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Kestra Private Wealth Services’s Willdan Group WLDN Stock Holding History

Kestra Private Wealth 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
Q2 		$276K Sell
3,487
-9,970
-74% -$849K ﹤0.01% 1535
2026
Q1 		$1.03M Buy
13,457
+5,485
+69% +$580K 0.01% 826
2025
Q4 		$826K Buy
7,972
+5,414
+212% +$533K 0.01% 893
2025
Q3 		$247K Buy
+2,558
New +$242K ﹤0.01% 1461

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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Kestra Private Wealth Services's WLDN Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Willdan Group (WLDN) stake by 74% in Q2 2026, selling an estimated $849K and leaving 3,487 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #1535.

Kestra Private Wealth Services first reported a position in WLDN in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.03M in Q1 2026. 46 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

  • Kestra Private Wealth Services held 3,487 shares of Willdan Group worth $276K as of Q2 2026.
  • Kestra Private Wealth Services sold 9,970 Willdan Group shares in Q2 2026, an estimated $849K.
  • Willdan Group made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1535 holding.
  • Kestra Private Wealth Services first reported a position in Willdan Group in Q3 2025 and has held it in 4 quarters since.
  • Kestra Private Wealth Services's Willdan Group position peaked at $1.03M in Q1 2026.
  • 46 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.