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 Q2	$1.58M	Sell	19,929 -3,835	-16%	-$327K	﹤0.01%	4005
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 New York $6.73T AUM 46.02% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AFCM

Alta Fox Capital Management Fort Worth, Texas $497M AUM 48.91% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LPL Financial's WLDN Position: Q2 2026 in Review

LPL Financial reduced its Willdan Group (WLDN) stake by 16% in Q2 2026, selling an estimated $327K and leaving 19,929 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #4005.

LPL Financial first reported a position in WLDN in Q4 2019 and has held it in 8 quarters since. The position peaked at $1.82M in Q1 2026. 245 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

LPL Financial held 19,929 shares of Willdan Group worth $1.58M as of Q2 2026.
LPL Financial sold 3,835 Willdan Group shares in Q2 2026, an estimated $327K.
Willdan Group made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4005 holding.
LPL Financial first reported a position in Willdan Group in Q4 2019 and has held it in 8 quarters since.
LPL Financial's Willdan Group position peaked at $1.82M in Q1 2026.
245 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.