your badges 52W Range $28–$57 66% of range Analyst Rating BUY 5 analysts Price Target $68 +43% upside P/E 16.6 ROE 21.5% Net Profit Margin 9.2%

WLY Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $47.50
P/E (TTM) 16.6
EPS (TTM) $2.87
Revenue (TTM) $1.67B
ROE (TTM) 21.5%
Debt/Equity (MRQ) 1.1
52W Range $28–$57

WLY Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

04
range
bars

Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.

Stock splits 5
Ex-date Split Type
June 1, 1999 2-for-1 Forward
Oct. 19, 1998 2-for-1 Forward
Oct. 19, 1995 2-for-1 Forward
July 14, 1994 2-for-1 Forward
Sept. 14, 1982 5-for-2 Forward

10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$1.68B
2017-04-30 → 2025-04-30
EPS$1.53
2017-04-30 → 2025-04-30
Free Cash Flow$141M
2018-04-30 → 2025-04-30
Net margin9.2%
2018-04-30 → 2025-04-30
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend WLY 5Y avg Peer Median Verdict
P/E (TTM) 16.65Y avg ≈36.7 ≈36.7 20.7 Undervalued

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13
Payout Ratio90.4%
Annualized Payout≈$1.43Paid quarterly
5Y Div CAGR≈0.72%Per share, split-adjusted
Growth Streak≈32Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Jul 7, 2026$0.36USD≈2.7%
Apr 7, 2026$0.36USD≈3.7%
Dec 30, 2025$0.36USD≈4.6%
Oct 7, 2025$0.36USD≈3.7%
Jul 8, 2025$0.36USD≈3.3%
Apr 8, 2025$0.35USD≈3.5%
Dec 26, 2024$0.35USD≈3.1%
Oct 8, 2024$0.35USD≈2.8%
Jul 9, 2024$0.35USD≈3.2%
Apr 8, 2024$0.35USD≈3.7%
Dec 26, 2023$0.35USD≈4.3%
Oct 6, 2023$0.35USD≈4.1%
Jul 5, 2023$0.35USD≈4.3%
Apr 10, 2023$0.35USD≈3.7%
Dec 23, 2022$0.35USD≈3.5%
Oct 7, 2022$0.35USD≈3.7%
Jul 5, 2022$0.35USD≈3.0%
Apr 4, 2022$0.35USD≈2.6%
Dec 27, 2021$0.35USD≈2.5%
Oct 8, 2021$0.35USD≈2.6%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14
Avg Surprise 6.5%
PeriodReportEPS ActualEPS EstSurprise
March 31, 2027 Sep 3, 2026 $0.44 $0.40 8.9%
Sept. 30, 2026 $0.44 $0.40 8.9%
June 30, 2026 $1.67 $1.67 0.21%
March 31, 2026 $0.97 $0.87 11.7%
Dec. 31, 2025 $1.10 $0.98 12.3%
Sept. 30, 2025 $0.49 $0.51 -3.0%
June 30, 2025 $1.37 $1.28 6.8%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15
Income Statement 16
Metric Trend 2025202420232022202120202019201820172016
Revenue $1.68B$1.87B$2.02B$2.08B$1.94B$1.83B$1.80B$1.80B··
Cost of Revenue $431M$580M$693M$701M$625M$591M$555M$531M··
Gross Profit ····$1.32B$1.24B$1.25B$1.27B··
SG&A Expense $947M$1.01B$1.04B$1.08B$1.02B$997M$964M$953M··
Operating Expenses $1.46B$1.82B$1.96B$1.86B$1.76B$1.89B$1.58B$1.56B··
Operating Income $221M$52M$56M$219M$186M$-54M$224M$231M··
Interest Expense ·$49M$38M$20M$18M$25M$16M$13M··
