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Caldwell Sutter Capital’s John Wiley & Sons Class B WLYB Stock Holding History

Caldwell Sutter Capital’s Portfolio WLYB Stock Details WLYB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$568K Hold
12,134
– – 0.21% 112
2026
Q1 		$455K Hold
12,134
– – 0.19% 130
2025
Q4 		$370K Hold
12,134
– – 0.16% 144
2025
Q3 		$489K Hold
12,134
– – 0.21% 119
2025
Q2 		$548K Hold
12,134
– – 0.25% 106
2025
Q1 		$541K Hold
12,134
– – 0.26% 106
2024
Q4 		$529K Hold
12,134
– – 0.25% 105
2024
Q3 		$586K Hold
12,134
– – 0.27% 99
2024
Q2 		$493K Sell
12,134
-4,970
-29% -$190K 0.24% 108
2024
Q1 		$650K Hold
17,104
– – 0.31% 87
2023
Q4 		$550K Hold
17,104
– – 0.28% 99
2023
Q3 		$639K Hold
17,104
– – 0.35% 79
2023
Q2 		$580K Buy
17,104
+16,754
+4,787% +$610K 0.3% 84
2023
Q1 		$13.4K Hold
350
– – 0.01% 377
2022
Q4 		$13.8K Buy
+350
New +$14.8K 0.01% 242

Other funds holding WLYB

PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

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

Caldwell Sutter Capital held its John Wiley & Sons Class B (WLYB) position steady in Q2 2026 at 12,134 shares worth $568K. The position accounts for 0.21% of the portfolio, ranked #112.

Caldwell Sutter Capital first reported a position in WLYB in Q4 2022 and has held it in 15 quarters since. The position peaked at $650K in Q1 2024. 5 funds tracked by Wall St. Rank hold WLYB as of Q2 2026.

  • Caldwell Sutter Capital held 12,134 shares of John Wiley & Sons Class B worth $568K as of Q2 2026.
  • Caldwell Sutter Capital left its John Wiley & Sons Class B share count unchanged in Q2 2026.
  • John Wiley & Sons Class B made up 0.21% of Caldwell Sutter Capital's portfolio in Q2 2026, its #112 holding.
  • Caldwell Sutter Capital first reported a position in John Wiley & Sons Class B in Q4 2022 and has held it in 15 quarters since.
  • Caldwell Sutter Capital's John Wiley & Sons Class B position peaked at $650K in Q1 2024.
  • 5 funds tracked by Wall St. Rank held John Wiley & Sons Class B as of Q2 2026.

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