John Wiley & Sons, Inc.
US ˙ NYSE

SecurityWLY / John Wiley & Sons, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership1,829,676 shares
Latest Disclosed Value $ 69,710,835
Dimensional Fund Advisors Lp reports 14.30% increase in ownership of WLY / John Wiley & Sons, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 1,829,676 shares of John Wiley & Sons, Inc. (US:WLY) valued at $69,710,656 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2025 disclosing 0 shares of John Wiley & Sons, Inc.. This represents a change in shares of 14.30% during the quarter. The current value of the position is $80,798,492 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)
2026-05-07 2026-03-31 13F WILEY JOHN & SONS CL A 968223206 1,829,676 228,864 14.30 69,711 42.17 0.0031
2026-02-12 2025-12-31 13F WILEY JOHN & SONS CL A 968223206 1,600,812 43,012 2.76 49,034 -22.22 0.0103
2025-11-12 2025-09-30 13F WILEY JOHN & SONS CL A 968223206 1,557,800 55,155 3.67 63,041 -6.00 0.0135
2025-08-12 2025-06-30 13F WILEY JOHN & SONS CL A 968223206 1,502,645 -20,247 -1.33 67,066 -1.17 0.0155
2025-05-13 2025-03-31 13F WILEY JOHN & SONS CL A 968223206 1,522,892 15,698 1.04 67,858 3.00 0.0169
2025-02-13 2024-12-31 13F WILEY JOHN & SONS CL A 968223206 1,507,194 -148,434 -8.97 65,880 -17.53 0.0158
2024-11-07 2024-09-30 13F WILEY JOHN & SONS CL A 968223206 1,655,628 -268,870 -13.97 79,883 1.99 0.0194
2024-08-09 2024-06-30 13F WILEY JOHN & SONS CL A 968223206 1,924,498 90,693 4.95 78,326 12.02 0.0205
2024-05-10 2024-03-31 13F WILEY JOHN & SONS CL A 968223206 1,833,805 64,609 3.65 69,923 24.52 0.0189
2024-02-07 2023-12-31 13F WILEY JOHN & SONS CL A 968223206 1,769,196 -10,523 -0.59 56,155 -15.11 0.0164
2023-11-09 2023-09-30 13F WILEY JOHN & SONS CL A 968223206 1,779,719 153,440 9.44 66,153 19.53 0.0217
2023-08-09 2023-06-30 13F WILEY JOHN & SONS CL A 968223206 1,626,279 5,988 0.37 55,343 -11.90 0.0176
2023-05-12 2023-03-31 13F WILEY JOHN & SONS CL A 968223206 1,620,291 111,954 7.42 62,818 104,595.00 0.0212
2023-02-09 2022-12-31 13F WILEY JOHN & SONS CL A 968223206 1,508,337 -50,765 -3.26 60 -99.90 0.0179
2022-11-10 2022-09-30 13F WILEY JOHN & SONS CL A 968223206 1,559,102 19,405 1.26 58,562 -20.36 0.0225
2022-08-12 2022-06-30 13F WILEY JOHN & SONS CL A 968223206 1,539,697 46,420 3.11 73,537 -7.14 0.0264
2022-05-13 2022-03-31 13F WILEY JOHN & SONS CLA 968223206 1,493,277 16,724 1.13 79,189 -6.35 0.0244
2022-02-09 2021-12-31 13F WILEY JOHN & SONS CLA 968223206 1,476,553 40,456 2.82 84,561 12.78 0.0256
2021-11-12 2021-09-30 13F WILEY JOHN & SONS CLA 968223206 1,436,097 14,507 1.02 74,982 -12.35 0.0242
2021-08-12 2021-06-30 13F WILEY JOHN & SONS CLA 968223206 1,421,590 -46,584 -3.17 85,548 7.50 0.0271
2021-05-14 2021-03-31 13F WILEY JOHN & SONS CLA 968223206 1,468,174 -87,847 -5.65 79,577 12.00 0.0263
2021-03-08 2020-12-31 13F/A-2 WILEY JOHN & SONS CLA 968223206 1,556,021 -98,418 -5.95 71,050 35.43 0.0257
2021-02-11 2020-12-31 13F WILEY JOHN & SONS CLA 968223206 1,556,021 -98,418 71,050 25,659.4835
2020-11-12 2020-09-30 13F WILEY JOHN & SONS CLA 968223206 1,654,439 -78,978 -4.56 52,461 -22.40 0.0222
