Capital Performance Advisors »

Willdan shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of Willdan (WLDN) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors investment in Willdan

Tip: Access up to 7 years of quarterly data

All positions including Willdan held by Capital Performance Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Willdan by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.0k 121 40.95

More positions owned by Capital Performance Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Microsoft Corporation (MSFT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust World Ex Us Core (DFAX)
Amazon (AMZN)

View all positions for Capital Performance Advisors

Top funds holding Willdan

BlackRock
BlackRock
Amundi
Forager Capital Management
Vanguard Group
Handelsbanken Fonder AB
Lord, Abbett & Co
Dimensional Fund Advisors
Swedbank AB
Summit Creek Advisors
Geode Capital Management
Rice Hall James & Associates
State Street Corporation
Acadian Asset Management
Rock Point Advisors

View all funds holding Willdan