Whittier Trust’s Willdan Group WLDN Stock Holding History

Whittier Trust’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	$1.87M	Hold	23,657	–	–	0.02%	305
2026 Q1	$1.87M	Hold	23,657	–	–	0.02%	275
2025 Q4	$2.69M	Buy	23,657 +1,021	+5%	+$101K	0.03%	244
2025 Q3	$2.06M	Hold	22,636	–	–	0.02%	268
2025 Q2	$1.41M	Hold	22,636	–	–	0.02%	333
2025 Q1	$922K	Buy	22,636 +5,800	+34%	+$215K	0.01%	386
2024 Q4	$641K	Buy	+16,836	New	+$722K	0.01%	455
2022 Q4	–	Sell	-58,209	Closed	-$862K	–	1738
2022 Q3	$862K	Buy	58,209 +2,655	+5%	+$63.5K	0.02%	375
2022 Q2	$1.53M	Buy	55,554 +3,718	+7%	+$102K	0.03%	305
2022 Q1	$1.59M	Hold	51,836	–	–	0.03%	310
2021 Q4	$1.82M	Hold	51,836	–	–	0.03%	293
2021 Q3	$1.84M	Hold	51,836	–	–	0.03%	280
2021 Q2	$1.95M	Buy	51,836 +3,439	+7%	+$133K	0.03%	271
2021 Q1	$1.99M	Hold	48,397	–	–	0.04%	269
2020 Q4	$2.02M	Buy	48,397 +5,000	+12%	+$174K	0.04%	250
2020 Q3	$1.11M	Buy	43,397 +2,414	+6%	+$65.1K	0.03%	310
2020 Q2	$1.02M	Hold	40,983	–	–	0.03%	299
2020 Q1	$875K	Hold	40,983	–	–	0.03%	305
2019 Q4	$1.3M	Hold	40,983	–	–	0.03%	278
2019 Q3	$1.44M	Hold	40,983	–	–	0.04%	266
2019 Q2	$1.53M	Buy	40,983 +2,873	+8%	+$104K	0.04%	256
2019 Q1	$1.41M	Hold	38,110	–	–	0.04%	263
2018 Q4	$1.33M	Buy	+38,110	New	+$1.3M	0.05%	258

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

Whittier Trust's WLDN Position: Q2 2026 in Review

Whittier Trust held its Willdan Group (WLDN) position steady in Q2 2026 at 23,657 shares worth $1.87M. The position accounts for 0.02% of the portfolio, ranked #305.

Whittier Trust first reported a position in WLDN in Q4 2018 and has held it in 23 quarters since. The position peaked at $2.69M in Q4 2025. 245 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

Whittier Trust held 23,657 shares of Willdan Group worth $1.87M as of Q2 2026.
Whittier Trust left its Willdan Group share count unchanged in Q2 2026.
Willdan Group made up 0.02% of Whittier Trust's portfolio in Q2 2026, its #305 holding.
Whittier Trust first reported a position in Willdan Group in Q4 2018 and has held it in 23 quarters since.
Whittier Trust's Willdan Group position peaked at $2.69M in Q4 2025.
245 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.