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
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 $5.7T 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 $121B 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 $431B AUM 30.22% 1-Year Est. Return