Welch Group’s Willdan Group WLDN Stock Holding History

Welch Group’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 Q3	–	Sell	-4,000	Closed	-$250K	–	306
2025 Q2	$250K	Buy	+4,000	New	+$191K	0.01%	229

Other funds holding WLDN

BlackRock New York $5.72T AUM 30.48% 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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

DSCM

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

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return

Welch Group's WLDN Position: Q3 2025 in Review

Welch Group sold out of Willdan Group (WLDN) in Q3 2025, closing a stake of 4,000 shares — an estimated $250K sold.

Welch Group first reported a position in WLDN in Q2 2025 and held it in 1 quarter. The position peaked at $250K in Q2 2025. 256 funds tracked by Wall St. Rank hold WLDN as of Q3 2025.

Welch Group reported no remaining Willdan Group position as of Q3 2025 after selling out during the quarter.
Welch Group sold 4,000 Willdan Group shares in Q3 2025, an estimated $250K.
Welch Group first reported a position in Willdan Group in Q2 2025 and held it in 1 quarter.
Welch Group's Willdan Group position peaked at $250K in Q2 2025.
256 funds tracked by Wall St. Rank held Willdan Group as of Q3 2025.

Based on Welch Group's 13F filing for Q3 2025, filed 14 Oct 2025.