Spire Wealth Management’s Willdan Group WLDN Stock Holding History

Spire 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 Q1	–	Sell	-255	Closed	-$26.4K	–	2417
2025 Q4	$26.4K	Buy	+255	New	+$25.1K	﹤0.01%	1383

Other funds holding WLDN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Spire Wealth Management's WLDN Position: Q1 2026 in Review

Spire Wealth Management sold out of Willdan Group (WLDN) in Q1 2026, closing a stake of 255 shares — an estimated $26.4K sold.

Spire Wealth Management first reported a position in WLDN in Q4 2025 and held it in 1 quarter. The position peaked at $26.4K in Q4 2025. 256 funds tracked by Wall St. Rank hold WLDN as of Q1 2026.

Spire Wealth Management reported no remaining Willdan Group position as of Q1 2026 after selling out during the quarter.
Spire Wealth Management sold 255 Willdan Group shares in Q1 2026, an estimated $26.4K.
Spire Wealth Management first reported a position in Willdan Group in Q4 2025 and held it in 1 quarter.
Spire Wealth Management's Willdan Group position peaked at $26.4K in Q4 2025.
256 funds tracked by Wall St. Rank held Willdan Group as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.