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LMG Wealth Partners’s Willdan Group WLDN Stock Holding History

LMG Wealth Partners’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 		– Sell
-22,376
Closed -$1.71M – 170
2026
Q1 		$1.71M Buy
22,376
+2,350
+12% +$249K 0.31% 82
2025
Q4 		$2.08M Buy
20,026
+540
+3% +$53.2K 0.39% 74
2025
Q3 		$1.88M Buy
+19,486
New +$1.84M 0.35% 76

Other funds holding WLDN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return
VPM
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LMG Wealth Partners's WLDN Position: Q2 2026 in Review

LMG Wealth Partners sold out of Willdan Group (WLDN) in Q2 2026, closing a stake of 22,376 shares — an estimated $1.71M sold.

LMG Wealth Partners first reported a position in WLDN in Q3 2025 and held it in 3 quarters. The position peaked at $2.08M in Q4 2025. 174 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

  • LMG Wealth Partners reported no remaining Willdan Group position as of Q2 2026 after selling out during the quarter.
  • LMG Wealth Partners sold 22,376 Willdan Group shares in Q2 2026, an estimated $1.71M.
  • LMG Wealth Partners first reported a position in Willdan Group in Q3 2025 and held it in 3 quarters.
  • LMG Wealth Partners's Willdan Group position peaked at $2.08M in Q4 2025.
  • 174 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.