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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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 $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers's WLDN Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Willdan Group (WLDN) stake by 0.36% in Q1 2026, selling an estimated $7.3K and leaving 19,057 shares worth $1.46M. The position accounts for ﹤0.01% of the portfolio, ranked #2562.

Cetera Investment Advisers first reported a position in WLDN in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.07M in Q3 2025. 253 funds tracked by Wall St. Rank hold WLDN as of Q1 2026.

  • Cetera Investment Advisers held 19,057 shares of Willdan Group worth $1.46M as of Q1 2026.
  • Cetera Investment Advisers sold 69 Willdan Group shares in Q1 2026, an estimated $7.3K.
  • Willdan Group made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2562 holding.
  • Cetera Investment Advisers first reported a position in Willdan Group in Q3 2025 and has held it in 3 quarters since.
  • Cetera Investment Advisers's Willdan Group position peaked at $2.07M in Q3 2025.
  • 253 funds tracked by Wall St. Rank held Willdan Group as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.