John Wiley & Sons, Inc.
US ˙ NYSE

SecurityWLY / John Wiley & Sons, Inc.
InstitutionCwm, Llc
Latest Disclosed Ownership18,236 shares
Latest Disclosed Value $ 694,801
Cwm, Llc reports 11.18% increase in ownership of WLY / John Wiley & Sons, Inc.

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 18,236 shares of John Wiley & Sons, Inc. (US:WLY) valued at $694,792 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 16,402 shares of John Wiley & Sons, Inc.. The current value of the position is $783,419 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F WILEY JOHN & SONS CL A 968223206 18,236 1,834 11.18 695 0.0018
2026-01-26 2025-12-31 13F WILEY JOHN & SONS CL A 968223206 16,402 -2,038 -11.05 1 0.0014
2025-10-15 2025-09-30 13F WILEY JOHN & SONS CL A 968223206 18,440 708 3.99 1 0.0022
2025-07-25 2025-06-30 13F WILEY JOHN & SONS CL A 968223206 17,732 -560 -3.06 1 0.0028
2025-05-01 2025-03-31 13F WILEY JOHN & SONS CL A 968223206 18,292 -2,764 -13.13 1 0.0033
2025-02-04 2024-12-31 13F WILEY JOHN & SONS CL A 968223206 21,056 -1,524 -6.75 1 -100.00 0.0038
2024-10-08 2024-09-30 13F WILEY JOHN & SONS CL A 968223206 22,580 -1,049 -4.44 1 0.0047
2024-07-10 2024-06-30 13F WILEY JOHN & SONS CL A 968223206 23,629 -2,712 -10.30 1 -100.00 0.0045
2024-04-05 2024-03-31 13F WILEY JOHN & SONS CL A 968223206 26,341 -406 -1.52 1 0.0049
2024-02-01 2023-12-31 13F WILEY JOHN & SONS CL A 968223206 26,747 -1,567 -5.53 1 -100.00 0.0046
2023-10-11 2023-09-30 13F WILEY JOHN & SONS CL A 968223206 28,314 229 0.82 1 0.0064
2023-08-03 2023-06-30 13F WILEY JOHN & SONS CL A 968223206 28,085 -901 -3.11 1 -100.00 0.0059
2023-05-01 2023-03-31 13F WILEY JOHN & SONS CL A 968223206 28,986 479 1.68 1 0.00 0.0076
2023-02-01 2022-12-31 13F WILEY JOHN & SONS CL A 968223206 28,507 2,198 8.35 1 -99.90 0.0084
2022-10-27 2022-09-30 13F WILEY JOHN & SONS CL A 968223206 26,309 -631 -2.34 988 -23.23 0.0078
2022-07-28 2022-06-30 13F WILEY JOHN & SONS CL A 968223206 26,940 -1,532 -5.38 1,287 -14.77 0.0100
2022-04-21 2022-03-31 13F WILEY JOHN & SONS CL A 968223206 28,472 -5,040 -15.04 1,510 -21.31 0.0107
2022-01-31 2021-12-31 13F WILEY JOHN & SONS CL A 968223206 33,512 -4,496 -11.83 1,919 -16.09 0.0135
2021-09-15 2021-06-30 13F/A-1 WILEY JOHN & SONS CL A 968223206 38,008 0 0.00 2,287 0.00 0.0182
2021-07-29 2021-06-30 13F WILEY JOHN & SONS CL A 968223206 38,008 0 2,287 0.0182
2021-09-15 2021-03-31 13F/A-1 WILEY JOHN & SONS CL A 968223206 38,008 0 0.00 2,287 0.00 0.0182
2021-04-27 2021-03-31 13F WILEY JOHN & SONS CL A 968223206 36,353 -1,655 1,970 0.0173
2021-09-15 2020-12-31 13F/A-1 WILEY JOHN & SONS CL A 968223206 38,008 0 0.00 2,287 0.00 0.0182
2021-01-27 2020-12-31 13F WILEY JOHN & SONS CL A 968223206 32,510 -5,498 1,484 0.0139
2021-09-15 2020-09-30 13F/A-1 WILEY JOHN & SONS CL A 968223206 38,008 0 0.00 2,287 0.00 0.0182
2020-10-19 2020-09-30 13F WILEY JOHN & SONS CL A 968223206 24,410 -13,598 774 0.0086
2021-09-15 2020-06-30 13F/A-1 WILEY JOHN & SONS CL A 968223206 38,008 0 0.00 2,287 0.00 0.0182
2020-07-22 2020-06-30 13F WILEY JOHN & SONS CL A 968223206 25,556 -12,452 997 0.0118
2021-09-15 2020-03-31 13F/A-1 WILEY JOHN & SONS CL A 968223206 38,008 0 0.00 2,287 0.00 0.0182
2020-04-28 2020-03-31 13F WILEY JOHN & SONS CL A 968223206 21,350 -16,658 800 0.0119
2021-09-14 2019-12-31 13F/A-1 WILEY JOHN & SONS CL A 968223206 38,008 0 0.00 2,287 0.00 0.0182
2020-01-27 2019-12-31 13F WILEY JOHN & SONS CL A 968223206 16,509 -21,499 801 0.0102
2021-09-14 2019-09-30 13F/A-1 WILEY JOHN & SONS CL A 968223206 38,008 0 0.00 2,287 0.00 0.0182
2019-10-22 2019-09-30 13F WILEY JOHN & SONS CL A 968223206 563 -37,445 25 0.0004
2021-09-14 2019-06-30 13F/A-1 WILEY JOHN & SONS CL A 968223206 38,008 0 0.00 2,287 0.00 0.0182
2019-07-31 2019-06-30 13F WILEY JOHN & SONS CL A 968223206 27 -37,981 1 0.0000
2021-09-02 2019-03-31 13F/A-1 WILEY JOHN & SONS CL A 968223206 38,008 37,986 172,663.64 2,287 228,600.00 0.0182
2019-04-22 2019-03-31 13F WILEY JOHN & SONS CL A 968223206 22 0 1 0.0000
2019-01-25 2018-12-31 13F WILEY JOHN & SONS CL A 968223206 22 0 0.00 1 0.00 0.0000
2018-10-29 2018-09-30 13F WILEY JOHN & SONS CL A 968223206 22 -15 -40.54 1 -50.00 0.0000
2018-07-31 2018-06-30 13F WILEY JOHN & SONS CL A 968223206 37 30 428.57 2 0.0001
2018-04-26 2018-03-31 13F WILEY JOHN & SONS CL A 968223206 7 0 0.00 0 0.0000
2018-01-16 2017-12-31 13F WILEY JOHN & SONS CL A 968223206 7 0 0.00 0 0.0000
2017-10-16 2017-09-30 13F WILEY JOHN & SONS CL A 968223206 7 0 0.00 0 0.0000
2017-07-17 2017-06-30 13F WILEY JOHN & SONS CL A 968223206 7 0 0.00 0 0.0000
2017-04-17 2017-03-31 13F WILEY JOHN & SONS CL A 968223206 7 7 0 0.0000
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.