Other Non-op $5M$-4M$4M$10M$17M$13M····
Pretax Income $143M$-187M$33M$210M$176M$-63M$213M$214M··
Income Tax $59M$13M$16M$61M$28M$11M$45M$22M··
Net Income $84M$-200M$17M$148M$148M$-74M$168M$192M··
EPS (Basic) $1.56$-3.65$0.31$2.66$2.65$-1.32$2.94$3.37··
EPS (Diluted) $1.53$-3.65$0.31$2.62$2.63$-1.32$2.91$3.32··
Shares (Basic) 54,054,00054,945,00055,558,00055,759,00055,930,00056,209,00057,192,00057,043,000··
Shares (Diluted) 54,830,00054,945,00056,355,00056,598,00056,461,00056,209,00057,840,00057,888,000··
EBITDA $369M$229M$269M$434M$386M·$385M$394M··
Balance Sheet 26
Metric Trend 2025202420232022202120202019201820172016
Cash & Equivalents $86M$83M$107M$100M$94M$202M$93M$170M··
Receivables $228M$224M$310M$332M$312M$309M$307M$212M··
Inventory $23M$26M$31M$37M$43M$44M$36M$39M··
Prepaid Expense $103M$86M$94M$82M$78M$59M$67M$58M··
Current Assets $440M$454M$541M$551M$526M$615M$503M$480M··
PP&E (Net) $162M$192M$247M$272M$282M$298M$289M$290M··
PP&E (Gross) $799M$773M$834M$798M$734M$665M$689M$634M··
Accum. Depreciation $637M$580M$587M$526M$451M$367M$400M$344M··
Goodwill $1.12B$1.09B$1.20B$1.30B$1.30B$1.12B$1.10B$1.02B··
Intangibles $595M$616M$855M$931M$1.02B$807M$866M$848M··
Other Non-current Assets $307M$284M$170M$194M$197M$99M$97M$86M··
Total Assets $2.69B$2.73B$3.11B$3.36B$3.45B$3.17B$2.95B$2.84B··
Accounts Payable $61M$56M$84M$77M$96M$94M$91M$90M··
Current Liabilities $821M$873M$896M$969M$989M$927M$882M$874M··
Capital Leases $81M$94M$116M$133M$146M$160M$0···
Deferred Tax $105M$97M$144M$180M$173M$119M$144M···
Other Non-current Liabilities $70M$72M$79M$91M$92M$75M$96M$81M··
Total Liabilities $1.94B$1.99B$2.06B$2.22B$2.36B$2.24B$1.77B$1.65B··
Long-term Debt $799M$775M$748M$787M$822M$775M$479M···
Total Debt $799M$775M$748M$787M$822M·$479M$360M··
Paid-in Capital $482M$474M$470M$459M$444M$432M$422M$407M··
Retained Earnings $1.59B$1.58B$1.86B$1.92B$1.85B$1.78B$1.93B$1.83B··
Treasury Stock $925M$873M$840M$813M$796M$786M$746M$694M··
AOCI $-479M$-528M$-529M$-508M$-491M$-575M$-509M$-440M··
Stockholders' Equity $752M$740M$1.05B$1.14B$1.09B$934M$1.18B$1.19B··
Liabilities + Equity $2.69B$2.73B$3.11B$3.36B$3.45B$3.17B$2.95B$2.84B··
Cash Flow 19
Metric Trend 2025202420232022202120202019201820172016
D&A $147M$177M$213M$215M$200M$175M$161M$154M··
Stock-based Comp $22M$25M$27M$26M$22M$20M$18M$11M··
Deferred Tax $939.0K$-38M$-37M$4M$-10M$-28M$-13M$-23M··
Amort. of Intangibles $52M$56M$85M$85M$75M$62M$55M$48M··
Restructuring ·······$29M··
Other Non-cash $-52M$244M$58M$-54M$-163.0K·$-84M$48M··
Operating Cash Flow $203M$208M$277M$339M$360M$288M$251M$382M··
