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Stratos Wealth Partners’s Willdan Group WLDN Stock Holding History

Stratos Wealth 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 		$213K Sell
2,698
-15,271
-85% -$1.3M ﹤0.01% 1592
2026
Q1 		$1.38M Sell
17,969
-1,139
-6% -$121K 0.02% 679
2025
Q4 		$1.98M Buy
19,108
+24
+0.1% +$2.36K 0.02% 554
2025
Q3 		$1.85M Buy
+19,084
New +$1.81M 0.02% 556

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

Stratos Wealth Partners's WLDN Position: Q2 2026 in Review

Stratos Wealth Partners reduced its Willdan Group (WLDN) stake by 85% in Q2 2026, selling an estimated $1.3M and leaving 2,698 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #1592.

Stratos Wealth Partners first reported a position in WLDN in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.98M in Q4 2025. 245 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

  • Stratos Wealth Partners held 2,698 shares of Willdan Group worth $213K as of Q2 2026.
  • Stratos Wealth Partners sold 15,271 Willdan Group shares in Q2 2026, an estimated $1.3M.
  • Willdan Group made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1592 holding.
  • Stratos Wealth Partners first reported a position in Willdan Group in Q3 2025 and has held it in 4 quarters since.
  • Stratos Wealth Partners's Willdan Group position peaked at $1.98M in Q4 2025.
  • 245 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.