Swedbank AB WLDN — WILLDAN GROUP INC

Ownership history in Swedbank AB  ·  9 quarters on record

AI Ownership Summary

Swedbank AB reported WILLDAN GROUP INC (WLDN) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.02% in 2026 Q2. The latest visible filing shows WLDN at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WLDN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Swedbank AB's position in WILLDAN GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

WLDN was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WLDN stock page Swedbank AB fund profile Swedbank AB full holdings
How Swedbank AB held WLDN — position size vs. price
% of Fund (quarterly)    WLDN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 349,700 +113,000 +47.7% 0.02% $27.7M 2026-07-15 $72.80
2026 Q1 ADDED — — — 236,700 +61,900 +35.4% 0.02% $18.1M 2026-04-29 $72.86
2025 Q4 ADDED — — — 174,800 +47,000 +36.8% 0.02% $18.1M 2026-02-03 $127.09
2025 Q3 REDUCED 36.8% +14.6% ❌ 127,800 -74,500 -36.8% 0.01% $12.4M 2025-10-15 $96.09
2025 Q2 REDUCED 6.4% +53.9% ❌ 202,300 -13,900 -6.4% 0.01% $12.6M 2025-07-10 $72.67
2025 Q1 REDUCED 30.4% +53.5% ❌ 216,200 -94,400 -30.4% 0.01% $8.8M 2025-04-14 $39.20
2024 Q4 REDUCED 15.9% +6.9% ❌ 310,600 -58,600 -15.9% 0.01% $11.8M 2025-01-22 $38.23
2024 Q3 REDUCED 15.2% -6.3% ✅ 369,200 -66,400 -15.2% 0.02% $15.1M 2024-12-06 $43.42
2024 Q2 INITIATED — — — 435,600 — — 0.02% $12.6M 2024-07-11 $32.02

🏢 Other funds also holding WLDN

As of 2026 Q2 — sorted by position size

GK Wealth Management LLC 0.2% WASATCH ADVISORS LP 3Y 7Y 0.15% Arista Wealth Management, LLC 3Y 0.05% Revisor Wealth Management LLC 0.05% Handelsbanken Fonder AB 3Y 7Y 0.04% Falcon Wealth Planning 3Y 0.03% JAMISON PRIVATE WEALTH MANAGEMENT, INC. 0.03% Y-Intercept (Hong Kong) Ltd 3Y 0.02% Ares Financial Consulting, LLC 0.01% Diversified Trust Co 3Y 7Y 0.01%

FAQ About Swedbank AB and WLDN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Swedbank AB reported owning WLDN?

Swedbank AB reported WLDN across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported WLDN position in Swedbank AB's portfolio?

The largest reported portfolio weight for WLDN was 0.02% in 2026 Q2.

What is the latest reported WLDN position on this page?

The most recent filing on this page is 2026 Q2, when Swedbank AB reported 349,700 shares, equal to 0.02% of portfolio, with an estimated market value of $27.7M.

What does the chart on this WLDN ownership page compare?

The chart compares Swedbank AB's quarterly WLDN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Swedbank AB time their WLDN position?

Based on 13F filing dates vs. subsequent WLDN price moves, Swedbank AB correctly timed 2 out of 8 reported position changes (25%). The annualised alpha on WLDN relative to SPY over the holding period was +27.8%.

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