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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
Q2 		$554 Hold
7
– – ﹤0.01% 1555
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 $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

TD Private Client Wealth's WLDN Position: Q2 2026 in Review

TD Private Client Wealth held its Willdan Group (WLDN) position steady in Q2 2026 at 7 shares worth $554. The position accounts for ﹤0.01% of the portfolio, ranked #1555.

TD Private Client Wealth first reported a position in WLDN in Q3 2025 and has held it in 4 quarters since. The position peaked at $726 in Q4 2025. 245 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

  • TD Private Client Wealth held 7 shares of Willdan Group worth $554 as of Q2 2026.
  • TD Private Client Wealth left its Willdan Group share count unchanged in Q2 2026.
  • Willdan Group made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1555 holding.
  • TD Private Client Wealth first reported a position in Willdan Group in Q3 2025 and has held it in 4 quarters since.
  • TD Private Client Wealth's Willdan Group position peaked at $726 in Q4 2025.
  • 245 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.