Position in WLY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,529,762
+$328,279 QoQ
Shares Held
31,535
0.0% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#92
of 264 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WLY Over Time
Shares Held
Position Value (USD)
Position in Publishing
Communication Services · as of Jun 30, 2026CALDWELL SUTTER CAPITAL, INC. holds $1,529,762 across 1 Publishing name. WLY ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WLY |
John Wiley & Sons, Inc.
This page
|
31,535 | $1,529,762 |
All Filings in WLY
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,529,762 | 31,535 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,201,483 | 31,535 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,035,600 | 33,810 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,368,290 | 33,810 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,508,940 | 33,810 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,512,188 | 33,936 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,483,342 | 33,936 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,637,412 | 33,936 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,381,195 | 33,936 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,505,677 | 39,488 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,253,349 | 39,488 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $1,467,768 | 39,488 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,343,776 | 39,488 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,530,949 | 39,488 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,377,583 | 34,388 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||