EP
WLDN icon

Essential Partners’s Willdan Group WLDN Stock Holding History

Essential Partners’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
Q3 		$5.69K Sell
77
-5
-6% -$396 ﹤0.01% 1445
2026
Q2 		$6.49K Sell
82
-103
-56% -$8.77K ﹤0.01% 1414
2026
Q1 		$14.2K Sell
185
-1
-0.5% -$106 ﹤0.01% 1071
2025
Q4 		$19.3K Hold
186
– – 0.01% 928
2025
Q3 		$18K Buy
186
+3
+2% +$284 0.01% 928
2025
Q2 		$11.4K Buy
+183
New +$8.73K ﹤0.01% 809

Other funds holding WLDN

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
JPWM
Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners's WLDN Position: Q3 2026 in Review

Essential Partners reduced its Willdan Group (WLDN) stake by 6.1% in Q3 2026, selling an estimated $396 and leaving 77 shares worth $5.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1445.

Essential Partners first reported a position in WLDN in Q2 2025 and has held it in 6 quarters since. The position peaked at $19.3K in Q4 2025. 13 funds tracked by Wall St. Rank hold WLDN as of Q3 2026.

  • Essential Partners held 77 shares of Willdan Group worth $5.69K as of Q3 2026.
  • Essential Partners sold 5 Willdan Group shares in Q3 2026, an estimated $396.
  • Willdan Group made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1445 holding.
  • Essential Partners first reported a position in Willdan Group in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Willdan Group position peaked at $19.3K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held Willdan Group as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.