Counterpoint Mutual Funds
WLDN icon

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
2026
Q3 		$640K Buy
+8,666
New +$686K 0.06% 133
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

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Kings Path Partners
Kings Path Partners Sugar Land, Texas $380M AUM 12.42% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Arista Wealth Management
Arista Wealth Management Las Vegas, Nevada $935M AUM 16.74% 1-Year Est. Return

Counterpoint Mutual Funds's WLDN Position: Q3 2026 in Review

Counterpoint Mutual Funds opened a new position in Willdan Group (WLDN) in Q3 2026: 8,666 shares worth $640K. The stake represents 0.06% of the portfolio and ranks #133 among its holdings. This is a return to the name: Counterpoint Mutual Funds previously reported a position in WLDN as recently as Q3 2025.

Counterpoint Mutual Funds first reported a position in WLDN in Q1 2025 and has held it in 4 quarters since. 49 funds tracked by Wall St. Rank hold WLDN as of Q3 2026.

  • Counterpoint Mutual Funds held 8,666 shares of Willdan Group worth $640K as of Q3 2026.
  • Willdan Group was a new Counterpoint Mutual Funds position in Q3 2026.
  • Willdan Group made up 0.06% of Counterpoint Mutual Funds's portfolio in Q3 2026, its #133 holding.
  • Counterpoint Mutual Funds first reported a position in Willdan Group in Q1 2025 and has held it in 4 quarters since.
  • 49 funds tracked by Wall St. Rank held Willdan Group as of Q3 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q3 2026, filed 16 Oct 2026.