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Integrated Wealth Concepts’s Willdan Group WLDN Stock Holding History

Integrated Wealth Concepts’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 		$28.6K Buy
+362
New +$30.8K ﹤0.01% 3810

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

Integrated Wealth Concepts's WLDN Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Willdan Group (WLDN) in Q2 2026: 362 shares worth $28.6K. The stake represents ﹤0.01% of the portfolio and ranks #3810 among its holdings.

245 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

  • Integrated Wealth Concepts held 362 shares of Willdan Group worth $28.6K as of Q2 2026.
  • Willdan Group was a new Integrated Wealth Concepts position in Q2 2026.
  • Willdan Group made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3810 holding.
  • 245 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.