JPWM
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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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $190M AUM 66.42% 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.

22 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.
  • 22 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.