AWM
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Arista Wealth Management’s Willdan Group WLDN Stock Holding History

Arista Wealth Management’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 		$492K Sell
6,214
-5,903
-49% -$503K 0.05% 169
2026
Q1 		$928K Buy
+12,117
New +$1.28M 0.11% 107

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
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $165M AUM 66.42% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.12% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM