UBS AM
WLDN icon

UBS AM’s Willdan Group WLDN Stock Holding History

UBS AM’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 		$1.65M Sell
21,543
-1,412
-6% -$149K ﹤0.01% 2132
2025
Q4 		$2.38M Buy
22,955
+2,755
+14% +$271K ﹤0.01% 1819
2025
Q3 		$1.95M Buy
20,200
+9,221
+84% +$873K ﹤0.01% 1763
2025
Q2 		$686K Buy
+10,979
New +$524K ﹤0.01% 2454
2021
Q2 		– Sell
-4,900
Closed -$201K – 2783
2021
Q1 		$201K Hold
4,900
– – ﹤0.01% 2564
2020
Q4 		$204K Buy
+4,900
New +$170K ﹤0.01% 2498
2020
Q1 		– Sell
-6,300
Closed -$200K – 2532
2019
Q4 		$200K Hold
6,300
– – ﹤0.01% 2477
2019
Q3 		$221K Buy
+6,300
New +$225K ﹤0.01% 2550

Other funds holding WLDN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
WA
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
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
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return