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Independent Advisor Alliance’s Willdan Group WLDN Stock Holding History

Independent Advisor Alliance’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 		$301K Sell
3,809
-955
-20% -$81.3K 0.01% 831
2026
Q1 		$365K Sell
4,764
-23,877
-83% -$2.53M ﹤0.01% 1245
2025
Q4 		$2.97M Buy
28,641
+1,149
+4% +$113K 0.07% 223
2025
Q3 		$2.66M Buy
+27,492
New +$2.6M 0.07% 238

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

Independent Advisor Alliance's WLDN Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Willdan Group (WLDN) stake by 20% in Q2 2026, selling an estimated $81.3K and leaving 3,809 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #831.

Independent Advisor Alliance first reported a position in WLDN in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.97M in Q4 2025. 245 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

  • Independent Advisor Alliance held 3,809 shares of Willdan Group worth $301K as of Q2 2026.
  • Independent Advisor Alliance sold 955 Willdan Group shares in Q2 2026, an estimated $81.3K.
  • Willdan Group made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #831 holding.
  • Independent Advisor Alliance first reported a position in Willdan Group in Q3 2025 and has held it in 4 quarters since.
  • Independent Advisor Alliance's Willdan Group position peaked at $2.97M in Q4 2025.
  • 245 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.