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 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%	3147
2022 Q2	$0	Hold	1	–	–	﹤0.01%	2862
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 $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return