Creative Planning’s Willdan Group WLDN Stock Holding History

Creative Planning’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	$337K	Sell	4,256 -73	-2%	-$6.22K	﹤0.01%	3486
2026 Q1	$331K	Sell	4,329 -2,066	-32%	-$219K	﹤0.01%	3346
2025 Q4	$663K	Buy	6,395 +1,798	+39%	+$177K	﹤0.01%	2611
2025 Q3	$444K	Buy	+4,597	New	+$435K	﹤0.01%	2826
2025 Q1	–	Sell	-16	Closed	-$609	–	3747
2024 Q4	$609	Buy	+16	New	+$686	﹤0.01%	3561
2017 Q3	–	Sell	-2,331	Closed	-$71K	–	3716
2017 Q2	$71K	Sell	2,331 -1,000	-30%	-$31.3K	﹤0.01%	2241
2017 Q1	$107K	Buy	+3,331	New	+$95K	﹤0.01%	1911
2016 Q1	–	Sell	-3,270	Closed	-$27K	–	4558
2015 Q4	$27K	Buy	+3,270	New	+$32.6K	﹤0.01%	2622
2015 Q2	–	Sell	-1,312	Closed	-$21K	–	3024
2015 Q1	$21K	Hold	1,312	–	–	﹤0.01%	2689
2014 Q4	$18K	Buy	1,312 +1,112	+556%	+$16.4K	﹤0.01%	2739
2014 Q3	$3K	Buy	+200	New	+$2.08K	﹤0.01%	3548

Other funds holding WLDN

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 Malvern, Pennsylvania $4.68T AUM

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Creative Planning's WLDN Position: Q2 2026 in Review

Creative Planning reduced its Willdan Group (WLDN) stake by 1.7% in Q2 2026, selling an estimated $6.22K and leaving 4,256 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #3486.

Creative Planning first reported a position in WLDN in Q3 2014 and has held it in 11 quarters since. The position peaked at $663K in Q4 2025. 245 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

Creative Planning held 4,256 shares of Willdan Group worth $337K as of Q2 2026.
Creative Planning sold 73 Willdan Group shares in Q2 2026, an estimated $6.22K.
Willdan Group made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3486 holding.
Creative Planning first reported a position in Willdan Group in Q3 2014 and has held it in 11 quarters since.
Creative Planning's Willdan Group position peaked at $663K in Q4 2025.
245 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.