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, Q4 2022
Institutional positions in Willdan Group, Inc. as of Dec 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
- 76
- −1 vs. Q3 2022
- Shares held
- 10.7M
- −89.6K (−0.8%) vs. Q3 2022
- Total value
- $191.7M
- +$31.5M (+19.7%) vs. Q3 2022
- New holders
- 8
- 29 more added
- Sold out
- 9
- 25 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Willdan Group, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Forager Capital Management, LLC | 1,847,218 | $33.1M | 14.09% | +290,748+18.7% | Added |
| Amundi | 1,690,216 | $30.3M | 0.02% | +105,723+6.7% | Added |
| BlackRock Inc. | 760,486 | $13.6M | 0.00% | −2,984−0.4% | Reduced |
| Handelsbanken Fonder AB | 745,077 | $13.3M | 0.08% | −240,000−24.4% | Reduced |
| Vanguard Group Inc | 619,940 | $11.1M | 0.00% | +39,793+6.9% | Added |
| Frontier Capital Management Co LLC | 496,046 | $8.85M | 0.10% | +12,420+2.6% | Added |
| Swedbank AB | 435,600 | $7.78M | 0.02% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 432,724 | $7.72M | 0.44% | −20,393−4.5% | Reduced |
| Summit Creek Advisors LLC | 378,296 | $6.75M | 0.92% | +1,375+0.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 351,530 | $6.27M | 0.02% | −11,355−3.1% | Reduced |
| Rock Point Advisors, LLC | 317,296 | $5.66M | 1.96% | −8,301−2.5% | Reduced |
| Northern Trust Corp | 238,873 | $4.26M | 0.00% | −40,751−14.6% | Reduced |
| Dimensional Fund Advisors LP | 231,018 | $4.12M | 0.00% | −14,868−6.0% | Reduced |
| Geode Capital Management, LLC | 226,121 | $4.04M | 0.00% | +11,637+5.4% | Added |
| State Street Corp | 209,136 | $3.73M | 0.00% | −20,838−9.1% | Reduced |
| RBF Capital, LLC | 193,159 | $3.45M | 0.26% | 00.0% | Unchanged |
| Redwood Grove Capital, LLC | 178,511 | $3.19M | 1.58% | 00.0% | Unchanged |
| Bard Associates Inc | 145,200 | $2.59M | 1.12% | −800−0.5% | Reduced |
| Royal Bank of Canada | 92,758 | $1.66M | 0.00% | +1,893+2.1% | Added |
| Morgan Stanley | 88,423 | $1.58M | 0.00% | +68,444+342.6% | Added |
| Teton Advisors, Inc. | 85,000 | $1.52M | 0.39% | −9,000−9.6% | Reduced |
| Kornitzer Capital Management Inc | 79,400 | $1.42M | 0.03% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 69,674 | $1.24M | 0.19% | +23,644+51.4% | Added |
| Bank of New York Mellon Corp | 66,410 | $1.19M | 0.00% | −1,456−2.1% | Reduced |
| Millennium Management LLC | 60,495 | $1.08M | 0.00% | +48,823+418.3% | Added |
| Conestoga Capital Advisors, LLC | 53,073 | $947.4K | 0.02% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 49,680 | $886.8K | 0.03% | +49,680 | New |
| Citadel Advisors LLC | 47,911 | $855.2K | 0.00% | +21,965+84.7% | Added |
| Victory Capital Management Inc | 41,160 | $734.7K | 0.00% | −60,974−59.7% | Reduced |
| State of Wisconsin Investment Board | 34,600 | $617.6K | 0.00% | +4,961+16.7% | Added |
| Charles Schwab Investment Management Inc | 31,890 | $569.2K | 0.00% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 28,000 | $499.8K | 0.01% | −940−3.2% | Reduced |
| Trexquant Investment LP | 27,419 | $489.4K | 0.01% | +16,893+160.5% | Added |
| Invesco Ltd. | 27,413 | $489.3K | 0.00% | +7,943+40.8% | Added |
| Gabelli Funds LLC | 27,000 | $481.9K | 0.00% | +3,600+15.4% | Added |
| Legato Capital Management LLC | 25,953 | $463.3K | 0.09% | +25,953 | New |
| Nuveen Asset Management, LLC | 24,803 | $443.0K | 0.00% | −14,244−36.5% | Reduced |
| Storebrand Asset Management AS | 23,330 | $416.4K | 0.00% | +2,212+10.5% | Added |
