WLYB Institutional Ownership
John Wiley & Sons, Inc.
1W: +2.2%
1M: +14.4%
3M: +5.3%
YTD: +78.0%
1Y: +51.5%
3Y: +92.7%
5Y: +22.2%
$54.23
-0.23 (-0.42%)
Weekly Expected Move ±4.9%
$49
$52
$54
$57
$60
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 $1.82 (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 $1.82 (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 — WLYB
18
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
$11M
Total Invested
2
New Positions
5
Increased
4
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (19 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 65,007 | $4M | — | +0.0% | 15Q | SEC ↗ |
| 2 | PFG Investments, LLC | 53,551 | $3M | +16 | +0.0% | 10Q | SEC ↗ |
| 3 | ROYAL BANK OF CANADA | 27,950 | $2M | — | +0.0% | 67Q | SEC ↗ |
| 4 | Cannell & Spears LLC | 20,000 | $1M | — | +0.0% | 10Q | SEC ↗ |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 14,491 | $786K | -31 | -0.2% | 2Q | SEC ↗ |
| 6 | CALDWELL SUTTER CAPITAL, INC. | 12,134 | $658K | — | +0.0% | 15Q | SEC ↗ |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 10,370 | $562K | -269 | -2.5% | 11Q | SEC ↗ |
| 8 | NEUBERGER BERMAN GROUP LLC | 10,134 | $550K | -26 | -0.3% | 69Q | SEC ↗ |
| 9 | Vanguard Global Advisers, LLC | 6,415 | $348K | — | +0.0% | 2Q | SEC ↗ |
| 10 | GABELLI FUNDS LLC NEW | 4,500 | $244K | — | +0.0% | 1Q | SEC ↗ |
| 11 | VANGUARD FIDUCIARY TRUST CO | 3,535 | $192K | +31 | +0.9% | 2Q | SEC ↗ |
| 12 | UBS Group AG | 2,957 | $160K | +13 | +0.4% | 47Q | SEC ↗ |
| 13 | Tower Research Capital LLC (TRC) | 100 | $5K | +43 | +75.4% | 2Q | SEC ↗ |
| 14 | Continuum Advisory, LLC NEW | 96 | $5K | — | +0.0% | 1Q | SEC ↗ |
| 15 | BlackRock, Inc. | 62 | $3K | — | +0.0% | 8Q | SEC ↗ |
| 16 | SBI Securities Co., Ltd. | 2 | $0K | — | +0.0% | 7Q | SEC ↗ |
| 17 | WELLS FARGO & COMPANY/MN | 1 | $0K | +1 | — | 15Q | SEC ↗ |
| 18 | Advisory Services Network, LLC | 0 | $0K | -30 | -100.0% | 1Q | SEC ↗ |
| 19 | BANK OF AMERICA CORP /DE | 0 | $0K | -62 | -100.0% | 7Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| GABELLI FUNDS LLC | 4,500 | $244K |
| Continuum Advisory, LLC | 96 | $5K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| BANK OF AMERICA CORP /DE | 62 | $3K |
| Advisory Services Network, LLC | 30 | $2K |
Biggest Increases (5)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Tower Research Capital LLC (TRC) | +43 | +75.4% | 100 |
| VANGUARD FIDUCIARY TRUST CO | +31 | +0.9% | 3,535 |
| PFG Investments, LLC | +16 | +0.0% | 53,551 |
| UBS Group AG | +13 | +0.4% | 2,957 |
| WELLS FARGO & COMPANY/MN | +1 | — | 1 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | -269 | -2.5% | 10,370 |
| VANGUARD CAPITAL MANAGEMENT LLC | -31 | -0.2% | 14,491 |
| NEUBERGER BERMAN GROUP LLC | -26 | -0.3% | 10,134 |