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Diversified Trust’s Willdan Group WLDN Stock Holding History

Diversified Trust’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 		$595K Buy
7,518
+2,866
+62% +$244K 0.01% 704
2026
Q1 		$356K Buy
4,652
+344
+8% +$36.4K 0.01% 792
2025
Q4 		$447K Buy
4,308
+192
+5% +$18.9K 0.01% 696
2025
Q3 		$398K Buy
4,116
+317
+8% +$30K 0.01% 721
2025
Q2 		$237K Buy
+3,799
New +$181K 0.01% 824

Other funds holding WLDN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $190M AUM 66.42% 1-Year Est. Return
JPWM
Jamison Private Wealth Management Milton, Georgia $990M AUM 48.93% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Diversified Trust's WLDN Position: Q2 2026 in Review

Diversified Trust increased its Willdan Group (WLDN) stake by 62% in Q2 2026, buying an estimated $244K and bringing the position to 7,518 shares worth $595K. The position accounts for 0.01% of the portfolio, ranked #704.

Diversified Trust first reported a position in WLDN in Q2 2025 and has held it in 5 quarters since. 17 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

  • Diversified Trust held 7,518 shares of Willdan Group worth $595K as of Q2 2026.
  • Diversified Trust bought 2,866 Willdan Group shares in Q2 2026, an estimated $244K.
  • Willdan Group made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #704 holding.
  • Diversified Trust first reported a position in Willdan Group in Q2 2025 and has held it in 5 quarters since.
  • 17 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.