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Legacy Wealth Management (Idaho)’s Willdan Group WLDN Stock Holding History

Legacy Wealth Management (Idaho)’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 		$2.6K Buy
+34
New +$3.6K ﹤0.01% 729

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

Legacy Wealth Management (Idaho)'s WLDN Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) opened a new position in Willdan Group (WLDN) in Q1 2026: 34 shares worth $2.6K. The stake represents ﹤0.01% of the portfolio and ranks #729 among its holdings.

253 funds tracked by Wall St. Rank hold WLDN as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 34 shares of Willdan Group worth $2.6K as of Q1 2026.
  • Willdan Group was a new Legacy Wealth Management (Idaho) position in Q1 2026.
  • Willdan Group made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #729 holding.
  • 253 funds tracked by Wall St. Rank held Willdan Group as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.