Steward Partners Investment Advisory’s Willdan Group WLDN Stock Holding History

Steward Partners Investment Advisory’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	$64.8K	Buy	+819	New	+$69.7K	﹤0.01%	2807
2018 Q4	–	Sell	-300	Closed	-$10K	–	2164
2018 Q3	$10K	Hold	300	–	–	﹤0.01%	1886
2018 Q2	$9K	Hold	300	–	–	﹤0.01%	1789
2018 Q1	$8K	Hold	300	–	–	﹤0.01%	1657
2017 Q4	$7K	Hold	300	–	–	﹤0.01%	1442
2017 Q3	$9K	Hold	300	–	–	﹤0.01%	1151
2017 Q2	$9K	Hold	300	–	–	﹤0.01%	1084
2017 Q1	$9K	Buy	+300	New	+$8.55K	﹤0.01%	978

Other funds holding WLDN

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 Malvern, Pennsylvania $4.68T AUM

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Steward Partners Investment Advisory's WLDN Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in Willdan Group (WLDN) in Q2 2026: 819 shares worth $64.8K. The stake represents ﹤0.01% of the portfolio and ranks #2807 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in WLDN as recently as Q3 2018.

Steward Partners Investment Advisory first reported a position in WLDN in Q1 2017 and has held it in 8 quarters since. 245 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

Steward Partners Investment Advisory held 819 shares of Willdan Group worth $64.8K as of Q2 2026.
Willdan Group was a new Steward Partners Investment Advisory position in Q2 2026.
Willdan Group made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2807 holding.
Steward Partners Investment Advisory first reported a position in Willdan Group in Q1 2017 and has held it in 8 quarters since.
245 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.