BANK OF MONTREAL /CAN/

Bank

Position in WLY — John Wiley & Sons, Inc.

CIK 927971 TORONTO, A6

Position in WLY

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$76,551,349

+$15,954,520 QoQ

Shares Held

1,578,053

-0.8% QoQ

Ownership

3.11%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

of 264 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 72% Shared 0% None 28%

Communication Services · as of Jun 30, 2026

BANK OF MONTREAL /CAN/ holds $197,480,135 across 5 Publishing names. WLY ranks #2 (38.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NYT	New York Times Co	1,682,875	$117,767,589
2	WLY	John Wiley & Sons, Inc. This page	1,578,053	$76,551,349
3	PSO	Pearson PLC	168,254	$2,673,554
4	SCHL	Scholastic Corp	6,928	$318,688
5	TDAY	USA TODAY Co., Inc.	19,761	$168,955

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$76,551,349	1,578,053	-0.8%	Shares	Defined	2026-08-12
2026-03-31	$60,596,829	1,590,468	+260.2%	Shares	Defined	2026-05-13
2025-12-31	$13,526,299	441,603	+7129.9%	Shares	Defined	2026-02-12
2025-06-30	$272,599	6,108	-1.5%	Shares	Defined	2025-08-05
2025-03-31	$276,271	6,200	-96.7%	Shares	Defined	2025-05-13
2024-03-31	$7,205,806	188,980	+3037.6%	Shares	Defined	2024-05-13
2023-09-30	$223,873	6,023	-17.7%	Shares	Defined	2023-11-01
2023-03-31	$283,756	7,319	+3.8%	Shares	Defined	2024-06-13
2022-12-31	$282,582	7,054	+59.6%	Shares	Defined	2023-02-01
2022-09-30	$165,976	4,419	+5.8%	Shares	Defined	2022-11-10
2022-06-30	$199,396	4,175	+6.3%	Shares	Defined	2022-08-11
2022-03-31	$208,194	3,926	-0.1%	Shares	Defined	2022-05-12
2021-12-31	$225,012	3,929	-8.9%	Shares	Defined	2022-02-11
2021-09-30	$225,283	4,315	+5.9%	Shares	Defined	2021-11-12
2021-06-30	$245,232	4,075	+23.9%	Shares	Defined	2021-08-12
2021-03-31	$178,263	3,289	-20.4%	Shares	Defined	2021-05-13
2020-12-31	$188,620	4,131	-82.8%	Shares	Defined	2021-02-12
2020-09-30	$760,722	23,990	-19.7%	Shares	Defined	2020-11-12
2020-06-30	$1,164,657	29,863	+6.3%	Shares	Defined	2020-08-12
2020-03-31	$1,052,829	28,083	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.