IEQ Capital’s Willdan Group WLDN Stock Holding History

IEQ 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
2025 Q3	–	Sell	-3,386	Closed	-$212K	–	2093
2025 Q2	$212K	Buy	+3,386	New	+$161K	﹤0.01%	1588

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

Two Sigma Investments New York $124B AUM 33.93% 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

DSCM

Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return

IEQ Capital's WLDN Position: Q3 2025 in Review

IEQ Capital sold out of Willdan Group (WLDN) in Q3 2025, closing a stake of 3,386 shares — an estimated $212K sold.

IEQ Capital first reported a position in WLDN in Q2 2025 and held it in 1 quarter. The position peaked at $212K in Q2 2025. 256 funds tracked by Wall St. Rank hold WLDN as of Q3 2025.

IEQ Capital reported no remaining Willdan Group position as of Q3 2025 after selling out during the quarter.
IEQ Capital sold 3,386 Willdan Group shares in Q3 2025, an estimated $212K.
IEQ Capital first reported a position in Willdan Group in Q2 2025 and held it in 1 quarter.
IEQ Capital's Willdan Group position peaked at $212K in Q2 2025.
256 funds tracked by Wall St. Rank held Willdan Group as of Q3 2025.

Based on IEQ Capital's 13F filing for Q3 2025, filed 14 Nov 2025.