Citadel Advisors

Citadel Advisors’s Willdan Group WLDN Stock Holding History

Citadel Advisors’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	$1.21M	Buy	15,800 +7,100	+82%	+$751K	﹤0.01%	7234
2025 Q4	$902K	Sell	8,700 -19,800	-69%	-$1.95M	﹤0.01%	7625
2025 Q3	$2.76M	Buy	+28,500	New	+$2.7M	﹤0.01%	5455
2025 Q2	–	Sell	-2,000	Closed	-$81.4K	–	15353
2025 Q1	$81.4K	Sell	2,000 -3,600	-64%	-$133K	﹤0.01%	11740
2024 Q4	$213K	Buy	5,600 +1,400	+33%	+$60.1K	﹤0.01%	10329
2024 Q3	$172K	Sell	4,200 -3,300	-44%	-$119K	﹤0.01%	10373
2024 Q2	$216K	Buy	7,500 +200	+3%	+$5.96K	﹤0.01%	9764
2024 Q1	$212K	Buy	7,300 +7,200	+7,200%	+$157K	﹤0.01%	10196
2023 Q4	$2.15K	Sell	100 -1,800	-95%	-$35.8K	﹤0.01%	13733
2023 Q3	$38.8K	Buy	1,900 +1,700	+850%	+$36K	﹤0.01%	12032
2023 Q2	$3.83K	Buy	+200	New	+$3.36K	﹤0.01%	13656
2023 Q1	–	Sell	-400	Closed	-$7.14K	–	15603
2022 Q4	$7.14K	Buy	+400	New	+$6.16K	﹤0.01%	13846
2021 Q2	–	Sell	-6,300	Closed	-$259K	–	14534
2021 Q1	$259K	Buy	+6,300	New	+$290K	﹤0.01%	11168

Other funds holding WLDN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Two Sigma Investments

Two Sigma Investments New York $121B 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

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

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

First Trust Advisors

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return