INVST’s Willdan Group WLDN Stock Holding History

INVST’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	$302K	Buy	3,947 +1,818	+85%	+$192K	0.03%	289
2025 Q4	$221K	Hold	2,129	–	–	0.02%	294
2025 Q3	$206K	Buy	+2,129	New	+$202K	0.02%	294

Other funds holding WLDN

BlackRock New York $5.72T AUM 30.48% 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 New York $124B AUM 33.93% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

INVST's WLDN Position: Q1 2026 in Review

INVST increased its Willdan Group (WLDN) stake by 85% in Q1 2026, buying an estimated $192K and bringing the position to 3,947 shares worth $302K. The position accounts for 0.03% of the portfolio, ranked #289.

INVST first reported a position in WLDN in Q3 2025 and has held it in 3 quarters since. 253 funds tracked by Wall St. Rank hold WLDN as of Q1 2026.

INVST held 3,947 shares of Willdan Group worth $302K as of Q1 2026.
INVST bought 1,818 Willdan Group shares in Q1 2026, an estimated $192K.
Willdan Group made up 0.03% of INVST's portfolio in Q1 2026, its #289 holding.
INVST first reported a position in Willdan Group in Q3 2025 and has held it in 3 quarters since.
253 funds tracked by Wall St. Rank held Willdan Group as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.