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Larson Financial Group’s Willdan Group WLDN Stock Holding History

Larson Financial Group’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 		$3.83K Hold
50
– – ﹤0.01% 2720
2025
Q4 		$5.18K Buy
+50
New +$4.92K ﹤0.01% 2444

Other funds holding WLDN

BlackRock
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Larson Financial Group's WLDN Position: Q1 2026 in Review

Larson Financial Group held its Willdan Group (WLDN) position steady in Q1 2026 at 50 shares worth $3.83K. The position accounts for ﹤0.01% of the portfolio, ranked #2720.

Larson Financial Group first reported a position in WLDN in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.18K in Q4 2025. 253 funds tracked by Wall St. Rank hold WLDN as of Q1 2026.

  • Larson Financial Group held 50 shares of Willdan Group worth $3.83K as of Q1 2026.
  • Larson Financial Group left its Willdan Group share count unchanged in Q1 2026.
  • Willdan Group made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2720 holding.
  • Larson Financial Group first reported a position in Willdan Group in Q4 2025 and has held it in 2 quarters since.
  • Larson Financial Group's Willdan Group position peaked at $5.18K in Q4 2025.
  • 253 funds tracked by Wall St. Rank held Willdan Group as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.