John Wiley & Sons (WLY) — Strategic Asset Allocation Index
John Wiley & Sons (WLY) has a Strategic Asset Allocation Index of 27.0% as of January 2026. Strategic assets (PP&E of $202.15 Million plus long-term investments of $-) total $202.15 Million, measured against net assets of $749.98 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See WLY net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
John Wiley & Sons Strategic Asset Allocation Index (2017–2025)
This chart shows how John Wiley & Sons's Strategic Asset Allocation Index has evolved across 9 annual periods from 2017 to 2025. As of January 2026, the index stands at 27.0%, representing strategic assets of $202.15 Million against net assets of $749.98 Million USD. For live market cap and overall valuation, see John Wiley & Sons (WLY) total market value.
Annual Strategic Asset Allocation Index for John Wiley & Sons (2017–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for John Wiley & Sons from 2017 to 2025, covering 9 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. See John Wiley & Sons (WLY) shareholders funds for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 30.3% | $228.25 Million | $228.25 Million | $- | $752.21 Million | ▼ -5.0 pp |
| 2024 | 35.4% | $261.51 Million | $261.51 Million | $- | $739.72 Million | ▲ +3.0 pp |
| 2023 | 32.4% | $338.35 Million | $338.35 Million | $- | $1.05 Billion | ▼ -1.2 pp |
| 2022 | 33.6% | $383.29 Million | $383.29 Million | $- | $1.14 Billion | ▲ +15.1 pp |
| 2021 | 18.4% | $200.90 Million | $200.90 Million | $- | $1.09 Billion | ▼ -6.6 pp |
| 2020 | 25.0% | $233.22 Million | $233.22 Million | $- | $933.62 Million | ▲ +17.5 pp |
| 2019 | 7.5% | $88.82 Million | $88.82 Million | $- | $1.18 Billion | ▼ -0.2 pp |
| 2018 | 7.7% | $91.93 Million | $91.93 Million | $- | $1.19 Billion | ▼ -17.4 pp |
| 2017 | 25.2% | $252.49 Million | $252.49 Million | $- | $1.00 Billion | — |