Neuberger Berman Group LLC WLYB JOHN WILEY & SONS INC CL B COMMON STOCK

Ownership history in Neuberger Berman Group LLC  ·  67 quarters on record

AI Ownership Summary

Neuberger Berman Group LLC reported JOHN WILEY & SONS INC CL B COMMON STOCK (WLYB) in 67 quarterly 13F filings from 2023 Q4 through 2025 Q4. The latest visible filing shows WLYB at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WLYB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Neuberger Berman Group LLC's position in JOHN WILEY & SONS INC CL B COMMON STOCK, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

WLYB was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Neuberger Berman Group LLC held WLYB — position size vs. price
% of Fund (quarterly)    WLYB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 10,160 0% 0.00% $310K 2026-02-14 (Est.) $29.73
2025 Q3 UNCHANGED 10,160 0% 0.00% $409K 2025-11-12 $36.22
2025 Q2 UNCHANGED 10,160 0% 0.00% $459K 2025-08-13 $38.80
2025 Q1 REDUCED 10,160 -100 -1.0% 0.00% $453K 2025-05-13 $42.40
2024 Q4 UNCHANGED 10,260 0% 0.00% $447K 2025-02-13 $38.52
2024 Q3 UNCHANGED 10,260 0% 0.00% $496K 2024-11-14 $49.23
2024 Q2 ADDED 10,260 +2,500 +32.2% 0.00% $417K 2024-08-13 $42.67
2024 Q1 UNCHANGED 7,760 0% 0.00% $295K 2024-05-13 $35.87
2023 Q4 REDUCED 24.4% +19.1% 7,760 -2,500 -24.4% 0.00% $250K 2024-02-09 $31.05
58 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WLYB

As of 2026 Q1 — sorted by position size

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FAQ About Neuberger Berman Group LLC and WLYB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Neuberger Berman Group LLC reported owning WLYB?

Neuberger Berman Group LLC reported WLYB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported WLYB position in Neuberger Berman Group LLC's portfolio?

The largest reported portfolio weight for WLYB was 0.00% in 2024 Q3.

What is the latest reported WLYB position on this page?

The most recent filing on this page is 2025 Q4, when Neuberger Berman Group LLC reported 10,160 shares, equal to 0.00% of portfolio, with an estimated market value of $310K.

What does the chart on this WLYB ownership page compare?

The chart compares Neuberger Berman Group LLC's quarterly WLYB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Neuberger Berman Group LLC time their WLYB position?

Based on 13F filing dates vs. subsequent WLYB price moves, Neuberger Berman Group LLC correctly timed 12 out of 31 reported position changes (39%). The annualised alpha on WLYB relative to SPY over the holding period was -10.5%.

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