Carson Wealth (CWM LLC)
WLDN icon

Carson Wealth (CWM LLC)’s Willdan Group WLDN Stock Holding History

Carson Wealth (CWM LLC)’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 		$169K Sell
2,204
-99
-4% -$10.5K ﹤0.01% 2869
2025
Q4 		$239K Buy
2,303
+118
+5% +$11.6K ﹤0.01% 2423
2025
Q3 		$211K Buy
2,185
+143
+7% +$13.5K ﹤0.01% 2401
2025
Q2 		$128K Buy
2,042
+924
+83% +$44.1K ﹤0.01% 2515
2025
Q1 		$46K Buy
1,118
+19
+2% +$703 ﹤0.01% 3058
2024
Q4 		$42K Buy
1,099
+118
+12% +$5.06K ﹤0.01% 2937
2024
Q3 		$40K Buy
981
+295
+43% +$10.6K ﹤0.01% 2875
2024
Q2 		$20K Buy
686
+677
+7,522% +$20.2K ﹤0.01% 3126
2024
Q1 		$0 Hold
9
– – ﹤0.01% 4796
2023
Q4 		$0 Hold
9
– – ﹤0.01% 4554
2023
Q3 		$0 Hold
9
– – ﹤0.01% 4560
2023
Q2 		$0 Hold
9
– – ﹤0.01% 4482
2023
Q1 		$0 Hold
9
– – ﹤0.01% 4365
2022
Q4 		$0 Sell
9
-104
-92% -$1.6K ﹤0.01% 4278
2022
Q3 		$2K Buy
+113
New +$2.7K ﹤0.01% 3559

Other funds holding WLDN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Carson Wealth (CWM LLC)'s WLDN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Willdan Group (WLDN) stake by 4.3% in Q1 2026, selling an estimated $10.5K and leaving 2,204 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #2869.

Carson Wealth (CWM LLC) first reported a position in WLDN in Q3 2022 and has held it in 15 quarters since. The position peaked at $239K in Q4 2025. 254 funds tracked by Wall St. Rank hold WLDN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,204 shares of Willdan Group worth $169K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 99 Willdan Group shares in Q1 2026, an estimated $10.5K.
  • Willdan Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2869 holding.
  • Carson Wealth (CWM LLC) first reported a position in Willdan Group in Q3 2022 and has held it in 15 quarters since.
  • Carson Wealth (CWM LLC)'s Willdan Group position peaked at $239K in Q4 2025.
  • 254 funds tracked by Wall St. Rank held Willdan Group as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.