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WealthTrust Axiom’s Willdan Group WLDN Stock Holding History

WealthTrust Axiom’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 		$371K Hold
4,695
– – 0.08% 195
2026
Q1 		$359K Hold
4,695
– – 0.09% 177
2025
Q4 		$487K Hold
4,695
– – 0.13% 142
2025
Q3 		$454K Hold
4,695
– – 0.12% 153
2025
Q2 		$293K Buy
+4,695
New +$224K 0.09% 184

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

WealthTrust Axiom's WLDN Position: Q2 2026 in Review

WealthTrust Axiom held its Willdan Group (WLDN) position steady in Q2 2026 at 4,695 shares worth $371K. The position accounts for 0.08% of the portfolio, ranked #195.

WealthTrust Axiom first reported a position in WLDN in Q2 2025 and has held it in 5 quarters since. The position peaked at $487K in Q4 2025. 245 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

  • WealthTrust Axiom held 4,695 shares of Willdan Group worth $371K as of Q2 2026.
  • WealthTrust Axiom left its Willdan Group share count unchanged in Q2 2026.
  • Willdan Group made up 0.08% of WealthTrust Axiom's portfolio in Q2 2026, its #195 holding.
  • WealthTrust Axiom first reported a position in Willdan Group in Q2 2025 and has held it in 5 quarters since.
  • WealthTrust Axiom's Willdan Group position peaked at $487K in Q4 2025.
  • 245 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.