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Truvestments Capital’s Willdan Group WLDN Stock Holding History

Truvestments Capital’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 		$642K Buy
8,112
+734
+10% +$62.5K 0.1% 192
2026
Q1 		$565K Buy
7,378
+3,670
+99% +$388K 0.1% 184
2025
Q4 		$384K Buy
3,708
+108
+3% +$10.6K 0.07% 211
2025
Q3 		$348K Buy
+3,600
New +$341K 0.06% 231

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

Truvestments Capital's WLDN Position: Q2 2026 in Review

Truvestments Capital increased its Willdan Group (WLDN) stake by 9.9% in Q2 2026, buying an estimated $62.5K and bringing the position to 8,112 shares worth $642K. The position accounts for 0.1% of the portfolio, ranked #192.

Truvestments Capital first reported a position in WLDN in Q3 2025 and has held it in 4 quarters since. 246 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

  • Truvestments Capital held 8,112 shares of Willdan Group worth $642K as of Q2 2026.
  • Truvestments Capital bought 734 Willdan Group shares in Q2 2026, an estimated $62.5K.
  • Willdan Group made up 0.1% of Truvestments Capital's portfolio in Q2 2026, its #192 holding.
  • Truvestments Capital first reported a position in Willdan Group in Q3 2025 and has held it in 4 quarters since.
  • 246 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.