Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Willdan Group WLDN Stock Holding History

Cambridge Investment Research Advisors’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
-4,031
Closed -$309K – 4108
2026
Q1 		$309K Buy
4,031
+10
+0.2% +$1.06K ﹤0.01% 3260
2025
Q4 		$417K Hold
4,021
– – ﹤0.01% 2897
2025
Q3 		$389K Buy
+4,021
New +$381K ﹤0.01% 2894

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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 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

Cambridge Investment Research Advisors's WLDN Position: Q2 2026 in Review

Cambridge Investment Research Advisors sold out of Willdan Group (WLDN) in Q2 2026, closing a stake of 4,031 shares — an estimated $309K sold.

Cambridge Investment Research Advisors first reported a position in WLDN in Q3 2025 and held it in 3 quarters. The position peaked at $417K in Q4 2025. 38 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

  • Cambridge Investment Research Advisors reported no remaining Willdan Group position as of Q2 2026 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 4,031 Willdan Group shares in Q2 2026, an estimated $309K.
  • Cambridge Investment Research Advisors first reported a position in Willdan Group in Q3 2025 and held it in 3 quarters.
  • Cambridge Investment Research Advisors's Willdan Group position peaked at $417K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.