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.
Q4 2022 vs. Q3 2022
How the institutions holding Willdan Group, Inc. changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Of which not filed for Q4 2022 | Q4 2022 | Change |
|---|---|---|---|---|
| Holders | 79 | 2 | 76 | −1 |
| Shares | 10.9M | 44.0K | 10.7M | −89.6K (−0.8%) |
| Value | $160.8M | $651.0K | $191.7M | +$31.5M (+19.7%) |
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (8)
Institutions that held Willdan Group, Inc. at the end of Q4 2022 but not at the end of Q3 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Kennedy Capital Management, Inc. | 49,680 | $886.8K | 0.03% |
| Legato Capital Management LLC | 25,953 | $463.3K | 0.09% |
| Panagora Asset Management Inc | 13,326 | $237.9K | 0.00% |
| Federated Hermes, Inc. | 8,215 | $146.6K | 0.00% |
| EverSource Wealth Advisors, LLC | 426 | $7.60K | 0.00% |
| TCI Wealth Advisors, Inc. | 274 | $4.89K | 0.00% |
| The PNC Financial Services Group, Inc. | 99 | $1.77K | 0.00% |
| IFP Advisors, Inc | 19 | $1.00K | 0.00% |
Sold out (9)
Institutions that held Willdan Group, Inc. at the end of Q3 2022 and filed for Q4 2022 without it.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Arosa Capital Management LP | 120,000 | $1.78M |
| Handelsinvest Investeringsforvaltning | 90,000 | $1.33M |
| Mutual of America Capital Management LLC | 83,775 | $1.24M |
| Whittier Trust Co | 58,209 | $862.0K |
| Swiss National Bank | 29,700 | $440.0K |
| Goldman Sachs Group Inc | 10,014 | $148.0K |
| Credit Suisse AG | 8,959 | $132.0K |
| Great West Life Assurance Co | 3,630 | $54.0K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,257 | $19.0K |
Not filed for Q4 2022 yet (2)
Institutions that held Willdan Group, Inc. at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Eaton Vance Management | 43,934 | $651.0K |
| Wipfli Financial Advisors LLC, | 22 | $0 |