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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
Q1 		– Sell
-12,500
Closed -$476K – 2095
2024
Q4 		$476K Buy
+12,500
New +$536K ﹤0.01% 1119
2024
Q3 		– Sell
-10,000
Closed -$289K – 1618
2024
Q2 		$289K Buy
+10,000
New +$298K ﹤0.01% 903

Other funds holding WLDN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WA
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
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
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.