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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

GK Wealth Management Reno, Nevada $165M AUM 66.42% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.17B AUM 36.12% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return