Rothwell Investment Advisors, LLC’s Willdan Group WLDN Stock Holding History

Rothwell Investment Advisors, 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	$19.7K	Buy	+266	New	+$21.1K	0.01%	627

Other funds holding WLDN

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 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

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

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Kornitzer Capital Management Shawnee Mission, Kansas $4.8B AUM 30.14% 1-Year Est. Return

Summit Creek Advisors Minneapolis, Minnesota $250M AUM 18.04% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Rothwell Investment Advisors, LLC's WLDN Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Willdan Group (WLDN) in Q3 2026: 266 shares worth $19.7K. The stake represents 0.01% of the portfolio and ranks #627 among its holdings.

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

Rothwell Investment Advisors, LLC held 266 shares of Willdan Group worth $19.7K as of Q3 2026.
Willdan Group was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Willdan Group made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #627 holding.
88 funds tracked by Wall St. Rank held Willdan Group as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.