Kestra Advisory Services’s Willdan Group WLDN Stock Holding History

Kestra Advisory Services’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 Q1	–	Sell	-1,471	Closed	-$152K	–	4396
2025 Q4	$152K	Buy	+1,471	New	+$145K	﹤0.01%	3111

Other funds holding WLDN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kestra Advisory Services's WLDN Position: Q1 2026 in Review

Kestra Advisory Services sold out of Willdan Group (WLDN) in Q1 2026, closing a stake of 1,471 shares — an estimated $152K sold.

Kestra Advisory Services first reported a position in WLDN in Q4 2025 and held it in 1 quarter. The position peaked at $152K in Q4 2025. 253 funds tracked by Wall St. Rank hold WLDN as of Q1 2026.

Kestra Advisory Services reported no remaining Willdan Group position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 1,471 Willdan Group shares in Q1 2026, an estimated $152K.
Kestra Advisory Services first reported a position in Willdan Group in Q4 2025 and held it in 1 quarter.
Kestra Advisory Services's Willdan Group position peaked at $152K in Q4 2025.
253 funds tracked by Wall St. Rank held Willdan Group as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.