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Oxinas Partners Wealth Management’s Willdan Group WLDN Stock Holding History

Oxinas Partners Wealth 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
-2,035
Closed -$211K – 150
2025
Q4 		$211K Buy
+2,035
New +$200K 0.1% 125

Other funds holding WLDN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Oxinas Partners Wealth Management's WLDN Position: Q1 2026 in Review

Oxinas Partners Wealth Management sold out of Willdan Group (WLDN) in Q1 2026, closing a stake of 2,035 shares — an estimated $211K sold.

Oxinas Partners Wealth Management first reported a position in WLDN in Q4 2025 and held it in 1 quarter. The position peaked at $211K in Q4 2025. 254 funds tracked by Wall St. Rank hold WLDN as of Q1 2026.

  • Oxinas Partners Wealth Management reported no remaining Willdan Group position as of Q1 2026 after selling out during the quarter.
  • Oxinas Partners Wealth Management sold 2,035 Willdan Group shares in Q1 2026, an estimated $211K.
  • Oxinas Partners Wealth Management first reported a position in Willdan Group in Q4 2025 and held it in 1 quarter.
  • Oxinas Partners Wealth Management's Willdan Group position peaked at $211K in Q4 2025.
  • 254 funds tracked by Wall St. Rank held Willdan Group as of Q1 2026.

Based on Oxinas Partners Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.