STOCK TITAN

John Wiley & Sons: LSV reports 5.82% passive stake

LSV reported sole voting power over 1,528,682 shares and sole dispositive power over its 2,439,937-share position.

Available on EDGAR Accepted by SEC EDGAR Learn about SEC filing dates
(Neutral)

Sentiment and the balance of points

Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.

Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

John Wiley & Sons, Inc. (WLY) is the issuer of shares in a Schedule 13G reporting by LSV Asset Management. LSV reported beneficial ownership of 2,439,937 shares, or 5.82% of the class, as of September 30, 2026. It reported sole voting power over 1,528,682 shares and sole dispositive power over 2,439,937 shares. LSV’s clients, including funds and managed accounts, have the right to receive dividends or sale proceeds from the shares.

Beneficial ownership 2,439,937 shares As of September 30, 2026
Percent of class 5.82% Beneficial ownership reported by LSV Asset Management
Sole voting power 1,528,682 shares Reported by LSV Asset Management
Sole dispositive power 2,439,937 shares Reported by LSV Asset Management
beneficially owned financial
"Amount beneficially owned: 2,439,937"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole voting power financial
"Sole power to vote or to direct the vote"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
sole dispositive power financial
"Sole power to dispose or to direct the disposition"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
shared voting power financial
"Shared power to vote or to direct the vote"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many WLY shares does LSV Asset Management beneficially own?

LSV Asset Management reported beneficial ownership of 2,439,937 shares, or 5.82% of the class, as of September 30, 2026. It reported sole dispositive power over that same number of shares.

Who receives dividends or sale proceeds from the WLY shares reported by LSV Asset Management?

LSV Asset Management stated that its clients, including funds and managed accounts, have the right to receive dividends or proceeds from sales of the issuer’s securities.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google





968223206

(CUSIP Number)
09/30/2026

(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



LSV ASSET MANAGEMENT
Signature:Josh ODonnell
Name/Title:Chief Compliance Officer
Date:11/10/2026

Keep reading