Y-Intercept (Hong Kong) Ltd WLDN — WILLDAN GROUP INC

Ownership history in Y-Intercept (Hong Kong) Ltd  ·  5 quarters on record

AI Ownership Summary

Y-Intercept (Hong Kong) Ltd reported WILLDAN GROUP INC (WLDN) in 5 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.03% in 2025 Q4. 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 Y-Intercept (Hong Kong) Ltd'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 Q1

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

High-water mark
Peak Conviction
0.03% in 2025 Q4

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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 Y-Intercept (Hong Kong) Ltd fund profile Y-Intercept (Hong Kong) Ltd full holdings
How Y-Intercept (Hong Kong) Ltd 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 17,190 +4,529 +35.8% 0.02% $1.3M 2026-04-27 $66.79
2025 Q4 ADDED — — — 12,661 +1,383 +12.3% 0.03% $1.3M 2026-02-13 $117.33
2025 Q3 REDUCED — — — 11,278 -124 -1.1% 0.03% $1.1M 2025-10-31 $94.51
2025 Q2 ADDED — — — 11,402 +2,496 +28.0% 0.02% $713K 2025-08-01 $84.01
2024 Q3 INITIATED — — — 8,906 — — 0.02% $365K 2024-11-15 $41.64

🏢 Other funds also holding WLDN

As of 2026 Q1 — sorted by position size

Ausbil Investment Management Ltd 3Y 0.35% LMG Wealth Partners, LLC 3Y 0.31% WASATCH ADVISORS LP 3Y 7Y 0.19% Revisor Wealth Management LLC 0.07% Inspire Investing, LLC 3Y 7Y 0.04% Conestoga Capital Advisors, LLC 3Y 7Y 0.04% Abacus Wealth Partners, LLC 0.02% OP Asset Management Ltd 0.02% WEDBUSH SECURITIES INC 3Y 7Y 0.01% Annex Advisory Services, LLC 3Y 7Y 0.01%

FAQ About Y-Intercept (Hong Kong) Ltd and WLDN

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

How long has Y-Intercept (Hong Kong) Ltd reported owning WLDN?

Y-Intercept (Hong Kong) Ltd reported WLDN across 5 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported WLDN position in Y-Intercept (Hong Kong) Ltd's portfolio?

The largest reported portfolio weight for WLDN was 0.03% in 2025 Q4.

What is the latest reported WLDN position on this page?

The most recent filing on this page is 2026 Q1, when Y-Intercept (Hong Kong) Ltd reported 17,190 shares, equal to 0.02% of portfolio, with an estimated market value of $1.3M.

What does the chart on this WLDN ownership page compare?

The chart compares Y-Intercept (Hong Kong) Ltd'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 Y-Intercept (Hong Kong) Ltd time their WLDN position?

Based on 13F filing dates vs. subsequent WLDN price moves, Y-Intercept (Hong Kong) Ltd correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on WLDN relative to SPY over the holding period was +72.9%.

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