Wealth Enhancement Advisory Services
WLDN icon

Wealth Enhancement Advisory Services’s Willdan Group WLDN Stock Holding History

Wealth Enhancement Advisory Services’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
Q1 		– Sell
-2,379
Closed -$271K – 3887
2025
Q4 		$271K Buy
+2,379
New +$234K ﹤0.01% 3005

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Vanguard Portfolio Management
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Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealth Enhancement Advisory Services's WLDN Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Willdan Group (WLDN) in Q1 2026, closing a stake of 2,379 shares — an estimated $271K sold.

Wealth Enhancement Advisory Services first reported a position in WLDN in Q4 2025 and held it in 1 quarter. The position peaked at $271K in Q4 2025. 256 funds tracked by Wall St. Rank hold WLDN as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining Willdan Group position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 2,379 Willdan Group shares in Q1 2026, an estimated $271K.
  • Wealth Enhancement Advisory Services first reported a position in Willdan Group in Q4 2025 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Willdan Group position peaked at $271K in Q4 2025.
  • 256 funds tracked by Wall St. Rank held Willdan Group as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.