CapEx $61M$76M$81M$89M$77M$89M$77M$114M··
Investing Cash Flow $-94M$-107M$-98M$-194M$-433M$-347M$-302M$-177M··
Debt Issued $1.20B$1.18B$1.01B$651M$593M$934M$596M$459M··
Net Debt Issued $14M$28M$-39M$-11M$31M·$120M$-9M··
Stock Repurchased $60M$45M$35M$30M$16M$47M$60M$40M··
Net Stock Activity $-60M$-45M$-35M$-30M$-16M·$-60M$-40M··
Dividends Paid $76M$77M$77M$77M$77M$77M$76M$74M··
Financing Cash Flow $-125M$-107M$-169M$-132M$-47M$173M$-18M$-97M··
Net Change in Cash $-14M$-8M$7M$6M$-109M$109M$-77M$112M··
Taxes Paid $54M$51M$51M$49M$41M$42M$48M$49M··
Free Cash Flow $141M$132M$196M$250M$283M·$174M$268M··
Levered FCF ·$79M$176M$236M$267M·$161M$256M··
Profitability 8
Metric Trend 2025202420232022202120202019201820172016
Gross Margin ····67.8%·69.2%73.0%··
Operating Margin 13.2%2.8%2.8%10.5%9.6%·12.4%13.3%··
Net Margin 5.0%-10.7%0.85%7.1%7.6%·9.3%10.7%··
Pretax Margin 8.5%-10.0%1.6%10.1%9.1%·11.8%11.9%··
EBITDA Margin 22.0%12.2%13.3%20.9%19.9%·21.4%21.9%··
ROA 3.1%-6.9%0.53%4.4%4.5%·5.8%6.8%··
ROE 11.7%-26.9%1.7%13.1%13.8%·14.2%16.3%··
ROIC 8.4%3.7%1.6%8.0%8.2%·10.7%13.9%··
Liquidity & Solvency 5
Metric Trend 2025202420232022202120202019201820172016
Current Ratio 0.50.50.60.60.5·0.60.5··
Quick Ratio 0.40.40.50.40.4·0.40.4··
Debt / Equity 1.11.00.70.70.8·0.40.3··
LT Debt / Equity 1.01.00.70.70.7·0.40.3··
Interest Coverage ·1.11.511.110.1·13.918.0··
Efficiency 3
Metric Trend 2025202420232022202120202019201820172016
Asset Turnover 0.60.60.60.60.6·0.60.6··
Inventory Turnover 17.620.420.617.714.5·14.811.7··
Receivables Turnover 7.47.06.36.56.3·7.17.9··
Per Share 3
Metric Trend 2025202420232022202120202019201820172016
Revenue / Share $30.60$34.09$35.84$36.80$34.39·$31.12$31.03··
Cash Flow / Share $3.69$3.78$4.92$5.99$6.37·$4.34$6.60··
EPS (TTM) $1.53$-3.65$0.31$2.62$2.63$-1.32$2.91$3.32$1.96$2.62
Growth Rates 8
Metric Trend 2025202420232022202120202019201820172016
Revenue YoY -10.4%-7.3%-3.0%7.3%6.0%·····
Revenue CAGR 3Y -7.0%-1.2%3.3%·······
Revenue CAGR 5Y -1.7%·········
EPS YoY ··-88.2%-0.38%······
EPS CAGR 3Y -16.4%·········
Net Income YoY ··-88.4%0.04%······
Net Income CAGR 3Y -17.2%·········
Dividends Paid CAGR 5Y -0.15%·········
Valuation (TTM) 6
Metric Trend 2025202420232022202120202019201820172016
Revenue TTM $1.68B$1.87B$2.02B$2.08B$1.94B$1.83B$1.80B$1.80B$1.72B$1.76B
Net Income TTM $84M$-200M$17M$148M$148M$-74M$168M$192M$114M$154M
P/E 28.5-10.3124.419.421.7-28.415.919.927.019.4
Earnings Yield 3.5%-9.7%0.80%5.1%4.6%-3.5%6.3%5.0%3.7%5.2%
Payout Ratio 90.4%-38.4%448.6%52.1%51.9%·45.0%38.3%··
Annual Payout $76M$77M$77M$77M$77M$77M$76M$74M··

