WLY Institutional Ownership
John Wiley & Sons, Inc.
1W: +0.7%
1M: +11.4%
3M: -4.8%
YTD: +82.7%
1Y: +46.6%
3Y: +88.1%
5Y: +18.1%
$52.61
-1.02 (-1.90%)
Weekly Expected Move ±4.0%
$50
$52
$54
$56
$58
Credit Risk of going bust: lower than 53% of companies Debt: 34.0% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.77 (down 97%), John Wiley & Sons, Inc. would be worth roughly what it owes.
Total debt $1.37B against a stock market value of $2.67B.
Distance to default 5.47 (Merton model): prices to 2026-10-27, balance sheet 2026-07-31, debt counted $652.5M (short-term plus half of long-term), stock volatility 36.5%; Altman Z'' 2.11. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $1.77 (down 97%), John Wiley & Sons, Inc. would be worth roughly what it owes.
Total debt $1.37B against a stock market value of $2.67B.
Distance to default 5.47 (Merton model): prices to 2026-10-27, balance sheet 2026-07-31, debt counted $652.5M (short-term plus half of long-term), stock volatility 36.5%; Altman Z'' 2.11. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — WLY
299
Institutional Holders
+17 vs prior quarter
0.0%
Ownership
+0.00pp
$2B
Total Invested
53
New Positions
89
Increased
111
Reduced
33
Closed
2.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (330 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 6,200,086 | $326M | +37,716 | +0.6% | 8Q | SEC ↗ |
| 2 | NEUBERGER BERMAN GROUP LLC | 3,019,238 | $159M | +2,140 | +0.1% | 22Q | SEC ↗ |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2,494,247 | $131M | -7,732 | -0.3% | 2Q | SEC ↗ |
| 4 | SCHRODER INVESTMENT MANAGEMENT GROUP | 2,434,536 | $128M | +51,833 | +2.2% | 13Q | SEC ↗ |
| 5 | STATE STREET CORP | 2,263,854 | $119M | +87,888 | +4.0% | 46Q | SEC ↗ |
| 6 | DIMENSIONAL FUND ADVISORS LP | 1,883,440 | $99M | +53,764 | +2.9% | 86Q | SEC ↗ |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 1,666,448 | $88M | -53,084 | -3.1% | 2Q | SEC ↗ |
| 8 | BANK OF MONTREAL /CAN | 1,578,053 | $83M | -12,415 | -0.8% | 3Q | SEC ↗ |
| 9 | BROWN ADVISORY INC | 1,266,653 | $67M | +57,237 | +4.7% | 7Q | SEC ↗ |
| 10 | LSV ASSET MANAGEMENT | 1,022,604 | $54M | +880,251 | +618.4% | 4Q | SEC ↗ |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 1,006,220 | $53M | +35,463 | +3.7% | 92Q | SEC ↗ |
| 12 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 923,562 | $49M | -49,104 | -5.0% | 3Q | SEC ↗ |
| 13 | NEUMEIER POMA INVESTMENT COUNSEL LLC | 865,460 | $46M | +454,895 | +110.8% | 4Q | SEC ↗ |
| 14 | Bank of New York Mellon Corp | 790,867 | $42M | -5,324 | -0.7% | 76Q | SEC ↗ |
| 15 | Clarkston Capital Partners, LLC | 759,081 | $40M | -183,475 | -19.5% | 53Q | SEC ↗ |
| 16 | PRINCIPAL FINANCIAL GROUP INC | 752,766 | $40M | +555,831 | +282.2% | 79Q | SEC ↗ |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 713,846 | $38M | -33,788 | -4.5% | 15Q | SEC ↗ |
| 18 | Sixth Street Partners Management Compa NEW | 713,846 | $38M | — | +0.0% | 1Q | SEC ↗ |
| 19 | MORGAN STANLEY | 665,627 | $35M | -18,371 | -2.7% | 60Q | SEC ↗ |
| 20 | GOLDMAN SACHS GROUP INC | 576,223 | $30M | +222,285 | +62.8% | 15Q | SEC ↗ |
| 21 | Invesco Ltd. | 545,369 | $29M | -271,116 | -33.2% | 72Q | SEC ↗ |
| 22 | WILLIAM BLAIR INVESTMENT MANAGEMENT, L | 527,226 | $28M | -294,761 | -35.9% | 23Q | SEC ↗ |
| 23 | JPMORGAN CHASE & CO | 459,003 | $24M | -155,486 | -25.3% | 103Q | SEC ↗ |
