OQS
WLDN icon

Occudo Quantitative Strategies’s Willdan Group WLDN Stock Holding History

Occudo Quantitative Strategies’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
-4,336
Closed -$419K – 926
2025
Q3 		$419K Sell
4,336
-4,436
-51% -$420K 0.05% 430
2025
Q2 		$548K Buy
8,772
+3,625
+70% +$173K 0.06% 337
2025
Q1 		$211K Sell
5,147
-794
-13% -$29.4K 0.03% 552
2024
Q4 		$226K Sell
5,941
-6,107
-51% -$262K 0.04% 534
2024
Q3 		$493K Buy
12,048
+4,745
+65% +$170K 0.09% 284
2024
Q2 		$211K Buy
+7,303
New +$218K 0.04% 584

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
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
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B 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

Occudo Quantitative Strategies's WLDN Position: Q4 2025 in Review

Occudo Quantitative Strategies sold out of Willdan Group (WLDN) in Q4 2025, closing a stake of 4,336 shares — an estimated $419K sold.

Occudo Quantitative Strategies first reported a position in WLDN in Q2 2024 and held it in 6 quarters. The position peaked at $548K in Q2 2025. 266 funds tracked by Wall St. Rank hold WLDN as of Q4 2025.

  • Occudo Quantitative Strategies reported no remaining Willdan Group position as of Q4 2025 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 4,336 Willdan Group shares in Q4 2025, an estimated $419K.
  • Occudo Quantitative Strategies first reported a position in Willdan Group in Q2 2024 and held it in 6 quarters.
  • Occudo Quantitative Strategies's Willdan Group position peaked at $548K in Q2 2025.
  • 266 funds tracked by Wall St. Rank held Willdan Group as of Q4 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q4 2025, filed 17 Feb 2026.