Caption Management’s Willdan Group WLDN Stock Holding History

Caption 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
2025 Q2	–	Sell	-12,032	Closed	-$490K	–	1949
2025 Q1	$490K	Buy	+12,032	New	+$445K	﹤0.01%	1109

Other funds holding WLDN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

SCA

Summit Creek Advisors Minneapolis, Minnesota $294M AUM 19.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Caption Management's WLDN Position: Q2 2025 in Review

Caption Management sold out of Willdan Group (WLDN) in Q2 2025, closing a stake of 12,032 shares — an estimated $490K sold.

Caption Management first reported a position in WLDN in Q1 2025 and held it in 1 quarter. The position peaked at $490K in Q1 2025. 190 funds tracked by Wall St. Rank hold WLDN as of Q2 2025.

Caption Management reported no remaining Willdan Group position as of Q2 2025 after selling out during the quarter.
Caption Management sold 12,032 Willdan Group shares in Q2 2025, an estimated $490K.
Caption Management first reported a position in Willdan Group in Q1 2025 and held it in 1 quarter.
Caption Management's Willdan Group position peaked at $490K in Q1 2025.
190 funds tracked by Wall St. Rank held Willdan Group as of Q2 2025.

Based on Caption Management's 13F filing for Q2 2025, filed 14 Aug 2025.