Raymond James Financial
WLDN icon

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
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
BlackRock New York $6.73T AUM 46.02% 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 $124B 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial's WLDN Position: Q1 2026 in Review

Raymond James Financial increased its Willdan Group (WLDN) stake by 39% in Q1 2026, buying an estimated $890K and bringing the position to 30,264 shares worth $2.32M. The position accounts for ﹤0.01% of the portfolio, ranked #3242.

Raymond James Financial first reported a position in WLDN in Q2 2025 and has held it in 4 quarters since. 254 funds tracked by Wall St. Rank hold WLDN as of Q1 2026.

  • Raymond James Financial held 30,264 shares of Willdan Group worth $2.32M as of Q1 2026.
  • Raymond James Financial bought 8,416 Willdan Group shares in Q1 2026, an estimated $890K.
  • Willdan Group made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3242 holding.
  • Raymond James Financial first reported a position in Willdan Group in Q2 2025 and has held it in 4 quarters since.
  • 254 funds tracked by Wall St. Rank held Willdan Group as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.