UBS AM’s Willdan Group WLDN Stock Holding History

UBS AM’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	$2.22M	Buy	28,039 +6,496	+30%	+$553K	﹤0.01%	2004
2026 Q1	$1.65M	Sell	21,543 -1,412	-6%	-$149K	﹤0.01%	2132
2025 Q4	$2.38M	Buy	22,955 +2,755	+14%	+$271K	﹤0.01%	1819
2025 Q3	$1.95M	Buy	20,200 +9,221	+84%	+$873K	﹤0.01%	1763
2025 Q2	$686K	Buy	+10,979	New	+$524K	﹤0.01%	2454
2021 Q2	–	Sell	-4,900	Closed	-$201K	–	2782
2021 Q1	$201K	Hold	4,900	–	–	﹤0.01%	2564
2020 Q4	$204K	Buy	+4,900	New	+$170K	﹤0.01%	2498
2020 Q1	–	Sell	-6,300	Closed	-$200K	–	2530
2019 Q4	$200K	Hold	6,300	–	–	﹤0.01%	2477
2019 Q3	$221K	Buy	+6,300	New	+$225K	﹤0.01%	2550

Other funds holding WLDN

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 Malvern, Pennsylvania $4.68T AUM

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

UBS AM's WLDN Position: Q2 2026 in Review

UBS AM increased its Willdan Group (WLDN) stake by 30% in Q2 2026, buying an estimated $553K and bringing the position to 28,039 shares worth $2.22M. The position accounts for ﹤0.01% of the portfolio, ranked #2004.

UBS AM first reported a position in WLDN in Q3 2019 and has held it in 9 quarters since. The position peaked at $2.38M in Q4 2025. 245 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

UBS AM held 28,039 shares of Willdan Group worth $2.22M as of Q2 2026.
UBS AM bought 6,496 Willdan Group shares in Q2 2026, an estimated $553K.
Willdan Group made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2004 holding.
UBS AM first reported a position in Willdan Group in Q3 2019 and has held it in 9 quarters since.
UBS AM's Willdan Group position peaked at $2.38M in Q4 2025.
245 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.