Mercer Global Advisors’s Willdan Group WLDN Stock Holding History

Mercer Global Advisors’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	$755K	Buy	9,547 +472	+5%	+$40.2K	﹤0.01%	1967
2026 Q1	$695K	Sell	9,075 -91,774	-91%	-$9.71M	﹤0.01%	1766
2025 Q4	$5.37M	Buy	100,849 +90	+0.1%	+$8.86K	0.01%	694
2025 Q3	$5.38M	Buy	+100,759	New	+$9.54M	0.01%	640
2020 Q1	–	Sell	-17,879	Closed	-$568K	–	1262
2019 Q4	$568K	Sell	17,879 -2,000	-10%	-$63.4K	0.01%	686
2019 Q3	$697K	Hold	19,879	–	–	0.02%	585
2019 Q2	$740K	Hold	19,879	–	–	0.02%	556
2019 Q1	$737K	Buy	+19,879	New	+$707K	0.03%	503

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

Mercer Global Advisors's WLDN Position: Q2 2026 in Review

Mercer Global Advisors increased its Willdan Group (WLDN) stake by 5.2% in Q2 2026, buying an estimated $40.2K and bringing the position to 9,547 shares worth $755K. The position accounts for ﹤0.01% of the portfolio, ranked #1967.

Mercer Global Advisors first reported a position in WLDN in Q1 2019 and has held it in 8 quarters since. The position peaked at $5.38M in Q3 2025. 245 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

Mercer Global Advisors held 9,547 shares of Willdan Group worth $755K as of Q2 2026.
Mercer Global Advisors bought 472 Willdan Group shares in Q2 2026, an estimated $40.2K.
Willdan Group made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1967 holding.
Mercer Global Advisors first reported a position in Willdan Group in Q1 2019 and has held it in 8 quarters since.
Mercer Global Advisors's Willdan Group position peaked at $5.38M in Q3 2025.
245 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.