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Martingale Asset Management’s Willdan Group WLDN Stock Holding History

Martingale Asset 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
2026
Q1 		– Sell
-4,419
Closed -$458K – 869
2025
Q4 		$458K Sell
4,419
-596
-12% -$58.7K 0.01% 625
2025
Q3 		$485K Sell
5,015
-8,810
-64% -$834K 0.01% 620
2025
Q2 		$864K Sell
13,825
-3,843
-22% -$183K 0.02% 500
2025
Q1 		$719K Buy
+17,668
New +$653K 0.02% 533

Other funds holding WLDN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Martingale Asset Management's WLDN Position: Q1 2026 in Review

Martingale Asset Management sold out of Willdan Group (WLDN) in Q1 2026, closing a stake of 4,419 shares — an estimated $458K sold.

Martingale Asset Management first reported a position in WLDN in Q1 2025 and held it in 4 quarters. The position peaked at $864K in Q2 2025. 253 funds tracked by Wall St. Rank hold WLDN as of Q1 2026.

  • Martingale Asset Management reported no remaining Willdan Group position as of Q1 2026 after selling out during the quarter.
  • Martingale Asset Management sold 4,419 Willdan Group shares in Q1 2026, an estimated $458K.
  • Martingale Asset Management first reported a position in Willdan Group in Q1 2025 and held it in 4 quarters.
  • Martingale Asset Management's Willdan Group position peaked at $864K in Q2 2025.
  • 253 funds tracked by Wall St. Rank held Willdan Group as of Q1 2026.

Based on Martingale Asset Management's 13F filing for Q1 2026, filed 13 May 2026.