C
WLDN icon

Covestor’s Willdan Group WLDN Stock Holding History

Covestor’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 		$11K Buy
142
+4
+3% +$341 0.01% 1558
2026
Q1 		$11K Sell
138
-20
-13% -$2.12K 0.01% 1367
2025
Q4 		$16K Sell
158
-245
-61% -$24.1K 0.01% 1384
2025
Q3 		$39K Sell
403
-483
-55% -$45.7K 0.02% 1028
2025
Q2 		$55K Buy
886
+582
+191% +$27.8K 0.03% 859
2025
Q1 		$12K Buy
304
+12
+4% +$444 0.01% 1416
2024
Q4 		$11K Buy
292
+152
+109% +$6.52K 0.01% 1510
2024
Q3 		$6K Buy
140
+124
+775% +$4.46K ﹤0.01% 1723
2024
Q2 		$0 Buy
+16
New +$477 ﹤0.01% 2819

Other funds holding WLDN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AFCM
Alta Fox Capital Management Fort Worth, Texas $497M AUM 48.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Covestor's WLDN Position: Q2 2026 in Review

Covestor increased its Willdan Group (WLDN) stake by 2.9% in Q2 2026, buying an estimated $341 and bringing the position to 142 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #1558.

Covestor first reported a position in WLDN in Q2 2024 and has held it in 9 quarters since. The position peaked at $55K in Q2 2025. 245 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

  • Covestor held 142 shares of Willdan Group worth $11K as of Q2 2026.
  • Covestor bought 4 Willdan Group shares in Q2 2026, an estimated $341.
  • Willdan Group made up 0.01% of Covestor's portfolio in Q2 2026, its #1558 holding.
  • Covestor first reported a position in Willdan Group in Q2 2024 and has held it in 9 quarters since.
  • Covestor's Willdan Group position peaked at $55K in Q2 2025.
  • 245 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.