Willdan Group, Inc.
WLDN- Exchange
- Nasdaq
- Industry
- Services-Engineering Services
- SEC CIK
- 0001370450
In the last 90 days, Willdan Group, Inc. insiders filed 0 open-market purchases and 3 sales; 245 institutions reported holding it in 13F filings for Q2 2026, worth $1.07B in total; no superinvestor holds it.
13F holders, Q1 2022
Institutional positions in Willdan Group, Inc. as of Mar 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 99
- 0 vs. Q4 2021
- Shares held
- 10.9M
- +1.03M (+10.4%) vs. Q4 2021
- Total value
- $334.0M
- −$13.3M (−3.8%) vs. Q4 2021
- New holders
- 12
- 34 more added
- Sold out
- 12
- 32 more reduced
Compare with Q4 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WLDN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 245 | $1.07B |
| Q1 2026 | 256 | $874.4M |
| Q4 2025 | 267 | $1.15B |
| Q3 2025 | 256 | $1.07B |
| Q2 2025 | 190 | $679.0M |
| Q1 2025 | 170 | $419.9M |
| Q4 2024 | 155 | $382.5M |
| Q3 2024 | 143 | $421.3M |
| Q2 2024 | 110 | $300.2M |
| Q1 2024 | 101 | $301.4M |
| Q4 2023 | 91 | $223.6M |
| Q3 2023 | 91 | $212.6M |
| Q2 2023 | 84 | $200.6M |
| Q1 2023 | 81 | $165.8M |
| Q4 2022 | 76 | $191.7M |
| Q3 2022 | 79 | $160.8M |
| Q2 2022 | 83 | $274.9M |
| Q1 2022 | 99 | $334.0M |
| Q4 2021 | 99 | $347.3M |
| Q3 2021 | 94 | $317.5M |
| Q2 2021 | 98 | $356.4M |
| Q1 2021 | 104 | $391.0M |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding Willdan Group, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 1 | $0 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 13 | $0 | 0.00% | +13 | New |
| TCWP LLC | 35 | $1.00K | 0.00% | +35 | New |
| Manchester Capital Management LLC | 60 | $2.00K | 0.00% | −18−23.1% | Reduced |
| Simplex Trading, LLC | 70 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 100 | $3.00K | 0.00% | −100−50.0% | Reduced |
| Lindbrook Capital, LLC | 95 | $3.00K | 0.00% | +95 | New |
| American Portfolios Advisors | 100 | $3.07K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 138 | $4.00K | 0.00% | −258−65.2% | Reduced |
| Advisor Group Holdings, Inc. | 160 | $5.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 182 | $6.00K | 0.00% | +181+18,100.0% | Added |
| Great West Life Assurance Co | 366 | $12.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 600 | $18.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 622 | $19.1K | 0.00% | −2,586−80.6% | Reduced |
| Citigroup Inc | 827 | $25.0K | 0.00% | −2,217−72.8% | Reduced |
| Ameritas Investment Partners, Inc. | 898 | $28.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,257 | $39.0K | 0.00% | 00.0% | Unchanged |
| Mondrian Investment Partners LTD | 1,674 | $51.0K | 0.00% | −126,525−98.7% | Reduced |
| Amalgamated Bank | 1,723 | $53.0K | 0.00% | +1,723 | New |
| Amalgamated Financial Corp. | 1,723 | $53.0K | 0.00% | +1,723 | New |
| Wells Fargo & Company | 2,473 | $76.0K | 0.00% | −3,885−61.1% | Reduced |
| Bank of America Corp | 3,592 | $110.0K | 0.00% | −32,637−90.1% | Reduced |
| BNP Paribas Arbitrage, SA | 4,084 | $125.3K | 0.00% | +1,220+42.6% | Added |
