,494,247 | 5.95% | $121.00M | −7,732 | 0.01% |
| Schroder Investment Management Group | 2,434,536 | 5.81% | $118.10M | +51,833 | 0.08% |
| State Street Corp | 2,263,854 | 5.40% | $109.73M | +87,888 | 0.00% |
| Dimensional Fund Advisors LP | 1,883,440 | 4.49% | $91.36M | +53,764 | 0.02% |
| Vanguard Capital Management LLC | 1,666,448 | 3.97% | $80.84M | −53,084 | 0.00% |
| Bank Of Montreal /Can/ | 1,578,053 | 3.76% | $76.55M | −12,415 | 0.03% |
| Brown Advisory Inc | 1,266,653 | 3.02% | $61.45M | +57,237 | 0.10% |
| Lsv Asset Management | 1,022,604 | 2.44% | $49.61K | +880,251 | 0.09% |
| Geode Capital Management, LLC | 1,006,220 | 2.40% | $48.82M | +35,463 | 0.00% |
| Silvercrest Asset Management Group LLC | 923,562 | 2.20% | $44.80M | −49,104 | 0.29% |
| Neumeier Poma Investment Counsel LLC | 865,460 | 2.06% | $41.98M | +454,895 | 2.87% |
| Bank of New York Mellon Corp | 790,867 | 1.89% | $38.36M | −5,324 | 0.01% |
| Clarkston Capital Partners, LLC | 759,081 | 1.81% | $36.82M | −183,475 | 3.11% |
| Principal Financial Group Inc | 752,766 | 1.80% | $36.52M | +555,831 | 0.02% |
| Charles Schwab Investment Management Inc | 713,846 | 1.70% | $34.63M | −33,788 | 0.00% |
| Morgan Stanley | 665,627 | 1.59% | $32.29M | −18,371 | 0.00% |
| Goldman Sachs Group Inc | 576,223 | 1.37% | $27.95M | +222,285 | 0.00% |
| Invesco Ltd. | 545,369 | 1.30% | $26.46M | −271,116 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 266 | 42M | 99.8% | 54 / 89 | 77 / 32 | 4M | 4M |
| Q1 2026 | 249 | 42M | 100.0% | 52 / 88 | 73 / 34 | 10M | 5M |
| Q4 2025 | 235 | 41M | 98.7% | 33 / 71 | 98 / 46 | 5M | 6M |
| Q3 2025 | 251 | 42M | 100.0% | 34 / 84 | 90 / 47 | 4M | 3M |
| Q2 2025 | 268 | 42M | 99.9% | 45 / 86 | 100 / 30 | 4M | 4M |
| Q1 2025 | 255 | 42M | 99.0% | 45 / 82 | 98 / 29 | 5M | 4M |
| Q4 2024 | 243 | 42M | 99.5% | 38 / 85 | 82 / 25 | 4M | 3M |
| Q3 2024 | 235 | 41M | 98.3% | 35 / 75 | 91 / 39 | 11M | 3M |
| Q2 2024 | 241 | 40M | 94.5% | 47 / 72 | 92 / 16 | 2M | 4M |
| Q1 2024 | 213 | 41M | 98.6% | 32 / 70 | 85 / 54 | 4M | 4M |
| Q4 2023 | 236 | 42M | 99.2% | 40 / 72 | 103 / 40 | 7M | 6M |
| Q3 2023 | 238 | 40M | 96.1% | 42 / 86 | 84 / 24 | 4M | 5M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of WLY | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2,359,675 | 5.63% | $114.47M | 0.10% | Jun 30, 2026 |
| Neuberger Genesis Fund | 1,677,223 | 4.00% | $70.58M | 0.96% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 1,155,661 | 2.76% | $56.06M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,013,913 | 2.42% | $49.18M | 0.06% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 828,826 | 1.98% | $40.21M | 0.02% | Jun 30, 2026 |
| Brown Advisory Small-Cap Fundamental Value Fund | 544,710 | 1.30% | $26.42M | 2.14% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 525,586 | 1.25% | $25.50M | 0.04% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 444,275 | 1.06% | $21.55M | 0.02% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 432,551 | 1.03% | $22.58M | 0.07% | Jul 31, 2026 |
| Fidelity Enhanced Small Cap Core ETF | 403,150 | 0.96% | $19.56M | 0.34% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 359,926 | 0.86% | $17.46M | 0.10% | Jun 30, 2026 |
| Invesco High Yield Equity Dividend AchieversTM ETF | 344,142 | 0.82% | $17.96M | 1.59% | Jul 31, 2026 |
