SGI
WLDN icon

Summit Global Investments’s Willdan Group WLDN Stock Holding History

Summit Global Investments’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 		– Sell
-5,235
Closed -$543K – 544
2025
Q4 		$543K Buy
5,235
+64
+1% +$6.3K 0.03% 301
2025
Q3 		$500K Sell
5,171
-11,854
-70% -$1.12M 0.03% 301
2025
Q2 		$1.06M Sell
17,025
-1,426
-8% -$68K 0.06% 191
2025
Q1 		$751K Sell
18,451
-1,454
-7% -$53.8K 0.05% 219
2024
Q4 		$758K Buy
+19,905
New +$854K 0.05% 273
2022
Q2 		– Sell
-10,400
Closed -$319K – 541
2022
Q1 		$319K Buy
+10,400
New +$324K 0.02% 403
2019
Q4 		– Sell
-23,510
Closed -$825K – 307
2019
Q3 		$825K Buy
23,510
+2,810
+14% +$100K 0.1% 180
2019
Q2 		$771K Buy
20,700
+600
+3% +$21.7K 0.1% 148
2019
Q1 		$745K Buy
20,100
+800
+4% +$28.5K 0.1% 141
2018
Q4 		$675K Sell
19,300
-5,200
-21% -$178K 0.1% 155
2018
Q3 		$832K Buy
24,500
+1,500
+7% +$46.8K 0.11% 160
2018
Q2 		$712K Buy
+23,000
New +$664K 0.11% 140

Other funds holding WLDN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Summit Global Investments's WLDN Position: Q1 2026 in Review

Summit Global Investments sold out of Willdan Group (WLDN) in Q1 2026, closing a stake of 5,235 shares — an estimated $543K sold.

Summit Global Investments first reported a position in WLDN in Q2 2018 and held it in 12 quarters. The position peaked at $1.06M in Q2 2025. 256 funds tracked by Wall St. Rank hold WLDN as of Q1 2026.

  • Summit Global Investments reported no remaining Willdan Group position as of Q1 2026 after selling out during the quarter.
  • Summit Global Investments sold 5,235 Willdan Group shares in Q1 2026, an estimated $543K.
  • Summit Global Investments first reported a position in Willdan Group in Q2 2018 and held it in 12 quarters.
  • Summit Global Investments's Willdan Group position peaked at $1.06M in Q2 2025.
  • 256 funds tracked by Wall St. Rank held Willdan Group as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.