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Root Financial Partners’s Willdan Group WLDN Stock Holding History

Root Financial Partners’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 		– Sell
-8
Closed -$612 – 3173
2026
Q1 		$612 Buy
+8
New +$846 ﹤0.01% 2798

Other funds holding WLDN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Root Financial Partners's WLDN Position: Q2 2026 in Review

Root Financial Partners sold out of Willdan Group (WLDN) in Q2 2026, closing a stake of 8 shares — an estimated $612 sold.

Root Financial Partners first reported a position in WLDN in Q1 2026 and held it in 1 quarter. The position peaked at $612 in Q1 2026. 53 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

  • Root Financial Partners reported no remaining Willdan Group position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 8 Willdan Group shares in Q2 2026, an estimated $612.
  • Root Financial Partners first reported a position in Willdan Group in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Willdan Group position peaked at $612 in Q1 2026.
  • 53 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.