Globeflex Capital’s Willdan Group WLDN Stock Holding History

Globeflex Capital’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 Q1	–	Sell	-3,411	Closed	-$354K	–	462
2025 Q4	$354K	Hold	3,411	–	–	0.05%	263
2025 Q3	$330K	Hold	3,411	–	–	0.05%	272
2025 Q2	$213K	Hold	3,411	–	–	0.02%	311
2025 Q1	$139K	Hold	3,411	–	–	0.01%	345
2024 Q4	$130K	Hold	3,411	–	–	0.01%	359
2024 Q3	$140K	Buy	+3,411	New	+$123K	0.01%	349
2018 Q3	–	Sell	-19,400	Closed	-$601K	–	462
2018 Q2	$601K	Buy	19,400 +2,500	+15%	+$72.2K	0.12%	267
2018 Q1	$479K	Buy	16,900 +9,660	+133%	+$226K	0.1%	292
2017 Q4	$173K	Hold	7,240	–	–	0.05%	315
2017 Q3	$235K	Hold	7,240	–	–	0.07%	283
2017 Q2	$221K	Hold	7,240	–	–	0.05%	309
2017 Q1	$234K	Buy	7,240 +7,200	+18,000%	+$205K	0.06%	349
2016 Q4	$1K	Hold	40	–	–	﹤0.01%	436
2016 Q3	$1K	Hold	40	–	–	﹤0.01%	429
2016 Q2	$0	Hold	40	–	–	﹤0.01%	525
2016 Q1	$0	Hold	40	–	–	﹤0.01%	498
2015 Q4	$0	Hold	40	–	–	﹤0.01%	513
2015 Q3	$0	Hold	40	–	–	﹤0.01%	577
2015 Q2	$0	Hold	40	–	–	﹤0.01%	590
2015 Q1	$1K	Sell	40 -8	-17%	-$110	﹤0.01%	475
2014 Q4	$1K	Sell	48 -52	-52%	-$765	﹤0.01%	475
2014 Q3	$1K	Buy	+100	New	+$1.04K	﹤0.01%	492

Other funds holding WLDN

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Globeflex Capital's WLDN Position: Q1 2026 in Review

Globeflex Capital sold out of Willdan Group (WLDN) in Q1 2026, closing a stake of 3,411 shares — an estimated $354K sold.

Globeflex Capital first reported a position in WLDN in Q3 2014 and held it in 22 quarters. The position peaked at $601K in Q2 2018. 253 funds tracked by Wall St. Rank hold WLDN as of Q1 2026.

Globeflex Capital reported no remaining Willdan Group position as of Q1 2026 after selling out during the quarter.
Globeflex Capital sold 3,411 Willdan Group shares in Q1 2026, an estimated $354K.
Globeflex Capital first reported a position in Willdan Group in Q3 2014 and held it in 22 quarters.
Globeflex Capital's Willdan Group position peaked at $601K in Q2 2018.
253 funds tracked by Wall St. Rank held Willdan Group as of Q1 2026.

Based on Globeflex Capital's 13F filing for Q1 2026, filed 13 May 2026.