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
11 Mar 25	SellUS$155,952	David Dobson	Individual	3,390	US$46.01
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

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	20,144	0.0374%
Individual Insiders	466,854	0.867%
General Public	10,460,575	19.4%
Institutions	42,903,494	79.7%

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

Top Shareholders

Top 25 shareholders own 64.15% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
12%	BlackRock, Inc.	6,438,591	US$280.1m	4.26%	no data
9.89%	The Vanguard Group, Inc.	5,325,227	US$231.7m	0.41%	no data
5.66%	Clarkston Capital Partners, LLC	3,048,882	US$132.6m	-7.28%	2.82%
4.14%	Madison Avenue Partners, LP	2,229,904	US$97.0m	6.35%	8.51%
3.26%	State Street Global Advisors, Inc.	1,754,841	US$76.3m	3.94%	no data
2.81%	Dimensional Fund Advisors LP	1,513,655	US$65.9m	-8.93%	0.01%
2.03%	Ophir Asset Management Pty Ltd	1,093,609	US$47.6m	3.68%	6.4%
1.96%	William Blair Investment Management, LLC	1,053,035	US$45.8m	2.5%	0.06%
1.91%	Burgundy Asset Management Ltd.	1,027,831	US$44.7m	1.74%	0.4%
1.9%	Brown Advisory Incorporated	1,025,612	US$44.6m	0%	0.06%
1.84%	Schroder Investment Management Limited	988,402	US$43.0m	-27%	0.03%
1.83%	Palisade Capital Management, LP	987,025	US$42.9m	5.59%	1.46%
1.76%	SG Capital Management LLC	947,361	US$41.2m	36.2%	4.92%
1.72%	Geode Capital Management, LLC	926,578	US$40.3m	3.96%	no data
1.61%	BNY Asset Management	868,705	US$37.8m	-13.4%	0.01%
1.5%	Eaton Vance Management	809,078	US$35.2m	0%	0.01%
1.48%	Raymond James Financial Inc., Asset Management Arm	798,803	US$34.8m	107%	0.01%
1.28%	Charles Schwab Investment Management, Inc.	691,828	US$30.1m	0%	0.01%
1.18%	Invesco Capital Management LLC	635,178	US$27.6m	4.85%	0.01%
0.82%	JP Morgan Asset Management	441,740	US$19.2m	-17.2%	no data
0.82%	Northern Trust Global Investments	440,272	US$19.2m	10.9%	no data
0.81%	UBS Asset Management AG	433,557	US$18.9m	96.9%	no data
0.78%	Morgan Stanley, Investment Banking and Brokerage Investments	418,785	US$18.2m	16.5%	no data
0.64%	Alta Fox Capital Management, LLC	347,047	US$15.1m	172%	4.82%
0.55%	New York State Common Retirement Fund	297,820	US$13.0m	7.45%	0.02%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/04/29 23:30
End of Day Share Price	2025/04/29 00:00
Earnings	2025/01/31
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.

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 Github.

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