Rockefeller Capital Management
WLDN icon

Rockefeller Capital Management’s Willdan Group WLDN Stock Holding History

Rockefeller Capital Management’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 		$77.2K Buy
1,008
+582
+137% +$61.6K ﹤0.01% 3023
2025
Q4 		$44.2K Buy
426
+11
+3% +$1.08K ﹤0.01% 3136
2025
Q3 		$40.1K Buy
+415
New +$39.3K ﹤0.01% 3018
2020
Q4 		– Sell
-242
Closed -$6K – 3019
2020
Q3 		$6K Buy
242
+89
+58% +$2.4K ﹤0.01% 2190
2020
Q2 		$4K Sell
153
-90
-37% -$2.07K ﹤0.01% 2182
2020
Q1 		$5K Buy
+243
New +$7.48K ﹤0.01% 1975

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

Rockefeller Capital Management's WLDN Position: Q1 2026 in Review

Rockefeller Capital Management increased its Willdan Group (WLDN) stake by 137% in Q1 2026, buying an estimated $61.6K and bringing the position to 1,008 shares worth $77.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3023.

Rockefeller Capital Management first reported a position in WLDN in Q1 2020 and has held it in 6 quarters since. 253 funds tracked by Wall St. Rank hold WLDN as of Q1 2026.

  • Rockefeller Capital Management held 1,008 shares of Willdan Group worth $77.2K as of Q1 2026.
  • Rockefeller Capital Management bought 582 Willdan Group shares in Q1 2026, an estimated $61.6K.
  • Willdan Group made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3023 holding.
  • Rockefeller Capital Management first reported a position in Willdan Group in Q1 2020 and has held it in 6 quarters since.
  • 253 funds tracked by Wall St. Rank held Willdan Group as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.