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Abacus Wealth Partners’s Willdan Group WLDN Stock Holding History

Abacus Wealth Partners’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 		– Sell
-3,276
Closed -$251K – 513
2026
Q1 		$251K Buy
3,276
+578
+21% +$61.1K 0.02% 412
2025
Q4 		$280K Buy
+2,698
New +$266K 0.03% 372
2021
Q1 		– Sell
-6,240
Closed -$260K – 117
2020
Q4 		$260K Buy
+6,240
New +$217K 0.23% 66

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

Abacus Wealth Partners's WLDN Position: Q2 2026 in Review

Abacus Wealth Partners sold out of Willdan Group (WLDN) in Q2 2026, closing a stake of 3,276 shares — an estimated $251K sold.

Abacus Wealth Partners first reported a position in WLDN in Q4 2020 and held it in 3 quarters. The position peaked at $280K in Q4 2025. 245 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

  • Abacus Wealth Partners reported no remaining Willdan Group position as of Q2 2026 after selling out during the quarter.
  • Abacus Wealth Partners sold 3,276 Willdan Group shares in Q2 2026, an estimated $251K.
  • Abacus Wealth Partners first reported a position in Willdan Group in Q4 2020 and held it in 3 quarters.
  • Abacus Wealth Partners's Willdan Group position peaked at $280K in Q4 2025.
  • 245 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.