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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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