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
Q2 		$117K Buy
1,474
+466
+46% +$39.7K ﹤0.01% 2896
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 $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

Rockefeller Capital Management's WLDN Position: Q2 2026 in Review

Rockefeller Capital Management increased its Willdan Group (WLDN) stake by 46% in Q2 2026, buying an estimated $39.7K and bringing the position to 1,474 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #2896.

Rockefeller Capital Management first reported a position in WLDN in Q1 2020 and has held it in 7 quarters since. 245 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

  • Rockefeller Capital Management held 1,474 shares of Willdan Group worth $117K as of Q2 2026.
  • Rockefeller Capital Management bought 466 Willdan Group shares in Q2 2026, an estimated $39.7K.
  • Willdan Group made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2896 holding.
  • Rockefeller Capital Management first reported a position in Willdan Group in Q1 2020 and has held it in 7 quarters since.
  • 245 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.