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Summit Securities Group’s Willdan Group WLDN Stock Holding History

Summit Securities Group’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
Q1 		– Sell
-294
Closed -$11.2K – 1126
2024
Q4 		$11.2K Buy
+294
New +$12.6K ﹤0.01% 434

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
FCM
Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $294M AUM 19.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Summit Securities Group's WLDN Position: Q1 2025 in Review

Summit Securities Group sold out of Willdan Group (WLDN) in Q1 2025, closing a stake of 294 shares — an estimated $11.2K sold.

Summit Securities Group first reported a position in WLDN in Q4 2024 and held it in 1 quarter. The position peaked at $11.2K in Q4 2024. 171 funds tracked by Wall St. Rank hold WLDN as of Q1 2025.

  • Summit Securities Group reported no remaining Willdan Group position as of Q1 2025 after selling out during the quarter.
  • Summit Securities Group sold 294 Willdan Group shares in Q1 2025, an estimated $11.2K.
  • Summit Securities Group first reported a position in Willdan Group in Q4 2024 and held it in 1 quarter.
  • Summit Securities Group's Willdan Group position peaked at $11.2K in Q4 2024.
  • 171 funds tracked by Wall St. Rank held Willdan Group as of Q1 2025.

Based on Summit Securities Group's 13F filing for Q1 2025, filed 13 May 2025.