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Inspire Advisors’s Willdan Group WLDN Stock Holding History

Inspire 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 		$589K Buy
7,694
+941
+14% +$99.6K 0.05% 329
2025
Q4 		$700K Buy
6,753
+4,056
+150% +$399K 0.06% 228
2025
Q3 		$261K Sell
2,697
-2,768
-51% -$262K 0.02% 419
2025
Q2 		$342K Buy
+5,465
New +$261K 0.04% 358

Other funds holding WLDN

BlackRock
BlackRock New York $5.72T 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 $124B 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 $432B AUM 30.22% 1-Year Est. Return

Inspire Advisors's WLDN Position: Q1 2026 in Review

Inspire Advisors increased its Willdan Group (WLDN) stake by 14% in Q1 2026, buying an estimated $99.6K and bringing the position to 7,694 shares worth $589K. The position accounts for 0.05% of the portfolio, ranked #329.

Inspire Advisors first reported a position in WLDN in Q2 2025 and has held it in 4 quarters since. The position peaked at $700K in Q4 2025. 253 funds tracked by Wall St. Rank hold WLDN as of Q1 2026.

  • Inspire Advisors held 7,694 shares of Willdan Group worth $589K as of Q1 2026.
  • Inspire Advisors bought 941 Willdan Group shares in Q1 2026, an estimated $99.6K.
  • Willdan Group made up 0.05% of Inspire Advisors's portfolio in Q1 2026, its #329 holding.
  • Inspire Advisors first reported a position in Willdan Group in Q2 2025 and has held it in 4 quarters since.
  • Inspire Advisors's Willdan Group position peaked at $700K in Q4 2025.
  • 253 funds tracked by Wall St. Rank held Willdan Group as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.