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Fortitude Family Office’s Willdan Group WLDN Stock Holding History

Fortitude Family Office’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 		$1.33K Hold
18
– – ﹤0.01% 2147
2026
Q2 		$1.42K Buy
+18
New +$1.53K ﹤0.01% 1619

Other funds holding WLDN

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 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
Avanza Fonder
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
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

Fortitude Family Office's WLDN Position: Q3 2026 in Review

Fortitude Family Office held its Willdan Group (WLDN) position steady in Q3 2026 at 18 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #2147.

Fortitude Family Office first reported a position in WLDN in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.42K in Q2 2026. 15 funds tracked by Wall St. Rank hold WLDN as of Q3 2026.

  • Fortitude Family Office held 18 shares of Willdan Group worth $1.33K as of Q3 2026.
  • Fortitude Family Office left its Willdan Group share count unchanged in Q3 2026.
  • Willdan Group made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #2147 holding.
  • Fortitude Family Office first reported a position in Willdan Group in Q2 2026 and has held it in 2 quarters since.
  • Fortitude Family Office's Willdan Group position peaked at $1.42K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Willdan Group as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.