| 24 | FMR LLC | 448,795 | $24M | +41,268 | +10.1% | 20Q | SEC ↗ |
| 25 | NORTHERN TRUST CORP | 424,616 | $22M | +21,020 | +5.2% | 110Q | SEC ↗ |
| 26 | Allianz Asset Management GmbH | 411,012 | $22M | +44,703 | +12.2% | 26Q | SEC ↗ |
| 27 | PALISADE CAPITAL MANAGEMENT, LP | 370,851 | $20M | -409,989 | -52.5% | 72Q | SEC ↗ |
| 28 | Access Investment Management LLC | 365,994 | $19M | -526 | -0.1% | 5Q | SEC ↗ |
| 29 | NEW YORK STATE COMMON RETIREMENT FUND | 314,236 | $17M | +13,834 | +4.6% | 79Q | SEC ↗ |
| 30 | VANGUARD FIDUCIARY TRUST CO | 269,222 | $14M | -9,252 | -3.3% | 2Q | SEC ↗ |
| 31 | Nuveen, LLC | 240,231 | $13M | +120,157 | +100.1% | 6Q | SEC ↗ |
| 32 | LOOMIS SAYLES & CO L P | 238,884 | $13M | -2,661 | -1.1% | 106Q | SEC ↗ |
| 33 | Hillsdale Investment Management Inc. | 212,980 | $11M | +136,830 | +179.7% | 6Q | SEC ↗ |
| 34 | UBS AM, a distinct business unit of UB | 184,159 | $10M | +16,217 | +9.7% | 57Q | SEC ↗ |
| 35 | PRUDENTIAL FINANCIAL INC | 180,974 | $10M | +82,108 | +83.0% | 14Q | SEC ↗ |
| 36 | Ancora Advisors LLC | 179,800 | $9M | +44,770 | +33.2% | 2Q | SEC ↗ |
| 37 | UBS Group AG | 168,257 | $9M | -95,020 | -36.1% | 47Q | SEC ↗ |
| 38 | VICTORY CAPITAL MANAGEMENT INC | 164,924 | $9M | -10,876 | -6.2% | 30Q | SEC ↗ |
| 39 | Man Group plc | 162,208 | $9M | +145,768 | +886.7% | 2Q | SEC ↗ |
| 40 | AMERIPRISE FINANCIAL INC | 155,482 | $8M | +17,041 | +12.3% | 16Q | SEC ↗ |
| 41 | ProShare Advisors LLC | 154,928 | $8M | -16,828 | -9.8% | 52Q | SEC ↗ |
| 42 | FRANKLIN RESOURCES INC | 153,316 | $8M | +125,023 | +441.9% | 13Q | SEC ↗ |
| 43 | FIRST TRUST ADVISORS LP | 148,038 | $8M | +44,064 | +42.4% | 7Q | SEC ↗ |
| 44 | MARSHALL WACE, LLP | 142,121 | $7M | -217,200 | -60.4% | 3Q | SEC ↗ |
| 45 | Public Sector Pension Investment Board | 139,600 | $7M | -4,558 | -3.2% | 13Q | SEC ↗ |
| 46 | Russell Investments Group, Ltd. | 137,032 | $7M | +25,215 | +22.6% | 39Q | SEC ↗ |
| 47 | AMERICAN CENTURY COMPANIES INC | 133,464 | $7M | +7,404 | +5.9% | 15Q | SEC ↗ |
| 48 | CITADEL ADVISORS LLC | 124,434 | $7M | -160,698 | -56.4% | 54Q | SEC ↗ |
| 49 | NORDEA INVESTMENT MANAGEMENT AB | 124,079 | $7M | -10,169 | -7.6% | 22Q | SEC ↗ |
| 50 | JUPITER ASSET MANAGEMENT LTD | 123,682 | $7M | +83,008 | +204.1% | 5Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 713,846 | $38M |
| Jupiter Topco LLC | 88,482 | $5M |
| Phocas Financial Corp. | 75,604 | $4M |
| Ilex Capital Partners (UK) LLP | 55,411 | $3M |
| PICTON MAHONEY ASSET MANAGEMENT | 54,820 | $3M |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C | 41,880 | $2M |
| Neo Ivy Capital Management | 39,182 | $2M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 35,000 | $2M |
| FOSTER & MOTLEY INC | 13,218 | $695K |
| Blackstone Inc. | 10,502 | $553K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 10,161 | $535K |
| Banque Cantonale Vaudoise | 8,207 | $432K |
| Engineers Gate Manager LP | 6,900 | $363K |
| ENVESTNET ASSET MANAGEMENT INC | 6,814 | $358K |
| OPPENHEIMER ASSET MANAGEMENT INC. | 6,593 | $347K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 6,529 | $343K |
| PFG Investments, LLC | 6,409 | $337K |
| BOOTHBAY FUND MANAGEMENT, LLC | 6,107 | $321K |
| LPL Financial LLC | 5,742 | $302K |
| MERCER GLOBAL ADVISORS INC /ADV | 5,256 | $277K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Madison Avenue Partners, LP | 678,417 | $36M |
