Y-Intercept (HK)
WLDN icon

Y-Intercept (HK)’s Willdan Group WLDN Stock Holding History

Y-Intercept (HK)’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
Q3 		– Sell
-15,964
Closed -$1.26M – 2146
2026
Q2 		$1.26M Sell
15,964
-1,226
-7% -$104K 0.03% 941
2026
Q1 		$1.32M Buy
17,190
+4,529
+36% +$479K 0.03% 917
2025
Q4 		$1.31M Buy
12,661
+1,383
+12% +$136K 0.03% 840
2025
Q3 		$1.09M Sell
11,278
-124
-1% -$11.7K 0.03% 941
2025
Q2 		$713K Buy
+11,402
New +$544K 0.02% 1077
2024
Q4 		– Sell
-8,906
Closed -$365K – 1713
2024
Q3 		$365K Buy
+8,906
New +$320K 0.02% 931

Other funds holding WLDN

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Kings Path Partners
Kings Path Partners Sugar Land, Texas $380M AUM 12.42% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Jamison Private Wealth Management
Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return
GK Wealth Management
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Y-Intercept (HK)'s WLDN Position: Q3 2026 in Review

Y-Intercept (HK) sold out of Willdan Group (WLDN) in Q3 2026, closing a stake of 15,964 shares — an estimated $1.26M sold.

Y-Intercept (HK) first reported a position in WLDN in Q3 2024 and held it in 6 quarters. The position peaked at $1.32M in Q1 2026. 29 funds tracked by Wall St. Rank hold WLDN as of Q3 2026.

  • Y-Intercept (HK) reported no remaining Willdan Group position as of Q3 2026 after selling out during the quarter.
  • Y-Intercept (HK) sold 15,964 Willdan Group shares in Q3 2026, an estimated $1.26M.
  • Y-Intercept (HK) first reported a position in Willdan Group in Q3 2024 and held it in 6 quarters.
  • Y-Intercept (HK)'s Willdan Group position peaked at $1.32M in Q1 2026.
  • 29 funds tracked by Wall St. Rank held Willdan Group as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.