| Legal & General Group Plc | 4,533 | $139.0K | 0.00% | +316+7.5% | Added |
| Barclays PLC | 5,498 | $168.0K | 0.00% | −8,026−59.3% | Reduced |
| American International Group, Inc. | 5,532 | $170.0K | 0.00% | −389−6.6% | Reduced |
| UBS Group AG | 5,681 | $175.0K | 0.00% | +5,681 | New |
| Deutsche Bank AG | 6,373 | $196.0K | 0.00% | −720−10.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 6,926 | $213.0K | 0.02% | 00.0% | Unchanged |
| MetLife Investment Management | 7,156 | $219.6K | 0.00% | +2,586+56.6% | Added |
| ExodusPoint Capital Management, LP | 7,220 | $222.0K | 0.00% | −23,639−76.6% | Reduced |
| Connors Investor Services Inc | 7,446 | $229.0K | 0.02% | 00.0% | Unchanged |
| SEI Investments Co | 7,846 | $241.0K | 0.00% | +2,133+37.3% | Added |
| PDT Partners, LLC | 8,061 | $247.0K | 0.02% | +8,061 | New |
| Morgan Stanley | 8,177 | $249.0K | 0.00% | −4,876−37.4% | Reduced |
| New York State Common Retirement Fund | 8,403 | $258.0K | 0.00% | +10+0.1% | Added |
| Goldman Sachs Group Inc | 9,044 | $278.0K | 0.00% | −1,339−12.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 9,761 | $300.0K | 0.00% | +9,761 | New |
| Credit Suisse AG | 9,901 | $303.0K | 0.00% | +446+4.7% | Added |
| United Capital Financial Advisers, LLC | 10,000 | $307.0K | 0.00% | 00.0% | Unchanged |
| Summit Global Investments | 10,400 | $319.0K | 0.02% | +10,400 | New |
| Price T Rowe Associates Inc | 10,520 | $323.0K | 0.00% | −3,755−26.3% | Reduced |
| Man Group plc | 11,300 | $347.0K | 0.00% | +11,300 | New |
| Rhumbline Advisers | 11,780 | $362.0K | 0.00% | −323−2.7% | Reduced |
| Squarepoint Ops LLC | 12,029 | $369.0K | 0.00% | +2,197+22.3% | Added |
| Wulff, Hansen & Co. | 12,515 | $384.0K | 0.37% | +471+3.9% | Added |
| Gabelli Funds LLC | 12,843 | $394.0K | 0.00% | +4,075+46.5% | Added |
| Stifel Financial Corp | 13,356 | $410.0K | 0.00% | −6,048−31.2% | Reduced |
| Providence First Trust Co | 14,097 | $433.0K | 0.21% | 00.0% | Unchanged |
| Wedbush Securities Inc | 15,250 | $468.0K | 0.02% | +5,000+48.8% | Added |
| California State Teachers Retirement System | 16,644 | $511.0K | 0.00% | −321−1.9% | Reduced |
| Citadel Advisors LLC | 16,694 | $513.0K | 0.00% | −18,838−53.0% | Reduced |
| Russell Investments Group, Ltd. | 17,404 | $534.0K | 0.00% | −7,500−30.1% | Reduced |
| State of Wisconsin Investment Board | 17,400 | $534.0K | 0.00% | +17,400 | New |
| Invesco Ltd. | 17,705 | $543.0K | 0.00% | +4,621+35.3% | Added |
| Argent Capital Management LLC | 18,205 | $559.0K | 0.02% | −325−1.8% | Reduced |
| Storebrand Asset Management AS | 20,114 | $617.3K | 0.00% | +4,914+32.3% | Added |
| Ergoteles LLC | 21,800 | $669.0K | 0.03% | −4,394−16.8% | Reduced |
| Gamco Investors, Inc. Et Al | 28,940 | $888.0K | 0.01% | 00.0% | Unchanged |
| Swiss National Bank | 30,300 | $930.0K | 0.00% | +2,600+9.4% | Added |
| Charles Schwab Investment Management Inc | 30,648 | $941.0K | 0.00% | +2,540+9.0% | Added |
| Taylor Wealth Management Partners | 33,706 | $1.03M | 0.42% | −59,309−63.8% | Reduced |
