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Swiss Life Asset Management’s Willdan Group WLDN Stock Holding History

Swiss Life Asset Management’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
Q2 		– Sell
-6,099
Closed -$752K – 1742
2026
Q1 		$752K Buy
6,099
+3,956
+185% +$419K ﹤0.01% 725
2025
Q4 		$222K Buy
+2,143
New +$211K ﹤0.01% 1215

Other funds holding WLDN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Swiss Life Asset Management's WLDN Position: Q2 2026 in Review

Swiss Life Asset Management sold out of Willdan Group (WLDN) in Q2 2026, closing a stake of 6,099 shares — an estimated $752K sold.

Swiss Life Asset Management first reported a position in WLDN in Q4 2025 and held it in 2 quarters. The position peaked at $752K in Q1 2026. 140 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

  • Swiss Life Asset Management reported no remaining Willdan Group position as of Q2 2026 after selling out during the quarter.
  • Swiss Life Asset Management sold 6,099 Willdan Group shares in Q2 2026, an estimated $752K.
  • Swiss Life Asset Management first reported a position in Willdan Group in Q4 2025 and held it in 2 quarters.
  • Swiss Life Asset Management's Willdan Group position peaked at $752K in Q1 2026.
  • 140 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.