Stifel Financial
WLDN icon

Stifel Financial’s Willdan Group WLDN Stock Holding History

Stifel Financial’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 		$438K Sell
5,540
-1,750
-24% -$149K ﹤0.01% 3054
2026
Q1 		$558K Sell
7,290
-470
-6% -$49.7K ﹤0.01% 2813
2025
Q4 		$804K Sell
7,760
-734
-9% -$72.3K ﹤0.01% 2574
2025
Q3 		$821K Sell
8,494
-4,595
-35% -$435K ﹤0.01% 2515
2025
Q2 		$818K Sell
13,089
-2,550
-16% -$122K ﹤0.01% 2468
2025
Q1 		$637K Sell
15,639
-855
-5% -$31.6K ﹤0.01% 2523
2024
Q4 		$628K Buy
16,494
+461
+3% +$19.8K ﹤0.01% 2542
2024
Q3 		$657K Buy
16,033
+1,474
+10% +$53K ﹤0.01% 2498
2024
Q2 		$420K Buy
14,559
+53
+0.4% +$1.58K ﹤0.01% 2736
2024
Q1 		$421K Sell
14,506
-84
-0.6% -$1.83K ﹤0.01% 2719
2023
Q4 		$314K Sell
14,590
-645
-4% -$12.8K ﹤0.01% 2818
2023
Q3 		$311K Buy
15,235
+787
+5% +$16.7K ﹤0.01% 2769
2023
Q2 		$277K Buy
14,448
+832
+6% +$14K ﹤0.01% 2866
2023
Q1 		$213K Buy
13,616
+539
+4% +$9.67K ﹤0.01% 3018
2022
Q4 		$233K Sell
13,077
-436
-3% -$6.72K ﹤0.01% 2908
2022
Q3 		$200K Buy
13,513
+209
+2% +$5K ﹤0.01% 2956
2022
Q2 		$367K Sell
13,304
-52
-0.4% -$1.42K ﹤0.01% 2637
2022
Q1 		$410K Sell
13,356
-6,048
-31% -$188K ﹤0.01% 2685
2021
Q4 		$684K Buy
19,404
+829
+4% +$30.9K ﹤0.01% 2409
2021
Q3 		$662K Sell
18,575
-974
-5% -$36.7K ﹤0.01% 2411
2021
Q2 		$736K Sell
19,549
-445
-2% -$17.2K ﹤0.01% 2336
2021
Q1 		$821K Buy
19,994
+5,655
+39% +$260K ﹤0.01% 2126
2020
Q4 		$597K Buy
+14,339
New +$498K ﹤0.01% 2211
2020
Q1 		– Sell
-8,484
Closed -$272K – 3105
2019
Q4 		$272K Buy
8,484
+1,588
+23% +$50.3K ﹤0.01% 2589
2019
Q3 		$242K Buy
+6,896
New +$246K ﹤0.01% 2555

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

Stifel Financial's WLDN Position: Q2 2026 in Review

Stifel Financial reduced its Willdan Group (WLDN) stake by 24% in Q2 2026, selling an estimated $149K and leaving 5,540 shares worth $438K. The position accounts for ﹤0.01% of the portfolio, ranked #3054.

Stifel Financial first reported a position in WLDN in Q3 2019 and has held it in 25 quarters since. The position peaked at $821K in Q3 2025. 245 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

  • Stifel Financial held 5,540 shares of Willdan Group worth $438K as of Q2 2026.
  • Stifel Financial sold 1,750 Willdan Group shares in Q2 2026, an estimated $149K.
  • Willdan Group made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3054 holding.
  • Stifel Financial first reported a position in Willdan Group in Q3 2019 and has held it in 25 quarters since.
  • Stifel Financial's Willdan Group position peaked at $821K in Q3 2025.
  • 245 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.