KIM
WLDN icon

Kestra Investment Management’s Willdan Group WLDN Stock Holding History

Kestra Investment Management’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
Q1 		– Sell
-610
Closed -$23.2K – 1421
2024
Q4 		$23.2K Buy
+610
New +$26.2K ﹤0.01% 688

Other funds holding WLDN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Kestra Investment Management's WLDN Position: Q1 2025 in Review

Kestra Investment Management sold out of Willdan Group (WLDN) in Q1 2025, closing a stake of 610 shares — an estimated $23.2K sold.

Kestra Investment Management first reported a position in WLDN in Q4 2024 and held it in 1 quarter. The position peaked at $23.2K in Q4 2024. 171 funds tracked by Wall St. Rank hold WLDN as of Q1 2025.

  • Kestra Investment Management reported no remaining Willdan Group position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 610 Willdan Group shares in Q1 2025, an estimated $23.2K.
  • Kestra Investment Management first reported a position in Willdan Group in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's Willdan Group position peaked at $23.2K in Q4 2024.
  • 171 funds tracked by Wall St. Rank held Willdan Group as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.