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, Q3 2022
Institutional positions in Willdan Group, Inc. as of Sep 30, 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
- 79
- −4 vs. Q2 2022
- Shares held
- 10.9M
- +924.5K (+9.3%) vs. Q2 2022
- Total value
- $160.8M
- −$114.0M (−41.5%) vs. Q2 2022
- New holders
- 6
- 31 more added
- Sold out
- 10
- 20 more reduced
Compare with Q2 2022: 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, Q3 2022
Shares, value and share of portfolio for each institution holding Willdan Group, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 22 | $0 | 0.00% | +22 | New |
| Wells Fargo & Company | 93 | $2.00K | 0.00% | −75−44.6% | Reduced |
| FMR LLC | 126 | $2.00K | 0.00% | −4−3.1% | Reduced |
| Advisor Group Holdings, Inc. | 160 | $2.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 113 | $2.00K | 0.00% | +113 | New |
| Penserra Capital Management LLC | 449 | $6.00K | 0.00% | +85+23.4% | Added |
| Citigroup Inc | 486 | $7.00K | 0.00% | −642−56.9% | Reduced |
| Barclays PLC | 520 | $7.00K | 0.00% | −62−10.7% | Reduced |
| Geneos Wealth Management Inc. | 600 | $8.00K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 622 | $9.21K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 898 | $13.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,257 | $19.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,489 | $22.0K | 0.00% | +3+0.2% | Added |
| UBS Group AG | 1,694 | $25.0K | 0.00% | +688+68.4% | Added |
| Bank of America Corp | 3,338 | $50.0K | 0.00% | −262−7.3% | Reduced |
| Great West Life Assurance Co | 3,630 | $54.0K | 0.00% | +3,264+891.8% | Added |
| BNP Paribas Arbitrage, SA | 4,164 | $61.7K | 0.00% | +1,704+69.3% | Added |
| Legal & General Group Plc | 4,331 | $64.0K | 0.00% | +411+10.5% | Added |
| Deutsche Bank AG | 4,528 | $67.0K | 0.00% | −771−14.5% | Reduced |
| American International Group, Inc. | 5,513 | $82.0K | 0.00% | +78+1.4% | Added |
| MetLife Investment Management | 7,156 | $106.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,189 | $107.0K | 0.00% | −250−3.4% | Reduced |
| New York State Common Retirement Fund | 8,403 | $124.0K | 0.00% | +27+0.3% | Added |
| Credit Suisse AG | 8,959 | $132.0K | 0.00% | +55+0.6% | Added |
| Goldman Sachs Group Inc | 10,014 | $148.0K | 0.00% | +10,014 | New |
| SEI Investments Co | 10,147 | $150.0K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 10,526 | $156.0K | 0.01% | +10,526 | New |
| Millennium Management LLC | 11,672 | $173.0K | 0.00% | +11,672 | New |
| JPMorgan Chase & Co | 11,889 | $176.0K | 0.00% | −41,461−77.7% | Reduced |
| Wedbush Securities Inc | 13,050 | $193.0K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 13,513 | $200.0K | 0.00% | +209+1.6% | Added |
| Man Group plc | 14,000 | $207.0K | 0.00% | – | – |
| Providence First Trust Co | 14,097 | $209.0K | 0.13% | 00.0% | Unchanged |
| California State Teachers Retirement System | 15,378 | $228.0K | 0.00% | +222+1.5% | Added |
| Rhumbline Advisers | 17,035 | $252.0K | 0.00% | +939+5.8% | Added |
| Wulff, Hansen & Co. | 17,154 | $254.0K | 0.32% | 00.0% | Unchanged |
| First Trust Advisors LP | 17,712 | $262.0K | 0.00% | −101,248−85.1% | Reduced |
| Invesco Ltd. | 19,470 | $289.0K | 0.00% | −896−4.4% | Reduced |
| Morgan Stanley | 19,979 | $296.0K | 0.00% | +1,247+6.7% | Added |
| Storebrand Asset Management AS | 21,118 | $312.8K | 0.00% | 00.0% | Unchanged |
| Gabelli Funds LLC | 23,400 | $347.0K | 0.00% | +2,500+12.0% | Added |
| Citadel Advisors LLC | 25,946 | $384.0K | 0.00% | +17,089+192.9% | Added |
