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Pure Financial Advisors’s Willdan Group WLDN Stock Holding History

Pure Financial Advisors’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 		$622K Buy
+7,860
New +$669K 0.01% 330
2026
Q1 		– Sell
-4,645
Closed -$482K – 593
2025
Q4 		$482K Buy
+4,645
New +$457K 0.01% 326

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

Pure Financial Advisors's WLDN Position: Q2 2026 in Review

Pure Financial Advisors opened a new position in Willdan Group (WLDN) in Q2 2026: 7,860 shares worth $622K. The stake represents 0.01% of the portfolio and ranks #330 among its holdings. This is a return to the name: Pure Financial Advisors previously reported a position in WLDN as recently as Q4 2025.

Pure Financial Advisors first reported a position in WLDN in Q4 2025 and has held it in 2 quarters since. 245 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

  • Pure Financial Advisors held 7,860 shares of Willdan Group worth $622K as of Q2 2026.
  • Willdan Group was a new Pure Financial Advisors position in Q2 2026.
  • Willdan Group made up 0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #330 holding.
  • Pure Financial Advisors first reported a position in Willdan Group in Q4 2025 and has held it in 2 quarters since.
  • 245 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.