John Wiley & Sons, Inc.
US ˙ NYSE

SecurityWLY / John Wiley & Sons, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership0 shares
Latest Disclosed Value $ 0
IFP Advisors, Inc closes position in WLY / John Wiley & Sons, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 0 shares of John Wiley & Sons, Inc. (US:WLY) valued at $0 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 11 shares of John Wiley & Sons, Inc.. The current value of the position is $0 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)
2026-04-13 2026-03-31 13F WILEY JOHN & SONS cs 968223206 0 -100.00 0
2026-02-06 2025-12-31 13F WILEY JOHN & SONS cs 968223206 11 9 450.00 0 -100.00 0.0000
2026-02-06 2025-09-30 13F/A-1 WILEY JOHN & SONS cs 968223206 2 2 0 -100.00 0.0000
2025-12-02 2025-09-30 13F WILEY JOHN & SONS cs 968223206 0 0 6 0.0001
2025-07-24 2025-06-30 13F WILEY JOHN & SONS cs 968223206 0 0 6 0.0002
2025-05-05 2025-03-31 13F WILEY JOHN & SONS cs 968223206 0 0 0 0.0000
2025-02-04 2024-12-31 13F WILEY JOHN & SONS cs 968223206 0 0 0 0.0000
2024-01-09 2023-12-31 13F WILEY JOHN & SONS cs 968223206 0 -571 -100.00 0 -100.00
2023-10-12 2023-09-30 13F WILEY JOHN & SONS cs 968223206 571 0 0.00 21 10.53 0.0010
2023-08-14 2023-06-30 13F/A-1 WILEY JOHN & SONS cs 968223206 571 0 0.00 19 -50.00 0.0008
2023-08-04 2023-06-30 13F WILEY JOHN & SONS cs 968223206 571 0 39 0.0018
2023-04-18 2023-03-31 13F WILEY JOHN & SONS cs 968223206 571 -123 -17.72 39 0.0017
2023-02-07 2022-12-31 13F WILEY JOHN & SONS cs 968223206 694 -674 -49.27 0 -100.00 0.0013
2022-11-08 2022-09-30 13F WILEY JOHN & SONS cs 968223206 1,368 0 0.00 93 0.00 0.0024
2022-09-06 2022-06-30 13F/A-1 WILEY JOHN & SONS cs 968223206 1,368 0 0.00 93 0.00 0.0030
2022-09-06 2022-03-31 13F/A-1 WILEY JOHN & SONS cs 968223206 1,368 797 139.58 93 181.82 0.0030
2022-08-08 2022-03-31 13F WILEY JOHN SONS INC CL A Stock 968223206 581 10 40 0.0008
2022-01-12 2021-12-31 13F WILEY JOHN SONS INC CL A Stock 968223206 571 0 0.00 33 10.00 0.0006
2021-10-06 2021-09-30 13F WILEY JOHN SONS INC CL A Stock 968223206 571 0 0.00 30 -11.76 0.0006
2021-07-13 2021-06-30 13F WILEY JOHN SONS INC CL A Stock 968223206 571 0 0.00 34 9.68 0.0007
2021-04-30 2021-03-31 13F WILEY JOHN SONS INC CL A Stock 968223206 571 -238 -29.42 31 -16.22 0.0006
2021-01-25 2020-12-31 13F WILEY JOHN SONS INC CL A Stock 968223206 809 -16 -1.94 37 37.04 0.0015
2020-10-29 2020-09-30 13F WILEY JOHN SONS INC CL A Stock 968223206 825 116 16.36 27 -3.57 0.0016
2020-08-05 2020-06-30 13F WILEY JOHN SONS INC CL A Stock 968223206 709 300 73.35 28 86.67 0.0022
2020-05-12 2020-03-31 13F WILEY JOHN SONS INC CL A Stock 968223206 409 391 2,172.22 15 1,400.00 0.0015
2020-01-17 2019-12-31 13F WILEY JOHN & SONS INC CL A Stock 968223206 18 0 0.00 1 0.00 0.0001
2019-11-07 2019-09-30 13F WILEY JOHN & SONS INC CL A Stock 968223206 18 18 1 0.0001
2019-05-15 2019-03-31 13F WILEY JOHN & SONS INC CL A Stock 968223206 0 -6 -100.00 0 0.0000
2019-06-03 2018-12-31 13F/A-10 WILEY JOHN & SONS INC CL A Stock 968223206 6 0 0.00 0 0.0000
2019-01-23 2018-12-31 13F WILEY JOHN & SONS INC CL A Stock 968223206 6 6 0 0.0000
2019-06-03 2018-09-30 13F/A-9 WILEY JOHN & SONS INC CL A Stock 968223206 6 0 0.00 0 0.0000
2018-10-25 2018-09-30 13F WILEY JOHN & SONS INC CL A Stock 968223206 6 6 0 0.0000
2019-06-03 2018-06-30 13F/A-8 WILEY JOHN & SONS INC CL A Stock 968223206 6 0 0.00 0 0.0000
2018-08-07 2018-06-30 13F WILEY JOHN & SONS INC CL A Stock 968223206 6 0 0
2019-06-03 2018-03-31 13F/A-7 WILEY JOHN & SONS INC CL A Stock 968223206 6 0 0.00 0 0.0000
2018-05-09 2018-03-31 13F WILEY JOHN & SONS INC CL A Stock 968223206 6 0 0
2019-06-03 2017-12-31 13F/A-6 WILEY JOHN & SONS INC CL A Stock 968223206 6 0 0.00 0 0.0000
2018-01-24 2017-12-31 13F WILEY JOHN & SONS INC CL A Stock 968223206 6 0 0
2017-10-30 2017-09-30 13F WILEY JOHN & SONS INC CL A Stock 968223206 6 0 0.00 0 0.0000
2019-06-03 2017-06-30 13F/A-5 WILEY JOHN & SONS INC CL A Stock 968223206 6 0 0.00 0 0.0000
2017-07-31 2017-06-30 13F WILEY JOHN & SONS INC CL A Stock 968223206 6 0 0
2019-06-03 2017-03-31 13F/A-4 WILEY JOHN & SONS INC CL A Stock 968223206 6 0 0.00 0 0.0000
2017-04-26 2017-03-31 13F WILEY JOHN & SONS INC CL A Stock 968223206 6 0 0
2019-06-03 2016-12-31 13F/A-3 WILEY JOHN & SONS INC CL A Stock 968223206 6 0 0.00 0 0.0000
2017-02-14 2016-12-31 13F WILEY JOHN & SONS INC CL A Stock 968223206 6 0 0
2016-11-04 2016-09-30 13F WILEY JOHN & SONS INC CL A Stock 968223206 6 0 0.00 0 0.0000
2019-06-03 2016-06-30 13F/A-2 WILEY JOHN & SONS INC CL A Stock 968223206 6 0 0.00 0 0.0000
2016-08-22 2016-06-30 13F WILEY JOHN & SONS INC CL A Stock 968223206 6 0 0
2016-05-02 2016-03-31 13F WILEY JOHN & SONS INC CL A Stock 968223206 6 6 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.