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Rock Point Advisors’s Willdan Group WLDN Stock Holding History

Rock Point Advisors’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 		– Sell
-2,060
Closed -$214K – 128
2025
Q4 		$214K Buy
+2,060
New +$203K 0.05% 115
2025
Q3 		– Sell
-147,730
Closed -$9.23M – 122
2025
Q2 		$9.23M Sell
147,730
-33,977
-19% -$1.62M 2.61% 12
2025
Q1 		$7.4M Sell
181,707
-7,575
-4% -$280K 2.28% 14
2024
Q4 		$7.21M Sell
189,282
-14,140
-7% -$607K 2.1% 15
2024
Q3 		$8.33M Sell
203,422
-71,512
-26% -$2.57M 2.27% 16
2024
Q2 		$7.93M Sell
274,934
-42,761
-13% -$1.28M 2.38% 16
2024
Q1 		$9.21M Sell
317,695
-11,780
-4% -$256K 2.74% 11
2023
Q4 		$7.08M Buy
329,475
+4,464
+1% +$88.7K 2.15% 18
2023
Q3 		$6.64M Sell
325,011
-40,162
-11% -$852K 2.3% 14
2023
Q2 		$7M Sell
365,173
-2,975
-0.8% -$50K 2.3% 14
2023
Q1 		$5.75M Buy
368,148
+50,852
+16% +$912K 1.95% 17
2022
Q4 		$5.66M Sell
317,296
-8,301
-3% -$128K 1.96% 19
2022
Q3 		$4.82M Buy
325,597
+119,160
+58% +$2.85M 1.79% 23
2022
Q2 		$5.69M Buy
206,437
+200
+0.1% +$5.47K 1.94% 19
2022
Q1 		$6.33M Buy
206,237
+29,111
+16% +$906K 1.89% 18
2021
Q4 		$6.24M Buy
177,126
+38,585
+28% +$1.44M 1.76% 21
2021
Q3 		$4.93M Buy
138,541
+13,443
+11% +$506K 1.44% 33
2021
Q2 		$4.71M Buy
125,098
+22,320
+22% +$862K 1.36% 33
2021
Q1 		$4.22M Buy
102,778
+1,098
+1% +$50.5K 1.31% 30
2020
Q4 		$4.24M Sell
101,680
-9,700
-9% -$337K 1.46% 27
2020
Q3 		$2.84M Sell
111,380
-485
-0.4% -$13.1K 1.26% 31
2020
Q2 		$2.8M Buy
+111,865
New +$2.57M 1.3% 31

Other funds holding WLDN

BlackRock
BlackRock New York $5.72T 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 $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 $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 $432B AUM 30.22% 1-Year Est. Return

Rock Point Advisors's WLDN Position: Q1 2026 in Review

Rock Point Advisors sold out of Willdan Group (WLDN) in Q1 2026, closing a stake of 2,060 shares — an estimated $214K sold.

Rock Point Advisors first reported a position in WLDN in Q2 2020 and held it in 22 quarters. The position peaked at $9.23M in Q2 2025. 253 funds tracked by Wall St. Rank hold WLDN as of Q1 2026.

  • Rock Point Advisors reported no remaining Willdan Group position as of Q1 2026 after selling out during the quarter.
  • Rock Point Advisors sold 2,060 Willdan Group shares in Q1 2026, an estimated $214K.
  • Rock Point Advisors first reported a position in Willdan Group in Q2 2020 and held it in 22 quarters.
  • Rock Point Advisors's Willdan Group position peaked at $9.23M in Q2 2025.
  • 253 funds tracked by Wall St. Rank held Willdan Group as of Q1 2026.

Based on Rock Point Advisors's 13F filing for Q1 2026, filed 14 May 2026.