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Pinnacle Wealth Planning Services’s Willdan Group WLDN Stock Holding History

Pinnacle Wealth Planning Services’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 		$106K Buy
1,384
+973
+237% +$103K 0.01% 767
2025
Q4 		$42.6K Buy
+411
New +$40.5K ﹤0.01% 1313

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

Pinnacle Wealth Planning Services's WLDN Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Willdan Group (WLDN) stake by 237% in Q1 2026, buying an estimated $103K and bringing the position to 1,384 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #767.

Pinnacle Wealth Planning Services first reported a position in WLDN in Q4 2025 and has held it in 2 quarters since. 253 funds tracked by Wall St. Rank hold WLDN as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,384 shares of Willdan Group worth $106K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 973 Willdan Group shares in Q1 2026, an estimated $103K.
  • Willdan Group made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #767 holding.
  • Pinnacle Wealth Planning Services first reported a position in Willdan Group in Q4 2025 and has held it in 2 quarters since.
  • 253 funds tracked by Wall St. Rank held Willdan Group as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.