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Coldstream Capital Management’s Willdan Group WLDN Stock Holding History

Coldstream 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
2025
Q2 		– Sell
-163
Closed -$6.64K – 3359
2025
Q1 		$6.64K Buy
+163
New +$6.03K ﹤0.01% 2564

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 $13.5B AUM 16.58% 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 $3.38T AUM 44.17% 1-Year Est. Return

Coldstream Capital Management's WLDN Position: Q2 2025 in Review

Coldstream Capital Management sold out of Willdan Group (WLDN) in Q2 2025, closing a stake of 163 shares — an estimated $6.64K sold.

Coldstream Capital Management first reported a position in WLDN in Q1 2025 and held it in 1 quarter. The position peaked at $6.64K in Q1 2025. 190 funds tracked by Wall St. Rank hold WLDN as of Q2 2025.

  • Coldstream Capital Management reported no remaining Willdan Group position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 163 Willdan Group shares in Q2 2025, an estimated $6.64K.
  • Coldstream Capital Management first reported a position in Willdan Group in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Willdan Group position peaked at $6.64K in Q1 2025.
  • 190 funds tracked by Wall St. Rank held Willdan Group as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.