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
Metric 2025-04-302024-04-302023-04-302022-04-302021-04-30
Revenue $1.68B $1.87B $2.02B $2.08B $1.94B
Gross Margin % · · · · 67.8%
Operating Margin % 13.2% 2.8% 2.8% 10.5% 9.6%
Net Income $84M $-200M $17M $148M $148M
Diluted EPS $1.53 $-3.65 $0.31 $2.62 $2.63

Institutional owners (13F) 276 filers · $2.1B total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 276
Value held $2.1B
New positions 52
Exited positions 31
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
52 (-4 vs prior Q) 31 (-3 vs prior Q) 87 (+7 vs prior Q) 75 (+1 vs prior Q) +556K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
BlackRock, Inc. $300,766,181 6,200,086 14.32% Shares
VANGUARD GROUP INC $148,263,596 4,840,470 7.06% Shares
NEUBERGER BERMAN GROUP LLC $146,463,217 3,019,238 6.97% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $120,995,922 2,494,247 5.76% Shares
SCHRODER INVESTMENT MANAGEMENT GROUP $118,099,341 2,434,536 5.62% Shares
STATE STREET CORP $109,730,301 2,263,854 5.22% Shares
DIMENSIONAL FUND ADVISORS LP $91,359,411 1,883,440 4.35% Shares
VANGUARD CAPITAL MANAGEMENT LLC $80,839,392 1,666,448 3.85% Shares
BANK OF MONTREAL /CAN/ $76,551,351 1,578,053 3.64% Shares
BROWN ADVISORY INC $61,445,318 1,266,653 2.93% Shares
GEODE CAPITAL MANAGEMENT, LLC $48,821,080 1,006,220 2.32% Shares
SILVERCREST ASSET MANAGEMENT GROUP LLC $44,802,096 923,562 2.13% Shares
NEUMEIER POMA INVESTMENT COUNSEL LLC $41,983,465 865,460 2.00% Shares
Bank of New York Mellon Corp $38,364,940 790,867 1.83% Shares
Clarkston Capital Partners, LLC $36,823,019 759,081 1.75% Shares
PRINCIPAL FINANCIAL GROUP INC $36,516,679 752,766 1.74% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $34,628,669 713,846 1.65% Shares
MORGAN STANLEY $32,289,622 665,627 1.54% Shares
GOLDMAN SACHS GROUP INC $27,952,584 576,223 1.33% Shares
Invesco Ltd. $26,455,849 545,369 1.26% Shares
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $25,575,733 527,226 1.22% Shares
FMR LLC $21,771,045 448,795 1.04% Shares
JPMORGAN CHASE & CO $21,732,319 459,003 1.03% Shares
NORTHERN TRUST CORP $20,598,121 424,616 0.98% Shares
Allianz Asset Management GmbH $19,938,192 411,012 0.95% Shares
PALISADE CAPITAL MANAGEMENT, LP $17,989,982 370,851 0.86% Shares
Access Investment Management LLC $17,754,369 365,994 0.85% Shares
NEW YORK STATE COMMON RETIREMENT FUND $15,243,588 314,236 0.73% Shares
VANGUARD FIDUCIARY TRUST CO $13,059,959 269,222 0.62% Shares
Nuveen, LLC $11,653,597 240,231 0.55% Shares
LOOMIS SAYLES & CO L P $11,588,263 238,884 0.55% Shares
Hillsdale Investment Management Inc. $10,331,660 212,980 0.49% Shares
PRUDENTIAL FINANCIAL INC $8,779,049 180,974 0.42% Shares
Ancora Advisors LLC $8,722,098 179,800 0.42% Shares
UBS Group AG $8,162,147 168,257 0.39% Shares
VICTORY CAPITAL MANAGEMENT INC $8,000,463 164,924 0.38% Shares
Man Group plc $7,868,710 162,208 0.37% Shares
AMERIPRISE FINANCIAL INC $7,542,432 155,482 0.36% Shares
ProShare Advisors LLC $7,515,558 154,928 0.36% Shares
FRANKLIN RESOURCES INC $7,437,359 153,316 0.35% Shares
FIRST TRUST ADVISORS LP $7,181,327 148,038 0.34% Shares
MARSHALL WACE, LLP $6,894,290 142,121 0.33% Shares
Public Sector Pension Investment Board $6,771,996 139,600 0.32% Shares
Russell Investments Group, Ltd. $6,647,512 137,032 0.32% Shares
AMERICAN CENTURY COMPANIES INC $6,474,339 133,464 0.31% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $6,398,591 167,942 0.30% Shares
CITADEL ADVISORS LLC $6,036,293 124,434 0.29% Shares
JUPITER ASSET MANAGEMENT LTD $5,999,814 123,682 0.29% Shares
NORDEA INVESTMENT MANAGEMENT AB $5,841,639 124,079 0.28% Shares
AQR CAPITAL MANAGEMENT LLC $5,422,669 114,451 0.26% Shares

