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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Truvestments Capital's WLDN Position: Q1 2026 in Review

Truvestments Capital increased its Willdan Group (WLDN) stake by 99% in Q1 2026, buying an estimated $388K and bringing the position to 7,378 shares worth $565K. The position accounts for 0.1% of the portfolio, ranked #184.

Truvestments Capital first reported a position in WLDN in Q3 2025 and has held it in 3 quarters since. 253 funds tracked by Wall St. Rank hold WLDN as of Q1 2026.

  • Truvestments Capital held 7,378 shares of Willdan Group worth $565K as of Q1 2026.
  • Truvestments Capital bought 3,670 Willdan Group shares in Q1 2026, an estimated $388K.
  • Willdan Group made up 0.1% of Truvestments Capital's portfolio in Q1 2026, its #184 holding.
  • Truvestments Capital first reported a position in Willdan Group in Q3 2025 and has held it in 3 quarters since.
  • 253 funds tracked by Wall St. Rank held Willdan Group as of Q1 2026.

Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.