Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
WLDN icon

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Willdan Group WLDN Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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
2024
Q4 		– Sell
-16,106
Closed -$660K – 1202
2024
Q3 		$660K Buy
+16,106
New +$579K ﹤0.01% 813
2022
Q3 		– Sell
-12,413
Closed -$342K – 1706
2022
Q2 		$342K Buy
12,413
+2,652
+27% +$72.5K ﹤0.01% 1146
2022
Q1 		$300K Buy
+9,761
New +$304K ﹤0.01% 1299

Other funds holding WLDN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $294M AUM 19.1% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's WLDN Position: Q4 2024 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of Willdan Group (WLDN) in Q4 2024, closing a stake of 16,106 shares — an estimated $660K sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in WLDN in Q1 2022 and held it in 3 quarters. The position peaked at $660K in Q3 2024. 155 funds tracked by Wall St. Rank hold WLDN as of Q4 2024.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining Willdan Group position as of Q4 2024 after selling out during the quarter.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 16,106 Willdan Group shares in Q4 2024, an estimated $660K.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Willdan Group in Q1 2022 and held it in 3 quarters.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Willdan Group position peaked at $660K in Q3 2024.
  • 155 funds tracked by Wall St. Rank held Willdan Group as of Q4 2024.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q4 2024, filed 14 Feb 2025.