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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

GK Wealth Management Reno, Nevada $165M AUM 66.42% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.17B AUM 36.12% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM