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Jefferies Financial Group’s Willdan Group WLDN Stock Holding History

Jefferies Financial Group’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 		$3.26M Sell
41,200
-3,125
-7% -$266K 0.02% 515
2026
Q1 		$3.39M Buy
+44,325
New +$4.69M 0.02% 437
2024
Q3 		– Sell
-22,282
Closed -$643K – 1805
2024
Q2 		$643K Sell
22,282
-13,670
-38% -$408K 0.01% 885
2024
Q1 		$1.04M Buy
+35,952
New +$783K 0.01% 811

Other funds holding WLDN

BlackRock
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
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Jefferies Financial Group's WLDN Position: Q2 2026 in Review

Jefferies Financial Group reduced its Willdan Group (WLDN) stake by 7.1% in Q2 2026, selling an estimated $266K and leaving 41,200 shares worth $3.26M. The position accounts for 0.02% of the portfolio, ranked #515.

Jefferies Financial Group first reported a position in WLDN in Q1 2024 and has held it in 4 quarters since. The position peaked at $3.39M in Q1 2026. 245 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

  • Jefferies Financial Group held 41,200 shares of Willdan Group worth $3.26M as of Q2 2026.
  • Jefferies Financial Group sold 3,125 Willdan Group shares in Q2 2026, an estimated $266K.
  • Willdan Group made up 0.02% of Jefferies Financial Group's portfolio in Q2 2026, its #515 holding.
  • Jefferies Financial Group first reported a position in Willdan Group in Q1 2024 and has held it in 4 quarters since.
  • Jefferies Financial Group's Willdan Group position peaked at $3.39M in Q1 2026.
  • 245 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.