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Falcon Wealth Planning’s Willdan Group WLDN Stock Holding History

Falcon Wealth Planning’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 		$520K Buy
+6,580
New +$560K 0.03% 140
2026
Q1 		– Sell
-2,981
Closed -$309K – 246
2025
Q4 		$309K Sell
2,981
-176
-6% -$17.3K 0.03% 164
2025
Q3 		$305K Buy
+3,157
New +$299K 0.03% 147

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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Falcon Wealth Planning's WLDN Position: Q2 2026 in Review

Falcon Wealth Planning opened a new position in Willdan Group (WLDN) in Q2 2026: 6,580 shares worth $520K. The stake represents 0.03% of the portfolio and ranks #140 among its holdings. This is a return to the name: Falcon Wealth Planning previously reported a position in WLDN as recently as Q4 2025.

Falcon Wealth Planning first reported a position in WLDN in Q3 2025 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

  • Falcon Wealth Planning held 6,580 shares of Willdan Group worth $520K as of Q2 2026.
  • Willdan Group was a new Falcon Wealth Planning position in Q2 2026.
  • Willdan Group made up 0.03% of Falcon Wealth Planning's portfolio in Q2 2026, its #140 holding.
  • Falcon Wealth Planning first reported a position in Willdan Group in Q3 2025 and has held it in 3 quarters since.
  • 38 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.