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 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 $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 New York $124B AUM 33.93% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning's WLDN Position: Q1 2026 in Review

Creative Planning reduced its Willdan Group (WLDN) stake by 32% in Q1 2026, selling an estimated $219K and leaving 4,329 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #3346.

Creative Planning first reported a position in WLDN in Q3 2014 and has held it in 10 quarters since. The position peaked at $663K in Q4 2025. 253 funds tracked by Wall St. Rank hold WLDN as of Q1 2026.

Creative Planning held 4,329 shares of Willdan Group worth $331K as of Q1 2026.
Creative Planning sold 2,066 Willdan Group shares in Q1 2026, an estimated $219K.
Willdan Group made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3346 holding.
Creative Planning first reported a position in Willdan Group in Q3 2014 and has held it in 10 quarters since.
Creative Planning's Willdan Group position peaked at $663K in Q4 2025.
253 funds tracked by Wall St. Rank held Willdan Group as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.