| INTRINSIC EDGE CAPITAL MANAGEMENT L | 283,517 | $15M |
| SG Capital Management LLC | 252,596 | $13M |
| Balyasny Asset Management L.P. | 184,215 | $10M |
| HRT FINANCIAL LP | 155,140 | $8M |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 139,349 | $7M |
| Qube Research & Technologies Ltd | 118,678 | $6M |
| HEALTHCARE OF ONTARIO PENSION PLAN | 100,782 | $5M |
| Bridgewater Associates, LP | 95,586 | $5M |
| SEIZERT CAPITAL PARTNERS, LLC | 65,596 | $3M |
| Elo Mutual Pension Insurance Co | 57,018 | $3M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 45,638 | $2M |
| OXFORD ASSET MANAGEMENT LLP | 38,247 | $2M |
| Atom Investors LP | 35,852 | $2M |
| Campbell & CO Investment Adviser LL | 34,562 | $2M |
| Invenomic Capital Management LP | 28,270 | $1M |
| ACADIAN ASSET MANAGEMENT LLC | 27,726 | $1M |
| Squarepoint Ops LLC | 26,690 | $1M |
| Weiss Asset Management LP | 25,823 | $1M |
| GSA CAPITAL PARTNERS LLP | 24,708 | $1M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LSV ASSET MANAGEMENT | +880,251 | +618.4% | 1,022,604 |
| PRINCIPAL FINANCIAL GROUP INC | +555,831 | +282.2% | 752,766 |
| NEUMEIER POMA INVESTMENT COUNSEL LL | +454,895 | +110.8% | 865,460 |
| GOLDMAN SACHS GROUP INC | +222,285 | +62.8% | 576,223 |
| Man Group plc | +145,768 | +886.7% | 162,208 |
| Hillsdale Investment Management Inc | +136,830 | +179.7% | 212,980 |
| FRANKLIN RESOURCES INC | +125,023 | +441.9% | 153,316 |
| Nuveen, LLC | +120,157 | +100.1% | 240,231 |
| STATE STREET CORP | +87,888 | +4.0% | 2,263,854 |
| JUPITER ASSET MANAGEMENT LTD | +83,008 | +204.1% | 123,682 |
| PRUDENTIAL FINANCIAL INC | +82,108 | +83.0% | 180,974 |
| D. E. Shaw & Co., Inc. | +67,590 | +464.4% | 82,145 |
| BROWN ADVISORY INC | +57,237 | +4.7% | 1,266,653 |
| DIMENSIONAL FUND ADVISORS LP | +53,764 | +2.9% | 1,883,440 |
| SCHRODER INVESTMENT MANAGEMENT GROU | +51,833 | +2.2% | 2,434,536 |
| Ancora Advisors LLC | +44,770 | +33.2% | 179,800 |
| Allianz Asset Management GmbH | +44,703 | +12.2% | 411,012 |
| FIRST TRUST ADVISORS LP | +44,064 | +42.4% | 148,038 |
| FMR LLC | +41,268 | +10.1% | 448,795 |
| BlackRock, Inc. | +37,716 | +0.6% | 6,200,086 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| PALISADE CAPITAL MANAGEMENT, LP | -409,989 | -52.5% | 370,851 |
| JANE STREET GROUP, LLC | -329,046 | -74.7% | 111,606 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT | -294,761 | -35.9% | 527,226 |
| Invesco Ltd. | -271,116 | -33.2% | 545,369 |
| MARSHALL WACE, LLP | -217,200 | -60.4% | 142,121 |
| Clarkston Capital Partners, LLC | -183,475 | -19.5% | 759,081 |
| CITADEL ADVISORS LLC | -160,698 | -56.4% | 124,434 |
| JPMORGAN CHASE & CO | -155,486 | -25.3% | 459,003 |
| THOMPSON SIEGEL & WALMSLEY LLC | -127,699 | -68.5% | 58,721 |
| UBS Group AG | -95,020 | -36.1% | 168,257 |
| BANK OF AMERICA CORP /DE | -77,483 | -51.8% | 71,961 |
| VANGUARD CAPITAL MANAGEMENT LLC | -53,084 | -3.1% | 1,666,448 |
| SILVERCREST ASSET MANAGEMENT GROUP | -49,104 | -5.0% | 923,562 |
| Jump Financial, LLC | -35,975 | -50.5% | 35,300 |
| SEI INVESTMENTS CO | -35,929 | -38.0% | 58,718 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | -33,788 | -4.5% | 713,846 |
| RAYMOND JAMES FINANCIAL INC | -22,375 | -23.2% | 74,261 |
| XTX Topco Ltd | -20,407 | -56.3% | 15,856 |
| MORGAN STANLEY | -18,371 | -2.7% | 665,627 |
| ProShare Advisors LLC | -16,828 | -9.8% | 154,928 |