Revisor Wealth Management
WLDN icon

Revisor Wealth Management’s Willdan Group WLDN Stock Holding History

Revisor Wealth Management’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
Q3 		– Sell
-2,548
Closed -$202K – 399
2026
Q2 		$202K Sell
2,548
-918
-26% -$78.2K 0.05% 360
2026
Q1 		$265K Buy
3,466
+1,706
+97% +$180K 0.07% 269
2025
Q4 		$210K Buy
+1,760
New +$173K 0.06% 307

Other funds holding WLDN

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Kings Path Partners
Kings Path Partners Sugar Land, Texas $380M AUM 12.42% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Jamison Private Wealth Management
Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return
GK Wealth Management
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Revisor Wealth Management's WLDN Position: Q3 2026 in Review

Revisor Wealth Management sold out of Willdan Group (WLDN) in Q3 2026, closing a stake of 2,548 shares — an estimated $202K sold.

Revisor Wealth Management first reported a position in WLDN in Q4 2025 and held it in 3 quarters. The position peaked at $265K in Q1 2026. 30 funds tracked by Wall St. Rank hold WLDN as of Q3 2026.

  • Revisor Wealth Management reported no remaining Willdan Group position as of Q3 2026 after selling out during the quarter.
  • Revisor Wealth Management sold 2,548 Willdan Group shares in Q3 2026, an estimated $202K.
  • Revisor Wealth Management first reported a position in Willdan Group in Q4 2025 and held it in 3 quarters.
  • Revisor Wealth Management's Willdan Group position peaked at $265K in Q1 2026.
  • 30 funds tracked by Wall St. Rank held Willdan Group as of Q3 2026.

Based on Revisor Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.