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Colonial Trust’s Willdan Group WLDN Stock Holding History

Colonial Trust’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 		$3.12K Buy
39
+5
+15% +$426 ﹤0.01% 973
2026
Q1 		$2.59K Hold
34
– – ﹤0.01% 987
2025
Q4 		$3.73K Hold
34
– – ﹤0.01% 899
2025
Q3 		$3.51K Sell
34
-39
-53% -$3.69K ﹤0.01% 900
2025
Q2 		$4.57K Hold
73
– – ﹤0.01% 845
2025
Q1 		$3K Hold
73
– – ﹤0.01% 915
2024
Q4 		$2.81K Hold
73
– – ﹤0.01% 1172
2024
Q3 		$3K Buy
+73
New +$2.62K ﹤0.01% 961

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

Colonial Trust's WLDN Position: Q2 2026 in Review

Colonial Trust increased its Willdan Group (WLDN) stake by 15% in Q2 2026, buying an estimated $426 and bringing the position to 39 shares worth $3.12K. The position accounts for ﹤0.01% of the portfolio, ranked #973.

Colonial Trust first reported a position in WLDN in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.57K in Q2 2025. 245 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

  • Colonial Trust held 39 shares of Willdan Group worth $3.12K as of Q2 2026.
  • Colonial Trust bought 5 Willdan Group shares in Q2 2026, an estimated $426.
  • Willdan Group made up ﹤0.01% of Colonial Trust's portfolio in Q2 2026, its #973 holding.
  • Colonial Trust first reported a position in Willdan Group in Q3 2024 and has held it in 8 quarters since.
  • Colonial Trust's Willdan Group position peaked at $4.57K in Q2 2025.
  • 245 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.