John Wiley & Sons Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:WLY Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
08 Oct 24	SellUS$114,525	Danielle McMahan	Individual	2,318	US$49.41
18 Jun 24	SellUS$297,736	Christina Van Tassell	Individual	7,530	US$39.54
17 Jun 24	SellUS$397,640	David Dobson	Individual	10,000	US$39.76
11 Apr 24	SellUS$133,907	Danielle McMahan	Individual	3,459	US$38.71
10 Apr 24	SellUS$237,345	James Flynn	Individual	6,114	US$38.82
09 Jan 24	SellUS$122,455	Todd Zipper	Individual	3,935	US$31.12

Insider Trading Volume

Insider Buying: WLY insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of WLY?
Owner Type	Number of Shares	Ownership Percentage
State or Government	21,052	0.0389%
Individual Insiders	3,642,411	6.73%
Private Companies	8,981,912	16.6%
Institutions	41,491,970	76.6%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 81.26% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
15.9%	E.P. Hamilton Trusts, LLC	8,587,874	US$381.2m	0%	no data
11.4%	BlackRock, Inc.	6,175,221	US$274.1m	-2.19%	no data
9.82%	The Vanguard Group, Inc.	5,303,479	US$235.4m	-1.31%	no data
6.09%	Clarkston Capital Partners, LLC	3,288,240	US$146.0m	-3.28%	2.78%
4.24%	Madison Avenue Partners, LP	2,290,206	US$101.7m	40.5%	7.52%
3.54%	Peter Wiley	1,914,675	US$85.0m	0%	no data
3.12%	State Street Global Advisors, Inc.	1,688,252	US$74.9m	7.22%	no data
3.08%	Dimensional Fund Advisors LP	1,662,089	US$73.8m	-14.1%	0.01%
2.51%	Schroder Investment Management Limited	1,353,844	US$60.1m	-3.31%	0.04%
1.95%	Ophir Asset Management Pty Ltd	1,054,752	US$46.8m	0%	7.04%
1.9%	William Blair Investment Management, LLC	1,027,368	US$45.6m	-2.95%	0.05%
1.87%	Burgundy Asset Management Ltd.	1,010,248	US$44.8m	2.29%	0.37%
1.86%	BNY Asset Management	1,002,567	US$44.5m	-8.29%	0.01%
1.73%	Palisade Capital Management, LP	934,806	US$41.5m	-5.91%	1.24%
1.65%	Geode Capital Management, LLC	891,316	US$39.6m	-0.03%	no data
1.49%	Deborah Wiley	802,808	US$35.6m	0%	no data
1.44%	Eaton Vance Management	776,321	US$34.5m	140%	0.01%
1.29%	SG Capital Management LLC	695,766	US$30.9m	0%	4.15%
1.27%	Charles Schwab Investment Management, Inc.	685,052	US$30.4m	-0.34%	no data
1.12%	Invesco Capital Management LLC	605,774	US$26.9m	-11.6%	0.01%
0.99%	JP Morgan Asset Management	533,264	US$23.7m	14.7%	no data
0.79%	W. Wiley	428,052	US$19.0m	0%	no data
0.76%	Eagle Asset Management, Inc.	407,997	US$18.1m	40.1%	0.09%
0.73%	Northern Trust Global Investments	396,997	US$17.6m	1.47%	no data
0.72%	Raymond James Financial Inc., Asset Management Arm	386,614	US$17.2m	-23%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/30 01:45
End of Day Share Price	2024/12/30 00:00
Earnings	2024/10/31
Annual Earnings	2024/04/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

John Wiley & Sons, Inc. is covered by 7 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Michael Hartnett	BofA Global Research
Daniel Moore	CJS Securities, Inc.
David Lewis	J.P. Morgan