| iShares S&P Small-Cap 600 Value ETF | 337,146 | 0.80% | $16.35M | 0.20% | Jun 30, 2026 |
| Clarkston Partners Fund | 325,000 | 0.78% | $15.77M | 5.42% | Jun 30, 2026 |
| Bridge Builder Small/Mid Cap Value Fund | 308,906 | 0.74% | $14.99M | 0.14% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Matthew Kissner | President and CEO, Director | 66,594 | 0.16% | Jul 1, 2026 |
| Frank Scognamiglio | Chief Accounting Officer | 1,985 | 0.00% | Jul 17, 2026 |
| Danielle McMahan | EVP, Chief People Officer | 34,656 | 0.08% | Jul 1, 2026 |
| Kevin Monaco | SVP, Treasurer & Tax | 16,013 | 0.04% | Jul 1, 2026 |
| Deirdre P. Silver | EVP, General Counsel | 42,851 | 0.10% | Jul 1, 2026 |
| Christopher Caridi | SVP, Chief Accounting Officer | 13,521 | 0.03% | Jul 1, 2026 |
| Andrew Weber | EVP, Technology and Operations | 13,712 | 0.03% | Jul 1, 2026 |
| Jessica Patricia Kowalski | EVP and GM, Research | – | – | Jun 26, 2026 |
| Craig Morrow Albright | EVP, Chief Financial Officer | 2,714 | 0.01% | Jun 26, 2026 |
| Jay Flynn | EVP & GM, Research & Learning | 26,650 | 0.06% | May 4, 2026 |
| David C. Dobson | Director | 0 | – | Sep 25, 2026 |
| Katherine Dunn Andresen | Director | – | – | Sep 25, 2026 |
| Karen N. Madden | Director | – | – | Sep 25, 2026 |
| Inder M. Singh | Director | – | – | Sep 25, 2026 |
| William J. Pesce | Director | 127,867 | 0.30% | Sep 25, 2026 |
| Brian O. Hemphill | Director | – | – | Sep 25, 2026 |
| Raymond W. McDaniel | Director | 500 | 0.00% | Sep 25, 2026 |
| Mari Jean Baker | Director | – | – | Jul 24, 2026 |
| Jesse Caleb Wiley | Director, 10% owner | 8,612,439 | 20.54% | May 13, 2025 |
| Beth A. Birnbaum | Director | – | – | Oct 28, 2024 |
| Deborah E. Wiley | 10% owner | 2,697,953 | 6.44% | Jan 13, 2026 |
| George Bell | – | 26,355 | 0.06% | May 22, 2025 |
| Celia Wiley | 10% owner | 8,612,937 | 20.54% | May 20, 2025 |
| Elizabeth H. Wiley | 10% owner | 8,590,674 | 20.49% | May 20, 2025 |
| Bradford Wiley Ii | 10% owner | 10,574,959 | 25.22% | May 13, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| William J. Pesce Director | Sep 23, 2026 | Option exercise | +3,275 | $47.75 | $156.38K | 91,384 |
| Andrew Weber EVP, Technology and Operations | Jun 30, 2026 | Tax withholding | −4,168 | $48.51 | $202.19K | 13,712 |
| Andrew Weber EVP, Technology and Operations | Jun 30, 2026 | Option exercise | +905 | – | – | 17,880 |
| Andrew Weber EVP, Technology and Operations | Jun 30, 2026 | Option exercise | +6,631 | – | – | 16,975 |
| Matthew Kissner President and CEO, Director | Jun 30, 2026 | Tax withholding | −19,957 | $48.51 | $968.11K | 46,883 |
| Matthew Kissner President and CEO, Director | Jun 30, 2026 | Option exercise | +39,092 | – | – | 66,840 |
| Christopher Caridi SVP, Chief Accounting Officer | Jun 30, 2026 | Option exercise | +4,319 | – | – | 13,521 |
| Christopher Caridi SVP, Chief Accounting Officer | Jun 30, 2026 | Option exercise | +905 | – | – | 14,426 |
| Christopher Caridi SVP, Chief Accounting Officer | Jun 30, 2026 | Tax withholding | −1,885 | $48.51 | $91.44K | 12,541 |
| Danielle McMahan EVP, Chief People Officer | Jun 30, 2026 | Option exercise | +15,810 | – | – | 34,656 |
| Danielle McMahan EVP, Chief People Officer | Jun 30, 2026 | Tax withholding | −8,743 | $48.51 | $424.12K | 25,913 |
