TPWA
WLDN icon

Twin Peaks Wealth Advisors’s Willdan Group WLDN Stock Holding History

Twin Peaks Wealth Advisors’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
-3
Closed -$230 – 2214
2026
Q1 		$230 Buy
+3
New +$317 ﹤0.01% 2151
2025
Q3 		– Sell
-2
Closed -$237 – 2140
2025
Q2 		$237 Buy
+2
New +$95 ﹤0.01% 2020

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

Twin Peaks Wealth Advisors's WLDN Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Willdan Group (WLDN) in Q2 2026, closing a stake of 3 shares — an estimated $230 sold.

Twin Peaks Wealth Advisors first reported a position in WLDN in Q2 2025 and held it in 2 quarters. The position peaked at $237 in Q2 2025. 245 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Willdan Group position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 3 Willdan Group shares in Q2 2026, an estimated $230.
  • Twin Peaks Wealth Advisors first reported a position in Willdan Group in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Willdan Group position peaked at $237 in Q2 2025.
  • 245 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.