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 |
|---|---|---|---|---|---|
| CWM, LLC | 9 | $0 | 0.00% | −104−92.0% | Reduced |
| Allworth Financial LP | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 42 | $750 | 0.00% | −51−54.8% | Reduced |
| IFP Advisors, Inc | 19 | $1.00K | 0.00% | +19 | New |
| Citigroup Inc | 79 | $1.41K | 0.00% | −407−83.7% | Reduced |
| The PNC Financial Services Group, Inc. | 99 | $1.77K | 0.00% | +99 | New |
| Advisor Group Holdings, Inc. | 160 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 274 | $4.89K | 0.00% | +274 | New |
| FMR LLC | 318 | $5.68K | 0.00% | +192+152.4% | Added |
| EverSource Wealth Advisors, LLC | 426 | $7.60K | 0.00% | +426 | New |
| Geneos Wealth Management Inc. | 600 | $10.7K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 632 | $11.0K | 0.00% | +183+40.8% | Added |
| Metropolitan Life Insurance Co | 721 | $12.9K | 0.00% | +99+15.9% | Added |
| Ameritas Investment Partners, Inc. | 898 | $15.7K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,207 | $21.5K | 0.00% | −3,124−72.1% | Reduced |
| Amalgamated Bank | 1,489 | $27.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,807 | $32.3K | 0.00% | −2,357−56.6% | Reduced |
| Barclays PLC | 3,117 | $55.6K | 0.00% | +2,597+499.4% | Added |
| UBS Group AG | 3,270 | $58.4K | 0.00% | +1,576+93.0% | Added |
| Deutsche Bank AG | 4,607 | $82.2K | 0.00% | +79+1.7% | Added |
| California State Teachers Retirement System | 4,636 | $82.8K | 0.00% | −10,742−69.9% | Reduced |
| American International Group, Inc. | 5,493 | $98.0K | 0.00% | −20−0.4% | Reduced |
| MetLife Investment Management | 7,156 | $127.7K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 8,215 | $146.6K | 0.00% | +8,215 | New |
| New York State Common Retirement Fund | 8,399 | $149.9K | 0.00% | −40.0% | Reduced |
| SEI Investments Co | 11,320 | $202.1K | 0.00% | +1,173+11.6% | Added |
| Tower Research Capital LLC (TRC) | 11,564 | $207.0K | 0.01% | +4,375+60.9% | Added |
| Wedbush Securities Inc | 12,550 | $224.0K | 0.01% | −500−3.8% | Reduced |
| Stifel Financial Corp | 13,077 | $233.4K | 0.00% | −436−3.2% | Reduced |
| Bank of America Corp | 13,300 | $237.4K | 0.00% | +9,962+298.4% | Added |
| Panagora Asset Management Inc | 13,326 | $237.9K | 0.00% | +13,326 | New |
| Providence First Trust Co | 14,097 | $251.6K | 0.15% | 00.0% | Unchanged |
| Wilsey Asset Management Inc | 15,000 | $267.8K | 0.06% | −12,484−45.4% | Reduced |
| JPMorgan Chase & Co | 15,758 | $281.0K | 0.00% | +3,869+32.5% | Added |
| Rhumbline Advisers | 17,109 | $305.0K | 0.00% | +74+0.4% | Added |
| Wulff, Hansen & Co. | 17,154 | $306.2K | 0.37% | 00.0% | Unchanged |
| Man Group plc | 19,270 | $344.0K | 0.00% | +5,270+37.6% | Added |
| First Trust Advisors LP | 21,314 | $380.5K | 0.00% | +3,602+20.3% | Added |
| Storebrand Asset Management AS | 23,330 | $416.4K | 0.00% | +2,212+10.5% | Added |
