Net Worth Advisory Group’s Willdan Group WLDN Stock Holding History

Net Worth Advisory 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 Q3	$202K	Buy	+2,740	New	+$217K	0.05%	412

Other funds holding WLDN

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Kings Path Partners Sugar Land, Texas $380M AUM 12.42% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Net Worth Advisory Group's WLDN Position: Q3 2026 in Review

Net Worth Advisory Group opened a new position in Willdan Group (WLDN) in Q3 2026: 2,740 shares worth $202K. The stake represents 0.05% of the portfolio and ranks #412 among its holdings.

30 funds tracked by Wall St. Rank hold WLDN as of Q3 2026.

Net Worth Advisory Group held 2,740 shares of Willdan Group worth $202K as of Q3 2026.
Willdan Group was a new Net Worth Advisory Group position in Q3 2026.
Willdan Group made up 0.05% of Net Worth Advisory Group's portfolio in Q3 2026, its #412 holding.
30 funds tracked by Wall St. Rank held Willdan Group as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.