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John Wiley & Sons (WLY) amendment: 942,556 shares disclosed by Clarkston group

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

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.

Positive

  • None.

Negative

  • None.
Beneficially owned shares 942,556 shares Collective holdings reported by Clarkston-related reporting persons
Percent of class 2.21% Based on 42,562,549 shares outstanding as of <date>February 28, 2026</date>
Shares outstanding 42,562,549 shares Issuer's Form 10-Q reported as of <date>February 28, 2026</date>
Sole voting power 385,000 shares Sole power to vote reported for the reporting persons
Shared voting power 556,351 shares Shared power to vote reported
Shared dispositive power 557,556 shares Shared power to direct disposition reported
Schedule 13G/A regulatory
"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 ownership financial
"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 power regulatory
"Sole power to dispose or to direct the disposition of: 385,000 | Shared power to dispose: 557,556"
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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





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Clarkston Capital Partners, LLC
Signature:/s/ Jeffrey A. Hakala
Name/Title:Chief Executive Officer
Date:05/14/2026
Clarkston Companies, Inc.
Signature:/s/ Jeffrey A. Hakala
Name/Title:Chief Executive Officer and President
Date:05/14/2026
Jeffrey A. Hakala
Signature:/s/ Jeffrey A. Hakala
Name/Title:Jeffrey A. Hakala
Date:05/14/2026
Gerald W. Hakala
Signature:/s/ Gerald W. Hakala
Name/Title:Gerald W. Hakala
Date:05/14/2026
Exhibit Information

Joint Filing Agreement

FAQ

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.