Redwood Grove Capital’s Willdan Group WLDN Stock Holding History

Redwood Grove Capital’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
2024 Q3	–	Sell	-178,511	Closed	-$5.15M	–	26
2024 Q2	$5.15M	Hold	178,511	–	–	1.61%	25
2024 Q1	$5.18M	Hold	178,511	–	–	1.61%	25
2023 Q4	$3.84M	Hold	178,511	–	–	1.42%	24
2023 Q3	$3.65M	Hold	178,511	–	–	1.46%	25
2023 Q2	$3.42M	Hold	178,511	–	–	1.45%	26
2023 Q1	$2.79M	Hold	178,511	–	–	1.33%	24
2022 Q4	$3.19M	Hold	178,511	–	–	1.58%	24
2022 Q3	$2.64M	Hold	178,511	–	–	1.45%	24
2022 Q2	$4.92M	Hold	178,511	–	–	2.68%	19
2022 Q1	$5.61M	Hold	178,511	–	–	2.79%	16
2021 Q4	$6.28M	Buy	178,511 +1,286	+0.7%	+$47.9K	2.95%	15
2021 Q3	$6.31M	Hold	177,225	–	–	3.59%	12
2021 Q2	$6.67M	Buy	177,225 +38,199	+27%	+$1.48M	3.6%	13
2021 Q1	$5.71M	Buy	139,026 +1,300	+0.9%	+$59.8K	3.52%	14
2020 Q4	$5.74M	Buy	+137,726	New	+$4.78M	4.18%	10

Other funds holding WLDN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Lord, Abbett & Co

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return