Osaic Holdings
WLDN icon

Osaic Holdings’s Willdan Group WLDN Stock Holding History

Osaic Holdings’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
Q2 		$928K Sell
11,732
-11,561
-50% -$984K ﹤0.01% 3080
2026
Q1 		$1.78M Buy
23,293
+7,532
+48% +$797K ﹤0.01% 2174
2025
Q4 		$1.63M Buy
15,761
+346
+2% +$34.1K ﹤0.01% 2261
2025
Q3 		$1.68M Buy
15,415
+8
+0.1% +$757 ﹤0.01% 2321
2025
Q2 		$963K Sell
15,407
-223
-1% -$10.6K ﹤0.01% 2539
2025
Q1 		$636K Buy
15,630
+1,316
+9% +$48.7K ﹤0.01% 2648
2024
Q4 		$545K Sell
14,314
-8,717
-38% -$374K ﹤0.01% 2719
2024
Q3 		$943K Buy
23,031
+11,521
+100% +$414K ﹤0.01% 2297
2024
Q2 		$332K Buy
11,510
+330
+3% +$9.84K ﹤0.01% 3113
2024
Q1 		$324K Buy
11,180
+1,020
+10% +$22.2K ﹤0.01% 3280
2023
Q4 		$218K Sell
10,160
-10,000
-50% -$199K ﹤0.01% 3849
2023
Q3 		$412K Buy
20,160
+10,000
+98% +$212K ﹤0.01% 3413
2023
Q2 		$195K Sell
10,160
-5,100
-33% -$85.7K ﹤0.01% 3911
2023
Q1 		$238K Buy
15,260
+15,100
+9,438% +$271K ﹤0.01% 3726
2022
Q4 		$3K Hold
160
– – ﹤0.01% 6548
2022
Q3 		$2K Hold
160
– – ﹤0.01% 6851
2022
Q2 		$4K Hold
160
– – ﹤0.01% 6639
2022
Q1 		$5K Hold
160
– – ﹤0.01% 6514
2021
Q4 		$6K Hold
160
– – ﹤0.01% 6570
2021
Q3 		$6K Sell
160
-300
-65% -$11.3K ﹤0.01% 6475
2021
Q2 		$17K Hold
460
– – ﹤0.01% 5769
2021
Q1 		$19K Buy
460
+300
+188% +$13.8K ﹤0.01% 5528
2020
Q4 		$7K Hold
160
– – ﹤0.01% 5671
2020
Q3 		$4K Hold
160
– – ﹤0.01% 5667
2020
Q2 		$4K Hold
160
– – ﹤0.01% 5595
2020
Q1 		$3K Buy
+160
New +$4.93K ﹤0.01% 5582

Other funds holding WLDN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AFCM
Alta Fox Capital Management Fort Worth, Texas $497M AUM 48.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Osaic Holdings's WLDN Position: Q2 2026 in Review

Osaic Holdings reduced its Willdan Group (WLDN) stake by 50% in Q2 2026, selling an estimated $984K and leaving 11,732 shares worth $928K. The position accounts for ﹤0.01% of the portfolio, ranked #3080.

Osaic Holdings first reported a position in WLDN in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.78M in Q1 2026. 245 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

  • Osaic Holdings held 11,732 shares of Willdan Group worth $928K as of Q2 2026.
  • Osaic Holdings sold 11,561 Willdan Group shares in Q2 2026, an estimated $984K.
  • Willdan Group made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #3080 holding.
  • Osaic Holdings first reported a position in Willdan Group in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Willdan Group position peaked at $1.78M in Q1 2026.
  • 245 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.