SCHEDULE: Clarkston Capital Discloses 4.24% Stake in John Wiley

Clarkston Capital Partners and related entities have disclosed a 4.24% beneficial ownership stake in John Wiley & Sons Class A Common Stock.

Summary

• Clarkston Capital Partners, LLC, Clarkston Companies, Inc., Modell Capital LLC, Jeffrey A. Hakala, Gerald W. Hakala, and Jeremy J. Modell jointly reported beneficial ownership of 1,892,495 shares of John Wiley & Sons, Inc. Class A Common Stock.
• This aggregate amount represents 4.24% of the Class A Common Stock outstanding, based on 44,624,949 shares outstanding as of May 31, 2025.
• The reporting persons hold sole voting power over 700,000 shares and shared voting power over 1,186,500 shares.
• They also hold sole dispositive power over 700,000 shares and shared dispositive power over 1,192,495 shares.
• The shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing the control of the issuer.

Sentiment

Score: 5

Explanation: The filing is a routine beneficial ownership disclosure (Schedule 13G Amendment No. 5) and does not contain performance metrics, strategic updates, or forward-looking statements that would typically influence sentiment. It is a factual report of ownership.

Positives

• The reporting persons explicitly state that their acquisition and holding of shares are in the ordinary course of business and not for the purpose of changing or influencing the control of John Wiley & Sons, Inc., indicating a passive investment approach.

Future Outlook

NA

Industry Context

NA

Stakeholder Impact

• Shareholders: Provides transparency regarding a significant, albeit passive, ownership stake by Clarkston Capital Partners and related entities, which could be viewed as a vote of confidence in the company's long-term prospects by these investors.

Key Dates

Keywords

John Wiley & Sons, Class A Common Stock, Beneficial Ownership, SEC Filing, Schedule 13G, Clarkston Capital Partners, Investment Management, Passive Investment