Raymond James Financial’s Willdan Group WLDN Stock Holding History

Raymond James Financial’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	$2.31M	Sell	29,259 -1,005	-3%	-$85.6K	﹤0.01%	3384
2026 Q1	$2.32M	Buy	30,264 +8,416	+39%	+$890K	﹤0.01%	3242
2025 Q4	$2.26M	Buy	21,848 +7,542	+53%	+$742K	﹤0.01%	3174
2025 Q3	$1.38M	Buy	14,306 +13,026	+1,018%	+$1.23M	﹤0.01%	3457
2025 Q2	$80K	Buy	+1,280	New	+$61K	﹤0.01%	4979

Other funds holding WLDN

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 Malvern, Pennsylvania $4.68T AUM

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Raymond James Financial's WLDN Position: Q2 2026 in Review

Raymond James Financial reduced its Willdan Group (WLDN) stake by 3.3% in Q2 2026, selling an estimated $85.6K and leaving 29,259 shares worth $2.31M. The position accounts for ﹤0.01% of the portfolio, ranked #3384.

Raymond James Financial first reported a position in WLDN in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.32M in Q1 2026. 245 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

Raymond James Financial held 29,259 shares of Willdan Group worth $2.31M as of Q2 2026.
Raymond James Financial sold 1,005 Willdan Group shares in Q2 2026, an estimated $85.6K.
Willdan Group made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3384 holding.
Raymond James Financial first reported a position in Willdan Group in Q2 2025 and has held it in 5 quarters since.
Raymond James Financial's Willdan Group position peaked at $2.32M in Q1 2026.
245 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.