[SCHEDULE 13G/A] JOHN WILEY & SONS, INC. Amended Passive Investment Disclosure
Wiley amendment shows 942,556 shares (2.21%)
John Wiley & Sons, Inc. filing amends beneficial ownership disclosures for certain related reporting persons that collectively hold 942,556 shares of Class A Common Stock, representing 2.21% of the class.
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John Wiley & Sons, Inc. filing amends beneficial ownership disclosures for certain related reporting persons that collectively hold 942,556 shares of Class A Common Stock, representing 2.21% of the class.
The filing states the 42,562,549 shares outstanding as of February 28, 2026 figure reported in the issuer's Form 10-Q. It breaks down voting and disposition powers: 385,000 shares sole voting/dispositive, 556,351 shared voting, and 557,556 shared dispositive power. The amendment is filed jointly by Clarkston Capital Partners, LLC; Clarkston Companies, Inc.; Jeffrey A. Hakala; and Gerald W. Hakala.
Key Figures
Beneficially owned shares:942,556 sharesPercent of class:2.21%Shares outstanding:42,562,549 shares+3 more
6 metrics
Beneficially owned shares942,556 sharesCollective holdings reported by Clarkston-related reporting persons
Percent of class2.21%Based on 42,562,549 shares outstanding as of <date>February 28, 2026</date>
Shares outstanding42,562,549 sharesIssuer's Form 10-Q reported as of <date>February 28, 2026</date>
Sole voting power385,000 sharesSole power to vote reported for the reporting persons
Shared voting power556,351 sharesShared power to vote reported
Shared dispositive power557,556 sharesShared power to direct disposition reported
Key Terms
Schedule 13G/A, Beneficial ownership, Sole/Shared dispositive power
3 terms
Schedule 13G/Aregulatory
"Amendment No. 1 ) JOHN WILEY & SONS, INC. Class A Common Stock"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
Beneficial ownershipfinancial
"Amount beneficially owned: CCP is an investment adviser. Collectively, the securities reported"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
Sole/Shared dispositive powerregulatory
"Sole power to dispose or to direct the disposition of: 385,000 | Shared power to dispose: 557,556"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What stake does Clarkston Capital report in John Wiley & Sons (WLY)?
They report a collective beneficial ownership of 942,556 shares, equal to 2.21% of Class A common stock. The filing attributes the amount to CCP, CC, and two individual reporting persons as of the amendment.
How many Wiley shares were outstanding the filing cites?
The filing cites 42,562,549 shares outstanding as of February 28, 2026, taken from the issuer's Form 10-Q filed March 6, 2026. That figure is the basis for the 2.21% ownership calculation.
What voting and dispositive powers are disclosed in the amendment?
The amendment shows 385,000 shares with sole voting and sole dispositive power, 556,351 shares with shared voting power, and 557,556 shares with shared dispositive power among the reporting persons.
Who filed the Schedule 13G/A amendment for WLY?
The amendment was filed jointly by Clarkston Capital Partners, LLC, Clarkston Companies, Inc., and the individuals Jeffrey A. Hakala and Gerald W. Hakala, under a Joint Filing Agreement attached as Exhibit 99.1.
Does the filing indicate any shares were purchased for others or on behalf of clients?
Yes. The filing states CCP acquired the reported shares on behalf of CCP's discretionary clients or in an account controlled by a control person, and clients retain rights to dividends and proceeds subject to CCP's investment authority.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
(Amendment No. 1)
JOHN WILEY & SONS, INC.
(Name of Issuer)
Class A Common Stock
(Title of Class of Securities)
968223206
(CUSIP Number)
03/31/2026
(Date of Event Which Requires Filing of this Statement)
Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)
schemaVersion:
SCHEDULE 13G
CUSIP Number(s):
968223206
1
Names of Reporting Persons
Clarkston Capital Partners, LLC
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
MICHIGAN
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
385,000.00
6
Shared Voting Power
556,351.00
7
Sole Dispositive Power
385,000.00
8
Shared Dispositive Power
557,556.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
942,556.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
2.21 %
12
Type of Reporting Person (See Instructions)
IA
SCHEDULE 13G
CUSIP Number(s):
968223206
1
Names of Reporting Persons
Clarkston Companies, Inc.
