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 2023
Institutional positions in Willdan Group, Inc. as of Mar 31, 2023. 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
- 81
- +5 vs. Q4 2022
- Shares held
- 10.6M
- −84.5K (−0.8%) vs. Q4 2022
- Total value
- $165.8M
- −$25.9M (−13.5%) vs. Q4 2022
- New holders
- 9
- 29 more added
- Sold out
- 4
- 21 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Willdan Group, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1 | $16 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2 | $31 | 0.00% | +2 | New |
| Parallel Advisors, LLC | 27 | $422 | 0.00% | +27 | New |
| IFP Advisors, Inc | 19 | $555 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 99 | $1.55K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 250 | $3.90K | 0.00% | −68−21.4% | Reduced |
| TCI Wealth Advisors, Inc. | 274 | $4.28K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 358 | $5.59K | 0.00% | −363−50.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 419 | $6.54K | 0.00% | +419 | New |
| Geneos Wealth Management Inc. | 600 | $9.37K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 740 | $11.0K | 0.00% | +108+17.1% | Added |
| Ameritas Investment Partners, Inc. | 898 | $14.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,207 | $18.9K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,249 | $20.0K | 0.00% | −240−16.1% | Reduced |
| Wells Fargo & Company | 2,127 | $33.2K | 0.00% | +2,085+4,964.3% | Added |
| California State Teachers Retirement System | 4,318 | $67.4K | 0.00% | −318−6.9% | Reduced |
| American International Group, Inc. | 5,605 | $87.5K | 0.00% | +112+2.0% | Added |
| Barclays PLC | 5,918 | $92.4K | 0.00% | +2,801+89.9% | Added |
| Deutsche Bank AG | 7,103 | $110.9K | 0.00% | +2,496+54.2% | Added |
| MetLife Investment Management | 7,156 | $111.8K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 7,996 | $124.9K | 0.00% | +6,189+342.5% | Added |
| Federated Hermes, Inc. | 8,215 | $128.3K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 8,399 | $131.2K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 8,936 | $140.0K | 0.00% | −6,822−43.3% | Reduced |
| CM Wealth Advisors LLC | 11,372 | $160.0K | 0.03% | +11,372 | New |
| Bank of America Corp | 10,454 | $163.3K | 0.00% | −2,846−21.4% | Reduced |
| Price T Rowe Associates Inc | 10,945 | $171.0K | 0.00% | +10,945 | New |
| UBS Group AG | 11,057 | $172.7K | 0.00% | +7,787+238.1% | Added |
| Squarepoint Ops LLC | 11,499 | $179.6K | 0.00% | +11,499 | New |
| Wedbush Securities Inc | 11,850 | $185.0K | 0.01% | −700−5.6% | Reduced |
| D. E. Shaw & Co., Inc. | 12,508 | $195.4K | 0.00% | +12,508 | New |
| Connors Investor Services Inc | 12,672 | $198.0K | 0.02% | +12,672 | New |
| SEI Investments Co | 12,994 | $203.0K | 0.00% | +1,674+14.8% | Added |
| Stifel Financial Corp | 13,616 | $212.7K | 0.00% | +539+4.1% | Added |
| Providence First Trust Co | 14,097 | $220.2K | 0.13% | 00.0% | Unchanged |
| Wilsey Asset Management Inc | 15,000 | $234.3K | 0.05% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 15,260 | $238.4K | 0.00% | +15,100+9,437.5% | Added |
| Wulff, Hansen & Co. | 17,154 | $267.9K | 0.31% | 00.0% | Unchanged |
| Rhumbline Advisers | 17,315 | $270.0K | 0.00% | +206+1.2% | Added |
| Tower Research Capital LLC (TRC) | 17,726 | $277.0K | 0.01% | +6,162+53.3% | Added |