Show all 276 institutional owners →

Activists & 5%+ owners 6 positions

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Deborah E. Wiley, E.P. Hamilton Trusts LLC, Peter Booth Wiley, W. Bradford Wiley II, Elizabeth H. Wiley, Celia Wiley, Jesse C. Wiley May 13, 2025 91.47% Amendment · SEC
E.P. Hamilton Trusts LLC (2), Deborah E. Wiley (2), Peter Booth Wiley (2), W. Bradford Wiley II (2), WG6 LLC (2), W. Bradford Wiley & Associates, L.P. (2) July 14, 2023 · Initial filing · SEC
The Bass Management Trust, 820 Management Trust, Prime 66 Partners, Barbnet Investment Co., John L. Marion, Jr. ×4 filings June 27, 2005 · Initial filing · SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person March 17, 2003 · Initial filing · SEC
Undisclosed reporting person Sept. 24, 2001 · Initial filing · SEC
Undisclosed reporting person Sept. 21, 2001 · Initial filing · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 82 insiders · 35 officers · 24 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Matthew S Kissner President and CEO May 27, 2026 A 27,748 0 0 $0
Brian A. Napack President & CEO June 30, 2023 M 183,525 0 0 $0
Stephen Smith President and CEO April 30, 2015 M 93,137 0 0 $0
Craig Morrow Albright EVP, Chief Financial Officer June 26, 2025 A · 0 0 $0
Christina Van Tassell EVP, Chief Financial Officer July 1, 2024 M 16,926 0 0 $0
Ellis Cousens EVP & COO June 17, 2014 M 126,211 0 0 $0
WILEY JOHN & SONS INC COO, UK Publishing April 30, 2007 F 21,213 0 0 $0
Deirdre P. Silver EVP, General Counsel May 27, 2026 A 28,680 0 0 $0
Danielle Mcmahan EVP, Chief People Officer May 27, 2026 A 18,846 0 0 $0
Christopher Caridi SVP, Chief Accounting Officer May 27, 2026 A 9,202 0 0 $0
Andrew Weber EVP, Technology and Operations June 30, 2025 M 8,320 0 0 $0
Jay Flynn EVP & GM, Research & Learning June 30, 2025 M 15,427 0 0 $0
Kevin Monaco SVP, Treasurer & Tax June 30, 2025 M 10,918 0 0 $0
Aref Matin EVP, Chief Technology Officer July 1, 2024 M 40,273 0 0 $0
Todd Zipper EVP & GM, Talent May 29, 2024 A 21,438 0 0 $0
Shari Hofer EVP & Chief Marketing Officer June 30, 2023 M 9,182 0 0 $0
Matthew Leavy EVP & GM, Academic June 30, 2023 M 17,350 0 0 $0
Edward J Melando SVP, Corporate Controller July 19, 2016 S 4,756 0 0 $0
Mary Jo O'Leary EVP, Human Resources June 23, 2016 M 11,558 0 0 $0
Patrik Dyberg Senior Vice President and Chie July 20, 2015 S 7,500 0 0 $0
Joseph S Heider Executive Vice President June 24, 2015 A 15,539 0 0 $0
Steven K Simons SVP, Operations & Services April 30, 2015 M 6,765 0 0 $0
Steven J. Miron SVP, STMS July 9, 2014 F 13,026 0 0 $0
Clifford H Kline SVP April 2, 2014 M 3,043 0 0 $0
