Janney Montgomery Scott’s Willdan Group WLDN Stock Holding History

Janney Montgomery Scott’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	$4.14M	Sell	52,282 -1,729	-3%	-$147K	0.01%	1070
2026 Q1	$4.13M	Sell	54,011 -14,175	-21%	-$1.5M	0.01%	931
2025 Q4	$7.07M	Buy	68,186 +37,687	+124%	+$3.71M	0.02%	744
2025 Q3	$2.95M	Buy	30,499 +14,834	+95%	+$1.4M	0.01%	1134
2025 Q2	$979K	Buy	15,665 +1,359	+9%	+$64.8K	﹤0.01%	1585
2025 Q1	$583K	Sell	14,306 -4,367	-23%	-$162K	﹤0.01%	1887
2024 Q4	$711K	Buy	18,673 +4,049	+28%	+$174K	﹤0.01%	1775
2024 Q3	$599K	Buy	+14,624	New	+$525K	﹤0.01%	1849

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

Janney Montgomery Scott's WLDN Position: Q2 2026 in Review

Janney Montgomery Scott reduced its Willdan Group (WLDN) stake by 3.2% in Q2 2026, selling an estimated $147K and leaving 52,282 shares worth $4.14M. The position accounts for 0.01% of the portfolio, ranked #1070.

Janney Montgomery Scott first reported a position in WLDN in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.07M in Q4 2025. 245 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

Janney Montgomery Scott held 52,282 shares of Willdan Group worth $4.14M as of Q2 2026.
Janney Montgomery Scott sold 1,729 Willdan Group shares in Q2 2026, an estimated $147K.
Willdan Group made up 0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1070 holding.
Janney Montgomery Scott first reported a position in Willdan Group in Q3 2024 and has held it in 8 quarters since.
Janney Montgomery Scott's Willdan Group position peaked at $7.07M in Q4 2025.
245 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.