EIM
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Essex Investment Management’s Willdan Group WLDN Stock Holding History

Essex Investment 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 		$5.99M Buy
78,292
+1,371
+2% +$145K 0.95% 25
2025
Q4 		$7.97M Sell
76,921
-1,994
-3% -$196K 1.22% 18
2025
Q3 		$7.63M Sell
78,915
-28,312
-26% -$2.68M 1.17% 19
2025
Q2 		$6.7M Sell
107,227
-29,863
-22% -$1.42M 1.22% 15
2025
Q1 		$5.58M Sell
137,090
-917
-0.7% -$33.9K 1.16% 16
2024
Q4 		$5.26M Sell
138,007
-17,754
-11% -$762K 0.95% 25
2024
Q3 		$6.38M Buy
155,761
+538
+0.3% +$19.3K 1.11% 19
2024
Q2 		$4.48M Buy
155,223
+19,887
+15% +$593K 0.84% 36
2024
Q1 		$3.92M Buy
135,336
+2,100
+2% +$45.7K 0.77% 41
2023
Q4 		$2.86M Sell
133,236
-10,291
-7% -$205K 0.56% 59
2023
Q3 		$2.93M Sell
143,527
-1,932
-1% -$41K 0.48% 65
2023
Q2 		$2.79M Buy
145,459
+64,190
+79% +$1.08M 0.39% 87
2023
Q1 		$1.27M Buy
81,269
+11,595
+17% +$208K 0.18% 168
2022
Q4 		$1.24M Buy
69,674
+23,644
+51% +$364K 0.19% 162
2022
Q3 		$682K Buy
46,030
+1,288
+3% +$30.8K 0.11% 219
2022
Q2 		$1.23M Buy
44,742
+1,504
+3% +$41.1K 0.2% 154
2022
Q1 		$1.33M Buy
43,238
+1,995
+5% +$62.1K 0.17% 193
2021
Q4 		$1.45M Buy
41,243
+3,070
+8% +$114K 0.17% 189
2021
Q3 		$1.36M Sell
38,173
-243
-0.6% -$9.15K 0.17% 189
2021
Q2 		$1.45M Sell
38,416
-3,300
-8% -$127K 0.17% 195
2021
Q1 		$1.71M Sell
41,716
-4,470
-10% -$206K 0.21% 166
2020
Q4 		$1.93M Sell
46,186
-8,473
-16% -$294K 0.24% 136
2020
Q3 		$1.39M Buy
54,659
+1,792
+3% +$48.3K 0.2% 163
2020
Q2 		$1.32M Sell
52,867
-259
-0.5% -$5.96K 0.22% 155
2020
Q1 		$1.14M Sell
53,126
-2,840
-5% -$87.5K 0.23% 143
2019
Q4 		$1.78M Buy
55,966
+2,635
+5% +$83.5K 0.22% 155
2019
Q3 		$1.87M Sell
53,331
-6,147
-10% -$219K 0.27% 110
2019
Q2 		$2.22M Buy
59,478
+8,483
+17% +$307K 0.3% 102
2019
Q1 		$1.89M Sell
50,995
-1,813
-3% -$64.5K 0.28% 113
2018
Q4 		$1.85M Sell
52,808
-3,516
-6% -$120K 0.29% 103
2018
Q3 		$1.91M Buy
56,324
+2,270
+4% +$70.8K 0.22% 138
2018
Q2 		$1.67M Buy
54,054
+65
+0.1% +$1.88K 0.21% 152
2018
Q1 		$1.53M Sell
53,989
-3,982
-7% -$93.2K 0.2% 149
2017
Q4 		$1.39M Sell
57,971
-500
-0.9% -$13.6K 0.18% 176
2017
Q3 		$1.9M Sell
58,471
-1,041
-2% -$33.3K 0.26% 128
2017
Q2 		$1.82M Buy
59,512
+15,811
+36% +$495K 0.26% 126
2017
Q1 		$1.41M Buy
43,701
+10,618
+32% +$303K 0.22% 130
2016
Q4 		$747K Sell
33,083
-15,322
-32% -$311K 0.12% 196
2016
Q3 		$850K Sell
48,405
-1,134
-2% -$16.3K 0.14% 186
2016
Q2 		$526K Sell
49,539
-546
-1% -$5.71K 0.09% 226
2016
Q1 		$483K Sell
50,085
-7,154
-12% -$59.5K 0.08% 234
2015
Q4 		$480K Sell
57,239
-4,120
-7% -$41.1K 0.08% 237
2015
Q3 		$622K Buy
61,359
+23,923
+64% +$245K 0.1% 201
2015
Q2 		$419K Sell
37,436
-788
-2% -$11.1K 0.06% 243
2015
Q1 		$605K Sell
38,224
-224
-0.6% -$3.09K 0.08% 219
2014
Q4 		$519K Sell
38,448
-20,831
-35% -$307K 0.08% 217
2014
Q3 		$857K Buy
+59,279
New +$617K 0.13% 178

Other funds holding WLDN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $124B 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 $3.37T AUM 44.26% 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 $432B AUM 30.22% 1-Year Est. Return

Essex Investment Management's WLDN Position: Q1 2026 in Review

Essex Investment Management increased its Willdan Group (WLDN) stake by 1.8% in Q1 2026, buying an estimated $145K and bringing the position to 78,292 shares worth $5.99M. The position accounts for 0.95% of the portfolio, ranked #25.

Essex Investment Management first reported a position in WLDN in Q3 2014 and has held it in 47 quarters since. The position peaked at $7.97M in Q4 2025. 254 funds tracked by Wall St. Rank hold WLDN as of Q1 2026.

  • Essex Investment Management held 78,292 shares of Willdan Group worth $5.99M as of Q1 2026.
  • Essex Investment Management bought 1,371 Willdan Group shares in Q1 2026, an estimated $145K.
  • Willdan Group made up 0.95% of Essex Investment Management's portfolio in Q1 2026, its #25 holding.
  • Essex Investment Management first reported a position in Willdan Group in Q3 2014 and has held it in 47 quarters since.
  • Essex Investment Management's Willdan Group position peaked at $7.97M in Q4 2025.
  • 254 funds tracked by Wall St. Rank held Willdan Group as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.