William J Arlington SVP, Human Resources July 15, 2013 S 41,389 0 0 $0
Michael L Preston Corporate Secretary June 25, 2013 A 175 0 0 $0
Warren Fristensky SVP, I.T. & CIO June 25, 2013 A 3,373 0 0 $0
Bonnie Lieberman SVP and GM, Higher Education June 30, 2011 D 102,969 0 0 $0
Stephen A Kippur EVP & Group President, P/T July 30, 2010 F 127,960 0 0 $0
Eric Swanson SVP, Wiley-Blackwell June 24, 2010 D 99,179 0 0 $0
Timothy King SVP, Planning & Development June 26, 2008 A 132,148 0 0 $0
Josephine Bacchi V. P. & Corporate Secretary June 26, 2008 A 7,856 0 0 $0
Steven Simons V.P., Financial Planning July 5, 2005 A 6,000 0 0 $0
Walter Conklin VP and Treasurer June 22, 2005 A · 0 0 $0
Richard S Rudick Sr. V.P., General Counsel Oct. 14, 2004 M 342,513 0 0 $0
Katherine Dunn Andresen Director Sept. 24, 2026 A · 0 0 $0
Karen N Madden Director Sept. 24, 2026 A · 0 0 $0
Brian O Hemphill Director Sept. 24, 2026 A · 0 0 $0
Inder M Singh Director Sept. 24, 2026 A · 0 0 $0
David C Dobson Director Sept. 24, 2026 A 0 0 0 $0
William J Pesce Director Sept. 24, 2026 A 91,384 0 0 $0
MCDANIEL RAYMOND W Director Sept. 24, 2026 A 500 0 0 $0
Mari Jean Baker Director April 23, 2026 A · 0 0 $0
George Bell Director Dec. 12, 2024 A · 0 0 $0
Beth A Birnbaum Director Oct. 24, 2024 A · 0 0 $0
Laurie A Leshin Director July 20, 2023 A · 0 0 $0
Eduardo S Menasce Director July 20, 2016 A · 0 0 $0
Linda P.B. Katehi Director July 16, 2014 A · 0 0 $0
Peter Booth Wiley Director March 18, 2014 P 6,402 0 0 $0
Warren J Baker Director July 5, 2012 A 4,201 0 0 $0
Richard Hochhauser Director July 5, 2011 A · 0 0 $0
Kim Jones Director April 1, 2010 A · 0 0 $0
Henry A Mckinnell Director Sept. 15, 2005 A · 0 0 $0
FRANKLIN LARRY Director Sept. 15, 2005 A 20,441 0 0 $0
William R Sutherland Director Sept. 16, 2004 A 38,776 0 0 $0
Allen H Fernald Director Sept. 18, 2003 A 37,353 0 0 $0
Deborah E. Wiley 10% owner Jan. 9, 2026 D 659,529 0 0 $0
W. Bradford Wiley II 10% owner May 9, 2025 G 393,047 0 0 $0
Barbnet Investment Co. 10% owner Feb. 4, 2005 S 29,800 0 0 $0
Mariana Garavaglia · July 20, 2022 A · 0 0 $0
John A Kritzmacher · Dec. 31, 2021 M 70,004 0 0 $0
Judy Verses · June 30, 2021 M 17,388 0 0 $0
William Edward Pence IV · July 22, 2020 A 6,405 0 0 $0
Gary M Rinck · Jan. 17, 2020 M 58,136 0 0 $0
William B Plummer · Sept. 26, 2019 A · 0 0 $0
Taneli Ruda · July 9, 2019 M 1,716 0 0 $0
Georgios Papadopoulos · June 27, 2019 A 326 0 0 $0
Clay Stobaugh · May 30, 2019 A 1,031 0 0 $0
Ella Balagula · April 30, 2019 M 1,159 0 0 $0
Vincent Marzano · July 17, 2018 S 499 0 0 $0
Archana Singh · June 20, 2018 A 3,806 0 0 $0
Kalpana Raina · Oct. 25, 2017 A · 0 0 $0
