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

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $170B AUM 46.21% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Mackenzie Financial's WLDN Position: Q4 2025 in Review

Mackenzie Financial sold out of Willdan Group (WLDN) in Q4 2025, closing a stake of 11,411 shares — an estimated $1.1M sold.

Mackenzie Financial first reported a position in WLDN in Q4 2024 and held it in 4 quarters. The position peaked at $1.1M in Q3 2025. 267 funds tracked by Wall St. Rank hold WLDN as of Q4 2025.

  • Mackenzie Financial reported no remaining Willdan Group position as of Q4 2025 after selling out during the quarter.
  • Mackenzie Financial sold 11,411 Willdan Group shares in Q4 2025, an estimated $1.1M.
  • Mackenzie Financial first reported a position in Willdan Group in Q4 2024 and held it in 4 quarters.
  • Mackenzie Financial's Willdan Group position peaked at $1.1M in Q3 2025.
  • 267 funds tracked by Wall St. Rank held Willdan Group as of Q4 2025.

Based on Mackenzie Financial's 13F filing for Q4 2025, filed 18 Feb 2026.