LPL Financial
WLDN icon

LPL Financial’s Willdan Group WLDN Stock Holding History

LPL Financial’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 		$1.82M Buy
23,764
+7,235
+44% +$765K ﹤0.01% 3611
2025
Q4 		$1.71M Sell
16,529
-473
-3% -$46.6K ﹤0.01% 3544
2025
Q3 		$1.64M Buy
+17,002
New +$1.61M ﹤0.01% 3497
2020
Q4 		– Sell
-24,994
Closed -$638K – 3877
2020
Q3 		$638K Sell
24,994
-873
-3% -$23.5K ﹤0.01% 2279
2020
Q2 		$647K Sell
25,867
-13,279
-34% -$305K ﹤0.01% 2166
2020
Q1 		$837K Buy
39,146
+8,014
+26% +$247K ﹤0.01% 1740
2019
Q4 		$989K Buy
+31,132
New +$986K ﹤0.01% 1844

Other funds holding WLDN

BlackRock
BlackRock New York $5.7T 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 $121B 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 $431B AUM 30.22% 1-Year Est. Return