Commonwealth Equity Services
WLDN icon

Commonwealth Equity Services’s Willdan Group WLDN Stock Holding History

Commonwealth Equity Services’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 		– Sell
-2,040
Closed -$211K – 4471
2025
Q4 		$211K Buy
+2,040
New +$201K ﹤0.01% 3933

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

Commonwealth Equity Services's WLDN Position: Q1 2026 in Review

Commonwealth Equity Services sold out of Willdan Group (WLDN) in Q1 2026, closing a stake of 2,040 shares — an estimated $211K sold.

Commonwealth Equity Services first reported a position in WLDN in Q4 2025 and held it in 1 quarter. The position peaked at $211K in Q4 2025. 253 funds tracked by Wall St. Rank hold WLDN as of Q1 2026.

  • Commonwealth Equity Services reported no remaining Willdan Group position as of Q1 2026 after selling out during the quarter.
  • Commonwealth Equity Services sold 2,040 Willdan Group shares in Q1 2026, an estimated $211K.
  • Commonwealth Equity Services first reported a position in Willdan Group in Q4 2025 and held it in 1 quarter.
  • Commonwealth Equity Services's Willdan Group position peaked at $211K in Q4 2025.
  • 253 funds tracked by Wall St. Rank held Willdan Group as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.