Envestnet Asset Management
WLDN icon

Envestnet Asset Management’s Willdan Group WLDN Stock Holding History

Envestnet Asset Management’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 		$2.28M Buy
29,734
+6,354
+27% +$672K ﹤0.01% 2921
2025
Q4 		$2.42M Buy
23,380
+5,552
+31% +$547K ﹤0.01% 2683
2025
Q3 		$1.72M Sell
17,828
-10,591
-37% -$1M ﹤0.01% 2977
2025
Q2 		$1.78M Buy
28,419
+4,417
+18% +$211K ﹤0.01% 2912
2025
Q1 		$977K Buy
24,002
+6,125
+34% +$227K ﹤0.01% 3225
2024
Q4 		$681K Buy
17,877
+4,375
+32% +$188K ﹤0.01% 3407
2024
Q3 		$553K Buy
+13,502
New +$485K ﹤0.01% 3493
2018
Q3 		– Sell
-3,646
Closed -$113K – 2631
2018
Q2 		$113K Buy
3,646
+1,225
+51% +$35.4K ﹤0.01% 1945
2018
Q1 		$69K Buy
2,421
+843
+53% +$19.7K ﹤0.01% 2036
2017
Q4 		$38K Sell
1,578
-1,019
-39% -$27.6K ﹤0.01% 2391
2017
Q3 		$84K Sell
2,597
-221
-8% -$7.07K ﹤0.01% 2131
2017
Q2 		$86K Buy
+2,818
New +$88.3K ﹤0.01% 2194

Other funds holding WLDN

BlackRock
BlackRock New York $5.7T 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 $121B 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 $431B AUM 30.22% 1-Year Est. Return