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J. Derek Lewis & Associates’s Willdan Group WLDN Stock Holding History

J. Derek Lewis & Associates’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 		$830K Hold
10,487
– – 0.16% 84
2026
Q1 		$803K Sell
10,487
-630
-6% -$66.7K 0.18% 76
2025
Q4 		$1.15M Buy
+11,117
New +$1.09M 0.27% 49

Other funds holding WLDN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $294M AUM 19.1% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

J. Derek Lewis & Associates's WLDN Position: Q2 2026 in Review

J. Derek Lewis & Associates held its Willdan Group (WLDN) position steady in Q2 2026 at 10,487 shares worth $830K. The position accounts for 0.16% of the portfolio, ranked #84.

J. Derek Lewis & Associates first reported a position in WLDN in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.15M in Q4 2025. 96 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

  • J. Derek Lewis & Associates held 10,487 shares of Willdan Group worth $830K as of Q2 2026.
  • J. Derek Lewis & Associates left its Willdan Group share count unchanged in Q2 2026.
  • Willdan Group made up 0.16% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #84 holding.
  • J. Derek Lewis & Associates first reported a position in Willdan Group in Q4 2025 and has held it in 3 quarters since.
  • J. Derek Lewis & Associates's Willdan Group position peaked at $1.15M in Q4 2025.
  • 96 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.