Merit Financial Group’s Willdan Group WLDN Stock Holding History

Merit 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 Q2	–	Sell	-3,211	Closed	-$246K	–	2455
2026 Q1	$246K	Buy	+3,211	New	+$340K	﹤0.01%	1783

Other funds holding WLDN

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

OAM

OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Merit Financial Group's WLDN Position: Q2 2026 in Review

Merit Financial Group sold out of Willdan Group (WLDN) in Q2 2026, closing a stake of 3,211 shares — an estimated $246K sold.

Merit Financial Group first reported a position in WLDN in Q1 2026 and held it in 1 quarter. The position peaked at $246K in Q1 2026. 49 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

Merit Financial Group reported no remaining Willdan Group position as of Q2 2026 after selling out during the quarter.
Merit Financial Group sold 3,211 Willdan Group shares in Q2 2026, an estimated $246K.
Merit Financial Group first reported a position in Willdan Group in Q1 2026 and held it in 1 quarter.
Merit Financial Group's Willdan Group position peaked at $246K in Q1 2026.
49 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.