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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
Q2 		$454K Buy
5,740
+496
+9% +$42.2K ﹤0.01% 1861
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 $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

Private Advisor Group's WLDN Position: Q2 2026 in Review

Private Advisor Group increased its Willdan Group (WLDN) stake by 9.5% in Q2 2026, buying an estimated $42.2K and bringing the position to 5,740 shares worth $454K. The position accounts for ﹤0.01% of the portfolio, ranked #1861.

Private Advisor Group first reported a position in WLDN in Q2 2025 and has held it in 5 quarters since. 245 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

  • Private Advisor Group held 5,740 shares of Willdan Group worth $454K as of Q2 2026.
  • Private Advisor Group bought 496 Willdan Group shares in Q2 2026, an estimated $42.2K.
  • Willdan Group made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1861 holding.
  • Private Advisor Group first reported a position in Willdan Group in Q2 2025 and has held it in 5 quarters since.
  • 245 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.