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AdvisorShares Investments’s Willdan Group WLDN Stock Holding History

AdvisorShares Investments’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 		$524K Buy
6,623
+2,890
+77% +$246K 0.06% 169
2026
Q1 		$286K Buy
3,733
+1,780
+91% +$188K 0.05% 218
2025
Q4 		$202K Buy
1,953
+458
+31% +$45.1K 0.03% 225
2025
Q3 		$145K Buy
1,495
+1,020
+215% +$96.5K 0.02% 241
2025
Q2 		$29.7K Buy
+475
New +$22.7K 0.01% 282

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

AdvisorShares Investments's WLDN Position: Q2 2026 in Review

AdvisorShares Investments increased its Willdan Group (WLDN) stake by 77% in Q2 2026, buying an estimated $246K and bringing the position to 6,623 shares worth $524K. The position accounts for 0.06% of the portfolio, ranked #169.

AdvisorShares Investments first reported a position in WLDN in Q2 2025 and has held it in 5 quarters since. 245 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

  • AdvisorShares Investments held 6,623 shares of Willdan Group worth $524K as of Q2 2026.
  • AdvisorShares Investments bought 2,890 Willdan Group shares in Q2 2026, an estimated $246K.
  • Willdan Group made up 0.06% of AdvisorShares Investments's portfolio in Q2 2026, its #169 holding.
  • AdvisorShares Investments first reported a position in Willdan Group in Q2 2025 and has held it in 5 quarters since.
  • 245 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on AdvisorShares Investments's 13F filing for Q2 2026, filed 11 Aug 2026.