| Nuveen Asset Management, LLC | 35,538 | $1.05M | 0.00% | +425+1.2% | Added |
| Eaton Vance Management | 39,058 | $1.20M | 0.00% | +39,058 | New |
| Essex Investment Management Co LLC | 43,238 | $1.33M | 0.17% | +1,995+4.8% | Added |
| Conestoga Capital Advisors, LLC | 43,915 | $1.35M | 0.02% | +55+0.1% | Added |
| Whittier Trust Co | 51,836 | $1.59M | 0.03% | 00.0% | Unchanged |
| Millennium Management LLC | 64,922 | $1.99M | 0.00% | −24,556−27.4% | Reduced |
| JPMorgan Chase & Co | 69,966 | $2.15M | 0.00% | +53,702+330.2% | Added |
| Bank of New York Mellon Corp | 71,170 | $2.18M | 0.00% | −996−1.4% | Reduced |
| Kornitzer Capital Management Inc | 79,400 | $2.44M | 0.04% | 00.0% | Unchanged |
| Arosa Capital Management LP | 80,000 | $2.46M | 0.76% | 00.0% | Unchanged |
| Handelsinvest Investeringsforvaltning | 80,000 | $2.46M | 0.30% | 00.0% | Unchanged |
| Walthausen & Co., LLC | 80,561 | $2.47M | 0.70% | 00.0% | Unchanged |
| Royal Bank of Canada | 85,909 | $2.64M | 0.00% | −6,954−7.5% | Reduced |
| Mutual of America Capital Management LLC | 92,082 | $2.83M | 0.03% | −4,004−4.2% | Reduced |
| Victory Capital Management Inc | 103,059 | $3.16M | 0.00% | −2,094−2.0% | Reduced |
| Teton Advisors, Inc. | 109,169 | $3.35M | 0.58% | +5,000+4.8% | Added |
| First Trust Advisors LP | 124,175 | $3.81M | 0.00% | +87,793+241.3% | Added |
| Bard Associates Inc | 145,600 | $4.47M | 1.58% | 00.0% | Unchanged |
| Wellington Management Group LLP | 171,821 | $5.27M | 0.00% | −54,400−24.0% | Reduced |
| Redwood Grove Capital, LLC | 178,511 | $5.61M | 2.79% | 00.0% | Unchanged |
| RBF Capital, LLC | 193,159 | $5.93M | 0.38% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 202,473 | $6.21M | 0.00% | +4,475+2.3% | Added |
| Rock Point Advisors, LLC | 206,237 | $6.33M | 1.89% | +29,111+16.4% | Added |
| State Street Corp | 219,473 | $6.74M | 0.00% | +10,596+5.1% | Added |
| Dimensional Fund Advisors LP | 219,618 | $6.74M | 0.00% | +16,494+8.1% | Added |
| Northern Trust Corp | 230,477 | $7.07M | 0.00% | +36,780+19.0% | Added |
| Lord, Abbett & Co. LLC | 284,110 | $8.72M | 0.02% | +5,148+1.8% | Added |
| Frontier Capital Management Co LLC | 381,527 | $11.7M | 0.11% | −1,066−0.3% | Reduced |
| Summit Creek Advisors LLC | 385,406 | $11.8M | 1.34% | +1,502+0.4% | Added |
| Swedbank AB | 435,600 | $13.4M | 0.02% | +78,300+21.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 474,517 | $14.6M | 0.03% | +218,270+85.2% | Added |
| Rice Hall James & Associates, LLC | 519,443 | $15.9M | 0.64% | +2,175+0.4% | Added |
| Vanguard Group Inc | 583,936 | $17.9M | 0.00% | −5,149−0.9% | Reduced |
| BlackRock Inc. | 757,956 | $23.3M | 0.00% | +1,644+0.2% | Added |
| Amundi | 869,073 | $26.5M | 0.02% | +819,790+1,663.4% | Added |
| Handelsbanken Fonder AB | 995,077 | $30.5M | 0.17% | −40,000−3.9% | Reduced |
| Forager Capital Management, LLC | 1,636,329 | $50.2M | 23.07% | +251,697+18.2% | Added |
| DnB Asset Management AS | 0 | $0 | 0.00% | −175,131−100.0% | Sold out |