AG
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Algert Global’s Willdan Group WLDN Stock Holding History

Algert Global’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 		$11.3M Buy
147,587
+38,500
+35% +$4.07M 0.17% 173
2025
Q4 		$11.3M Buy
109,087
+6,786
+7% +$668K 0.18% 158
2025
Q3 		$9.89M Buy
102,301
+98,621
+2,680% +$9.33M 0.17% 189
2025
Q2 		$230K Sell
3,680
-2,450
-40% -$117K ﹤0.01% 1080
2025
Q1 		$250K Buy
+6,130
New +$227K 0.01% 1044
2018
Q2 		– Sell
-13,029
Closed -$369K – 389
2018
Q1 		$369K Sell
13,029
-55,901
-81% -$1.31M 0.07% 277
2017
Q4 		$1.65M Sell
68,930
-7,258
-10% -$197K 0.39% 112
2017
Q3 		$2.47M Buy
76,188
+62,438
+454% +$2M 0.57% 66
2017
Q2 		$420K Sell
13,750
-2,080
-13% -$65.2K 0.12% 226
2017
Q1 		$511K Buy
+15,830
New +$451K 0.14% 230

Other funds holding WLDN

BlackRock
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Algert Global's WLDN Position: Q1 2026 in Review

Algert Global increased its Willdan Group (WLDN) stake by 35% in Q1 2026, buying an estimated $4.07M and bringing the position to 147,587 shares worth $11.3M. The position accounts for 0.17% of the portfolio, ranked #173.

Algert Global first reported a position in WLDN in Q1 2017 and has held it in 10 quarters since. The position peaked at $11.3M in Q4 2025. 253 funds tracked by Wall St. Rank hold WLDN as of Q1 2026.

  • Algert Global held 147,587 shares of Willdan Group worth $11.3M as of Q1 2026.
  • Algert Global bought 38,500 Willdan Group shares in Q1 2026, an estimated $4.07M.
  • Willdan Group made up 0.17% of Algert Global's portfolio in Q1 2026, its #173 holding.
  • Algert Global first reported a position in Willdan Group in Q1 2017 and has held it in 10 quarters since.
  • Algert Global's Willdan Group position peaked at $11.3M in Q4 2025.
  • 253 funds tracked by Wall St. Rank held Willdan Group as of Q1 2026.

Based on Algert Global's 13F filing for Q1 2026, filed 14 May 2026.