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Sierra Summit Advisors’s Willdan Group WLDN Stock Holding History

Sierra Summit Advisors’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
-9,310
Closed -$900K – 218
2025
Q3 		$900K Buy
+9,310
New +$881K 0.14% 107

Other funds holding WLDN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Driehaus Capital Management
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Sierra Summit Advisors's WLDN Position: Q4 2025 in Review

Sierra Summit Advisors sold out of Willdan Group (WLDN) in Q4 2025, closing a stake of 9,310 shares — an estimated $900K sold.

Sierra Summit Advisors first reported a position in WLDN in Q3 2025 and held it in 1 quarter. The position peaked at $900K in Q3 2025. 267 funds tracked by Wall St. Rank hold WLDN as of Q4 2025.

  • Sierra Summit Advisors reported no remaining Willdan Group position as of Q4 2025 after selling out during the quarter.
  • Sierra Summit Advisors sold 9,310 Willdan Group shares in Q4 2025, an estimated $900K.
  • Sierra Summit Advisors first reported a position in Willdan Group in Q3 2025 and held it in 1 quarter.
  • Sierra Summit Advisors's Willdan Group position peaked at $900K in Q3 2025.
  • 267 funds tracked by Wall St. Rank held Willdan Group as of Q4 2025.

Based on Sierra Summit Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.