Nisa Investment Advisors
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Nisa Investment Advisors’s Willdan Group WLDN Stock Holding History

Nisa Investment 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
499
-50
-9% -$4.26K ﹤0.01% 1947
2026
Q1 		$42K Buy
549
+400
+268% +$42.3K ﹤0.01% 1739
2025
Q4 		$15.4K Sell
149
-43
-22% -$4.23K ﹤0.01% 2039
2025
Q3 		$18.6K Hold
192
– – ﹤0.01% 2040
2025
Q2 		$12K Buy
192
+145
+309% +$6.92K ﹤0.01% 2181
2025
Q1 		$1.91K Buy
47
+15
+47% +$555 ﹤0.01% 2483
2024
Q4 		$1.22K Hold
32
– – ﹤0.01% 2630
2024
Q3 		$1.31K Buy
32
+12
+60% +$431 ﹤0.01% 2510
2024
Q2 		$577 Buy
+20
New +$597 ﹤0.01% 2655
2023
Q4 		– Sell
-1,320
Closed -$27K – 2758
2023
Q3 		$27K Hold
1,320
– – ﹤0.01% 1914
2023
Q2 		$25.3K Buy
+1,320
New +$22.2K ﹤0.01% 2015

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

Nisa Investment Advisors's WLDN Position: Q2 2026 in Review

Nisa Investment Advisors reduced its Willdan Group (WLDN) stake by 9.1% in Q2 2026, selling an estimated $4.26K and leaving 499 shares worth $39.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1947.

Nisa Investment Advisors first reported a position in WLDN in Q2 2023 and has held it in 11 quarters since. The position peaked at $42K in Q1 2026. 245 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

  • Nisa Investment Advisors held 499 shares of Willdan Group worth $39.5K as of Q2 2026.
  • Nisa Investment Advisors sold 50 Willdan Group shares in Q2 2026, an estimated $4.26K.
  • Willdan Group made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #1947 holding.
  • Nisa Investment Advisors first reported a position in Willdan Group in Q2 2023 and has held it in 11 quarters since.
  • Nisa Investment Advisors's Willdan Group position peaked at $42K in Q1 2026.
  • 245 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.