Joan O'Neil · June 22, 2016 A 1,067 0 0 $0
Jeffrey Sugerman · June 22, 2016 A 0 0 0 $0
Reed Elfenbein · June 22, 2016 A 12,104 0 0 $0
Mark Allin · June 22, 2016 A 12,950 0 0 $0
John Semel · June 22, 2016 A 5,080 0 0 $0
Philip Carpenter · April 30, 2016 F 4,292 0 0 $0
Jean Lou Chameau · July 1, 2013 A · 0 0 $0
John Jarvis · April 30, 2008 F 37,286 0 0 $0
John L Marion JR · Dec. 28, 2005 A · 0 0 $0
E.P. Hamilton Trusts LLC · March 12, 2003 J 8,125,536 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 61 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
PSCU · Invesco Exchange-Traded Fund Trust … 2.01% 5,903 SH Oct. 2, 2026 Daily
PEY · Invesco Exchange-Traded Fund Trust 1.21% 266,295 SH Oct. 2, 2026 Daily
XSHD · Invesco Exchange-Traded Fund Trust … 1.18% 15,256 SH Oct. 2, 2026 Daily
JSML · Janus Detroit Street Trust 1.04% 72,115 NS July 31, 2026 N-PORT
CVAR · ETF Opportunities Trust 0.87% 7,174 NS July 31, 2026 N-PORT
FYC · First Trust Exchange-Traded AlphaDE… 0.58% 144,722 NS July 31, 2026 N-PORT
ROSC · Lattice Strategies Trust 0.53% 6,210 NS July 31, 2026 N-PORT
HAPS · Harbor ETF Trust 0.50% 16,284 NS July 31, 2026 N-PORT
EBIT · Harbor ETF Trust 0.30% 697 NS July 31, 2026 N-PORT
SMDX · Tidal Trust III 0.23% 5,732 NS July 31, 2026 N-PORT
FYX · First Trust Exchange-Traded AlphaDE… 0.21% 53,948 NS July 31, 2026 N-PORT
VIOV · VANGUARD ADMIRAL FUNDS 0.20% 83,090 SH Aug. 19, 2026 Daily
VFMF · VANGUARD WELLINGTON FUND 0.16% 23,947 SH Aug. 19, 2026 Daily
VFQY · VANGUARD WELLINGTON FUND 0.15% 14,891 SH Aug. 19, 2026 Daily
QVMS · Invesco Exchange-Traded Fund Trust … 0.13% 6,472 SH Oct. 2, 2026 Daily
FCOM · FIDELITY COVINGTON TRUST 0.12% 40,852 NS July 31, 2026 N-PORT
FAD · First Trust Exchange-Traded AlphaDE… 0.12% 13,110 NS July 31, 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0.12% 63,741 SH Oct. 2, 2026 Daily
VOX · VANGUARD WORLD FUND 0.11% 137,070 SH Aug. 19, 2026 Daily
RWJ · Invesco Exchange-Traded Fund Trust … 0.11% 44,099 SH Oct. 2, 2026 Daily
VFVA · VANGUARD WELLINGTON FUND 0.10% 16,785 SH Aug. 19, 2026 Daily
VIOO · VANGUARD ADMIRAL FUNDS 0.10% 137,087 SH Aug. 19, 2026 Daily
DFAT · Dimensional ETF Trust 0.09% 250,824 NS July 31, 2026 N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0.08% 10,627 NS July 31, 2026 N-PORT
VTWV · VANGUARD SCOTTSDALE FUNDS 0.07% 19,208 SH Aug. 19, 2026 Daily
RSSL · Global X Funds 0.07% 18,912 NS July 31, 2026 N-PORT
IWM · iShares Trust 0.06% 1,017,766 SH Sept. 11, 2026 Daily
VTWO · VANGUARD SCOTTSDALE FUNDS 0.06% 227,170 SH Aug. 19, 2026 Daily
DFAS · Dimensional ETF Trust 0.06% 175,039 NS July 31, 2026 N-PORT
DFSV · Dimensional ETF Trust 0.06% 92,610 NS July 31, 2026 N-PORT
