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Schedule 13G/A: Clarkston Reports 4.24% Ownership in John Wiley (WLYB)

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

Rhea-AI Filing Summary

John Wiley & Sons, Inc. (Class A) is the subject of a joint Schedule 13G/A filed by Clarkston Capital Partners, LLC, Clarkston Companies, Inc., Modell Capital LLC and three individual reporting persons disclosing beneficial ownership of 1,892,495 shares, equal to 4.24% of the 44,624,949 shares outstanding as of May 31, 2025. The filing breaks out voting and dispositive powers: 700,000 shares with sole voting and dispositive power, 1,186,500 with shared voting power, and 1,192,495 with shared dispositive power.

The Schedule states the shares were purchased by CCP for discretionary clients or by a control person in an account over which that person has beneficial ownership. The filing includes a joint filing agreement as Exhibit 99.1 and signatures dated 08/13/2025.

Positive

  • Disclosed ownership of 1,892,495 shares (4.24%) provides clear, quantifiable investor position
  • Joint filing and Exhibit 99.1 clarify coordinated reporting among Clarkston entities and individual reporting persons

Negative

  • None.

Insights

TL;DR: A sub-5% passive stake of 1.89M shares (4.24%) is disclosed, likely signaling investor interest but not control.

The filing reports precise ownership and power allocations, providing clarity on how many shares are held with sole versus shared voting and dispositive authority. For a market observer, the 4.24% stake is notable but below the 5% threshold that commonly signals larger activist potential. The disclosure timeframe and the joint filing suggest coordinated reporting among related entities rather than a new acquisition announcement.

TL;DR: Joint Schedule 13G/A clarifies ownership and asserts passive intent; no change-of-control indication is declared.

The document includes an Item 10 certification that the holdings are in the ordinary course of business and not intended to influence control, which is consistent with a passive Schedule 13G/A filing. The breakdown of sole and shared voting/dispositive powers is explicit and the presence of a joint filing agreement (Exhibit 99.1) confirms coordinated reporting among affiliates and individuals. From a governance perspective, the filing documents positions and authority but does not raise immediate control or takeover concerns.






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)






SCHEDULE 13G





SCHEDULE 13G





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:08/13/2025
Clarkston Companies, Inc.
Signature:/s/ Jeffrey A. Hakala
Name/Title:Chief Executive Officer and President
Date:08/13/2025
Modell Capital LLC
Signature:/s/ Jeremy J. Modell
Name/Title:Member
Date:08/13/2025
Jeffrey A. Hakala
Signature:/s/ Jeffrey A. Hakala
Name/Title:Jeffrey A. Hakala
Date:08/13/2025
Gerald W. Hakala
Signature:/s/ Gerald W. Hakala
Name/Title:Gerald W. Hakala
Date:08/13/2025
Jeremy J. Modell
Signature:/s/ Jeremy J. Modell
Name/Title:Jeremy J. Modell
Date:08/13/2025
Exhibit Information

Joint Filing Agreement

FAQ

How many John Wiley & Sons (WLYB) shares are reported in this Schedule 13G/A?

The filing reports 1,892,495 shares beneficially owned, representing 4.24% of Class A common stock.

Who filed the Schedule 13G/A for WLYB?

The filing was made jointly by Clarkston Capital Partners, LLC; Clarkston Companies, Inc.; Modell Capital LLC; Jeffrey A. Hakala; Gerald W. Hakala; and Jeremy J. Modell.

What voting and dispositive powers are reported?

The filing discloses 700,000 shares with sole voting power and sole dispositive power, 1,186,500 with shared voting power, and 1,192,495 with shared dispositive power.

When is the record date or event date requiring this filing?

The filing cites the event date as 06/30/2025 and references shares outstanding as of May 31, 2025.

When was the Schedule 13G/A signed?

The signatures on the filing are dated 08/13/2025.
Wiley (JOHN) & Sons, Inc.

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