Clearstead Advisors
WLDN icon

Clearstead Advisors’s Willdan Group WLDN Stock Holding History

Clearstead 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 		$239 Buy
3
+2
+200% +$170 ﹤0.01% 3147
2026
Q1 		$77 Buy
+1
New +$106 ﹤0.01% 2203
2025
Q4 		– Sell
-10
Closed -$967 – 3283
2025
Q3 		$967 Buy
10
+8
+400% +$757 ﹤0.01% 2627
2025
Q2 		$126 Buy
+2
New +$95 ﹤0.01% 2595

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

Clearstead Advisors's WLDN Position: Q2 2026 in Review

Clearstead Advisors increased its Willdan Group (WLDN) stake by 200% in Q2 2026, buying an estimated $170 and bringing the position to 3 shares worth $239. The position accounts for ﹤0.01% of the portfolio, ranked #3147.

Clearstead Advisors first reported a position in WLDN in Q2 2025 and has held it in 4 quarters since. The position peaked at $967 in Q3 2025. 245 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

  • Clearstead Advisors held 3 shares of Willdan Group worth $239 as of Q2 2026.
  • Clearstead Advisors bought 2 Willdan Group shares in Q2 2026, an estimated $170.
  • Willdan Group made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3147 holding.
  • Clearstead Advisors first reported a position in Willdan Group in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's Willdan Group position peaked at $967 in Q3 2025.
  • 245 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.