STRS Ohio’s Willdan Group WLDN Stock Holding History

STRS Ohio’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	$689K	Buy	9,000 +1,600	+22%	+$169K	﹤0.01%	858
2025 Q4	$767K	Sell	7,400 -100	-1%	-$9.85K	﹤0.01%	809
2025 Q3	$725K	Sell	7,500 -1,300	-15%	-$123K	﹤0.01%	814
2025 Q2	$550K	Buy	8,800 +600	+7%	+$28.6K	﹤0.01%	1205
2025 Q1	$334K	Buy	8,200 +3,000	+58%	+$111K	﹤0.01%	1356
2024 Q4	$198K	Sell	5,200 -2,500	-32%	-$107K	﹤0.01%	1513
2024 Q3	$315K	Buy	7,700 +2,200	+40%	+$79K	﹤0.01%	1433
2024 Q2	$159K	Sell	5,500 -7,900	-59%	-$236K	﹤0.01%	1613
2024 Q1	$388K	Sell	13,400 -5,700	-30%	-$124K	﹤0.01%	1356
2023 Q4	$410K	Sell	19,100 -1,600	-8%	-$31.8K	﹤0.01%	1360
2023 Q3	$422K	Buy	+20,700	New	+$439K	﹤0.01%	1337
2017 Q4	–	Sell	-2,200	Closed	-$71K	–	1942
2017 Q3	$71K	Hold	2,200	–	–	﹤0.01%	1717
2017 Q2	$67K	Buy	+2,200	New	+$68.9K	﹤0.01%	1732

Other funds holding WLDN

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 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 Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return