Bailard’s Willdan Group WLDN Stock Holding History

Bailard’s Portfolio WLDN Stock Details WLDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,440	Closed	-$253K	–	846
2025 Q4	$253K	Buy	+2,440	New	+$240K	0.01%	648
2025 Q3	–	Sell	-7,100	Closed	-$444K	–	887
2025 Q2	$444K	Sell	7,100 -900	-11%	-$42.9K	0.01%	520
2025 Q1	$326K	Buy	8,000 +1,500	+23%	+$55.5K	0.01%	547
2024 Q4	$248K	Sell	6,500 -200	-3%	-$8.58K	0.01%	638
2024 Q3	$274K	Buy	+6,700	New	+$241K	0.01%	617
2024 Q1	–	Sell	-12,000	Closed	-$258K	–	828
2023 Q4	$258K	Buy	+12,000	New	+$238K	0.01%	587

Other funds holding WLDN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bailard's WLDN Position: Q1 2026 in Review

Bailard sold out of Willdan Group (WLDN) in Q1 2026, closing a stake of 2,440 shares — an estimated $253K sold.

Bailard first reported a position in WLDN in Q4 2023 and held it in 6 quarters. The position peaked at $444K in Q2 2025. 253 funds tracked by Wall St. Rank hold WLDN as of Q1 2026.

Bailard reported no remaining Willdan Group position as of Q1 2026 after selling out during the quarter.
Bailard sold 2,440 Willdan Group shares in Q1 2026, an estimated $253K.
Bailard first reported a position in Willdan Group in Q4 2023 and held it in 6 quarters.
Bailard's Willdan Group position peaked at $444K in Q2 2025.
253 funds tracked by Wall St. Rank held Willdan Group as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.