AAP
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Arax Advisory Partners’s Willdan Group WLDN Stock Holding History

Arax Advisory 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
Q1 		$3.61K Buy
42
+40
+2,000% +$4.23K ﹤0.01% 2931
2025
Q4 		$207 Sell
2
-1,308
-100% -$129K ﹤0.01% 3712
2025
Q3 		$127K Buy
+1,310
New +$124K ﹤0.01% 1448

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VCM
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VPM
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Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
WA
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Geode Capital Management
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State Street
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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
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return