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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
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

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
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 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
GWM
GK Wealth Management Reno, Nevada $190M AUM 66.42% 1-Year Est. Return
JPWM
Jamison Private Wealth Management Milton, Georgia $990M AUM 48.93% 1-Year Est. Return

Farther Finance Advisors's WLDN Position: Q2 2026 in Review

Farther Finance Advisors increased its Willdan Group (WLDN) stake by 5.8% in Q2 2026, buying an estimated $3.24K and bringing the position to 688 shares worth $54.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3190.

Farther Finance Advisors first reported a position in WLDN in Q4 2024 and has held it in 7 quarters since. The position peaked at $63K in Q4 2025. 18 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

  • Farther Finance Advisors held 688 shares of Willdan Group worth $54.4K as of Q2 2026.
  • Farther Finance Advisors bought 38 Willdan Group shares in Q2 2026, an estimated $3.24K.
  • Willdan Group made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3190 holding.
  • Farther Finance Advisors first reported a position in Willdan Group in Q4 2024 and has held it in 7 quarters since.
  • Farther Finance Advisors's Willdan Group position peaked at $63K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.