True Wealth Design’s Willdan Group WLDN Stock Holding History

True Wealth Design’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 Q3	$518	Hold	7	–	–	﹤0.01%	2119
2026 Q2	$554	Hold	7	–	–	﹤0.01%	2173
2026 Q1	$536	Hold	7	–	–	﹤0.01%	2024
2025 Q4	$726	Hold	7	–	–	﹤0.01%	1832
2025 Q3	$677	Hold	7	–	–	﹤0.01%	1901
2025 Q2	$438	Hold	7	–	–	﹤0.01%	1801
2025 Q1	$286	Hold	7	–	–	﹤0.01%	1799
2024 Q4	$267	Hold	7	–	–	﹤0.01%	1185
2024 Q3	$287	Buy	+7	New	+$252	﹤0.01%	1166

Other funds holding WLDN

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

JPWM

Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

FMTCOCP

Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return

True Wealth Design's WLDN Position: Q3 2026 in Review

True Wealth Design held its Willdan Group (WLDN) position steady in Q3 2026 at 7 shares worth $518. The position accounts for ﹤0.01% of the portfolio, ranked #2119.

True Wealth Design first reported a position in WLDN in Q3 2024 and has held it in 9 quarters since. The position peaked at $726 in Q4 2025. 13 funds tracked by Wall St. Rank hold WLDN as of Q3 2026.

True Wealth Design held 7 shares of Willdan Group worth $518 as of Q3 2026.
True Wealth Design left its Willdan Group share count unchanged in Q3 2026.
Willdan Group made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2119 holding.
True Wealth Design first reported a position in Willdan Group in Q3 2024 and has held it in 9 quarters since.
True Wealth Design's Willdan Group position peaked at $726 in Q4 2025.
13 funds tracked by Wall St. Rank held Willdan Group as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.