Allworth Financial’s Willdan Group WLDN Stock Holding History

Allworth Financial’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	$10.2K	Buy	129 +79	+158%	+$6.73K	﹤0.01%	3698
2026 Q1	$3.83K	Buy	50 +29	+138%	+$3.07K	﹤0.01%	4105
2025 Q4	$2.18K	Buy	21 +4	+24%	+$394	﹤0.01%	4087
2025 Q3	$1.64K	Buy	17 +7	+70%	+$663	﹤0.01%	4089
2025 Q2	$626	Buy	10 +9	+900%	+$429	﹤0.01%	4078
2025 Q1	$39	Hold	1	–	–	﹤0.01%	3986
2024 Q4	$39	Hold	1	–	–	﹤0.01%	3884
2024 Q3	$41	Hold	1	–	–	﹤0.01%	3697
2024 Q2	$33	Hold	1	–	–	﹤0.01%	3641
2024 Q1	$29	Hold	1	–	–	﹤0.01%	3550
2023 Q4	$22	Hold	1	–	–	﹤0.01%	3394
2023 Q3	$21	Hold	1	–	–	﹤0.01%	3389
2023 Q2	$20	Hold	1	–	–	﹤0.01%	3213
2023 Q1	$16	Hold	1	–	–	﹤0.01%	3147
2022 Q4	$18	Hold	1	–	–	﹤0.01%	2960
2022 Q3	$0	Hold	1	–	–	﹤0.01%	3146
2022 Q2	$0	Hold	1	–	–	﹤0.01%	2861
2022 Q1	$0	Hold	1	–	–	﹤0.01%	2413
2021 Q4	$0	Hold	1	–	–	﹤0.01%	2138
2021 Q3	$0	Hold	1	–	–	﹤0.01%	1988
2021 Q2	$0	Buy	+1	New	+$39	﹤0.01%	1674

Other funds holding WLDN

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 Malvern, Pennsylvania $4.68T AUM

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Allworth Financial's WLDN Position: Q2 2026 in Review

Allworth Financial increased its Willdan Group (WLDN) stake by 158% in Q2 2026, buying an estimated $6.73K and bringing the position to 129 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3698.

Allworth Financial first reported a position in WLDN in Q2 2021 and has held it in 21 quarters since. 245 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

Allworth Financial held 129 shares of Willdan Group worth $10.2K as of Q2 2026.
Allworth Financial bought 79 Willdan Group shares in Q2 2026, an estimated $6.73K.
Willdan Group made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3698 holding.
Allworth Financial first reported a position in Willdan Group in Q2 2021 and has held it in 21 quarters since.
245 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.