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
MICHIGAN
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
385,000.00
6
Shared Voting Power
556,351.00
7
Sole Dispositive Power
385,000.00
8
Shared Dispositive Power
557,556.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
942,556.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
2.21 %
12
Type of Reporting Person (See Instructions)
HC, CO
SCHEDULE 13G
CUSIP Number(s):
968223206
1
Names of Reporting Persons
Jeffrey A. Hakala
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED STATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
385,000.00
6
Shared Voting Power
556,351.00
7
Sole Dispositive Power
385,000.00
8
Shared Dispositive Power
557,556.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
942,556.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
2.21 %
12
Type of Reporting Person (See Instructions)
HC, IN
SCHEDULE 13G
CUSIP Number(s):
968223206
1
Names of Reporting Persons
Gerald W. Hakala
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED STATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
385,000.00
6
Shared Voting Power
556,351.00
7
Sole Dispositive Power
385,000.00
8
Shared Dispositive Power
557,556.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
942,556.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
2.21 %
12
Type of Reporting Person (See Instructions)
HC, IN
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
JOHN WILEY & SONS, INC.
(b)
Address of issuer's principal executive offices:
111 River Street, Hoboken, NJ 07030
Item 2.
(a)
Name of person filing:
This Schedule 13G/A is filed jointly pursuant to that certain Joint Filing Agreement filed herewith as Exhibit 99.1 by: Clarkston Capital Partners, LLC ("CCP"), Clarkston Companies, Inc. ("CC"), Jeffrey A. Hakala, Gerald W. Hakala
(b)
Address or principal business office or, if none, residence:
303 E. Third St., Suite 110, Rochester, MI 48307
(c)
Citizenship:
CCP is a Michigan limited liability company. CC is a Michigan corporation. Jeffrey A. Hakala and Gerald W. Hakala (the "Individual Reporting Persons") are citizens of the United States of America.
(d)
Title of class of securities:
Class A Common Stock
(e)
CUSIP No.:
968223206
Item 3.
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
CCP is an investment adviser. Collectively, the securities reported in this Schedule 13G/A are held in the accounts of CCP's discretionary clients or in an account over which a control person of CCP has beneficial ownership. The majority member of CCP is CC. The sole owners of CC are Jeffrey A. Hakala and Gerald W. Hakala. Modell Capital LLC, a Michigan limited liability company, previously held a membership interest in CCP but ceased to be a member as of February 5, 2026.
The information required by Item (4) is set forth in Row 9 of cover page for each of the Reporting Persons and is incorporated herein by reference.
Based upon 42,562,549 shares of Class A common stock, par value $1.00, of John Wiley & Sons, Inc. (the "Issuer") outstanding as of February 28, 2026, as reported in the Issuer's quarterly report on Form 10-Q filed with the Securities and Exchange Commission on March 6, 2026.
(b)
Percent of class:
2.21%
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
385,000
(ii) Shared power to vote or to direct the vote:
556,351
(iii) Sole power to dispose or to direct the disposition of:
385,000
(iv) Shared power to dispose or to direct the disposition of:
557,556
Item 5.
Ownership of 5 Percent or Less of a Class.
Ownership of 5 percent or less of a class
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required.
The shares reported in this statement have been purchased by CCP on behalf of CCP's discretionary clients or by a control person of CCP in an account over which such control person has beneficial ownership. CCP's clients have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of such securities held in their accounts, subject to CCP's general authority to invest and reinvest the assets in each account under its management.
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary.
With respect to CC and the Individual Reporting Persons, see Item 4.
Item 8.
Identification and Classification of Members of the Group.
Not Applicable
Item 9.
Notice of Dissolution of Group.
Not Applicable
Item 10.
Certifications:
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
