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TD Private Client Wealth’s Willdan Group WLDN Stock Holding History

TD Private Client Wealth’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 		$536 Hold
7
– – ﹤0.01% 1484
2025
Q4 		$726 Hold
7
– – ﹤0.01% 1432
2025
Q3 		$677 Buy
+7
New +$663 ﹤0.01% 1400

Other funds holding WLDN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TD Private Client Wealth's WLDN Position: Q1 2026 in Review

TD Private Client Wealth held its Willdan Group (WLDN) position steady in Q1 2026 at 7 shares worth $536. The position accounts for ﹤0.01% of the portfolio, ranked #1484.

TD Private Client Wealth first reported a position in WLDN in Q3 2025 and has held it in 3 quarters since. The position peaked at $726 in Q4 2025. 253 funds tracked by Wall St. Rank hold WLDN as of Q1 2026.

  • TD Private Client Wealth held 7 shares of Willdan Group worth $536 as of Q1 2026.
  • TD Private Client Wealth left its Willdan Group share count unchanged in Q1 2026.
  • Willdan Group made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #1484 holding.
  • TD Private Client Wealth first reported a position in Willdan Group in Q3 2025 and has held it in 3 quarters since.
  • TD Private Client Wealth's Willdan Group position peaked at $726 in Q4 2025.
  • 253 funds tracked by Wall St. Rank held Willdan Group as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.