CreativeOne Wealth’s Willdan Group WLDN Stock Holding History

CreativeOne 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	-2,410	Closed	-$233K	–	1267
2025 Q3	$233K	Buy	+2,410	New	+$228K	0.01%	1051

Other funds holding WLDN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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 New York $124B AUM 33.93% 1-Year Est. Return

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

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

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

CreativeOne Wealth's WLDN Position: Q4 2025 in Review

CreativeOne Wealth sold out of Willdan Group (WLDN) in Q4 2025, closing a stake of 2,410 shares — an estimated $233K sold.

CreativeOne Wealth first reported a position in WLDN in Q3 2025 and held it in 1 quarter. The position peaked at $233K in Q3 2025. 266 funds tracked by Wall St. Rank hold WLDN as of Q4 2025.

CreativeOne Wealth reported no remaining Willdan Group position as of Q4 2025 after selling out during the quarter.
CreativeOne Wealth sold 2,410 Willdan Group shares in Q4 2025, an estimated $233K.
CreativeOne Wealth first reported a position in Willdan Group in Q3 2025 and held it in 1 quarter.
CreativeOne Wealth's Willdan Group position peaked at $233K in Q3 2025.
266 funds tracked by Wall St. Rank held Willdan Group as of Q4 2025.

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