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
Q2 		$3.55M Buy
44,896
+15,162
+51% +$1.29M ﹤0.01% 2723
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 $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

Envestnet Asset Management's WLDN Position: Q2 2026 in Review

Envestnet Asset Management increased its Willdan Group (WLDN) stake by 51% in Q2 2026, buying an estimated $1.29M and bringing the position to 44,896 shares worth $3.55M. The position accounts for ﹤0.01% of the portfolio, ranked #2723.

Envestnet Asset Management first reported a position in WLDN in Q2 2017 and has held it in 13 quarters since. 245 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

  • Envestnet Asset Management held 44,896 shares of Willdan Group worth $3.55M as of Q2 2026.
  • Envestnet Asset Management bought 15,162 Willdan Group shares in Q2 2026, an estimated $1.29M.
  • Willdan Group made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2723 holding.
  • Envestnet Asset Management first reported a position in Willdan Group in Q2 2017 and has held it in 13 quarters since.
  • 245 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.