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Kennedy Capital Management’s Willdan Group WLDN Stock Holding History

Kennedy Capital Management’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 		$6.4M Buy
83,551
+731
+0.9% +$77.3K 0.14% 240
2025
Q4 		$8.59M Sell
82,820
-346
-0.4% -$34.1K 0.18% 192
2025
Q3 		$8.04M Buy
83,166
+26,085
+46% +$2.47M 0.18% 208
2025
Q2 		$3.57M Buy
57,081
+4,118
+8% +$196K 0.09% 347
2025
Q1 		$2.16M Sell
52,963
-1,745
-3% -$64.5K 0.05% 425
2024
Q4 		$2.08M Sell
54,708
-1,578
-3% -$67.7K 0.05% 509
2024
Q3 		$2.3M Sell
56,286
-788
-1% -$28.3K 0.05% 490
2024
Q2 		$1.65M Sell
57,074
-54,092
-49% -$1.61M 0.04% 536
2024
Q1 		$3.22M Sell
111,166
-52,085
-32% -$1.13M 0.07% 429
2023
Q4 		$3.51M Sell
163,251
-1,021
-0.6% -$20.3K 0.08% 376
2023
Q3 		$3.36M Buy
164,272
+1,199
+0.7% +$25.4K 0.08% 364
2023
Q2 		$3.12M Buy
163,073
+42,326
+35% +$711K 0.07% 389
2023
Q1 		$1.89M Buy
120,747
+71,067
+143% +$1.27M 0.06% 415
2022
Q4 		$887K Buy
+49,680
New +$765K 0.03% 501

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

Kennedy Capital Management's WLDN Position: Q1 2026 in Review

Kennedy Capital Management increased its Willdan Group (WLDN) stake by 0.88% in Q1 2026, buying an estimated $77.3K and bringing the position to 83,551 shares worth $6.4M. The position accounts for 0.14% of the portfolio, ranked #240.

Kennedy Capital Management first reported a position in WLDN in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.59M in Q4 2025. 253 funds tracked by Wall St. Rank hold WLDN as of Q1 2026.

  • Kennedy Capital Management held 83,551 shares of Willdan Group worth $6.4M as of Q1 2026.
  • Kennedy Capital Management bought 731 Willdan Group shares in Q1 2026, an estimated $77.3K.
  • Willdan Group made up 0.14% of Kennedy Capital Management's portfolio in Q1 2026, its #240 holding.
  • Kennedy Capital Management first reported a position in Willdan Group in Q4 2022 and has held it in 14 quarters since.
  • Kennedy Capital Management's Willdan Group position peaked at $8.59M in Q4 2025.
  • 253 funds tracked by Wall St. Rank held Willdan Group as of Q1 2026.

Based on Kennedy Capital Management's 13F filing for Q1 2026, filed 13 May 2026.