InceptionR’s Willdan Group WLDN Stock Holding History

InceptionR’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	–	Sell	-3,082	Closed	-$236K	–	941
2026 Q1	$236K	Buy	+3,082	New	+$326K	0.06%	539

Other funds holding WLDN

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 Malvern, Pennsylvania $4.68T AUM

Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

InceptionR's WLDN Position: Q2 2026 in Review

InceptionR sold out of Willdan Group (WLDN) in Q2 2026, closing a stake of 3,082 shares — an estimated $236K sold.

InceptionR first reported a position in WLDN in Q1 2026 and held it in 1 quarter. The position peaked at $236K in Q1 2026. 245 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

InceptionR reported no remaining Willdan Group position as of Q2 2026 after selling out during the quarter.
InceptionR sold 3,082 Willdan Group shares in Q2 2026, an estimated $236K.
InceptionR first reported a position in Willdan Group in Q1 2026 and held it in 1 quarter.
InceptionR's Willdan Group position peaked at $236K in Q1 2026.
245 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.