| Kevin Monaco SVP, Treasurer & Tax | Jun 30, 2026 | Option exercise | +3,835 | – | – | 15,913 |
| Kevin Monaco SVP, Treasurer & Tax | Jun 30, 2026 | Tax withholding | −1,219 | $48.51 | $59.13K | 14,694 |
| Deirdre P. Silver EVP, General Counsel | Jun 30, 2026 | Option exercise | +14,171 | – | – | 42,851 |
| Deirdre P. Silver EVP, General Counsel | Jun 30, 2026 | Tax withholding | −6,479 | $48.51 | $314.30K | 36,372 |
| Deirdre P. Silver EVP, General Counsel | Apr 30, 2026 | Tax withholding | −3,048 | $40.93 | $124.75K | 28,680 |
| Deirdre P. Silver EVP, General Counsel | Apr 30, 2026 | Option exercise | +1,160 | – | – | 26,303 |
| Deirdre P. Silver EVP, General Counsel | Apr 30, 2026 | Option exercise | +1,721 | – | – | 31,728 |
| Deirdre P. Silver EVP, General Counsel | Apr 30, 2026 | Option exercise | +1,889 | – | – | 28,192 |
| Deirdre P. Silver EVP, General Counsel | Apr 30, 2026 | Option exercise | +1,815 | – | – | 30,007 |
| Kevin Monaco SVP, Treasurer & Tax | Apr 30, 2026 | Option exercise | +508 | – | – | 12,740 |
| Kevin Monaco SVP, Treasurer & Tax | Apr 30, 2026 | Option exercise | +452 | – | – | 12,232 |
| Kevin Monaco SVP, Treasurer & Tax | Apr 30, 2026 | Tax withholding | −662 | $40.93 | $27.10K | 12,078 |
| Kevin Monaco SVP, Treasurer & Tax | Apr 30, 2026 | Option exercise | +511 | – | – | 11,780 |
| Kevin Monaco SVP, Treasurer & Tax | Apr 30, 2026 | Option exercise | +351 | – | – | 11,269 |
| Matthew Kissner President and CEO, Director | Apr 30, 2026 | Tax withholding | −10,814 | $40.93 | $442.62K | 27,748 |
| Matthew Kissner President and CEO, Director | Apr 30, 2026 | Option exercise | +5,007 | – | – | 22,389 |
| Matthew Kissner President and CEO, Director | Apr 30, 2026 | Option exercise | +6,798 | – | – | 29,187 |
| Matthew Kissner President and CEO, Director | Apr 30, 2026 | Option exercise | +9,375 | – | – | 38,562 |
| Andrew Weber EVP, Technology and Operations | Apr 30, 2026 | Option exercise | +604 | – | – | 8,924 |
| Andrew Weber EVP, Technology and Operations | Apr 30, 2026 | Option exercise | +884 | – | – | 9,808 |
| Andrew Weber EVP, Technology and Operations | Apr 30, 2026 | Option exercise | +2,007 | – | – | 12,947 |
| Andrew Weber EVP, Technology and Operations | Apr 30, 2026 | Tax withholding | −2,603 | $40.93 | $106.54K | 10,344 |
| Andrew Weber EVP, Technology and Operations | Apr 30, 2026 | Option exercise | +1,132 | – | – | 10,940 |
| Jay Flynn EVP & GM, Research & Learning | Apr 30, 2026 | Option exercise | +3,084 | – | – | 26,650 |
| Jay Flynn EVP & GM, Research & Learning | Apr 30, 2026 | Option exercise | +3,253 | – | – | 23,566 |
| Jay Flynn EVP & GM, Research & Learning | Apr 30, 2026 | Option exercise | +1,557 | – | – | 16,984 |
| Jay Flynn EVP & GM, Research & Learning | Apr 30, 2026 | Tax withholding | −5,470 | $40.93 | $223.89K | 21,180 |
| Jay Flynn EVP & GM, Research & Learning | Apr 30, 2026 | Option exercise | +3,329 | – | – | 20,313 |
| Christopher Caridi SVP, Chief Accounting Officer | Apr 30, 2026 | Option exercise | +576 | – | – | 8,899 |
| Christopher Caridi SVP, Chief Accounting Officer | Apr 30, 2026 | Tax withholding | −799 | $40.93 | $32.70K | 9,202 |
| Christopher Caridi SVP, Chief Accounting Officer | Apr 30, 2026 | Option exercise | +555 | – | – | 10,001 |
