Envestnet Asset Management
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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
2025
Q2 		$1.78M Buy
2025
Q1 		$977K Buy
2024
Q4 		$681K Buy
2024
Q3 		$553K Buy
2018
Q3 		– Sell
2018
Q2 		$113K Buy
2018
Q1 		$69K Buy
2017
Q4 		$38K Sell
2017
Q3 		$84K Sell
2017
Q2 		$86K Buy