Belpointe Asset Management
WLDN icon

Belpointe Asset Management’s Willdan Group WLDN Stock Holding History

Belpointe Asset 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
Q3 		– Sell
-3,394
Closed -$268K – 1262
2026
Q2 		$268K Sell
3,394
-4,418
-57% -$376K 0.01% 937
2026
Q1 		$598K Buy
+7,812
New +$826K 0.02% 634

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Geode Capital Management
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Ranger Investment Management
Ranger Investment Management Dallas, Texas $1.07B AUM 31.98% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.6B AUM 38.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return

Belpointe Asset Management's WLDN Position: Q3 2026 in Review

Belpointe Asset Management sold out of Willdan Group (WLDN) in Q3 2026, closing a stake of 3,394 shares — an estimated $268K sold.

Belpointe Asset Management first reported a position in WLDN in Q1 2026 and held it in 2 quarters. The position peaked at $598K in Q1 2026. 114 funds tracked by Wall St. Rank hold WLDN as of Q3 2026.

  • Belpointe Asset Management reported no remaining Willdan Group position as of Q3 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 3,394 Willdan Group shares in Q3 2026, an estimated $268K.
  • Belpointe Asset Management first reported a position in Willdan Group in Q1 2026 and held it in 2 quarters.
  • Belpointe Asset Management's Willdan Group position peaked at $598K in Q1 2026.
  • 114 funds tracked by Wall St. Rank held Willdan Group as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.