2020-08-13 2020-06-30 13F WILEY JOHN & SONS CLA 968223206 1,733,417 122,051 7.57 67,605 11.91 0.0297
2020-05-14 2020-03-31 13F WILEY JOHN & SONS CLA 968223206 1,611,366 2,536 0.16 60,409 -22.61 0.0315
2020-02-14 2019-12-31 13F WILEY JOHN & SONS CLA 968223206 1,608,830 -13,537 -0.83 78,061 9.50 0.0284
2019-11-12 2019-09-30 13F WILEY JOHN & SONS CLA 968223206 1,622,367 20,680 1.29 71,287 -2.95 0.0277
2019-08-13 2019-06-30 13F WILEY JOHN & SONS CLA 968223206 1,601,687 47,906 3.08 73,452 6.91 0.0285
2019-08-12 2019-03-31 13F/A-2 WILEY JOHN & SONS CLA 968223206 1,553,781 100,225 6.90 68,707 0.63 0.0274
2019-05-10 2019-03-31 13F WILEY JOHN & SONS CLA 968223206 1,553,781 100,225 68,707
2019-02-26 2018-12-31 13F/A-1 WILEY JOHN & SONS CLA 968223206 1,453,556 54,538 3.90 68,274 -19.47 0.0309
2019-02-13 2018-12-31 13F WILEY JOHN & SONS CLA 968223206 1,453,556 54,538 68,274
2018-11-13 2018-09-30 13F WILEY JOHN & SONS CLA 968223206 1,399,018 65,469 4.91 84,781 1.88 0.0323
2018-08-10 2018-06-30 13F WILEY JOHN & SONS CLA 968223206 1,333,549 7,970 0.60 83,214 -1.45 0.0332
2018-05-11 2018-03-31 13F WILEY JOHN & SONS CLA 968223206 1,325,579 -9,742 -0.73 84,439 -3.83 0.0352
2018-02-12 2017-12-31 13F WILEY JOHN & SONS CLA 968223206 1,335,321 17,701 1.34 87,798 24.55 0.0364
2017-11-13 2017-09-30 13F WILEY JOHN & SONS CLA 968223206 1,317,620 34,926 2.72 70,493 4.18 0.0308
2017-08-11 2017-06-30 13F WILEY JOHN & SONS CLA 968223206 1,282,694 69,400 5.72 67,663 3.66 0.0312
2017-05-12 2017-03-31 13F WILEY JOHN & SONS CLA 968223206 1,213,294 27,306 2.30 65,274 0.99 0.0312
2017-02-09 2016-12-31 13F WILEY JOHN & SONS CLA 968223206 1,185,988 14,401 1.23 64,636 6.91 0.0323
2016-11-10 2016-09-30 13F WILEY JOHN & SONS CLA 968223206 1,171,587 48,231 4.29 60,461 3.15 0.0327
2016-08-09 2016-06-30 13F WILEY JOHN & SONS CLA 968223206 1,123,356 146,776 15.03 58,612 22.76 0.0337
2016-05-13 2016-03-31 13F WILEY JOHN & SONS CLA 968223206 976,580 218,925 28.90 47,747 39.95 0.0286
2016-02-10 2015-12-31 13F WILEY JOHN & SONS CLA 968223206 757,655 237,368 45.62 34,118 31.08 0.0213
2015-11-13 2015-09-30 13F WILEY JOHN & SONS CLA 968223206 520,287 69,234 15.35 26,028 6.13 0.0171
2015-08-14 2015-06-30 13F WILEY JOHN & SONS CLA 968223206 451,053 58,197 14.81 24,525 2.11 0.0150
2015-05-14 2015-03-31 13F WILEY JOHN & SONS CLA 968223206 392,856 35,281 9.87 24,019 13.38 0.0152
2015-02-06 2014-12-31 13F WILEY JOHN & SONS CLA 968223206 357,575 46,081 14.79 21,185 21.20 0.0139
2014-11-13 2014-09-30 13F WILEY JOHN & SONS CLA 968223206 311,494 8,112 2.67 17,479 -4.91 0.0124
2014-08-08 2014-06-30 13F WILEY JOHN & SONS CLA 968223206 303,382 32,264 11.90 18,381 17.64 0.0128
2014-05-14 2014-03-31 13F WILEY JOHN & SONS CLA 968223206 271,118 3,560 1.33 15,625 5.80 0.0117
2014-02-12 2013-12-31 13F WILEY JOHN & SONS CLA 968223206 267,558 9,189 3.56 14,769 19.87 0.0115
2013-11-13 2013-09-30 13F WILEY JOHN & SONS CLA 968223206 258,369 57,666 28.73 12,321 53.13 0.0107
2013-08-15 2013-06-30 13F WILEY JOHN & SONS CLA 968223206 200,703 200,703 8,046 0.0076
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.