Wasatch Advisors’s Willdan Group WLDN Stock Holding History

Wasatch 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 Q3	$26.4M	Buy	357,084 +70,030	+24%	+$5.54M	0.2%	105
2026 Q2	$22.7M	Sell	287,054 -94,527	-25%	-$8.05M	0.15%	116
2026 Q1	$29.2M	Buy	381,581 +120,110	+46%	+$12.7M	0.19%	102
2025 Q4	$27.1M	Buy	261,471 +79,345	+44%	+$7.81M	0.16%	112
2025 Q3	$17.6M	Sell	182,126 -140,831	-44%	-$13.3M	0.09%	133
2025 Q2	$20.2M	Buy	+322,957	New	+$15.4M	0.11%	130

Other funds holding WLDN

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

FFA

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

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

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Wasatch Advisors's WLDN Position: Q3 2026 in Review

Wasatch Advisors increased its Willdan Group (WLDN) stake by 24% in Q3 2026, buying an estimated $5.54M and bringing the position to 357,084 shares worth $26.4M. The position accounts for 0.2% of the portfolio, ranked #105.

Wasatch Advisors first reported a position in WLDN in Q2 2025 and has held it in 6 quarters since. The position peaked at $29.2M in Q1 2026. 12 funds tracked by Wall St. Rank hold WLDN as of Q3 2026.

Wasatch Advisors held 357,084 shares of Willdan Group worth $26.4M as of Q3 2026.
Wasatch Advisors bought 70,030 Willdan Group shares in Q3 2026, an estimated $5.54M.
Willdan Group made up 0.2% of Wasatch Advisors's portfolio in Q3 2026, its #105 holding.
Wasatch Advisors first reported a position in Willdan Group in Q2 2025 and has held it in 6 quarters since.
Wasatch Advisors's Willdan Group position peaked at $29.2M in Q1 2026.
12 funds tracked by Wall St. Rank held Willdan Group as of Q3 2026.

Based on Wasatch Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.