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Counterpoint Mutual Funds’s Willdan Group WLDN Stock Holding History

Counterpoint Mutual Funds’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
-5,172
Closed -$500K – 505
2025
Q3 		$500K Sell
5,172
-1,534
-23% -$145K 0.04% 136
2025
Q2 		$419K Sell
6,706
-3,208
-32% -$153K 0.04% 124
2025
Q1 		$404K Buy
+9,914
New +$367K 0.06% 157

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

Counterpoint Mutual Funds's WLDN Position: Q4 2025 in Review

Counterpoint Mutual Funds sold out of Willdan Group (WLDN) in Q4 2025, closing a stake of 5,172 shares — an estimated $500K sold.

Counterpoint Mutual Funds first reported a position in WLDN in Q1 2025 and held it in 3 quarters. The position peaked at $500K in Q3 2025. 266 funds tracked by Wall St. Rank hold WLDN as of Q4 2025.

  • Counterpoint Mutual Funds reported no remaining Willdan Group position as of Q4 2025 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 5,172 Willdan Group shares in Q4 2025, an estimated $500K.
  • Counterpoint Mutual Funds first reported a position in Willdan Group in Q1 2025 and held it in 3 quarters.
  • Counterpoint Mutual Funds's Willdan Group position peaked at $500K in Q3 2025.
  • 266 funds tracked by Wall St. Rank held Willdan Group as of Q4 2025.

Based on Counterpoint Mutual Funds's 13F filing for Q4 2025, filed 12 Feb 2026.