John Wiley & Sons, Inc.
US ˙ NYSE

SecurityWLY / John Wiley & Sons, Inc.
InstitutionCitigroup Inc
Latest Disclosed Ownership9,255 shares
Latest Disclosed Value $ 352,615
Citigroup Inc reports 9.40% increase in ownership of WLY / John Wiley & Sons, Inc.

On May 11, 2026 - Citigroup Inc filed a 13F-HR form disclosing ownership of 9,255 shares of John Wiley & Sons, Inc. (US:WLY) valued at $352,616 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 8,460 shares of John Wiley & Sons, Inc.. This represents a change in shares of 9.40% during the quarter. The current value of the position is $408,701 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)
2026-05-11 2026-03-31 13F WILEY JOHN & SONS CL A 968223206 9,255 795 9.40 353 35.91 0.0001
2026-02-13 2025-12-31 13F WILEY JOHN & SONS CL A 968223206 8,460 -4,364 -34.03 259 -50.00 0.0001
2025-11-10 2025-09-30 13F WILEY JOHN & SONS CL A 968223206 12,824 -23,141 -64.34 519 -67.73 0.0002
2025-08-11 2025-06-30 13F WILEY JOHN & SONS CL A 968223206 35,965 -20,533 -36.34 1,605 -36.23 0.0008
2025-05-12 2025-03-31 13F WILEY JOHN & SONS CL A 968223206 56,498 -503 -0.88 2,518 1.04 0.0013
2025-02-12 2024-12-31 13F WILEY JOHN & SONS CL A 968223206 57,001 10,004 21.29 2,492 9.88 0.0015
2024-11-12 2024-09-30 13F WILEY JOHN & SONS CL A 968223206 46,997 18,064 62.43 2,268 92.61 0.0013
2024-08-12 2024-06-30 13F WILEY JOHN & SONS CL A 968223206 28,933 1,941 7.19 1,178 14.38 0.0008
2024-05-10 2024-03-31 13F WILEY JOHN & SONS CL A 968223206 26,992 2,348 9.53 1,029 31.59 0.0007
2024-02-09 2023-12-31 13F WILEY JOHN & SONS CL A 968223206 24,644 8,482 52.48 782 30.33 0.0006
2023-12-06 2023-09-30 13F/A-1 WILEY JOHN & SONS CL A 968223206 16,162 -20,475 -55.89 601 -51.85 0.0004
2023-11-09 2023-09-30 13F WILEY JOHN & SONS CL A 968223206 16,162 -20,475 601 0.0002
2023-08-10 2023-06-30 13F WILEY JOHN & SONS CL A 968223206 36,637 26,865 274.92 1,247 229.63 0.0008
2023-05-11 2023-03-31 13F WILEY JOHN & SONS CL A 968223206 9,772 232 2.43 379 -1.05 0.0003
2023-02-09 2022-12-31 13F WILEY JOHN & SONS CL A 968223206 9,540 -4,070 -29.90 382 -25.39 0.0003
2022-11-10 2022-09-30 13F WILEY JOHN & SONS CL A 968223206 13,610 1,392 11.39 512 -12.33 0.0004
2022-08-10 2022-06-30 13F WILEY JOHN & SONS CL A 968223206 12,218 4,522 58.76 584 43.14 0.0004
2022-05-12 2022-03-31 13F WILEY JOHN & SONS CL A 968223206 7,696 -11,079 -59.01 408 -62.05 0.0002
2022-02-10 2021-12-31 13F WILEY JOHN & SONS CL A 968223206 18,775 6,658 54.95 1,075 69.83 0.0006
2021-11-10 2021-09-30 13F WILEY JOHN & SONS CL A 968223206 12,117 -4,220 -25.83 633 -35.61 0.0004
2021-08-10 2021-06-30 13F WILEY JOHN & SONS CL A 968223206 16,337 -37,901 -69.88 983 -66.58 0.0006
2021-05-13 2021-03-31 13F WILEY JOHN & SONS CL A 968223206 54,238 -29,790 -35.45 2,941 -23.35 0.0019
2021-02-11 2020-12-31 13F WILEY JOHN & SONS CL A 968223206 84,028 64,301 325.95 3,837 512.94 0.0023
2020-11-12 2020-09-30 13F WILEY JOHN & SONS CL A 968223206 19,727 -8,287 -29.58 626 -42.67 0.0004
