First Trust Advisors’s Willdan Group WLDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $28.6M | Buy |
361,079
+74,221
| +26% | +$6.32M | 0.02% | 836 |
|
|
2026
Q1 | $22M | Buy |
286,858
+49,161
| +21% | +$5.2M | 0.02% | 856 |
|
|
2025
Q4 | $24.6M | Buy |
237,697
+112,094
| +89% | +$11M | 0.02% | 821 |
|
|
2025
Q3 | $12.1M | Sell |
125,603
-30,725
| -20% | -$2.91M | 0.01% | 1042 |
|
|
2025
Q2 | $9.77M | Buy |
156,328
+7,564
| +5% | +$361K | 0.01% | 1094 |
|
|
2025
Q1 | $6.06M | Sell |
148,764
-7,781
| -5% | -$288K | 0.01% | 1225 |
|
|
2024
Q4 | $5.96M | Buy |
156,545
+11,806
| +8% | +$507K | 0.01% | 1263 |
|
|
2024
Q3 | $5.93M | Buy |
144,739
+102,149
| +240% | +$3.67M | 0.01% | 1243 |
|
|
2024
Q2 | $1.23M | Buy |
42,590
+16,760
| +65% | +$500K | ﹤0.01% | 1895 |
|
|
2024
Q1 | $749K | Buy |
25,830
+2,898
| +13% | +$63.1K | ﹤0.01% | 2052 |
|
|
2023
Q4 | $493K | Sell |
22,932
-6,696
| -23% | -$133K | ﹤0.01% | 2140 |
|
|
2023
Q3 | $605K | Buy |
29,628
+4,054
| +16% | +$86K | ﹤0.01% | 2113 |
|
|
2023
Q2 | $490K | Buy |
25,574
+4,543
| +22% | +$76.4K | ﹤0.01% | 2144 |
|
|
2023
Q1 | $329K | Sell |
21,031
-283
| -1% | -$5.08K | ﹤0.01% | 2224 |
|
|
2022
Q4 | $380K | Buy |
21,314
+3,602
| +20% | +$55.5K | ﹤0.01% | 2265 |
|
|
2022
Q3 | $262K | Sell |
17,712
-101,248
| -85% | -$2.42M | ﹤0.01% | 2356 |
|
|
2022
Q2 | $3.28M | Sell |
118,960
-5,215
| -4% | -$143K | ﹤0.01% | 1493 |
|
|
2022
Q1 | $3.81M | Buy |
124,175
+87,793
| +241% | +$2.73M | ﹤0.01% | 1493 |
|
|
2021
Q4 | $1.28M | Buy |
36,382
+11,905
| +49% | +$444K | ﹤0.01% | 1971 |
|
|
2021
Q3 | $871K | Sell |
24,477
-22,932
| -48% | -$864K | ﹤0.01% | 2084 |
|
|
2021
Q2 | $1.78M | Buy |
47,409
+5,971
| +14% | +$231K | ﹤0.01% | 1848 |
|
|
2021
Q1 | $1.7M | Buy |
41,438
+2,576
| +7% | +$118K | ﹤0.01% | 1783 |
|
|
2020
Q4 | $1.62M | Buy |
38,862
+3,574
| +10% | +$124K | ﹤0.01% | 1687 |
|
|
2020
Q3 | $900K | Buy |
35,288
+4,351
| +14% | +$117K | ﹤0.01% | 1809 |
|
|
2020
Q2 | $774K | Buy |
30,937
+4,507
| +17% | +$104K | ﹤0.01% | 1849 |
|
|
2020
Q1 | $565K | Sell |
26,430
-2,993
| -10% | -$92.2K | ﹤0.01% | 1886 |
|
|
2019
Q4 | $935K | Buy |
29,423
+551
| +2% | +$17.5K | ﹤0.01% | 1906 |
|
|
2019
Q3 | $1.01M | Buy |
28,872
+6,140
| +27% | +$219K | ﹤0.01% | 1865 |
|
|
2019
Q2 | $847K | Sell |
22,732
-935
| -4% | -$33.8K | ﹤0.01% | 1926 |
|
|
2019
Q1 | $877K | Buy |
23,667
+6,715
| +40% | +$239K | ﹤0.01% | 1912 |
|
|
2018
Q4 | $593K | Buy |
16,952
+5,310
| +46% | +$182K | ﹤0.01% | 2070 |
|
|
2018
Q3 | $395K | Buy |
11,642
+3,004
| +35% | +$93.7K | ﹤0.01% | 2263 |
|
|
2018
Q2 | $268K | Buy |
8,638
+1,398
| +19% | +$40.4K | ﹤0.01% | 2306 |
|
|
2018
Q1 | $205K | Buy |
+7,240
| New | +$169K | ﹤0.01% | 2239 |
|
Other funds holding WLDN
DSCM
NPIC
AFCM
First Trust Advisors's WLDN Position: Q2 2026 in Review
First Trust Advisors increased its Willdan Group (WLDN) stake by 26% in Q2 2026, buying an estimated $6.32M and bringing the position to 361,079 shares worth $28.6M. The position accounts for 0.02% of the portfolio, ranked #836.
First Trust Advisors first reported a position in WLDN in Q1 2018 and has held it in 34 quarters since. 245 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.
- First Trust Advisors held 361,079 shares of Willdan Group worth $28.6M as of Q2 2026.
- First Trust Advisors bought 74,221 Willdan Group shares in Q2 2026, an estimated $6.32M.
- Willdan Group made up 0.02% of First Trust Advisors's portfolio in Q2 2026, its #836 holding.
- First Trust Advisors first reported a position in Willdan Group in Q1 2018 and has held it in 34 quarters since.
- 245 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.
Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.