Jamison Private Wealth Management
WLDN icon

Jamison Private Wealth Management’s Willdan Group WLDN Stock Holding History

Jamison Private Wealth Management’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
Q3 		$269K Sell
3,635
-203
-5% -$16.1K 0.03% 206
2026
Q2 		$304K Buy
+3,838
New +$327K 0.03% 197

Other funds holding WLDN

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Kornitzer Capital Management
Kornitzer Capital Management Shawnee Mission, Kansas $4.8B AUM 30.14% 1-Year Est. Return
Summit Creek Advisors
Summit Creek Advisors Minneapolis, Minnesota $250M AUM 18.04% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Jamison Private Wealth Management's WLDN Position: Q3 2026 in Review

Jamison Private Wealth Management reduced its Willdan Group (WLDN) stake by 5.3% in Q3 2026, selling an estimated $16.1K and leaving 3,635 shares worth $269K. The position accounts for 0.03% of the portfolio, ranked #206.

Jamison Private Wealth Management first reported a position in WLDN in Q2 2026 and has held it in 2 quarters since. The position peaked at $304K in Q2 2026. 67 funds tracked by Wall St. Rank hold WLDN as of Q3 2026.

  • Jamison Private Wealth Management held 3,635 shares of Willdan Group worth $269K as of Q3 2026.
  • Jamison Private Wealth Management sold 203 Willdan Group shares in Q3 2026, an estimated $16.1K.
  • Willdan Group made up 0.03% of Jamison Private Wealth Management's portfolio in Q3 2026, its #206 holding.
  • Jamison Private Wealth Management first reported a position in Willdan Group in Q2 2026 and has held it in 2 quarters since.
  • Jamison Private Wealth Management's Willdan Group position peaked at $304K in Q2 2026.
  • 67 funds tracked by Wall St. Rank held Willdan Group as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.