2020-08-12 2020-06-30 13F WILEY JOHN & SONS CL A 968223206 28,014 9,642 52.48 1,092 58.26 0.0009
2020-05-12 2020-03-31 13F WILEY JOHN & SONS CL A 968223206 18,372 8,795 91.83 690 48.71 0.0006
2020-02-12 2019-12-31 13F WILEY JOHN & SONS CL A 968223206 9,577 -11,067 -53.61 464 -48.84 0.0003
2019-11-08 2019-09-30 13F WILEY JOHN & SONS CL A 968223206 20,644 -22,669 -52.34 907 -54.35 0.0007
2019-08-12 2019-06-30 13F WILEY JOHN & SONS CL A 968223206 43,313 37,178 606.00 1,987 633.21 0.0016
2019-05-13 2019-03-31 13F WILEY JOHN & SONS CL A 968223206 6,135 -37,259 -85.86 271 -86.70 0.0003
2019-02-12 2018-12-31 13F WILEY JOHN & SONS CL A 968223206 43,394 -8,643 -16.61 2,038 -35.36 0.0021
2018-11-13 2018-09-30 13F WILEY JOHN & SONS CL A 968223206 52,037 5,893 12.77 3,153 9.52 0.0028
2018-08-10 2018-06-30 13F WILEY JOHN & SONS CL A 968223206 46,144 -18,045 -28.11 2,879 -29.59 0.0026
2018-05-11 2018-03-31 13F WILEY JOHN & SONS CL A 968223206 64,189 31,466 96.16 4,089 90.10 0.0034
2018-02-12 2017-12-31 13F WILEY JOHN & SONS CL A 968223206 32,723 11,588 54.83 2,151 90.19 0.0017
2017-11-13 2017-09-30 13F WILEY JOHN & SONS CL A 968223206 21,135 3,843 22.22 1,131 24.01 0.0009
2017-08-11 2017-06-30 13F WILEY JOHN & SONS CL A 968223206 17,292 -9,050 -34.36 912 -35.64 0.0008
2017-05-12 2017-03-31 13F WILEY JOHN & SONS CL A 968223206 26,342 -1,556 -5.58 1,417 -6.84 0.0013
2017-02-10 2016-12-31 13F WILEY JOHN & SONS CL A 968223206 27,898 -10,252 -26.87 1,521 -22.75 0.0014
2016-11-10 2016-09-30 13F WILEY JOHN & SONS CL A 968223206 38,150 10,468 37.82 1,969 36.26 0.0018
2016-08-12 2016-06-30 13F WILEY JOHN & SONS CL A 968223206 27,682 9,088 48.88 1,445 58.97 0.0015
2016-05-13 2016-03-31 13F WILEY JOHN & SONS CL A 968223206 18,594 14,077 311.64 909 345.59 0.0010
2016-02-12 2015-12-31 13F WILEY JOHN & SONS CL A 968223206 4,517 -1,521 -25.19 204 -32.23 0.0002
2015-11-13 2015-09-30 13F WILEY JOHN & SONS CL A 968223206 6,038 -14,441 -70.52 301 -72.96 0.0003
2015-08-13 2015-06-30 13F WILEY JOHN & SONS CL A 968223206 20,479 -4,566 -18.23 1,113 -27.35 0.0010
2015-05-14 2015-03-31 13F WILEY JOHN & SONS CL A 968223206 25,045 -2,447 -8.90 1,532 -5.95 0.0015
2015-02-17 2014-12-31 13F WILEY JOHN & SONS CL A 968223206 27,492 14,574 112.82 1,629 124.69 0.0015
2014-11-14 2014-09-30 13F WILEY JOHN & SONS CL A 968223206 12,918 -4,533 -25.98 725 -31.47 0.0006
2014-08-14 2014-06-30 13F WILEY JOHN & SONS CL A 968223206 17,451 17,262 9,133.33 1,058 9,518.18 0.0010
2014-05-15 2014-03-31 13F WILEY JOHN & SONS CL A 968223206 189 -18,110 -98.97 11 -98.91 0.0000
2014-02-14 2013-12-31 13F WILEY JOHN & SONS CL A 968223206 18,299 17,706 2,985.83 1,009 3,503.57 0.0009
2013-11-14 2013-09-30 13F WILEY JOHN & SONS CL A 968223206 593 -7,378 -92.56 28 -91.22 0.0000
2013-08-14 2013-06-30 13F WILEY JOHN & SONS CL A 968223206 7,971 7,971 319 0.0003
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.