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 Q2	$304K	Buy	+3,838	New	+$327K	0.03%	197

Other funds holding WLDN

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 Malvern, Pennsylvania $4.68T AUM

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Jamison Private Wealth Management's WLDN Position: Q2 2026 in Review

Jamison Private Wealth Management opened a new position in Willdan Group (WLDN) in Q2 2026: 3,838 shares worth $304K. The stake represents 0.03% of the portfolio and ranks #197 among its holdings.

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

Jamison Private Wealth Management held 3,838 shares of Willdan Group worth $304K as of Q2 2026.
Willdan Group was a new Jamison Private Wealth Management position in Q2 2026.
Willdan Group made up 0.03% of Jamison Private Wealth Management's portfolio in Q2 2026, its #197 holding.
245 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.