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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
Q2 		$39.5K Sell
500
-910
-65% -$77.5K ﹤0.01% 3179
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 $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

NewEdge Advisors's WLDN Position: Q2 2026 in Review

NewEdge Advisors reduced its Willdan Group (WLDN) stake by 65% in Q2 2026, selling an estimated $77.5K and leaving 500 shares worth $39.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3179.

NewEdge Advisors first reported a position in WLDN in Q1 2024 and has held it in 5 quarters since. The position peaked at $108K in Q1 2026. 245 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

  • NewEdge Advisors held 500 shares of Willdan Group worth $39.5K as of Q2 2026.
  • NewEdge Advisors sold 910 Willdan Group shares in Q2 2026, an estimated $77.5K.
  • Willdan Group made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3179 holding.
  • NewEdge Advisors first reported a position in Willdan Group in Q1 2024 and has held it in 5 quarters since.
  • NewEdge Advisors's Willdan Group position peaked at $108K in Q1 2026.
  • 245 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.