John Wiley & Sons, Inc. (WLYB) shareholders
WLYBNYSEBooks: Publishing or Publishing & PrintingFiscal year ends April 30Also trades as WLY
Financials through Q1 FY2027, quarter ended Jul 31, 2026Last filing: 10-Q on Sep 4, 2026Score 16/3013% below fair value
$51.60−2.63 (-4.86%)
Close on Oct 30, 2026Market cap $2.62BP/E 13.9Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
2.6%
0M of 9M shares
Institutional holders
17
3 new, 1 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 Joint filing with Peter Booth Wiley (91.19%), W. Bradford Wiley II (91.11%) and 4 more | 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 Joint filing with Neuberger Berman Investment Advisers LLC (6.40%) | 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 WLYB | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Morgan Stanley | 65,007 | 0.74% | $3.04M | – | 0.00% |
| PFG Investments, LLC | 53,551 | 0.61% | $2.51M | +16 | 0.10% |
| Royal Bank of Canada | 27,950 | 0.32% | $1.31M | – | 0.00% |
| Spears Abacus Advisors LLC | 20,000 | 0.23% | $935.80K | – | 0.02% |
| Vanguard Capital Management LLC | 14,491 | 0.17% | $678.03K | −31 | 0.00% |
| Caldwell Sutter Capital, Inc. | 12,134 | 0.14% | $567.75K | – | 0.21% |
| Geode Capital Management, LLC | 10,370 | 0.12% | $485.51K | −269 | 0.00% |
| Neuberger Berman Group LLC | 10,134 | 0.12% | $474.17K | −26 | 0.00% |
| Vanguard Global Advisers, LLC | 6,415 | 0.07% | $300.16K | – | 0.00% |
| Gabelli Funds LLC | 4,500 | 0.05% | $210.56K | New | 0.00% |
| Vanguard Fiduciary Trust Co | 3,535 | 0.04% | $165.40K | +31 | 0.00% |
| UBS Group AG | 2,957 | 0.03% | $138.36K | +13 | 0.00% |
| Tower Research Capital LLC (TRC) | 100 | 0.00% | $4.68K | +43 | 0.00% |
| Continuum Advisory, LLC | 96 | 0.00% | $4.49K | New | 0.00% |
| BlackRock, Inc. | 62 | 0.00% | $2.90K | – | 0.00% |
| SBI Securities Co., Ltd. | 2 | 0.00% | $94 | – | 0.00% |
| Wells Fargo & Company/Mn | 1 | 0.00% | $36 | New | 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 | 17 | 0M | 2.6% | 3 / 4 | 3 / 1 | 0M | 0M |
| Q1 2026 | 15 | 0M | 2.6% | 5 / 3 | 1 / 1 | 0M | 0M |
| Q4 2025 | 12 | 0M | 2.7% | 0 / 3 | 1 / 4 | 0M | 0M |
| Q3 2025 | 16 | 0M | 2.5% | 2 / 3 | 3 / 2 | 0M | 0M |
| Q2 2025 | 16 | 0M | 2.9% | 2 / 4 | 1 / 2 | 0M | 0M |
| Q1 2025 | 16 | 0M | 2.6% | 3 / 2 | 2 / 1 | 0M | 0M |
| Q4 2024 | 14 | 0M | 3.4% | 2 / 1 | 2 / 2 | 0M | 0M |
| Q3 2024 | 14 | 0M | 3.6% | 3 / 1 | 2 / 0 | 0M | 0M |
| Q2 2024 | 12 | 0M | 3.6% | 1 / 2 | 3 / 1 | 0M | 0M |
| Q1 2024 | 12 | 1M | 7.0% | 2 / 2 | 2 / 1 | 0M | 0M |
| Q4 2023 | 12 | 0M | 4.7% | 1 / 1 | 4 / 1 | 0M | 0M |
| Q3 2023 | 12 | 0M | 3.0% | 1 / 2 | 2 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
4 funds held WLYB in Q2 2026, 52% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of WLYB | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Extended Market Index Fund | 14,491 | 0.17% | $678.03K | 0.00% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 6,896 | 0.08% | $283.08K | 0.00% | May 31, 2026 |
| The Gabelli Small Cap Growth Fund | 4,500 | 0.05% | $210.56K | 0.01% | Jun 30, 2026 |
