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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Willdan Group WLDN Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		– Sell
-26
Closed -$1.99K – 575
2026
Q1 		$1.99K Sell
26
-59
-69% -$6.24K ﹤0.01% 466
2025
Q4 		$8.81K Buy
+85
New +$8.37K ﹤0.01% 419

Other funds holding WLDN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $294M AUM 19.1% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s WLDN Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Willdan Group (WLDN) in Q2 2026, closing a stake of 26 shares — an estimated $1.99K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in WLDN in Q4 2025 and held it in 2 quarters. The position peaked at $8.81K in Q4 2025. 96 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Willdan Group position as of Q2 2026 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 26 Willdan Group shares in Q2 2026, an estimated $1.99K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Willdan Group in Q4 2025 and held it in 2 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Willdan Group position peaked at $8.81K in Q4 2025.
  • 96 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.