| Christopher Caridi SVP, Chief Accounting Officer | Apr 30, 2026 | Option exercise | +547 | – | – | 9,446 |
| Christopher Caridi SVP, Chief Accounting Officer | Apr 30, 2026 | Option exercise | +395 | – | – | 8,323 |
| Craig Morrow Albright EVP, Chief Financial Officer | Apr 30, 2026 | Option exercise | +2,714 | – | – | 2,714 |
| Craig Morrow Albright EVP, Chief Financial Officer | Apr 30, 2026 | Tax withholding | −1,241 | $40.93 | $50.79K | 1,473 |
| Danielle McMahan EVP, Chief People Officer | Apr 30, 2026 | Tax withholding | −4,051 | $40.93 | $165.81K | 18,846 |
| Danielle McMahan EVP, Chief People Officer | Apr 30, 2026 | Option exercise | +1,231 | – | – | 16,856 |
| Danielle McMahan EVP, Chief People Officer | Apr 30, 2026 | Option exercise | +2,108 | – | – | 18,964 |
| Danielle McMahan EVP, Chief People Officer | Apr 30, 2026 | Option exercise | +2,019 | – | – | 20,983 |
| Danielle McMahan EVP, Chief People Officer | Apr 30, 2026 | Option exercise | +1,914 | – | – | 22,897 |
| Deborah E. Wiley 10% owner | Jan 9, 2026 | Returned to company | −75,000 | $30.53 | $2.29M | 659,529 |
| William J. Pesce Director | Sep 24, 2025 | Option exercise | +2,758 | $40.11 | $110.62K | 88,108 |
| Deirdre P. Silver EVP, General Counsel | Jul 24, 2025 | Award | +223 | $39.63 | $8.84K | 25,143 |
| Jay Flynn EVP & GM, Research & Learning | Jul 2, 2025 | Sale | −5,300 | $43.30 | $229.49K | 15,427 |
| Christopher Caridi SVP, Chief Accounting Officer | Jul 1, 2025 | Sale | −5,665 | $44.14 | $250.05K | 7,928 |
| Danielle McMahan EVP, Chief People Officer | Jun 30, 2025 | Tax withholding | −3,556 | $44.63 | $158.70K | 15,625 |
| Danielle McMahan EVP, Chief People Officer | Jun 30, 2025 | Option exercise | +6,427 | – | – | 19,181 |
| Christopher Caridi SVP, Chief Accounting Officer | Jun 30, 2025 | Option exercise | +905 | – | – | 12,534 |
| Christopher Caridi SVP, Chief Accounting Officer | Jun 30, 2025 | Option exercise | +2,061 | – | – | 14,595 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Flynn James Officer | Jul 2, 2026 | 12,740 | $653.46K | Jul 2, 2026 | PSU Vesting |
| Flynn James Officer | Jun 18, 2026 | 33,180 | $1.56M | Jun 18, 2026 | RSU Vesting |
| Flynn James Officer | Jul 2, 2025 | 5,300 | $229.49K | Jul 2, 2025 | PSU Lapse |
| Caridi Christopher Officer | Jul 1, 2025 | 5,665 | $250.05K | Jul 1, 2025 | RSU Vesting |
| Monaco Kevin Officer | Jun 30, 2025 | 3,000 | $135.29K | Jun 30, 2025 | Stock Option Exercise |
| George D Bell, Jr. Former Affiliate | Mar 13, 2025 | 9,984 | $439.90K | Mar 13, 2025 | Compensation for Past Services |
| David C. Dobson Director | Mar 11, 2025 | 3,390 | $136.20K | Mar 10, 2025 | Open Market Purchase |
| Matin Aref Officer | Feb 25, 2025 | 2,000 | $80.64K | Feb 25, 2025 | Stock Option Exercise |
| McMahan Danielle Officer | Oct 8, 2024 | 2,318 | $114.53K | Oct 8, 2024 | RPSU Vesting |
| Van Tassell Christina Officer | Jun 18, 2024 | 7,530 | $297.74K | Jun 18, 2024 | restricted stock lapse |
| McMahan Danielle Officer | Apr 11, 2024 | 3,459 | $133.91K | Apr 11, 2024 | RSU Vesting |
| Flynn James Officer | Apr 10, 2024 | 6,114 | $237.35K | Apr 10, 2024 | RPSU Vesting |
| Zipper Todd Officer | Jan 9, 2024 | 3,935 | $122.38K | Jan 9, 2024 | RSU Vesting |