| First Trust Advisors LP | 21,031 | $328.5K | 0.00% | −283−1.3% | Reduced |
| Storebrand Asset Management AS | 23,330 | $364.4K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 24,081 | $376.1K | 0.00% | +10,755+80.7% | Added |
| Nuveen Asset Management, LLC | 24,535 | $383.0K | 0.00% | −268−1.1% | Reduced |
| Gabelli Funds LLC | 25,000 | $390.5K | 0.00% | −2,000−7.4% | Reduced |
| Marshall Wace, LLP | 25,514 | $398.5K | 0.00% | +25,514 | New |
| Invesco Ltd. | 25,695 | $401.4K | 0.00% | −1,718−6.3% | Reduced |
| Legato Capital Management LLC | 25,953 | $405.4K | 0.07% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 28,500 | $445.2K | 0.00% | +500+1.8% | Added |
| Charles Schwab Investment Management Inc | 32,930 | $514.4K | 0.00% | +1,040+3.3% | Added |
| Trexquant Investment LP | 33,143 | $517.7K | 0.01% | +5,724+20.9% | Added |
| State of Wisconsin Investment Board | 35,800 | $559.2K | 0.00% | +1,200+3.5% | Added |
| Victory Capital Management Inc | 41,046 | $641.1K | 0.00% | −114−0.3% | Reduced |
| Millennium Management LLC | 45,505 | $711.0K | 0.00% | −14,990−24.8% | Reduced |
| Conestoga Capital Advisors, LLC | 53,073 | $829.0K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 56,813 | $887.4K | 0.00% | +8,902+18.6% | Added |
| Bank of New York Mellon Corp | 63,395 | $990.2K | 0.00% | −3,015−4.5% | Reduced |
| Kornitzer Capital Management Inc | 79,400 | $1.24M | 0.02% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 81,269 | $1.27M | 0.18% | +11,595+16.6% | Added |
| Teton Advisors, Inc. | 83,000 | $1.30M | 0.34% | −2,000−2.4% | Reduced |
| Morgan Stanley | 88,792 | $1.39M | 0.00% | +369+0.4% | Added |
| Royal Bank of Canada | 91,384 | $1.43M | 0.00% | −1,374−1.5% | Reduced |
| Kennedy Capital Management, Inc. | 120,747 | $1.89M | 0.06% | +71,067+143.0% | Added |
| Bard Associates Inc | 144,750 | $2.26M | 0.93% | −450−0.3% | Reduced |
| Redwood Grove Capital, LLC | 178,511 | $2.79M | 1.33% | 00.0% | Unchanged |
| RBF Capital, LLC | 193,159 | $3.02M | 0.22% | 00.0% | Unchanged |
| State Street Corp | 212,490 | $3.32M | 0.00% | +3,354+1.6% | Added |
| Geode Capital Management, LLC | 232,190 | $3.63M | 0.00% | +6,069+2.7% | Added |
| Northern Trust Corp | 238,177 | $3.72M | 0.00% | −696−0.3% | Reduced |
| Dimensional Fund Advisors LP | 238,271 | $3.72M | 0.00% | +7,253+3.1% | Added |
| Frontier Capital Management Co LLC | 332,514 | $5.19M | 0.05% | −163,532−33.0% | Reduced |
| Rock Point Advisors, LLC | 368,148 | $5.75M | 1.95% | +50,852+16.0% | Added |
| Summit Creek Advisors LLC | 381,001 | $5.95M | 0.77% | +2,705+0.7% | Added |
| Rice Hall James & Associates, LLC | 422,861 | $6.61M | 0.38% | −9,863−2.3% | Reduced |
| Swedbank AB | 435,600 | $6.80M | 0.01% | 00.0% | Unchanged |
| Vanguard Group Inc | 642,843 | $10.0M | 0.00% | +22,903+3.7% | Added |
| BlackRock Inc. | 744,055 | $11.6M | 0.00% | −16,431−2.2% | Reduced |
| Handelsbanken Fonder AB | 745,077 | $11.6M | 0.07% | 00.0% | Unchanged |
| Amundi | 1,807,352 | $27.8M | 0.02% | +117,136+6.9% | Added |
| Forager Capital Management, LLC | 1,910,513 | $29.8M | 10.99% | +63,295+3.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −351,530−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −19,270−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −426−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −79−100.0% | Sold out |