| Wilsey Asset Management Inc | 27,484 | $407.0K | 0.11% | +27,484 | New |
| Gamco Investors, Inc. Et Al | 28,940 | $429.0K | 0.01% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 29,639 | $439.0K | 0.00% | +1,109+3.9% | Added |
| Swiss National Bank | 29,700 | $440.0K | 0.00% | +1,000+3.5% | Added |
| Charles Schwab Investment Management Inc | 31,890 | $473.0K | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 39,047 | $578.0K | 0.00% | −330−0.8% | Reduced |
| Eaton Vance Management | 43,934 | $651.0K | 0.00% | +6,898+18.6% | Added |
| Essex Investment Management Co LLC | 46,030 | $682.0K | 0.11% | +1,288+2.9% | Added |
| Conestoga Capital Advisors, LLC | 53,073 | $786.0K | 0.02% | +10,010+23.2% | Added |
| Whittier Trust Co | 58,209 | $862.0K | 0.02% | +2,655+4.8% | Added |
| Bank of New York Mellon Corp | 67,866 | $1.00M | 0.00% | −278−0.4% | Reduced |
| Kornitzer Capital Management Inc | 79,400 | $1.18M | 0.03% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 83,775 | $1.24M | 0.02% | −7,622−8.3% | Reduced |
| Handelsinvest Investeringsforvaltning | 90,000 | $1.33M | 0.21% | 00.0% | Unchanged |
| Royal Bank of Canada | 90,865 | $1.35M | 0.00% | +5,575+6.5% | Added |
| Teton Advisors, Inc. | 94,000 | $1.39M | 0.34% | −18,000−16.1% | Reduced |
| Victory Capital Management Inc | 102,134 | $1.51M | 0.00% | +932+0.9% | Added |
| Arosa Capital Management LP | 120,000 | $1.78M | 0.63% | 00.0% | Unchanged |
| Bard Associates Inc | 146,000 | $2.16M | 0.98% | −200−0.1% | Reduced |
| Redwood Grove Capital, LLC | 178,511 | $2.64M | 1.45% | 00.0% | Unchanged |
| RBF Capital, LLC | 193,159 | $2.86M | 0.24% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 214,484 | $3.18M | 0.00% | +2,299+1.1% | Added |
| State Street Corp | 229,974 | $3.41M | 0.00% | +4,783+2.1% | Added |
| Dimensional Fund Advisors LP | 245,886 | $3.64M | 0.00% | +2,969+1.2% | Added |
| Northern Trust Corp | 279,624 | $4.14M | 0.00% | +20,376+7.9% | Added |
| Rock Point Advisors, LLC | 325,597 | $4.82M | 1.79% | +119,160+57.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 362,885 | $5.37M | 0.01% | −53,338−12.8% | Reduced |
| Summit Creek Advisors LLC | 376,921 | $5.58M | 0.77% | −8,397−2.2% | Reduced |
| Swedbank AB | 435,600 | $6.45M | 0.02% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 453,117 | $6.71M | 0.39% | −68,564−13.1% | Reduced |
| Frontier Capital Management Co LLC | 483,626 | $7.16M | 0.08% | −53,299−9.9% | Reduced |
| Vanguard Group Inc | 580,147 | $8.59M | 0.00% | +5,578+1.0% | Added |
| BlackRock Inc. | 763,470 | $11.3M | 0.00% | −19,538−2.5% | Reduced |
| Handelsbanken Fonder AB | 985,077 | $14.6M | 0.10% | 00.0% | Unchanged |
| Forager Capital Management, LLC | 1,556,470 | $23.1M | 14.35% | +3,006+0.2% | Added |
| Amundi | 1,584,493 | $23.4M | 0.01% | +1,472,638+1,316.6% | Added |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −185,132−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −171,821−100.0% | Sold out |
| Walthausen & Co., LLC | 0 | $0 | 0.00% | −53,686−100.0% | Sold out |
| Argent Capital Management LLC | 0 | $0 | 0.00% | −16,175−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −12,413−100.0% | Sold out |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −12,067−100.0% | Sold out |
| Connors Investor Services Inc | 0 | $0 | 0.00% | −7,446−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −4,004−100.0% | Sold out |
| American Portfolios Advisors | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |