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SBI Securities’s Willdan Group WLDN Stock Holding History

SBI Securities’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 		$9.81K Sell
124
-151
-55% -$12.9K ﹤0.01% 1846
2026
Q1 		$21.1K Buy
275
+171
+164% +$18.1K ﹤0.01% 1445
2025
Q4 		$10.8K Sell
104
-158
-60% -$15.6K ﹤0.01% 1700
2025
Q3 		$25.3K Buy
262
+249
+1,915% +$23.6K ﹤0.01% 1353
2025
Q2 		$813 Buy
13
+5
+63% +$238 ﹤0.01% 2764
2025
Q1 		$326 Hold
8
– – ﹤0.01% 3036
2024
Q4 		$305 Buy
+8
New +$343 ﹤0.01% 3081

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

SBI Securities's WLDN Position: Q2 2026 in Review

SBI Securities reduced its Willdan Group (WLDN) stake by 55% in Q2 2026, selling an estimated $12.9K and leaving 124 shares worth $9.81K. The position accounts for ﹤0.01% of the portfolio, ranked #1846.

SBI Securities first reported a position in WLDN in Q4 2024 and has held it in 7 quarters since. The position peaked at $25.3K in Q3 2025. 245 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

  • SBI Securities held 124 shares of Willdan Group worth $9.81K as of Q2 2026.
  • SBI Securities sold 151 Willdan Group shares in Q2 2026, an estimated $12.9K.
  • Willdan Group made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #1846 holding.
  • SBI Securities first reported a position in Willdan Group in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Willdan Group position peaked at $25.3K in Q3 2025.
  • 245 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.