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WLDN icon

Oberweis Asset Management’s Willdan Group WLDN Stock Holding History

Oberweis 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
2025
Q3 		– Sell
-110,100
Closed -$6.88M – 204
2025
Q2 		$6.88M Hold
110,100
– – 0.3% 116
2025
Q1 		$4.48M Buy
110,100
+30,000
+37% +$1.11M 0.22% 138
2024
Q4 		$3.05M Buy
80,100
+1,000
+1% +$42.9K 0.14% 166
2024
Q3 		$3.24M Hold
79,100
– – 0.17% 166
2024
Q2 		$2.28M Buy
+79,100
New +$2.36M 0.14% 167
2017
Q4 		– Sell
-8,257
Closed -$268K – 243
2017
Q3 		$268K Hold
8,257
– – 0.07% 137
2017
Q2 		$252K Sell
8,257
-2,700
-25% -$84.6K 0.07% 125
2017
Q1 		$353K Sell
10,957
-2,000
-15% -$57K 0.1% 113
2016
Q4 		$293K Hold
12,957
– – 0.09% 114
2016
Q3 		$227K Buy
+12,957
New +$186K 0.07% 127
2015
Q1 		– Sell
-12,500
Closed -$169K – 184
2014
Q4 		$169K Sell
12,500
-8,700
-41% -$128K 0.05% 123
2014
Q3 		$307K Buy
+21,200
New +$221K 0.08% 114

Other funds holding WLDN

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BlackRock New York $5.7T AUM 30.48% 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 $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 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
DSCM
Divisadero Street Capital Management Miami, Florida $2.14B AUM 134.55% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $13.8B AUM 31.98% 1-Year Est. Return