| First Trust Advisors LP | 21,314 | $380.5K | 0.00% | +3,602+20.3% | Added |
| Man Group plc | 19,270 | $344.0K | 0.00% | +5,270+37.6% | Added |
| Wulff, Hansen & Co. | 17,154 | $306.2K | 0.37% | 00.0% | Unchanged |
| Rhumbline Advisers | 17,109 | $305.0K | 0.00% | +74+0.4% | Added |
| JPMorgan Chase & Co | 15,758 | $281.0K | 0.00% | +3,869+32.5% | Added |
| Wilsey Asset Management Inc | 15,000 | $267.8K | 0.06% | −12,484−45.4% | Reduced |
| Providence First Trust Co | 14,097 | $251.6K | 0.15% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 13,326 | $237.9K | 0.00% | +13,326 | New |
| Bank of America Corp | 13,300 | $237.4K | 0.00% | +9,962+298.4% | Added |
| Stifel Financial Corp | 13,077 | $233.4K | 0.00% | −436−3.2% | Reduced |
| Wedbush Securities Inc | 12,550 | $224.0K | 0.01% | −500−3.8% | Reduced |
| Tower Research Capital LLC (TRC) | 11,564 | $207.0K | 0.01% | +4,375+60.9% | Added |
| SEI Investments Co | 11,320 | $202.1K | 0.00% | +1,173+11.6% | Added |
| New York State Common Retirement Fund | 8,399 | $149.9K | 0.00% | −40.0% | Reduced |
| Federated Hermes, Inc. | 8,215 | $146.6K | 0.00% | +8,215 | New |
| MetLife Investment Management | 7,156 | $127.7K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 5,493 | $98.0K | 0.00% | −20−0.4% | Reduced |
| California State Teachers Retirement System | 4,636 | $82.8K | 0.00% | −10,742−69.9% | Reduced |
| Deutsche Bank AG | 4,607 | $82.2K | 0.00% | +79+1.7% | Added |
| UBS Group AG | 3,270 | $58.4K | 0.00% | +1,576+93.0% | Added |
| Barclays PLC | 3,117 | $55.6K | 0.00% | +2,597+499.4% | Added |
| BNP Paribas Arbitrage, SA | 1,807 | $32.3K | 0.00% | −2,357−56.6% | Reduced |
| Amalgamated Bank | 1,489 | $27.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,207 | $21.5K | 0.00% | −3,124−72.1% | Reduced |
| Ameritas Investment Partners, Inc. | 898 | $15.7K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 721 | $12.9K | 0.00% | +99+15.9% | Added |
| Penserra Capital Management LLC | 632 | $11.0K | 0.00% | +183+40.8% | Added |
| Geneos Wealth Management Inc. | 600 | $10.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 426 | $7.60K | 0.00% | +426 | New |
| FMR LLC | 318 | $5.68K | 0.00% | +192+152.4% | Added |
| TCI Wealth Advisors, Inc. | 274 | $4.89K | 0.00% | +274 | New |
| Advisor Group Holdings, Inc. | 160 | $3.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 99 | $1.77K | 0.00% | +99 | New |
| Citigroup Inc | 79 | $1.41K | 0.00% | −407−83.7% | Reduced |
| IFP Advisors, Inc | 19 | $1.00K | 0.00% | +19 | New |
| Wells Fargo & Company | 42 | $750 | 0.00% | −51−54.8% | Reduced |
| Allworth Financial LP | 1 | $18 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 9 | $0 | 0.00% | −104−92.0% | Reduced |
| Arosa Capital Management LP | 0 | $0 | 0.00% | −120,000−100.0% | Sold out |
| Handelsinvest Investeringsforvaltning | 0 | $0 | 0.00% | −90,000−100.0% | Sold out |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −83,775−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −58,209−100.0% | Sold out |
| Swiss National Bank | 0 | $0 | 0.00% | −29,700−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −10,014−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −8,959−100.0% | Sold out |
| Great West Life Assurance Co | 0 | $0 | 0.00% | −3,630−100.0% | Sold out |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0 | $0 | 0.00% | −1,257−100.0% | Sold out |
| Eaton Vance Management | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |