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CVFG LLC’s Willdan Group WLDN Stock Holding History

CVFG LLC’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 		$2.95M Sell
37,250
-7,300
-16% -$622K 0.31% 87
2026
Q1 		$3.41M Buy
+44,550
New +$4.71M 0.42% 75

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

CVFG LLC's WLDN Position: Q2 2026 in Review

CVFG LLC reduced its Willdan Group (WLDN) stake by 16% in Q2 2026, selling an estimated $622K and leaving 37,250 shares worth $2.95M. The position accounts for 0.31% of the portfolio, ranked #87.

CVFG LLC first reported a position in WLDN in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.41M in Q1 2026. 245 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

  • CVFG LLC held 37,250 shares of Willdan Group worth $2.95M as of Q2 2026.
  • CVFG LLC sold 7,300 Willdan Group shares in Q2 2026, an estimated $622K.
  • Willdan Group made up 0.31% of CVFG LLC's portfolio in Q2 2026, its #87 holding.
  • CVFG LLC first reported a position in Willdan Group in Q1 2026 and has held it in 2 quarters since.
  • CVFG LLC's Willdan Group position peaked at $3.41M in Q1 2026.
  • 245 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on CVFG LLC's 13F filing for Q2 2026, filed 11 Aug 2026.