Connors Investor Services’s Willdan Group WLDN Stock Holding History

Connors Investor Services’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	-6,300	Closed	-$257K	–	171
2025 Q1	$257K	Sell	6,300 -100	-2%	-$3.7K	0.03%	124
2024 Q4	$244K	Sell	6,400 -1,600	-20%	-$68.6K	0.02%	132
2024 Q3	$328K	Sell	8,000 -2,372	-23%	-$85.2K	0.03%	119
2024 Q2	$299K	Sell	10,372 -2,300	-18%	-$68.6K	0.03%	118
2024 Q1	$367K	Hold	12,672	–	–	0.04%	113
2023 Q4	$272K	Hold	12,672	–	–	0.03%	120
2023 Q3	$259K	Hold	12,672	–	–	0.03%	124
2023 Q2	$243K	Hold	12,672	–	–	0.03%	133
2023 Q1	$198K	Buy	+12,672	New	+$227K	0.02%	153
2022 Q3	–	Sell	-7,446	Closed	-$205K	–	161
2022 Q2	$205K	Hold	7,446	–	–	0.03%	138
2022 Q1	$229K	Hold	7,446	–	–	0.02%	143
2021 Q4	$262K	Buy	7,446 +1,000	+16%	+$37.3K	0.03%	135
2021 Q3	$229K	Buy	6,446 +400	+7%	+$15.1K	0.02%	146
2021 Q2	$228K	Buy	6,046 +400	+7%	+$15.4K	0.02%	149
2021 Q1	$232K	Hold	5,646	–	–	0.03%	142
2020 Q4	$235K	Buy	+5,646	New	+$196K	0.03%	129

Other funds holding WLDN

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

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

Dimensional Fund Advisors

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

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Divisadero Street Capital Management Miami, Florida $2.14B AUM 134.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return