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Kassira Wealth Management’s Willdan Group WLDN Stock Holding History

Kassira 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 		$350K Buy
4,422
+38
+0.9% +$3.24K 0.28% 52
2026
Q1 		$336K Buy
+4,384
New +$464K 0.31% 50

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

Kassira Wealth Management's WLDN Position: Q2 2026 in Review

Kassira Wealth Management increased its Willdan Group (WLDN) stake by 0.87% in Q2 2026, buying an estimated $3.24K and bringing the position to 4,422 shares worth $350K. The position accounts for 0.28% of the portfolio, ranked #52.

Kassira Wealth Management first reported a position in WLDN in Q1 2026 and has held it in 2 quarters since. 245 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

  • Kassira Wealth Management held 4,422 shares of Willdan Group worth $350K as of Q2 2026.
  • Kassira Wealth Management bought 38 Willdan Group shares in Q2 2026, an estimated $3.24K.
  • Willdan Group made up 0.28% of Kassira Wealth Management's portfolio in Q2 2026, its #52 holding.
  • Kassira Wealth Management first reported a position in Willdan Group in Q1 2026 and has held it in 2 quarters since.
  • 245 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on Kassira Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.