John Wiley & Sons, Inc. (WLY) shareholders
WLYNYSEBooks: Publishing or Publishing & PrintingFiscal year ends April 30Also trades as WLYB
Financials through Q1 FY2027, quarter ended Jul 31, 2026Last filing: 10-Q on Sep 4, 2026Score 16/3012% below fair value
$50.09+0.65 (+1.31%)
Close on Nov 13, 2026Market cap $2.54BP/E 13.4Yield –
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 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 |
| Lsv Asset Management | 2,439,937 | 5.80% | 13G (passive) | Sep 30, 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% | $49.61M | +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)
294 funds held WLY in Q2 2026, 58% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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% | Nov 3, 2026 |
| Danielle McMahan | EVP, Chief People Officer | 34,656 | 0.08% | Jul 1, 2026 |
| Kevin Monaco | SVP, Treasurer & Tax | 15,913 | 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 | – | Oct 23, 2026 |
| Katherine Dunn Andresen | Director | – | – | Oct 23, 2026 |
| Karen N. Madden | Director | – | – | Oct 23, 2026 |
| Inder M. Singh | Director | – | – | Oct 23, 2026 |
| Brian O. Hemphill | Director | – | – | Oct 23, 2026 |
| Raymond W. McDaniel | Director | 500 | 0.00% | Oct 23, 2026 |
| William J. Pesce | Director | 127,867 | 0.30% | Sep 25, 2026 |
| Mari Jean Baker | Director | – | – | Jul 24, 2026 |
| Jesse Caleb Wiley | Director, 10% owner | 8,612,439 | 20.54% | May 13, 2025 |
| Deborah E. Wiley | 10% owner | 2,654,185 | 6.33% | Oct 13, 2026 |
| Bradford Wiley | 10% owner | 2,347,703 | 5.60% | Oct 6, 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 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Deborah E. Wiley 10% owner | Oct 13, 2026 | Gift | −25,000 | – | – | 634,529 |
| Bradford Wiley 10% owner | Oct 5, 2026 | Gift | −65,000 | – | – | 328,047 |
| 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 |
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 30, 2026 (FINRA, reported twice a month)
Short % of shares outstanding
–
4M shares short
Days to cover
11.7
At 0M shares a day
Change since last report
-7.9%
From 4M shares
Short volume, 20 days
65.4%
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. Settlement fails (shares not delivered on time) peaked at 24,227 shares on Sep 17, 2026 over 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 |
See a number that looks wrong?