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Farther Finance Advisors’s Willdan Group WLDN Stock Holding History

Farther Finance 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
Q3 		$52.8K Buy
715
+27
+4% +$2.14K ﹤0.01% 3377
2026
Q2 		$54.4K Buy
688
+38
+6% +$3.24K ﹤0.01% 3190
2026
Q1 		$51.4K Buy
650
+42
+7% +$4.44K ﹤0.01% 2979
2025
Q4 		$63K Buy
608
+32
+6% +$3.15K ﹤0.01% 2661
2025
Q3 		$55.7K Hold
576
– – ﹤0.01% 2375
2025
Q2 		$36K Hold
576
– – ﹤0.01% 2311
2025
Q1 		$23.5K Sell
576
-480
-45% -$17.8K ﹤0.01% 2309
2024
Q4 		$40.2K Buy
+1,056
New +$45.3K ﹤0.01% 1769

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
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
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 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

Farther Finance Advisors's WLDN Position: Q3 2026 in Review

Farther Finance Advisors increased its Willdan Group (WLDN) stake by 3.9% in Q3 2026, buying an estimated $2.14K and bringing the position to 715 shares worth $52.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3377.

Farther Finance Advisors first reported a position in WLDN in Q4 2024 and has held it in 8 quarters since. The position peaked at $63K in Q4 2025. 13 funds tracked by Wall St. Rank hold WLDN as of Q3 2026.

  • Farther Finance Advisors held 715 shares of Willdan Group worth $52.8K as of Q3 2026.
  • Farther Finance Advisors bought 27 Willdan Group shares in Q3 2026, an estimated $2.14K.
  • Willdan Group made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3377 holding.
  • Farther Finance Advisors first reported a position in Willdan Group in Q4 2024 and has held it in 8 quarters since.
  • Farther Finance Advisors's Willdan Group position peaked at $63K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held Willdan Group as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.