Jones Financial Companies
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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
Q2 		$1.34M Buy
16,526
+10,909
+194% +$929K ﹤0.01% 1746
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 $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

Jones Financial Companies's WLDN Position: Q2 2026 in Review

Jones Financial Companies increased its Willdan Group (WLDN) stake by 194% in Q2 2026, buying an estimated $929K and bringing the position to 16,526 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1746.

Jones Financial Companies first reported a position in WLDN in Q1 2025 and has held it in 6 quarters since. 245 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

  • Jones Financial Companies held 16,526 shares of Willdan Group worth $1.34M as of Q2 2026.
  • Jones Financial Companies bought 10,909 Willdan Group shares in Q2 2026, an estimated $929K.
  • Willdan Group made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1746 holding.
  • Jones Financial Companies first reported a position in Willdan Group in Q1 2025 and has held it in 6 quarters since.
  • 245 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.