Trek Financial’s Willdan Group WLDN Stock Holding History

Trek Financial’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	–	Sell	-5,746	Closed	-$596K	–	544
2025 Q4	$596K	Buy	5,746 +905	+19%	+$89.1K	0.03%	273
2025 Q3	$468K	Buy	+4,841	New	+$458K	0.03%	302

Other funds holding WLDN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Trek Financial's WLDN Position: Q1 2026 in Review

Trek Financial sold out of Willdan Group (WLDN) in Q1 2026, closing a stake of 5,746 shares — an estimated $596K sold.

Trek Financial first reported a position in WLDN in Q3 2025 and held it in 2 quarters. The position peaked at $596K in Q4 2025. 256 funds tracked by Wall St. Rank hold WLDN as of Q1 2026.

Trek Financial reported no remaining Willdan Group position as of Q1 2026 after selling out during the quarter.
Trek Financial sold 5,746 Willdan Group shares in Q1 2026, an estimated $596K.
Trek Financial first reported a position in Willdan Group in Q3 2025 and held it in 2 quarters.
Trek Financial's Willdan Group position peaked at $596K in Q4 2025.
256 funds tracked by Wall St. Rank held Willdan Group as of Q1 2026.

Based on Trek Financial's 13F filing for Q1 2026, filed 13 May 2026.