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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
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

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

True Wealth Design's WLDN Position: Q2 2026 in Review

True Wealth Design 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 #2173.

True Wealth Design first reported a position in WLDN in Q3 2024 and has held it in 8 quarters since. The position peaked at $726 in Q4 2025. 245 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

  • True Wealth Design held 7 shares of Willdan Group worth $554 as of Q2 2026.
  • True Wealth Design left its Willdan Group share count unchanged in Q2 2026.
  • Willdan Group made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2173 holding.
  • True Wealth Design first reported a position in Willdan Group in Q3 2024 and has held it in 8 quarters since.
  • True Wealth Design'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 True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.