Vontobel Holding’s Willdan Group WLDN Stock Holding History

Vontobel Holding’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 Q4	–	Sell	-3,172	Closed	-$307K	–	1534
2025 Q3	$307K	Buy	+3,172	New	+$300K	﹤0.01%	1098

Other funds holding WLDN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Vontobel Holding's WLDN Position: Q4 2025 in Review

Vontobel Holding sold out of Willdan Group (WLDN) in Q4 2025, closing a stake of 3,172 shares — an estimated $307K sold.

Vontobel Holding first reported a position in WLDN in Q3 2025 and held it in 1 quarter. The position peaked at $307K in Q3 2025. 267 funds tracked by Wall St. Rank hold WLDN as of Q4 2025.

Vontobel Holding reported no remaining Willdan Group position as of Q4 2025 after selling out during the quarter.
Vontobel Holding sold 3,172 Willdan Group shares in Q4 2025, an estimated $307K.
Vontobel Holding first reported a position in Willdan Group in Q3 2025 and held it in 1 quarter.
Vontobel Holding's Willdan Group position peaked at $307K in Q3 2025.
267 funds tracked by Wall St. Rank held Willdan Group as of Q4 2025.

Based on Vontobel Holding's 13F filing for Q4 2025, filed 13 Feb 2026.