CoreCap Advisors’s Willdan Group WLDN Stock Holding History

CoreCap 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 Q3	$222	Buy	+3	New	+$237	﹤0.01%	2939

Other funds holding WLDN

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Kings Path Partners Sugar Land, Texas $380M AUM 12.42% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

CoreCap Advisors's WLDN Position: Q3 2026 in Review

CoreCap Advisors opened a new position in Willdan Group (WLDN) in Q3 2026: 3 shares worth $222. The stake represents ﹤0.01% of the portfolio and ranks #2939 among its holdings.

29 funds tracked by Wall St. Rank hold WLDN as of Q3 2026.

CoreCap Advisors held 3 shares of Willdan Group worth $222 as of Q3 2026.
Willdan Group was a new CoreCap Advisors position in Q3 2026.
Willdan Group made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2939 holding.
29 funds tracked by Wall St. Rank held Willdan Group as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.