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Global Retirement Partners’s Willdan Group WLDN Stock Holding History

Global Retirement Partners’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 		$1.66K Buy
+21
New +$1.79K ﹤0.01% 4096
2025
Q4 		$6.22K Buy
60
+46
+329% +$4.53K ﹤0.01% 3363
2025
Q3 		$1.35K Sell
14
-579
-98% -$54.8K ﹤0.01% 3438
2025
Q2 		$37.1K Buy
+593
New +$28.3K ﹤0.01% 1940

Other funds holding WLDN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AFCM
Alta Fox Capital Management Fort Worth, Texas $497M AUM 48.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Global Retirement Partners's WLDN Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Willdan Group (WLDN) in Q2 2026: 21 shares worth $1.66K. The stake represents ﹤0.01% of the portfolio and ranks #4096 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in WLDN as recently as Q4 2025.

Global Retirement Partners first reported a position in WLDN in Q2 2025 and has held it in 4 quarters since. The position peaked at $37.1K in Q2 2025. 245 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

  • Global Retirement Partners held 21 shares of Willdan Group worth $1.66K as of Q2 2026.
  • Willdan Group was a new Global Retirement Partners position in Q2 2026.
  • Willdan Group made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4096 holding.
  • Global Retirement Partners first reported a position in Willdan Group in Q2 2025 and has held it in 4 quarters since.
  • Global Retirement Partners's Willdan Group position peaked at $37.1K in Q2 2025.
  • 245 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.