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Principal Securities’s Willdan Group WLDN Stock Holding History

Principal Securities’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 		$251K Buy
3,179
+512
+19% +$43.6K ﹤0.01% 1403
2026
Q1 		$204K Buy
2,667
+652
+32% +$69K ﹤0.01% 1379
2025
Q4 		$209K Buy
2,015
+1,156
+135% +$114K ﹤0.01% 1308
2025
Q3 		$83.1K Buy
859
+620
+259% +$58.7K ﹤0.01% 1681
2025
Q2 		$14.9K Buy
+239
New +$11.4K ﹤0.01% 2458

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 Securities's WLDN Position: Q2 2026 in Review

Principal Securities increased its Willdan Group (WLDN) stake by 19% in Q2 2026, buying an estimated $43.6K and bringing the position to 3,179 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #1403.

Principal Securities first reported a position in WLDN in Q2 2025 and has held it in 5 quarters since. 245 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

  • Principal Securities held 3,179 shares of Willdan Group worth $251K as of Q2 2026.
  • Principal Securities bought 512 Willdan Group shares in Q2 2026, an estimated $43.6K.
  • Willdan Group made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1403 holding.
  • Principal Securities first reported a position in Willdan Group in Q2 2025 and has held it in 5 quarters since.
  • 245 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

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