John Wiley & Sons, Inc.
US ˙ NYSE

SecurityWLY / John Wiley & Sons, Inc.
InstitutionNeuberger Berman Group LLC
Latest Disclosed Ownership2,862,287 shares
Ownership 6.40%
Neuberger Berman Group LLC ownership in WLY / John Wiley & Sons, Inc.

2025-07-18 - Neuberger Berman Group LLC has filed an SCHEDULE 13G form with the Securities and Exchange Commission (SEC) disclosing ownership of 2,862,287 shares of John Wiley & Sons, Inc. (US:WLY). This represents 6.4 percent ownership of the company.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2025-07-18 2025-07-18 13G 2,862,287 6.40

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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 JOHN WILEY AND SONS INC A Common 968223206 3,017,098 -50,449 -1.64 114,951 22.34 0.0875
2026-02-13 2025-12-31 13F JOHN WILEY AND SONS INC A Common 968223206 3,067,547 -205,078 -6.27 93,959 -29.06 0.0699
2025-11-12 2025-09-30 13F JOHN WILEY AND SONS INC A Common 968223206 3,272,625 414,814 14.52 132,443 3.84 0.0968
2025-08-25 2025-06-30 13F/A-1 JOHN WILEY AND SONS INC A Common 968223206 2,857,811 1,551,867 118.83 127,544 119.18 0.0981
2025-08-13 2025-06-30 13F JOHN WILEY AND SONS INC A Common 968223206 2,857,811 1,551,867 127,544 0.0508
2025-05-13 2025-03-31 13F JOHN WILEY AND SONS INC A Common 968223206 1,305,944 1,291,011 8,645.36 58,193 8,825.15 0.0487
2025-02-13 2024-12-31 13F JOHN WILEY AND SONS INC A Common 968223206 14,933 108 0.73 653 -8.81 0.0005
2024-11-14 2024-09-30 13F JOHN WILEY AND SONS INC A Common 968223206 14,825 -731 -4.70 715 12.95 0.0006
2024-11-14 2024-06-30 13F/A-1 JOHN WILEY AND SONS INC A Common 968223206 15,556 2,884 22.76 633 31.06 0.0005
2024-08-13 2024-06-30 13F JOHN WILEY AND SONS INC A Common 968223206 15,556 2,884 633 0.0005
2024-11-14 2024-03-31 13F/A-1 JOHN WILEY AND SONS INC A Common 968223206 12,672 -1,672 -11.66 483 6.15 0.0004
2024-05-13 2024-03-31 13F JOHN WILEY AND SONS INC A Common 968223206 12,672 -1,672 483 0.0004
2024-11-14 2023-12-31 13F/A-2 JOHN WILEY AND SONS INC A Common 968223206 14,344 -562 -3.77 455 -17.87 0.0004
2024-02-09 2023-12-31 13F JOHN WILEY AND SONS INC A Common 968223206 14,344 -562 455 0.0004
2023-11-14 2023-09-30 13F JOHN WILEY AND SONS INC A Common 968223206 14,906 -46 -0.31 554 9.06 0.0005
2023-08-11 2023-06-30 13F JOHN WILEY AND SONS INC A Common 968223206 14,952 -621 -3.99 509 -15.75 0.0005
2023-05-12 2023-03-31 13F JOHN WILEY AND SONS INC A Common 968223206 15,573 -3,100 -16.60 604 -19.39 0.0006
2023-02-13 2022-12-31 13F JOHN WILEY AND SONS INC A Common 968223206 18,673 -3,677 -16.45 748 -10.85 0.0007
2022-11-15 2022-09-30 13F JOHN WILEY AND SONS INC A Common 968223206 22,350 248 1.12 839 -20.55 0.0009
2022-08-15 2022-06-30 13F JOHN WILEY AND SONS INC A Common 968223206 22,102 -344 -1.53 1,056 -11.26 0.0011
2022-05-23 2022-03-31 13F/A-1 JOHN WILEY AND SONS INC A Common 968223206 22,446 5,297 30.89 1,190 24.48 0.0010
2022-05-13 2022-03-31 13F JOHN WILEY AND SONS INC A Common 968223206 22,446 5,297 1,165 0.0005
2022-02-11 2021-12-31 13F JOHN WILEY AND SONS INC A Common 968223206 17,149 6,386 59.33 956 77.04 0.0008
2021-11-12 2021-09-30 13F JOHN WILEY AND SONS INC A Common 968223206 10,763 3,555 49.32 540 32.03 0.0005
2021-08-13 2021-06-30 13F JOHN WILEY AND SONS INC A Common 968223206 7,208 -4,867 -40.31 409 -35.28 0.0004
2021-05-13 2021-03-31 13F JOHN WILEY AND SONS INC A Common 968223206 12,075 12,075 632 0.0006
2021-02-10 2020-12-31 13F JOHN WILEY AND SONS INC A Common 968223206 0 -36,188 -100.00 0 -100.00
