IA
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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
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 – 4720
2024
Q4 		$267 Buy
+7
New +$300 ﹤0.01% 3605
2023
Q4 		– Sell
-19
Closed -$388 – 3366
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 – 4228
2017
Q2 		$5K Buy
+175
New +$5.48K ﹤0.01% 3436

Other funds holding WLDN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return