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Waddell & Reed Financial’s Willdan Group WLDN Stock Holding History

Waddell & Reed Financial’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
2019
Q2 		– Sell
-80,320
Closed -$2.98M – 519
2019
Q1 		$2.98M Sell
80,320
-2,260
-3% -$80.4K 0.01% 465
2018
Q4 		$2.89M Buy
82,580
+35,880
+77% +$1.23M 0.01% 462
2018
Q3 		$1.59M Hold
46,700
– – ﹤0.01% 525
2018
Q2 		$1.45M Hold
46,700
– – ﹤0.01% 521
2018
Q1 		$1.32M Hold
46,700
– – ﹤0.01% 509
2017
Q4 		$1.12M Buy
+46,700
New +$1.27M ﹤0.01% 513

Other funds holding WLDN

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TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return