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WLDN icon

Navellier & Associates’s Willdan Group WLDN Stock Holding History

Navellier & Associates’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 		$785K Sell
9,919
-4,381
-31% -$373K 0.06% 202
2026
Q1 		$1.09M Buy
14,300
+1,391
+11% +$147K 0.11% 143
2025
Q4 		$1.34M Sell
12,909
-762
-6% -$75K 0.15% 133
2025
Q3 		$1.32M Buy
13,671
+5,702
+72% +$540K 0.13% 147
2025
Q2 		$498K Sell
7,969
-13
-0.2% -$620 0.06% 210
2025
Q1 		$316K Sell
7,982
-172
-2% -$6.36K 0.04% 246
2024
Q4 		$311K Buy
8,154
+341
+4% +$14.6K 0.04% 274
2024
Q3 		$320K Buy
+7,813
New +$281K 0.04% 269
2017
Q3 		– Sell
-31,331
Closed -$957K – 312
2017
Q2 		$957K Buy
31,331
+967
+3% +$30.3K 0.14% 141
2017
Q1 		$980K Buy
30,364
+15,792
+108% +$450K 0.14% 139
2016
Q4 		$329K Buy
14,572
+1,646
+13% +$33.4K 0.05% 215
2016
Q3 		$227K Buy
+12,926
New +$186K 0.03% 235
2015
Q4 		– Sell
-12,223
Closed -$124K – 313
2015
Q3 		$124K Sell
12,223
-49
-0.4% -$503 0.01% 256
2015
Q2 		$137K Sell
12,272
-25,765
-68% -$362K 0.01% 350
2015
Q1 		$603K Sell
38,037
-1,889
-5% -$26K 0.05% 169
2014
Q4 		$539K Buy
39,926
+19,436
+95% +$286K 0.03% 185
2014
Q3 		$296K Buy
+20,490
New +$213K 0.01% 255

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

Navellier & Associates's WLDN Position: Q2 2026 in Review

Navellier & Associates reduced its Willdan Group (WLDN) stake by 31% in Q2 2026, selling an estimated $373K and leaving 9,919 shares worth $785K. The position accounts for 0.06% of the portfolio, ranked #202.

Navellier & Associates first reported a position in WLDN in Q3 2014 and has held it in 17 quarters since. The position peaked at $1.34M in Q4 2025. 245 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

  • Navellier & Associates held 9,919 shares of Willdan Group worth $785K as of Q2 2026.
  • Navellier & Associates sold 4,381 Willdan Group shares in Q2 2026, an estimated $373K.
  • Willdan Group made up 0.06% of Navellier & Associates's portfolio in Q2 2026, its #202 holding.
  • Navellier & Associates first reported a position in Willdan Group in Q3 2014 and has held it in 17 quarters since.
  • Navellier & Associates's Willdan Group position peaked at $1.34M in Q4 2025.
  • 245 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on Navellier & Associates's 13F filing for Q2 2026, filed 4 Aug 2026.