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Chase Investment Counsel’s Willdan Group WLDN Stock Holding History

Chase Investment Counsel’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
Q3 		– Sell
-11,599
Closed -$725K – 156
2025
Q2 		$725K Hold
11,599
– – 0.23% 74
2025
Q1 		$472K Buy
+11,599
New +$429K 0.17% 93

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $17B AUM 39.66% 1-Year Est. Return

Chase Investment Counsel's WLDN Position: Q3 2025 in Review

Chase Investment Counsel sold out of Willdan Group (WLDN) in Q3 2025, closing a stake of 11,599 shares — an estimated $725K sold.

Chase Investment Counsel first reported a position in WLDN in Q1 2025 and held it in 2 quarters. The position peaked at $725K in Q2 2025. 256 funds tracked by Wall St. Rank hold WLDN as of Q3 2025.

  • Chase Investment Counsel reported no remaining Willdan Group position as of Q3 2025 after selling out during the quarter.
  • Chase Investment Counsel sold 11,599 Willdan Group shares in Q3 2025, an estimated $725K.
  • Chase Investment Counsel first reported a position in Willdan Group in Q1 2025 and held it in 2 quarters.
  • Chase Investment Counsel's Willdan Group position peaked at $725K in Q2 2025.
  • 256 funds tracked by Wall St. Rank held Willdan Group as of Q3 2025.

Based on Chase Investment Counsel's 13F filing for Q3 2025, filed 10 Nov 2025.