Jones Financial Companies
WLDN icon

Jones Financial Companies’s Willdan Group WLDN Stock Holding History

Jones Financial Companies’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 		$448K Buy
5,617
+5,603
+40,021% +$593K ﹤0.01% 2104
2025
Q4 		$1.45K Sell
14
-362
-96% -$35.6K ﹤0.01% 3921
2025
Q3 		$36.2K Buy
376
+86
+30% +$8.14K ﹤0.01% 2514
2025
Q2 		$18.1K Hold
290
– – ﹤0.01% 2641
2025
Q1 		$11.9K Buy
+290
New +$10.7K ﹤0.01% 2636

Other funds holding WLDN

BlackRock
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jones Financial Companies's WLDN Position: Q1 2026 in Review

Jones Financial Companies increased its Willdan Group (WLDN) stake by 40,021% in Q1 2026, buying an estimated $593K and bringing the position to 5,617 shares worth $448K. The position accounts for ﹤0.01% of the portfolio, ranked #2104.

Jones Financial Companies first reported a position in WLDN in Q1 2025 and has held it in 5 quarters since. 253 funds tracked by Wall St. Rank hold WLDN as of Q1 2026.

  • Jones Financial Companies held 5,617 shares of Willdan Group worth $448K as of Q1 2026.
  • Jones Financial Companies bought 5,603 Willdan Group shares in Q1 2026, an estimated $593K.
  • Willdan Group made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2104 holding.
  • Jones Financial Companies first reported a position in Willdan Group in Q1 2025 and has held it in 5 quarters since.
  • 253 funds tracked by Wall St. Rank held Willdan Group as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.