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Financial Consulate’s Willdan Group WLDN Stock Holding History

Financial Consulate’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
Q1 		$15.3K Hold
200
– – ﹤0.01% 551
2025
Q4 		$20.7K Buy
+200
New +$19.7K ﹤0.01% 463

Other funds holding WLDN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Consulate's WLDN Position: Q1 2026 in Review

Financial Consulate held its Willdan Group (WLDN) position steady in Q1 2026 at 200 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

Financial Consulate first reported a position in WLDN in Q4 2025 and has held it in 2 quarters since. The position peaked at $20.7K in Q4 2025. 253 funds tracked by Wall St. Rank hold WLDN as of Q1 2026.

  • Financial Consulate held 200 shares of Willdan Group worth $15.3K as of Q1 2026.
  • Financial Consulate left its Willdan Group share count unchanged in Q1 2026.
  • Willdan Group made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #551 holding.
  • Financial Consulate first reported a position in Willdan Group in Q4 2025 and has held it in 2 quarters since.
  • Financial Consulate's Willdan Group position peaked at $20.7K in Q4 2025.
  • 253 funds tracked by Wall St. Rank held Willdan Group as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.