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Mount Yale Investment Advisors’s Willdan Group WLDN Stock Holding History

Mount Yale Investment Advisors’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 		$533K Buy
+6,960
New +$736K 0.01% 698
2025
Q3 		– Sell
-6,926
Closed -$433K – 1610
2025
Q2 		$433K Hold
6,926
– – 0.03% 373
2025
Q1 		$282K Hold
6,926
– – 0.02% 451
2024
Q4 		$264K Hold
6,926
– – 0.02% 472
2024
Q3 		$284K Buy
+6,926
New +$249K 0.03% 452
2024
Q2 		– Sell
-6,926
Closed -$201K – 582
2024
Q1 		$201K Buy
+6,926
New +$151K 0.02% 516
2022
Q2 		– Sell
-6,926
Closed -$213K – 503
2022
Q1 		$213K Hold
6,926
– – 0.02% 439
2021
Q4 		$244K Hold
6,926
– – 0.03% 416
2021
Q3 		$246K Hold
6,926
– – 0.03% 401
2021
Q2 		$261K Hold
6,926
– – 0.03% 355
2021
Q1 		$284K Hold
6,926
– – 0.04% 326
2020
Q4 		$289K Buy
+6,926
New +$241K 0.04% 306
2020
Q1 		– Sell
-14,579
Closed -$483K – 338
2019
Q4 		$483K Sell
14,579
-42
-0.3% -$1.33K 0.08% 206
2019
Q3 		$408K Sell
14,621
-64
-0.4% -$2.28K 0.07% 224
2019
Q2 		$487K Sell
14,685
-14,398
-50% -$520K 0.09% 192
2019
Q1 		$1.08M Sell
29,083
-24
-0.1% -$854 0.2% 109
2018
Q4 		$1.02M Sell
29,107
-14,186
-33% -$485K 0.21% 112
2018
Q3 		$1.63M Buy
43,293
+593
+1% +$18.5K 0.28% 81
2018
Q2 		$1.32M Sell
42,700
-1
-0% -$29 0.25% 92
2018
Q1 		$1.21M Buy
+42,701
New +$999K 0.26% 93

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

Mount Yale Investment Advisors's WLDN Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Willdan Group (WLDN) in Q1 2026: 6,960 shares worth $533K. The stake represents 0.01% of the portfolio and ranks #698 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in WLDN as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in WLDN in Q1 2018 and has held it in 20 quarters since. The position peaked at $1.63M in Q3 2018. 253 funds tracked by Wall St. Rank hold WLDN as of Q1 2026.

  • Mount Yale Investment Advisors held 6,960 shares of Willdan Group worth $533K as of Q1 2026.
  • Willdan Group was a new Mount Yale Investment Advisors position in Q1 2026.
  • Willdan Group made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #698 holding.
  • Mount Yale Investment Advisors first reported a position in Willdan Group in Q1 2018 and has held it in 20 quarters since.
  • Mount Yale Investment Advisors's Willdan Group position peaked at $1.63M in Q3 2018.
  • 253 funds tracked by Wall St. Rank held Willdan Group as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.