Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

Willdan shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Willdan (WLDN) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Willdan

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All positions including Willdan held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Willdan by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $699k 9.1k 76.56

More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Victory Portfolios Ii Core Plus Bd Etf (UBND)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Alps Etf Tr Smith Core Plus (SMTH)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Global 100 Etf (IOO)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
Amazon (AMZN)
Ishares Tr U S Equity Factr (LRGF)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding Willdan

BlackRock
Vanguard Group
Vanguard Capital Management
Vanguard Portfolio Management
Two Sigma Investments
Daniel D. Thurber
Geode Capital Management
State Street Corporation
Dimensional Fund Advisors
First Trust Advisors
Ameriprise Financial
Nuveen
Swedbank AB
Driehaus Capital Management
Allspring Global Investments Holdings

View all funds holding Willdan