Position in WLDN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$523,879
+$238,081 QoQ
Shares Held
6,623
+77.4% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#118
of 241 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WLDN Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026AdvisorShares Investments LLC holds $35,944,302 across 7 Engineering & Construction names. WLDN ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IESC |
IES Holdings, Inc.
|
26,948 | $19,797,617 | |
| 2 | FIX |
Comfort Systems USA Inc
|
6,315 | $12,516,014 | |
| 3 | STRL |
Sterling Infrastructure, Inc.
|
1,680 | $1,410,124 | |
| 4 | PWR |
Quanta Services, Inc.
|
1,052 | $757,482 | |
| 5 | WLDN |
Willdan Group, Inc.
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|
6,623 | $523,879 | |
| 6 | MTZ |
Mastec Inc
|
1,238 | $515,082 | |
| 7 | LGN |
Legence Corp.
|
4,976 | $424,104 |
All Filings in WLDN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $523,879 | 6,623 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $285,798 | 3,733 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $202,447 | 1,953 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $144,551 | 1,495 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $29,692 | 475 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||