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 Q2	–	Sell	-3,947	Closed	-$302K	–	367
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 $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

NPIC

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

INVST's WLDN Position: Q2 2026 in Review

INVST sold out of Willdan Group (WLDN) in Q2 2026, closing a stake of 3,947 shares — an estimated $302K sold.

INVST first reported a position in WLDN in Q3 2025 and held it in 3 quarters. The position peaked at $302K in Q1 2026. 246 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

INVST reported no remaining Willdan Group position as of Q2 2026 after selling out during the quarter.
INVST sold 3,947 Willdan Group shares in Q2 2026, an estimated $302K.
INVST first reported a position in Willdan Group in Q3 2025 and held it in 3 quarters.
INVST's Willdan Group position peaked at $302K in Q1 2026.
246 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.