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USA Financial Formulas’s Willdan Group WLDN Stock Holding History

USA Financial Formulas’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 		– Sell
-463
Closed -$48K – 526
2025
Q4 		$48K Sell
463
-549
-54% -$54K 0.01% 236
2025
Q3 		$97.8K Sell
1,012
-20
-2% -$1.89K 0.02% 202
2025
Q2 		$64.5K Buy
+1,032
New +$49.2K 0.01% 197

Other funds holding WLDN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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 $1.88T AUM 44.46% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

USA Financial Formulas's WLDN Position: Q1 2026 in Review

USA Financial Formulas sold out of Willdan Group (WLDN) in Q1 2026, closing a stake of 463 shares — an estimated $48K sold.

USA Financial Formulas first reported a position in WLDN in Q2 2025 and held it in 3 quarters. The position peaked at $97.8K in Q3 2025. 256 funds tracked by Wall St. Rank hold WLDN as of Q1 2026.

  • USA Financial Formulas reported no remaining Willdan Group position as of Q1 2026 after selling out during the quarter.
  • USA Financial Formulas sold 463 Willdan Group shares in Q1 2026, an estimated $48K.
  • USA Financial Formulas first reported a position in Willdan Group in Q2 2025 and held it in 3 quarters.
  • USA Financial Formulas's Willdan Group position peaked at $97.8K in Q3 2025.
  • 256 funds tracked by Wall St. Rank held Willdan Group as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.