EverSource Wealth Advisors’s Willdan Group WLDN Stock Holding History

EverSource Wealth Advisors’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	$19.1K	Buy	241 +36	+18%	+$3.07K	﹤0.01%	2459
2026 Q1	$15.7K	Sell	205 -49	-19%	-$5.18K	﹤0.01%	2652
2025 Q4	$26.3K	Buy	254 +67	+36%	+$6.6K	﹤0.01%	2203
2025 Q3	$18.1K	Sell	187 -101	-35%	-$9.56K	﹤0.01%	2437
2025 Q2	$18K	Buy	288 +271	+1,594%	+$12.9K	﹤0.01%	2379
2025 Q1	$692	Buy	+17	New	+$629	﹤0.01%	3350
2023 Q1	–	Sell	-426	Closed	-$7.6K	–	2551
2022 Q4	$7.6K	Buy	+426	New	+$6.56K	﹤0.01%	1436

Other funds holding WLDN

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 Malvern, Pennsylvania $4.68T AUM

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

EverSource Wealth Advisors's WLDN Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Willdan Group (WLDN) stake by 18% in Q2 2026, buying an estimated $3.07K and bringing the position to 241 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2459.

EverSource Wealth Advisors first reported a position in WLDN in Q4 2022 and has held it in 7 quarters since. The position peaked at $26.3K in Q4 2025. 245 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

EverSource Wealth Advisors held 241 shares of Willdan Group worth $19.1K as of Q2 2026.
EverSource Wealth Advisors bought 36 Willdan Group shares in Q2 2026, an estimated $3.07K.
Willdan Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2459 holding.
EverSource Wealth Advisors first reported a position in Willdan Group in Q4 2022 and has held it in 7 quarters since.
EverSource Wealth Advisors's Willdan Group position peaked at $26.3K in Q4 2025.
245 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.