Cetera Investment Advisers
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Cetera Investment Advisers’s Willdan Group WLDN Stock Holding History

Cetera Investment Advisers’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 		$1.21M Sell
15,319
-3,738
-20% -$318K ﹤0.01% 2866
2026
Q1 		$1.46M Sell
19,057
-69
-0.4% -$7.3K ﹤0.01% 2562
2025
Q4 		$1.98M Sell
19,126
-2,275
-11% -$224K ﹤0.01% 2213
2025
Q3 		$2.07M Buy
+21,401
New +$2.03M ﹤0.01% 2141

Other funds holding WLDN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AFCM
Alta Fox Capital Management Fort Worth, Texas $497M AUM 48.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Cetera Investment Advisers's WLDN Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Willdan Group (WLDN) stake by 20% in Q2 2026, selling an estimated $318K and leaving 15,319 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2866.

Cetera Investment Advisers first reported a position in WLDN in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.07M in Q3 2025. 245 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

  • Cetera Investment Advisers held 15,319 shares of Willdan Group worth $1.21M as of Q2 2026.
  • Cetera Investment Advisers sold 3,738 Willdan Group shares in Q2 2026, an estimated $318K.
  • Willdan Group made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2866 holding.
  • Cetera Investment Advisers first reported a position in Willdan Group in Q3 2025 and has held it in 4 quarters since.
  • Cetera Investment Advisers's Willdan Group position peaked at $2.07M in Q3 2025.
  • 245 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.