AA
WLDN icon

ALPS Advisors’s Willdan Group WLDN Stock Holding History

ALPS Advisors’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 		$2.16M Buy
28,211
+3,201
+13% +$339K 0.01% 388
2025
Q4 		$2.59M Sell
25,010
-937
-4% -$92.2K 0.02% 351
2025
Q3 		$2.51M Buy
25,947
+2,684
+12% +$254K 0.01% 345
2025
Q2 		$1.45M Buy
23,263
+2,003
+9% +$95.5K 0.01% 420
2025
Q1 		$866K Sell
21,260
-8,220
-28% -$304K 0.01% 499
2024
Q4 		$1.12M Buy
29,480
+20,280
+220% +$870K 0.01% 457
2024
Q3 		$377K Buy
+9,200
New +$331K ﹤0.01% 702
2021
Q3 		– Sell
-94,937
Closed -$3.57M – 1038
2021
Q2 		$3.57M Sell
94,937
-16,013
-14% -$619K 0.03% 199
2021
Q1 		$4.55M Buy
110,950
+28,667
+35% +$1.32M 0.04% 183
2020
Q4 		$3.43M Buy
82,283
+22,365
+37% +$777K 0.04% 202
2020
Q3 		$1.53M Buy
59,918
+13,821
+30% +$373K 0.02% 267
2020
Q2 		$1.15M Buy
46,097
+6,732
+17% +$155K 0.02% 297
2020
Q1 		$841K Buy
39,365
+12,419
+46% +$383K 0.01% 311
2019
Q4 		$856K Buy
26,946
+5,539
+26% +$175K 0.01% 373
2019
Q3 		$751K Buy
21,407
+4,420
+26% +$158K 0.01% 362
2019
Q2 		$633K Buy
16,987
+8,585
+102% +$310K ﹤0.01% 485
2019
Q1 		$311K Buy
+8,402
New +$299K ﹤0.01% 861
2017
Q3 		– Sell
-14,146
Closed -$432K – 877
2017
Q2 		$432K Buy
14,146
+36
+0.3% +$1.13K ﹤0.01% 640
2017
Q1 		$455K Buy
+14,110
New +$402K ﹤0.01% 638

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

ALPS Advisors's WLDN Position: Q1 2026 in Review

ALPS Advisors increased its Willdan Group (WLDN) stake by 13% in Q1 2026, buying an estimated $339K and bringing the position to 28,211 shares worth $2.16M. The position accounts for 0.01% of the portfolio, ranked #388.

ALPS Advisors first reported a position in WLDN in Q1 2017 and has held it in 19 quarters since. The position peaked at $4.55M in Q1 2021. 253 funds tracked by Wall St. Rank hold WLDN as of Q1 2026.

  • ALPS Advisors held 28,211 shares of Willdan Group worth $2.16M as of Q1 2026.
  • ALPS Advisors bought 3,201 Willdan Group shares in Q1 2026, an estimated $339K.
  • Willdan Group made up 0.01% of ALPS Advisors's portfolio in Q1 2026, its #388 holding.
  • ALPS Advisors first reported a position in Willdan Group in Q1 2017 and has held it in 19 quarters since.
  • ALPS Advisors's Willdan Group position peaked at $4.55M in Q1 2021.
  • 253 funds tracked by Wall St. Rank held Willdan Group as of Q1 2026.

Based on ALPS Advisors's 13F filing for Q1 2026, filed 8 May 2026.