| Nuveen Asset Management, LLC | 24,803 | $443.0K | 0.00% | −14,244−36.5% | Reduced |
| Legato Capital Management LLC | 25,953 | $463.3K | 0.09% | +25,953 | New |
| Gabelli Funds LLC | 27,000 | $481.9K | 0.00% | +3,600+15.4% | Added |
| Invesco Ltd. | 27,413 | $489.3K | 0.00% | +7,943+40.8% | Added |
| Trexquant Investment LP | 27,419 | $489.4K | 0.01% | +16,893+160.5% | Added |
| Gamco Investors, Inc. Et Al | 28,000 | $499.8K | 0.01% | −940−3.2% | Reduced |
| Charles Schwab Investment Management Inc | 31,890 | $569.2K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 34,600 | $617.6K | 0.00% | +4,961+16.7% | Added |
| Victory Capital Management Inc | 41,160 | $734.7K | 0.00% | −60,974−59.7% | Reduced |
| Citadel Advisors LLC | 47,911 | $855.2K | 0.00% | +21,965+84.7% | Added |
| Kennedy Capital Management, Inc. | 49,680 | $886.8K | 0.03% | +49,680 | New |
| Conestoga Capital Advisors, LLC | 53,073 | $947.4K | 0.02% | 00.0% | Unchanged |
| Millennium Management LLC | 60,495 | $1.08M | 0.00% | +48,823+418.3% | Added |
| Bank of New York Mellon Corp | 66,410 | $1.19M | 0.00% | −1,456−2.1% | Reduced |
| Essex Investment Management Co LLC | 69,674 | $1.24M | 0.19% | +23,644+51.4% | Added |
| Kornitzer Capital Management Inc | 79,400 | $1.42M | 0.03% | 00.0% | Unchanged |
| Teton Advisors, Inc. | 85,000 | $1.52M | 0.39% | −9,000−9.6% | Reduced |
| Morgan Stanley | 88,423 | $1.58M | 0.00% | +68,444+342.6% | Added |
| Royal Bank of Canada | 92,758 | $1.66M | 0.00% | +1,893+2.1% | Added |
| Bard Associates Inc | 145,200 | $2.59M | 1.12% | −800−0.5% | Reduced |
| Redwood Grove Capital, LLC | 178,511 | $3.19M | 1.58% | 00.0% | Unchanged |
| RBF Capital, LLC | 193,159 | $3.45M | 0.26% | 00.0% | Unchanged |
| State Street Corp | 209,136 | $3.73M | 0.00% | −20,838−9.1% | Reduced |
| Geode Capital Management, LLC | 226,121 | $4.04M | 0.00% | +11,637+5.4% | Added |
| Dimensional Fund Advisors LP | 231,018 | $4.12M | 0.00% | −14,868−6.0% | Reduced |
| Northern Trust Corp | 238,873 | $4.26M | 0.00% | −40,751−14.6% | Reduced |
| Rock Point Advisors, LLC | 317,296 | $5.66M | 1.96% | −8,301−2.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 351,530 | $6.27M | 0.02% | −11,355−3.1% | Reduced |
| Summit Creek Advisors LLC | 378,296 | $6.75M | 0.92% | +1,375+0.4% | Added |
| Rice Hall James & Associates, LLC | 432,724 | $7.72M | 0.44% | −20,393−4.5% | Reduced |
| Swedbank AB | 435,600 | $7.78M | 0.02% | 00.0% | Unchanged |
| Frontier Capital Management Co LLC | 496,046 | $8.85M | 0.10% | +12,420+2.6% | Added |
| Vanguard Group Inc | 619,940 | $11.1M | 0.00% | +39,793+6.9% | Added |
| Handelsbanken Fonder AB | 745,077 | $13.3M | 0.08% | −240,000−24.4% | Reduced |
| BlackRock Inc. | 760,486 | $13.6M | 0.00% | −2,984−0.4% | Reduced |
| Amundi | 1,690,216 | $30.3M | 0.02% | +105,723+6.7% | Added |
| Forager Capital Management, LLC | 1,847,218 | $33.1M | 14.09% | +290,748+18.7% | Added |
| 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 |