Mackenzie Financial
WLDN icon

Mackenzie Financial’s Willdan Group WLDN Stock Holding History

Mackenzie Financial’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
-11,411
Closed -$1.1M – 1829
2025
Q3 		$1.1M Buy
11,411
+1,743
+18% +$165K ﹤0.01% 1038
2025
Q2 		$604K Buy
9,668
+1,064
+12% +$50.7K ﹤0.01% 1163
2025
Q1 		$350K Buy
8,604
+1,574
+22% +$58.2K ﹤0.01% 1328
2024
Q4 		$268K Buy
+7,030
New +$302K ﹤0.01% 1431

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Vanguard Group
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
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DSCM
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Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
First Trust Advisors
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