DWM
WLDN icon

Destination Wealth Management’s Willdan Group WLDN Stock Holding History

Destination Wealth Management’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
2019
Q3 		– Sell
-1,921
Closed -$72K – 511
2019
Q2 		$72K Hold
1,921
– – ﹤0.01% 226
2019
Q1 		$71K Hold
1,921
– – ﹤0.01% 226
2018
Q4 		$67K Hold
1,921
– – ﹤0.01% 229
2018
Q3 		$65K Buy
+1,921
New +$59.9K ﹤0.01% 256
2018
Q2 		– Sell
-1,921
Closed -$54K – 659
2018
Q1 		$54K Buy
+1,921
New +$44.9K ﹤0.01% 247
2014
Q2 		– Sell
-23,638
Closed -$107K – 135
2014
Q1 		$107K Hold
23,638
– – 0.01% 120
2013
Q4 		$126K Buy
+23,638
New +$93K 0.01% 105

Other funds holding WLDN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return