Wellington Management Group
WLDN icon

Wellington Management Group’s Willdan Group WLDN Stock Holding History

Wellington Management Group’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 		$16.7M Buy
+210,895
New +$18M ﹤0.01% 1140
2022
Q3 		– Sell
-171,821
Closed -$4.74M – 2165
2022
Q2 		$4.74M Hold
171,821
– – ﹤0.01% 1341
2022
Q1 		$5.27M Sell
171,821
-54,400
-24% -$1.69M ﹤0.01% 1384
2021
Q4 		$7.96M Hold
226,221
– – ﹤0.01% 1324
2021
Q3 		$8.05M Hold
226,221
– – ﹤0.01% 1355
2021
Q2 		$8.52M Buy
226,221
+21,200
+10% +$819K ﹤0.01% 1333
2021
Q1 		$8.42M Sell
205,021
-113,700
-36% -$5.23M ﹤0.01% 1285
2020
Q4 		$13.3M Sell
318,721
-56,800
-15% -$1.97M ﹤0.01% 1116
2020
Q3 		$9.58M Buy
375,521
+1,300
+0.3% +$35K ﹤0.01% 1114
2020
Q2 		$9.36M Buy
374,221
+182,100
+95% +$4.19M ﹤0.01% 1085
2020
Q1 		$4.11M Buy
192,121
+65,521
+52% +$2.02M ﹤0.01% 1235
2019
Q4 		$4.02M Buy
+126,600
New +$4.01M ﹤0.01% 1376

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

Wellington Management Group's WLDN Position: Q2 2026 in Review

Wellington Management Group opened a new position in Willdan Group (WLDN) in Q2 2026: 210,895 shares worth $16.7M. The stake represents ﹤0.01% of the portfolio and ranks #1140 among its holdings. This is a return to the name: Wellington Management Group previously reported a position in WLDN as recently as Q2 2022.

Wellington Management Group first reported a position in WLDN in Q4 2019 and has held it in 12 quarters since. 245 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

  • Wellington Management Group held 210,895 shares of Willdan Group worth $16.7M as of Q2 2026.
  • Willdan Group was a new Wellington Management Group position in Q2 2026.
  • Willdan Group made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1140 holding.
  • Wellington Management Group first reported a position in Willdan Group in Q4 2019 and has held it in 12 quarters since.
  • 245 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.