Scotia Capital’s Willdan Group WLDN Stock Holding History

Scotia 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
2025 Q4	–	Sell	-5,361	Closed	-$518K	–	966
2025 Q3	$518K	Buy	+5,361	New	+$507K	﹤0.01%	660

Other funds holding WLDN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Scotia Capital's WLDN Position: Q4 2025 in Review

Scotia Capital sold out of Willdan Group (WLDN) in Q4 2025, closing a stake of 5,361 shares — an estimated $518K sold.

Scotia Capital first reported a position in WLDN in Q3 2025 and held it in 1 quarter. The position peaked at $518K in Q3 2025. 267 funds tracked by Wall St. Rank hold WLDN as of Q4 2025.

Scotia Capital reported no remaining Willdan Group position as of Q4 2025 after selling out during the quarter.
Scotia Capital sold 5,361 Willdan Group shares in Q4 2025, an estimated $518K.
Scotia Capital first reported a position in Willdan Group in Q3 2025 and held it in 1 quarter.
Scotia Capital's Willdan Group position peaked at $518K in Q3 2025.
267 funds tracked by Wall St. Rank held Willdan Group as of Q4 2025.

Based on Scotia Capital's 13F filing for Q4 2025, filed 12 Feb 2026.