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Rothschild Investment LLC’s Willdan Group WLDN Stock Holding History

Rothschild Investment LLC’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 		$2.21K Buy
28
+13
+87% +$1.11K ﹤0.01% 2715
2026
Q1 		$1.15K Sell
15
-4
-21% -$423 ﹤0.01% 2808
2025
Q4 		$1.97K Buy
19
+4
+27% +$394 ﹤0.01% 2385
2025
Q3 		$1.45K Sell
15
-5
-25% -$473 ﹤0.01% 2418
2025
Q2 		$1.25K Hold
20
– – ﹤0.01% 2339
2025
Q1 		$814 Hold
20
– – ﹤0.01% 2447
2024
Q4 		$762 Buy
20
+5
+33% +$215 ﹤0.01% 2375
2024
Q3 		$614 Buy
+15
New +$539 ﹤0.01% 2408

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

Rothschild Investment LLC's WLDN Position: Q2 2026 in Review

Rothschild Investment LLC increased its Willdan Group (WLDN) stake by 87% in Q2 2026, buying an estimated $1.11K and bringing the position to 28 shares worth $2.21K. The position accounts for ﹤0.01% of the portfolio, ranked #2715.

Rothschild Investment LLC first reported a position in WLDN in Q3 2024 and has held it in 8 quarters since. 245 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

  • Rothschild Investment LLC held 28 shares of Willdan Group worth $2.21K as of Q2 2026.
  • Rothschild Investment LLC bought 13 Willdan Group shares in Q2 2026, an estimated $1.11K.
  • Willdan Group made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2715 holding.
  • Rothschild Investment LLC first reported a position in Willdan Group in Q3 2024 and has held it in 8 quarters since.
  • 245 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.