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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
Q2 		$109K Hold
1,384
– – 0.01% 817
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 $6.73T AUM 46.02% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AFCM
Alta Fox Capital Management Fort Worth, Texas $497M AUM 48.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Pinnacle Wealth Planning Services's WLDN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Willdan Group (WLDN) position steady in Q2 2026 at 1,384 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #817.

Pinnacle Wealth Planning Services first reported a position in WLDN in Q4 2025 and has held it in 3 quarters since. 246 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,384 shares of Willdan Group worth $109K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Willdan Group share count unchanged in Q2 2026.
  • Willdan Group made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #817 holding.
  • Pinnacle Wealth Planning Services first reported a position in Willdan Group in Q4 2025 and has held it in 3 quarters since.
  • 246 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.