Wilsey Asset Management’s Willdan Group WLDN Stock Holding History

Wilsey Asset Management’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	-2,359	Closed	-$245K	–	30
2025 Q4	$245K	Hold	2,359	–	–	0.04%	27
2025 Q3	$228K	Sell	2,359 -2,358	-50%	-$223K	0.04%	25
2025 Q2	$295K	Sell	4,717 -510	-10%	-$24.3K	0.05%	22
2025 Q1	$213K	Buy	+5,227	New	+$193K	0.04%	23
2024 Q4	–	Sell	-5,227	Closed	-$214K	–	24
2024 Q3	$214K	Buy	+5,227	New	+$188K	0.04%	22
2023 Q4	–	Sell	-15,227	Closed	-$311K	–	25
2023 Q3	$311K	Hold	15,227	–	–	0.07%	23
2023 Q2	$292K	Buy	15,227 +227	+2%	+$3.81K	0.06%	23
2023 Q1	$234K	Hold	15,000	–	–	0.05%	25
2022 Q4	$268K	Sell	15,000 -12,484	-45%	-$192K	0.06%	24
2022 Q3	$407K	Buy	+27,484	New	+$658K	0.11%	24

Other funds holding WLDN

BlackRock New York $5.72T 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 New York $124B AUM 33.93% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wilsey Asset Management's WLDN Position: Q1 2026 in Review

Wilsey Asset Management sold out of Willdan Group (WLDN) in Q1 2026, closing a stake of 2,359 shares — an estimated $245K sold.

Wilsey Asset Management first reported a position in WLDN in Q3 2022 and held it in 10 quarters. The position peaked at $407K in Q3 2022. 253 funds tracked by Wall St. Rank hold WLDN as of Q1 2026.

Wilsey Asset Management reported no remaining Willdan Group position as of Q1 2026 after selling out during the quarter.
Wilsey Asset Management sold 2,359 Willdan Group shares in Q1 2026, an estimated $245K.
Wilsey Asset Management first reported a position in Willdan Group in Q3 2022 and held it in 10 quarters.
Wilsey Asset Management's Willdan Group position peaked at $407K in Q3 2022.
253 funds tracked by Wall St. Rank held Willdan Group as of Q1 2026.

Based on Wilsey Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.