| Fidelity Series Total Market Index Fund | 2,019 | 0.02% | $82.88K | 0.00% | May 31, 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 | 0.76% | Jul 1, 2026 |
| Frank Scognamiglio | Chief Accounting Officer | 1,985 | 0.02% | Jul 17, 2026 |
| Danielle McMahan | EVP, Chief People Officer | 34,656 | 0.40% | Jul 1, 2026 |
| Kevin Monaco | SVP, Treasurer & Tax | 15,913 | 0.18% | Jul 1, 2026 |
| Deirdre P. Silver | EVP, General Counsel | 42,851 | 0.49% | Jul 1, 2026 |
| Christopher Caridi | SVP, Chief Accounting Officer | 13,521 | 0.15% | Jul 1, 2026 |
| Andrew Weber | EVP, Technology and Operations | 13,712 | 0.16% | Jul 1, 2026 |
| Jessica Patricia Kowalski | EVP and GM, Research | – | – | Jun 26, 2026 |
| Craig Morrow Albright | EVP, Chief Financial Officer | 2,714 | 0.03% | Jun 26, 2026 |
| Jay Flynn | EVP & GM, Research & Learning | 26,650 | 0.30% | 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 | 1.46% | Sep 25, 2026 |
| Brian O. Hemphill | Director | – | – | Sep 25, 2026 |
| Raymond W. McDaniel | Director | 500 | 0.01% | Sep 25, 2026 |
| Mari Jean Baker | Director | – | – | Jul 24, 2026 |
| Jesse Caleb Wiley | Director, 10% owner | 8,612,439 | 98.33% | May 13, 2025 |
| Deborah E. Wiley | 10% owner | 2,697,953 | 30.80% | Jan 13, 2026 |
| George Bell | – | 26,355 | 0.30% | May 22, 2025 |
| Celia Wiley | 10% owner | 8,612,937 | 98.34% | May 20, 2025 |
| Elizabeth H. Wiley | 10% owner | 8,590,674 | 98.08% | May 20, 2025 |
| Bradford Wiley Ii | 10% owner | 10,574,959 | 120.74% | 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.
Short interest
Shares sold short and not yet bought back, as of Oct 15, 2026 (FINRA, reported twice a month)
Short % of shares outstanding
–
0M shares short
Days to cover
2.9
At 0M shares a day
Change since last report
+3.2%
From 0M shares
Short volume, 20 days
49.0%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of John Wiley & Sons's stock actually held short. No settlement fails above the SEC's reporting threshold in the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| James Flynn Officer | Jul 2, 2026 | 12,740 | $653.46K | Jul 2, 2026 | PSU Vesting |
| James Flynn Officer | Jun 18, 2026 | 33,180 | $1.56M | Jun 18, 2026 | RSU Vesting |
| James Flynn Officer | Jul 2, 2025 | 5,300 | $229.49K | Jul 2, 2025 | PSU Lapse |
| Christopher Caridi Officer | Jul 1, 2025 | 5,665 | $250.05K | Jul 1, 2025 | RSU Vesting |
| Kevin Monaco Officer | Jun 30, 2025 | 3,000 | $135.29K | Jun 30, 2025 | Stock Option Exercise |
| George Bell 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 |
| Aref Matin Officer | Feb 25, 2025 | 2,000 | $80.64K | Feb 25, 2025 | Stock Option Exercise |
| Danielle McMahan Officer | Oct 8, 2024 | 2,318 | $114.53K | Oct 8, 2024 | RPSU Vesting |
| Tassell Christina Van Officer | Jun 18, 2024 | 7,530 | $297.74K | Jun 18, 2024 | restricted stock lapse |
| Danielle McMahan Officer | Apr 11, 2024 | 3,459 | $133.91K | Apr 11, 2024 | RSU Vesting |
| James Flynn Officer | Apr 10, 2024 | 6,114 | $237.35K | Apr 10, 2024 | RPSU Vesting |
| Todd Zipper Officer | Jan 9, 2024 | 3,935 | $122.38K | Jan 9, 2024 | RSU Vesting |