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Newbridge Financial Services Group’s Willdan Group WLDN Stock Holding History

Newbridge Financial Services 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
Q1 		– Sell
-6
Closed -$622 – 1261
2025
Q4 		$622 Hold
6
– – ﹤0.01% 1104
2025
Q3 		$615 Sell
6
-2
-25% -$189 ﹤0.01% 1218
2025
Q2 		$478 Buy
8
+2
+33% +$95 ﹤0.01% 1244
2025
Q1 		$244 Hold
6
– – ﹤0.01% 992
2024
Q4 		$229 Buy
+6
New +$257 ﹤0.01% 1085

Other funds holding WLDN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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 $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Newbridge Financial Services Group's WLDN Position: Q1 2026 in Review

Newbridge Financial Services Group sold out of Willdan Group (WLDN) in Q1 2026, closing a stake of 6 shares — an estimated $622 sold.

Newbridge Financial Services Group first reported a position in WLDN in Q4 2024 and held it in 5 quarters. The position peaked at $622 in Q4 2025. 256 funds tracked by Wall St. Rank hold WLDN as of Q1 2026.

  • Newbridge Financial Services Group reported no remaining Willdan Group position as of Q1 2026 after selling out during the quarter.
  • Newbridge Financial Services Group sold 6 Willdan Group shares in Q1 2026, an estimated $622.
  • Newbridge Financial Services Group first reported a position in Willdan Group in Q4 2024 and held it in 5 quarters.
  • Newbridge Financial Services Group's Willdan Group position peaked at $622 in Q4 2025.
  • 256 funds tracked by Wall St. Rank held Willdan Group as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.