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Bridgeway Capital Management’s Willdan Group WLDN Stock Holding History

Bridgeway Capital Management’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
2024
Q3 		– Sell
-16,700
Closed -$482K – 1323
2024
Q2 		$482K Hold
16,700
– – 0.01% 868
2024
Q1 		$484K Hold
16,700
– – 0.01% 941
2023
Q4 		$359K Hold
16,700
– – 0.01% 1022
2023
Q3 		$341K Hold
16,700
– – 0.01% 985
2023
Q2 		$320K Buy
+16,700
New +$281K 0.01% 1030
2019
Q2 		– Sell
-29,100
Closed -$1.08M – 1396
2019
Q1 		$1.08M Sell
29,100
-13,500
-32% -$480K 0.01% 738
2018
Q4 		$1.49M Sell
42,600
-12,900
-23% -$441K 0.02% 595
2018
Q3 		$1.89M Buy
55,500
+4,600
+9% +$143K 0.02% 657
2018
Q2 		$1.58M Sell
50,900
-11,200
-18% -$323K 0.02% 712
2018
Q1 		$1.76M Sell
62,100
-30,300
-33% -$709K 0.02% 634
2017
Q4 		$2.21M Sell
92,400
-12,729
-12% -$345K 0.02% 566
2017
Q3 		$3.41M Sell
105,129
-10,000
-9% -$320K 0.04% 395
2017
Q2 		$3.52M Hold
115,129
– – 0.04% 363
2017
Q1 		$3.71M Buy
115,129
+27,829
+32% +$793K 0.05% 342
2016
Q4 		$1.97M Hold
87,300
– – 0.03% 579
2016
Q3 		$1.53M Buy
87,300
+35,000
+67% +$503K 0.02% 626
2016
Q2 		$555K Hold
52,300
– – 0.01% 1000
2016
Q1 		$505K Hold
52,300
– – 0.01% 1047
2015
Q4 		$438K Buy
52,300
+6,600
+14% +$65.8K 0.01% 1102
2015
Q3 		$463K Sell
45,700
-62,800
-58% -$644K 0.01% 1071
2015
Q2 		$1.21M Buy
108,500
+700
+0.6% +$9.85K 0.02% 708
2015
Q1 		$1.71M Hold
107,800
– – 0.04% 574
2014
Q4 		$1.45M Hold
107,800
– – 0.03% 640
2014
Q3 		$1.56M Buy
107,800
+61,900
+135% +$644K 0.04% 579
2014
Q2 		$398K Buy
+45,900
New +$267K 0.01% 1187

Other funds holding WLDN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $294M AUM 19.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bridgeway Capital Management's WLDN Position: Q3 2024 in Review

Bridgeway Capital Management sold out of Willdan Group (WLDN) in Q3 2024, closing a stake of 16,700 shares — an estimated $482K sold.

Bridgeway Capital Management first reported a position in WLDN in Q2 2014 and held it in 25 quarters. The position peaked at $3.71M in Q1 2017. 143 funds tracked by Wall St. Rank hold WLDN as of Q3 2024.

  • Bridgeway Capital Management reported no remaining Willdan Group position as of Q3 2024 after selling out during the quarter.
  • Bridgeway Capital Management sold 16,700 Willdan Group shares in Q3 2024, an estimated $482K.
  • Bridgeway Capital Management first reported a position in Willdan Group in Q2 2014 and held it in 25 quarters.
  • Bridgeway Capital Management's Willdan Group position peaked at $3.71M in Q1 2017.
  • 143 funds tracked by Wall St. Rank held Willdan Group as of Q3 2024.

Based on Bridgeway Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.