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IFP Advisors’s Willdan Group WLDN Stock Holding History

IFP Advisors’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 		$3.08K Hold
39
– – ﹤0.01% 4039
2026
Q1 		$2.99K Sell
39
-9
-19% -$952 ﹤0.01% 3801
2025
Q4 		$4.98K Buy
48
+8
+20% +$788 ﹤0.01% 3411
2025
Q3 		$3.87K Buy
40
+2
+5% +$189 ﹤0.01% 3392
2025
Q2 		$2.5K Buy
+38
New +$1.81K ﹤0.01% 3795
2025
Q1 		– Sell
-7
Closed -$267 – 4657
2024
Q4 		$267 Buy
+7
New +$300 ﹤0.01% 3605
2023
Q4 		– Sell
-19
Closed -$388 – 3362
2023
Q3 		$388 Hold
19
– – ﹤0.01% 3131
2023
Q2 		$364 Hold
19
– – ﹤0.01% 3245
2023
Q1 		$555 Hold
19
– – ﹤0.01% 3174
2022
Q4 		$1K Buy
+19
New +$293 ﹤0.01% 4515
2017
Q3 		– Sell
-175
Closed -$5K – 4225
2017
Q2 		$5K Buy
+175
New +$5.48K ﹤0.01% 3436

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

IFP Advisors's WLDN Position: Q2 2026 in Review

IFP Advisors held its Willdan Group (WLDN) position steady in Q2 2026 at 39 shares worth $3.08K. The position accounts for ﹤0.01% of the portfolio, ranked #4039.

IFP Advisors first reported a position in WLDN in Q2 2017 and has held it in 11 quarters since. The position peaked at $5K in Q2 2017. 245 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

  • IFP Advisors held 39 shares of Willdan Group worth $3.08K as of Q2 2026.
  • IFP Advisors left its Willdan Group share count unchanged in Q2 2026.
  • Willdan Group made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4039 holding.
  • IFP Advisors first reported a position in Willdan Group in Q2 2017 and has held it in 11 quarters since.
  • IFP Advisors's Willdan Group position peaked at $5K in Q2 2017.
  • 245 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.