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WLDN icon

NewEdge Advisors’s Willdan Group WLDN Stock Holding History

NewEdge 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
Q1 		$108K Buy
1,410
+910
+182% +$96.3K ﹤0.01% 2733
2025
Q4 		$51.8K Hold
500
– – ﹤0.01% 2951
2025
Q3 		$48.3K Buy
+500
New +$47.3K ﹤0.01% 2834
2024
Q2 		– Sell
-201
Closed -$5.83K – 4021
2024
Q1 		$5.83K Buy
+201
New +$4.38K ﹤0.01% 3084

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

NewEdge Advisors's WLDN Position: Q1 2026 in Review

NewEdge Advisors increased its Willdan Group (WLDN) stake by 182% in Q1 2026, buying an estimated $96.3K and bringing the position to 1,410 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #2733.

NewEdge Advisors first reported a position in WLDN in Q1 2024 and has held it in 4 quarters since. 253 funds tracked by Wall St. Rank hold WLDN as of Q1 2026.

  • NewEdge Advisors held 1,410 shares of Willdan Group worth $108K as of Q1 2026.
  • NewEdge Advisors bought 910 Willdan Group shares in Q1 2026, an estimated $96.3K.
  • Willdan Group made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2733 holding.
  • NewEdge Advisors first reported a position in Willdan Group in Q1 2024 and has held it in 4 quarters since.
  • 253 funds tracked by Wall St. Rank held Willdan Group as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.