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Thoroughbred Financial Services’s Willdan Group WLDN Stock Holding History

Thoroughbred Financial Services’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 		– Sell
-6,636
Closed -$508K – 639
2026
Q1 		$508K Buy
6,636
+353
+6% +$37.3K 0.03% 387
2025
Q4 		$651K Buy
6,283
+1,760
+39% +$173K 0.04% 340
2025
Q3 		$437K Buy
+4,523
New +$428K 0.03% 407

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

Thoroughbred Financial Services's WLDN Position: Q2 2026 in Review

Thoroughbred Financial Services sold out of Willdan Group (WLDN) in Q2 2026, closing a stake of 6,636 shares — an estimated $508K sold.

Thoroughbred Financial Services first reported a position in WLDN in Q3 2025 and held it in 3 quarters. The position peaked at $651K in Q4 2025. 245 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

  • Thoroughbred Financial Services reported no remaining Willdan Group position as of Q2 2026 after selling out during the quarter.
  • Thoroughbred Financial Services sold 6,636 Willdan Group shares in Q2 2026, an estimated $508K.
  • Thoroughbred Financial Services first reported a position in Willdan Group in Q3 2025 and held it in 3 quarters.
  • Thoroughbred Financial Services's Willdan Group position peaked at $651K in Q4 2025.
  • 245 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.