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Private Advisor Group’s Willdan Group WLDN Stock Holding History

Private Advisor 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 		$401K Buy
5,244
+878
+20% +$92.9K ﹤0.01% 2003
2025
Q4 		$453K Buy
4,366
+18
+0.4% +$1.77K ﹤0.01% 1884
2025
Q3 		$420K Sell
4,348
-406
-9% -$38.4K ﹤0.01% 1876
2025
Q2 		$297K Buy
+4,754
New +$227K ﹤0.01% 1987

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

Private Advisor Group's WLDN Position: Q1 2026 in Review

Private Advisor Group increased its Willdan Group (WLDN) stake by 20% in Q1 2026, buying an estimated $92.9K and bringing the position to 5,244 shares worth $401K. The position accounts for ﹤0.01% of the portfolio, ranked #2003.

Private Advisor Group first reported a position in WLDN in Q2 2025 and has held it in 4 quarters since. The position peaked at $453K in Q4 2025. 253 funds tracked by Wall St. Rank hold WLDN as of Q1 2026.

  • Private Advisor Group held 5,244 shares of Willdan Group worth $401K as of Q1 2026.
  • Private Advisor Group bought 878 Willdan Group shares in Q1 2026, an estimated $92.9K.
  • Willdan Group made up ﹤0.01% of Private Advisor Group's portfolio in Q1 2026, its #2003 holding.
  • Private Advisor Group first reported a position in Willdan Group in Q2 2025 and has held it in 4 quarters since.
  • Private Advisor Group's Willdan Group position peaked at $453K in Q4 2025.
  • 253 funds tracked by Wall St. Rank held Willdan Group as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.