Principal Financial Group
WLDN icon

Principal Financial Group’s Willdan Group WLDN Stock Holding History

Principal Financial Group’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 		$3.09M Buy
39,051
+3,137
+9% +$267K ﹤0.01% 1776
2026
Q1 		$2.75M Buy
35,914
+16,812
+88% +$1.78M ﹤0.01% 1784
2025
Q4 		$1.98M Buy
19,102
+6,022
+46% +$593K ﹤0.01% 1840
2025
Q3 		$1.26M Buy
13,080
+3,726
+40% +$353K ﹤0.01% 1892
2025
Q2 		$585K Buy
9,354
+828
+10% +$39.5K ﹤0.01% 1972
2025
Q1 		$347K Buy
8,526
+319
+4% +$11.8K ﹤0.01% 1973
2024
Q4 		$313K Buy
8,207
+677
+9% +$29K ﹤0.01% 2028
2024
Q3 		$308K Buy
+7,530
New +$271K ﹤0.01% 2024

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

Principal Financial Group's WLDN Position: Q2 2026 in Review

Principal Financial Group increased its Willdan Group (WLDN) stake by 8.7% in Q2 2026, buying an estimated $267K and bringing the position to 39,051 shares worth $3.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1776.

Principal Financial Group first reported a position in WLDN in Q3 2024 and has held it in 8 quarters since. 245 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

  • Principal Financial Group held 39,051 shares of Willdan Group worth $3.09M as of Q2 2026.
  • Principal Financial Group bought 3,137 Willdan Group shares in Q2 2026, an estimated $267K.
  • Willdan Group made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1776 holding.
  • Principal Financial Group first reported a position in Willdan Group in Q3 2024 and has held it in 8 quarters since.
  • 245 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.