Skip to main content
Equibles
WLDN logo

WLDN · Willdan Group, Inc. · Held by Funds

Track WLDN — free

Use WLDN with AI

Add company filings, earnings and prices to ChatGPT or Claude, then ask questions in your own chat.

Choose your app for step-by-step connection instructions. Sign in with Equibles when asked; no code or API key is needed.

Claude ChatGPT

After connecting, ask your AI to use Equibles to research WLDN.

Other apps & server URL
https://mcp.equibles.com/mcp
Gemini CLI setup
or ask here

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

See what you can ask in ChatGPT or Claude

All connection guides →
$72.72 -0.85 (-1.16%) At close · Oct 20
Russell 2000 member Rebalance outlook locked
Market Cap
$1.13B
Shares
15.23M
Volume · Oct 20 99.48K Avg daily vol (3M) 218.94K

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Fund Ownership of WLDN by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 15.29% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 3.23% 491,596
Index ETFs 12.06% 1,836,853
Active ETFs 1.32% 200,780
Active funds 14.59% 2,222,227
Unclassified 0.27% 41,091
All registered funds 31.46% 4,792,547
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding WLDN

247 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 452,947 $35,828,108 0.00%
iShares Russell 2000 ETF 381,500 $30,176,650 0.04%
Oberweis Micro-Cap Fund 253,700 $20,067,670 1.24%
Columbia Acorn Fund 206,119 $16,304,013 0.59%
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 192,974 $15,264,243 0.13%
VANGUARD EXTENDED MARKET INDEX FUND 165,797 $13,114,543 0.01%
VANGUARD STRATEGIC EQUITY FUND 156,072 $12,345,295 0.10%
Wasatch Micro Cap Fund 143,436 $11,345,788 1.68%
Fidelity Small Cap Index Fund 160,318 $10,986,593 0.03%
Nomura Small Cap Growth Fund 110,093 $8,708,356 0.74%
iShares Russell 2000 Growth ETF 101,169 $8,002,468 0.05%
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND 93,884 $7,426,224 0.24%
Nuveen Quant Small Cap Equity Fund 102,300 $7,010,619 0.17%
VANGUARD EXPLORER FUND 99,961 $6,850,327 0.03%
Strategic Advisers U.S. Total Stock Fund 74,808 $6,795,559 0.01%
Fidelity Extended Market Index Fund 72,747 $6,608,337 0.02%
VANGUARD RUSSELL 2000 INDEX FUND 72,222 $6,560,646 0.04%
Wasatch Micro Cap Value Fund 79,598 $6,296,202 1.63%
Schwab U.S. Small-Cap ETF 66,756 $6,064,115 0.03%
Buffalo Small Cap Growth Fund 54,220 $4,288,802 0.92%
iShares Micro-Cap ETF 49,110 $3,884,601 0.26%
U.S. SMALL CAP PORTFOLIO 55,140 $3,778,744 0.02%
VANGUARD MARKET NEUTRAL FUND 47,192 $3,732,887 0.63%
Dimensional U.S. Small Cap ETF 50,705 $3,474,814 0.02%
BlackRock Advantage Small Cap Core Fund 37,706 $3,425,213 0.07%
U.S. MICRO CAP PORTFOLIO 49,534 $3,394,565 0.04%
Columbia Variable Portfolio - Acorn Fund 39,727 $3,142,406 0.58%
First Trust Small Cap Growth AlphaDEX Fund 44,381 $3,041,430 0.23%
Principal U.S. Small-Cap ETF 37,712 $2,983,019 0.13%
First Trust NASDAQ Clean Edge Green Energy Index Fund 37,426 $2,960,397 0.35%
iShares Russell 2000 Value ETF 36,286 $2,870,223 0.02%
Avantis U.S. Small Cap Equity ETF 30,513 $2,771,801 0.10%
Nuveen Small Cap Value Fund 38,586 $2,644,299 0.92%
Schwab Small-Cap Index Fund 35,656 $2,443,506 0.03%
Fidelity Total Market Index Fund 26,705 $2,425,882 0.00%
U.S. Small Cap Equity Fund 35,057 $2,402,456 0.25%
Tax-Managed U.S. Mid & Small Cap Fund 32,255 $2,210,435 0.11%
Dimensional U.S. Core Equity 2 ETF 32,045 $2,196,044 0.00%
Master Small Cap Index Series 27,408 $2,167,973 0.04%
ALPS Clean Energy ETF 22,809 $2,071,970 1.43%
Fidelity Series Total Market Index Fund 21,289 $1,933,893 0.00%
Allspring SMID Core ETF 24,089 $1,905,440 1.62%
Lord Abbett Micro-Cap Growth Fund 27,362 $1,875,118 0.88%
Nomura VIP Small Cap Growth Series 21,529 $1,702,944 0.74%
Small Cap Core Portfolio 21,190 $1,676,129 0.19%
VANGUARD INDUSTRIALS INDEX FUND 17,411 $1,581,615 0.02%
iShares U.S. Small-Cap Equity Factor ETF 22,176 $1,519,721 0.04%
iShares Core S&P Total U.S. Stock Market ETF 18,642 $1,474,582 0.00%
SFT Nomura Small Cap Growth Fund 18,235 $1,442,389 0.74%
1290 VT Micro Cap Portfolio 17,112 $1,353,559 0.61%
Showing 1–50 of 247 positions
Key facts CIK 1370450 CUSIP 96924N100 13F (30d) 23 filings 23 filers Visit website Investor relations