2020-11-12 2020-09-30 13F JOHN WILEY AND SONS INC A Common 968223206 36,188 -4,046 -10.06 1,148 -26.83 0.0014
2020-08-13 2020-06-30 13F JOHN WILEY AND SONS INC A Common 968223206 40,234 -2,908 -6.74 1,569 -2.97 0.0020
2020-05-14 2020-03-31 13F JOHN WILEY AND SONS INC A Common 968223206 43,142 175 0.41 1,617 -22.45 0.0025
2020-02-12 2019-12-31 13F JOHN WILEY AND SONS INC A Common 968223206 42,967 -2,314 -5.11 2,085 4.77 0.0024
2019-11-13 2019-09-30 13F JOHN WILEY AND SONS INC A Common 968223206 45,281 -459 -1.00 1,990 -5.15 0.0024
2019-08-13 2019-06-30 13F JOHN WILEY AND SONS INC A Common 968223206 45,740 -6,545 -12.52 2,098 -9.26 0.0025
2019-05-13 2019-03-31 13F JOHN WILEY AND SONS INC A Common 968223206 52,285 -8,563 -14.07 2,312 -19.10 0.0028
2019-02-12 2018-12-31 13F JOHN WILEY AND SONS INC A Common 968223206 60,848 6,791 12.56 2,858 -12.76 0.0040
2018-11-16 2018-09-30 13F/A-1 JOHN WILEY AND SONS INC A Common 968223206 54,057 -2,729 -4.81 3,276 -7.93 0.0037
2018-11-13 2018-09-30 13F JOHN WILEY AND SONS INC A Common 968223206 54,057 -2,729 3,276
2018-08-13 2018-06-30 13F JOHN WILEY AND SONS INC A Common 968223206 56,786 -50 -0.09 3,558 -2.06 0.0039
2018-05-08 2018-03-31 13F JOHN WILEY AND SONS INC A Common 968223206 56,836 -1,032 -1.78 3,633 -4.52 0.0042
2018-02-14 2017-12-31 13F JOHN WILEY AND SONS INC A Common 968223206 57,868 -1,900 -3.18 3,805 18.98 0.0044
2017-11-15 2017-09-30 13F JOHN WILEY & SONS INC CL A COMMON STOCK 968223206 59,768 65 0.11 3,198 1.56 0.0040
2017-08-08 2017-06-30 13F JOHN WILEY & SONS INC CL A COMMON STOCK 968223206 59,703 -2,259 -3.65 3,149 -5.55 0.0040
2017-05-10 2017-03-31 13F JOHN WILEY & SONS INC CL A COMMON STOCK 968223206 61,962 21 0.03 3,334 -1.24 0.0043
2017-02-06 2016-12-31 13F JOHN WILEY & SONS INC CL A COMMON STOCK 968223206 61,941 -1,674 -2.63 3,376 2.83 0.0045
2016-11-02 2016-09-30 13F JOHN WILEY & SONS INC CL A COMMON STOCK 968223206 63,615 342 0.54 3,283 -0.58 0.0045
2016-08-05 2016-06-30 13F JOHN WILEY & SONS INC CL A COMMON STOCK 968223206 63,273 3,753 6.31 3,302 13.47 0.0045
2016-05-06 2016-03-31 13F JOHN WILEY & SONS INC CL A COMMON STOCK 968223206 59,520 -965 -1.60 2,910 6.83 0.0040
2016-01-28 2015-12-31 13F JOHN WILEY & SONS INC CL A COMMON STOCK 968223206 60,485 -1,365 -2.21 2,724 -11.96 0.0036
2015-11-10 2015-09-30 13F JOHN WILEY & SONS INC CL A COMMON STOCK 968223206 61,850 -280 -0.45 3,094 -8.41 0.0040
2015-07-31 2015-06-30 13F JOHN WILEY & SONS INC CL A COMMON STOCK 968223206 62,130 -500 -0.80 3,378 -11.78 0.0038
2015-05-06 2015-03-31 13F JOHN WILEY & SONS INC CL A COMMON STOCK 968223206 62,630 62,630 0.00 3,829 0.0041
2015-02-05 2014-12-31 13F JOHN WILEY & SONS INC CL A COMMON STOCK 968223206 0 -64,725 -100.00 0 -100.00
2014-11-04 2014-09-30 13F JOHN WILEY & SONS INC CL A COMMON STOCK 968223206 64,725 -400 -0.61 3,631 -7.98 0.0037
2014-08-05 2014-06-30 13F JOHN WILEY & SONS INC CL A COMMON STOCK 968223206 65,125 -25,095 -27.82 3,946 -24.12 0.0039
2014-05-05 2014-03-31 13F JOHN WILEY & SONS INC CL A COMMON STOCK 968223206 90,220 23,670 35.57 5,200 41.54 0.0053
2014-02-11 2013-12-31 13F JOHN WILEY & SONS INC CL A COMMON STOCK 968223206 66,550 550 0.83 3,674 16.71 0.0038
2013-10-29 2013-09-30 13F/A-1 JOHN WILEY & SONS INC CL A COMMON STOCK 968223206 66,000 -725 -1.09 3,148 17.68 0.0035
2013-10-29 2013-09-30 13F JOHN WILEY & SONS INC CL A COMMON STOCK 968223206 78,735 3,747
2013-08-13 2013-06-30 13F JOHN WILEY & SONS INC CL A COMMON STOCK 968223206 66,725 66,725 2,675 0.0032
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.