Corient Private Wealth
WLDN icon

Corient Private Wealth’s Willdan Group WLDN Stock Holding History

Corient Private Wealth’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
Q4 		– Sell
-3,616
Closed -$350K – 2856
2025
Q3 		$350K Hold
3,616
– – ﹤0.01% 2027
2025
Q2 		$226K Buy
+3,616
New +$172K ﹤0.01% 2162

Other funds holding WLDN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Corient Private Wealth's WLDN Position: Q4 2025 in Review

Corient Private Wealth sold out of Willdan Group (WLDN) in Q4 2025, closing a stake of 3,616 shares — an estimated $350K sold.

Corient Private Wealth first reported a position in WLDN in Q2 2025 and held it in 2 quarters. The position peaked at $350K in Q3 2025. 266 funds tracked by Wall St. Rank hold WLDN as of Q4 2025.

  • Corient Private Wealth reported no remaining Willdan Group position as of Q4 2025 after selling out during the quarter.
  • Corient Private Wealth sold 3,616 Willdan Group shares in Q4 2025, an estimated $350K.
  • Corient Private Wealth first reported a position in Willdan Group in Q2 2025 and held it in 2 quarters.
  • Corient Private Wealth's Willdan Group position peaked at $350K in Q3 2025.
  • 266 funds tracked by Wall St. Rank held Willdan Group as of Q4 2025.

Based on Corient Private Wealth's 13F filing for Q4 2025, filed 19 Feb 2026.