GIA
WLDN icon

Gladstone Institutional Advisory’s Willdan Group WLDN Stock Holding History

Gladstone Institutional Advisory’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
-5,603
Closed -$429K – 928
2026
Q1 		$429K Sell
5,603
-237
-4% -$25.1K 0.02% 574
2025
Q4 		$605K Buy
5,840
+241
+4% +$23.7K 0.02% 457
2025
Q3 		$541K Buy
+5,599
New +$530K 0.02% 498
2023
Q3 		– Sell
-12,626
Closed -$242K – 678
2023
Q2 		$242K Buy
+12,626
New +$212K 0.01% 563

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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 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

Gladstone Institutional Advisory's WLDN Position: Q2 2026 in Review

Gladstone Institutional Advisory sold out of Willdan Group (WLDN) in Q2 2026, closing a stake of 5,603 shares — an estimated $429K sold.

Gladstone Institutional Advisory first reported a position in WLDN in Q2 2023 and held it in 4 quarters. The position peaked at $605K in Q4 2025. 38 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

  • Gladstone Institutional Advisory reported no remaining Willdan Group position as of Q2 2026 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 5,603 Willdan Group shares in Q2 2026, an estimated $429K.
  • Gladstone Institutional Advisory first reported a position in Willdan Group in Q2 2023 and held it in 4 quarters.
  • Gladstone Institutional Advisory's Willdan Group position peaked at $605K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.