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O'Shaughnessy Asset Management’s Willdan Group WLDN Stock Holding History

O'Shaughnessy 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
-8,601
Closed -$892K – 2838
2025
Q4 		$892K Buy
8,601
+5,658
+192% +$557K ﹤0.01% 1203
2025
Q3 		$285K Buy
+2,943
New +$279K ﹤0.01% 1774
2021
Q4 		– Sell
-1,109
Closed -$40K – 2497
2021
Q3 		$40K Hold
1,109
– – ﹤0.01% 1746
2021
Q2 		$42K Hold
1,109
– – ﹤0.01% 1649
2021
Q1 		$45K Buy
+1,109
New +$51K ﹤0.01% 1429
2019
Q4 		– Sell
-8,147
Closed -$286K – 1914
2019
Q3 		$286K Hold
8,147
– – 0.01% 469
2019
Q2 		$302K Sell
8,147
-971
-11% -$35.1K 0.01% 467
2019
Q1 		$336K Hold
9,118
– – 0.01% 436
2018
Q4 		$319K Buy
+9,118
New +$312K 0.01% 412
2018
Q2 		– Sell
-6,833
Closed -$194K – 1011
2018
Q1 		$194K Sell
6,833
-7,160
-51% -$168K ﹤0.01% 518
2017
Q4 		$335K Sell
13,993
-1,123
-7% -$30.5K 0.01% 443
2017
Q3 		$491K Sell
15,116
-3,759
-20% -$120K 0.01% 365
2017
Q2 		$577K Buy
18,875
+10,438
+124% +$327K 0.01% 340
2017
Q1 		$272K Buy
+8,437
New +$241K 0.01% 456
2015
Q4 		– Sell
-890
Closed -$10K – 1024
2015
Q3 		$10K Hold
890
– – ﹤0.01% 712
2015
Q2 		$10K Sell
890
-77
-8% -$1.08K ﹤0.01% 746
2015
Q1 		$15K Sell
967
-26
-3% -$358 ﹤0.01% 708
2014
Q4 		$13K Sell
993
-44
-4% -$648 ﹤0.01% 771
2014
Q3 		$15K Buy
+1,037
New +$10.8K ﹤0.01% 730

Other funds holding WLDN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

O'Shaughnessy Asset Management's WLDN Position: Q1 2026 in Review

O'Shaughnessy Asset Management sold out of Willdan Group (WLDN) in Q1 2026, closing a stake of 8,601 shares — an estimated $892K sold.

O'Shaughnessy Asset Management first reported a position in WLDN in Q3 2014 and held it in 19 quarters. The position peaked at $892K in Q4 2025. 256 funds tracked by Wall St. Rank hold WLDN as of Q1 2026.

  • O'Shaughnessy Asset Management reported no remaining Willdan Group position as of Q1 2026 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 8,601 Willdan Group shares in Q1 2026, an estimated $892K.
  • O'Shaughnessy Asset Management first reported a position in Willdan Group in Q3 2014 and held it in 19 quarters.
  • O'Shaughnessy Asset Management's Willdan Group position peaked at $892K in Q4 2025.
  • 256 funds tracked by Wall St. Rank held Willdan Group as of Q1 2026.

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