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Annex Advisory Services’s Willdan Group WLDN Stock Holding History

Annex Advisory Services’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
-9,134
Closed -$699K – 399
2026
Q1 		$699K Buy
+9,134
New +$966K 0.01% 214

Other funds holding WLDN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $190M AUM 66.42% 1-Year Est. Return
JPWM
Jamison Private Wealth Management Milton, Georgia $990M AUM 48.93% 1-Year Est. Return

Annex Advisory Services's WLDN Position: Q2 2026 in Review

Annex Advisory Services sold out of Willdan Group (WLDN) in Q2 2026, closing a stake of 9,134 shares — an estimated $699K sold.

Annex Advisory Services first reported a position in WLDN in Q1 2026 and held it in 1 quarter. The position peaked at $699K in Q1 2026. 17 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

  • Annex Advisory Services reported no remaining Willdan Group position as of Q2 2026 after selling out during the quarter.
  • Annex Advisory Services sold 9,134 Willdan Group shares in Q2 2026, an estimated $699K.
  • Annex Advisory Services first reported a position in Willdan Group in Q1 2026 and held it in 1 quarter.
  • Annex Advisory Services's Willdan Group position peaked at $699K in Q1 2026.
  • 17 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.