IWO · iShares Trust 0.05% 163,419 SH Sept. 11, 2026 Daily
VTWG · VANGUARD SCOTTSDALE FUNDS 0.05% 18,657 SH Aug. 19, 2026 Daily
VBR · VANGUARD INDEX FUNDS 0.04% 527,460 SH Aug. 19, 2026 Daily
DXUV · Dimensional ETF Trust 0.03% 2,883 NS July 31, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0.02% 444,157 SH Aug. 19, 2026 Daily
VB · VANGUARD INDEX FUNDS 0.02% 830,724 SH Aug. 19, 2026 Daily
WSML · iShares Trust 0.02% 2,663 SH Sept. 11, 2026 Daily
TILT · FlexShares Trust 0.02% 7,110 NS July 31, 2026 N-PORT
DCOR · Dimensional ETF Trust 0.01% 9,104 NS July 31, 2026 N-PORT
DFSU · Dimensional ETF Trust 0.01% 5,745 NS July 31, 2026 N-PORT
DFAC · Dimensional ETF Trust 0.01% 111,787 NS July 31, 2026 N-PORT
DFUV · Dimensional ETF Trust 0.01% 35,811 NS July 31, 2026 N-PORT
VYM · VANGUARD WHITEHALL FUNDS 0.01% 158,292 SH Aug. 19, 2026 Daily
PFM · Invesco Exchange-Traded Fund Trust 0.01% 1,212 SH Oct. 2, 2026 Daily
DFAU · Dimensional ETF Trust 0.01% 15,071 NS July 31, 2026 N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe… 0.01% 304 SH Oct. 2, 2026 Daily
DSI · iShares Trust 0.01% 5,777 SH Sept. 11, 2026 Daily
DFUS · Dimensional ETF Trust 0.00% 11,852 NS July 31, 2026 N-PORT
IWV · iShares Trust 0.00% 12,399 SH Sept. 10, 2026 Daily
ITOT · iShares Trust 0.00% 56,267 SH Sept. 11, 2026 Daily
VTI · VANGUARD INDEX FUNDS 0.00% 1,155,661 SH Aug. 19, 2026 Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.00% 29,537 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.00% 3,427 SH Aug. 19, 2026 Daily
ESGV · VANGUARD WORLD FUND 0.00% 8,729 SH Aug. 19, 2026 Daily
IJR · iShares Trust · 2,391,241 SH Sept. 10, 2026 Daily
IJS · iShares Trust · 349,025 SH Sept. 8, 2026 Daily
IWN · iShares Trust · 209,042 SH Sept. 11, 2026 Daily
XJR · iShares Trust · 5,409 SH Aug. 31, 2026 Daily
ISCB · iShares Trust · 1,731 SH Sept. 11, 2026 Daily
ISCV · iShares Trust · 8,760 SH Sept. 11, 2026 Daily
SMLF · iShares Trust · 181,209 SH Sept. 11, 2026 Daily

WLY Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 5 analysts BUY
Median target $68.00 +43.2%
1 20.0% Strong Buy
3 60.0% Buy
1 20.0% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

1 analysts · 2026-09-27

Mean target $68.00 +43.2%

Low$68.00 Mean$68.00 High$68.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
WLY · 28.5 -10.4% 5.0% 11.7% ·
NWSA · 24.1 6.8% 6.3% 6.6% ·
NYT · 33.2 9.2% 12.2% 17.3% ·
TDAY $758M 515.0 -8.2% 0.08% 1.1% ·
SCHL $725M 17.3 -2.7% 3.6% 6.7% ·
LEE $35M -0.9 -8.0% -6.7% 141.3% ·

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

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Source: SEC 10-Q filed Mar 6, 2026