EFG
WLDN icon

Elevated Financial Group’s Willdan Group WLDN Stock Holding History

Elevated Financial Group’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 		– Sell
-3,561
Closed -$273K – 145
2026
Q1 		$273K Buy
3,561
+306
+9% +$32.4K 0.09% 116
2025
Q4 		$337K Buy
+3,255
New +$320K 0.12% 96

Other funds holding WLDN

BlackRock
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
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Elevated Financial Group's WLDN Position: Q2 2026 in Review

Elevated Financial Group sold out of Willdan Group (WLDN) in Q2 2026, closing a stake of 3,561 shares — an estimated $273K sold.

Elevated Financial Group first reported a position in WLDN in Q4 2025 and held it in 2 quarters. The position peaked at $337K in Q4 2025. 243 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

  • Elevated Financial Group reported no remaining Willdan Group position as of Q2 2026 after selling out during the quarter.
  • Elevated Financial Group sold 3,561 Willdan Group shares in Q2 2026, an estimated $273K.
  • Elevated Financial Group first reported a position in Willdan Group in Q4 2025 and held it in 2 quarters.
  • Elevated Financial Group's Willdan Group position peaked at $337K in Q4 2025.
  • 243 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on Elevated Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.