Superior Planning, LLC’s Willdan Group WLDN Stock Holding History

Superior Planning, LLC’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 Q3	$1.85K	Buy	+25	New	+$1.98K	﹤0.01%	1590

Other funds holding WLDN

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 35.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Ranger Investment Management Dallas, Texas $1.07B AUM 31.98% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.6B AUM 38.62% 1-Year Est. Return

Superior Planning, LLC's WLDN Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Willdan Group (WLDN) in Q3 2026: 25 shares worth $1.85K. The stake represents ﹤0.01% of the portfolio and ranks #1590 among its holdings.

141 funds tracked by Wall St. Rank hold WLDN as of Q3 2026.

Superior Planning, LLC held 25 shares of Willdan Group worth $1.85K as of Q3 2026.
Willdan Group was a new Superior Planning, LLC position in Q3 2026.
Willdan Group made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1590 holding.
141 funds tracked by Wall St. Rank held Willdan Group as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.