Caldwell Sutter Capital’s John Wiley & Sons Class A WLY Stock Holding History

Caldwell Sutter Capital’s Portfolio WLY Stock Details WLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.53M	Hold	31,535	–	–	0.58%	42
2026 Q1	$1.2M	Sell	31,535 -2,275	-7%	-$73.7K	0.49%	49
2025 Q4	$1.04M	Hold	33,810	–	–	0.44%	60
2025 Q3	$1.37M	Hold	33,810	–	–	0.58%	41
2025 Q2	$1.51M	Sell	33,810 -126	-0.4%	-$5.31K	0.69%	34
2025 Q1	$1.51M	Hold	33,936	–	–	0.72%	36
2024 Q4	$1.48M	Hold	33,936	–	–	0.69%	38
2024 Q3	$1.64M	Hold	33,936	–	–	0.76%	35
2024 Q2	$1.38M	Sell	33,936 -5,552	-14%	-$212K	0.68%	39
2024 Q1	$1.51M	Hold	39,488	–	–	0.72%	35
2023 Q4	$1.25M	Hold	39,488	–	–	0.64%	43
2023 Q3	$1.47M	Hold	39,488	–	–	0.81%	30
2023 Q2	$1.34M	Hold	39,488	–	–	0.7%	33
2023 Q1	$1.53M	Buy	39,488 +5,100	+15%	+$217K	1.12%	22
2022 Q4	$1.38M	Buy	+34,388	New	+$1.44M	1.21%	24

Other funds holding WLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Caldwell Sutter Capital's WLY Position: Q2 2026 in Review

Caldwell Sutter Capital held its John Wiley & Sons Class A (WLY) position steady in Q2 2026 at 31,535 shares worth $1.53M. The position accounts for 0.58% of the portfolio, ranked #42.

Caldwell Sutter Capital first reported a position in WLY in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.64M in Q3 2024. 266 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

Caldwell Sutter Capital held 31,535 shares of John Wiley & Sons Class A worth $1.53M as of Q2 2026.
Caldwell Sutter Capital left its John Wiley & Sons Class A share count unchanged in Q2 2026.
John Wiley & Sons Class A made up 0.58% of Caldwell Sutter Capital's portfolio in Q2 2026, its #42 holding.
Caldwell Sutter Capital first reported a position in John Wiley & Sons Class A in Q4 2022 and has held it in 15 quarters since.
Caldwell Sutter Capital's John Wiley & Sons Class A position peaked at $1.64M in Q3 2024.
266 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.