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, Q2 2023
Institutional positions in Willdan Group, Inc. as of Jun 30, 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
- 84
- +3 vs. Q1 2023
- Shares held
- 10.5M
- −161.8K (−1.5%) vs. Q1 2023
- Total value
- $200.6M
- +$34.8M (+21.0%) vs. Q1 2023
- New holders
- 7
- 29 more added
- Sold out
- 4
- 28 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Willdan Group, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1 | $20 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2 | $38 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 19 | $555 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 99 | $1.90K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 226 | $4.33K | 0.00% | −17,500−98.7% | Reduced |
| Geneos Wealth Management Inc. | 600 | $11.5K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 637 | $12.2K | 0.00% | +279+77.9% | Added |
| FMR LLC | 688 | $13.2K | 0.00% | +438+175.2% | Added |
| Ameritas Investment Partners, Inc. | 898 | $17.2K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,117 | $21.0K | 0.00% | −132−10.6% | Reduced |
| Legal & General Group Plc | 1,181 | $22.6K | 0.00% | −26−2.2% | Reduced |
| Nisa Investment Advisors, LLC | 1,320 | $25.3K | 0.00% | +1,320 | New |
| Barclays PLC | 2,427 | $46.5K | 0.00% | −3,491−59.0% | Reduced |
| New York State Common Retirement Fund | 3,199 | $61.3K | 0.00% | −5,200−61.9% | Reduced |
| Citigroup Inc | 3,634 | $69.6K | 0.00% | +3,634 | New |
| California State Teachers Retirement System | 4,055 | $77.7K | 0.00% | −263−6.1% | Reduced |
| BNP Paribas Arbitrage, SA | 4,299 | $82.4K | 0.00% | −3,697−46.2% | Reduced |
| Wells Fargo & Company | 4,645 | $89.0K | 0.00% | +2,518+118.4% | Added |
| Penserra Capital Management LLC | 5,187 | $99.0K | 0.00% | +4,447+600.9% | Added |
| Deutsche Bank AG | 5,737 | $109.9K | 0.00% | −1,366−19.2% | Reduced |
| American International Group, Inc. | 5,867 | $112.4K | 0.00% | +262+4.7% | Added |
| MetLife Investment Management | 7,156 | $137.1K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 7,750 | $148.5K | 0.00% | −465−5.7% | Reduced |
| Bank of America Corp | 8,648 | $165.7K | 0.00% | −1,806−17.3% | Reduced |
| JPMorgan Chase & Co | 9,492 | $181.9K | 0.00% | +556+6.2% | Added |
| Goldman Sachs Group Inc | 10,015 | $191.9K | 0.00% | +10,015 | New |
| Advisor Group Holdings, Inc. | 10,160 | $194.7K | 0.00% | −5,100−33.4% | Reduced |
| SEI Investments Co | 10,866 | $208.2K | 0.00% | −2,128−16.4% | Reduced |
| Price T Rowe Associates Inc | 11,034 | $212.0K | 0.00% | +89+0.8% | Added |
| Wedbush Securities Inc | 11,850 | $227.0K | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 11,978 | $229.0K | 0.02% | +11,978 | New |
| Gladstone Institutional Advisory LLC | 12,626 | $241.9K | 0.01% | +12,626 | New |
| Connors Investor Services Inc | 12,672 | $243.0K | 0.03% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 13,500 | $258.7K | 0.00% | −15,000−52.6% | Reduced |
| Two Sigma Investments, LP | 13,544 | $259.5K | 0.00% | +13,544 | New |
| UBS Group AG | 13,675 | $262.0K | 0.00% | +2,618+23.7% | Added |
| Providence First Trust Co | 14,097 | $270.1K | 0.15% | 00.0% | Unchanged |
| Stifel Financial Corp | 14,448 | $276.8K | 0.00% | +832+6.1% | Added |
| Wilsey Asset Management Inc | 15,227 | $291.7K | 0.06% | +227+1.5% | Added |
| Bridgeway Capital Management, LLC | 16,700 | $320.0K | 0.01% | +16,700 | New |
| Wulff, Hansen & Co. | 17,154 | $328.7K | 0.37% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 17,590 | $337.0K | 0.00% | −5,740−24.6% | Reduced |
| Rhumbline Advisers | 17,606 | $337.3K | 0.00% | +291+1.7% | Added |
| Squarepoint Ops LLC | 22,410 | $429.4K | 0.00% | +10,911+94.9% | Added |
| D. E. Shaw & Co., Inc. | 23,125 | $443.1K | 0.00% | +10,617+84.9% | Added |
| Nuveen Asset Management, LLC | 24,535 | $470.1K | 0.00% | 00.0% | Unchanged |
| Gabelli Funds LLC | 25,000 | $479.0K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 25,427 | $487.2K | 0.00% | −268−1.0% | Reduced |
| First Trust Advisors LP | 25,574 | $490.0K | 0.00% | +4,543+21.6% | Added |
| Trexquant Investment LP | 31,896 | $611.1K | 0.02% | −1,247−3.8% | Reduced |
| Panagora Asset Management Inc | 32,889 | $630.2K | 0.00% | +8,808+36.6% | Added |
| Morgan Stanley | 33,012 | $632.5K | 0.00% | −55,780−62.8% | Reduced |
| Charles Schwab Investment Management Inc | 33,889 | $649.3K | 0.00% | +959+2.9% | Added |
| Citadel Advisors LLC | 35,046 | $671.5K | 0.00% | −21,767−38.3% | Reduced |
| Marshall Wace, LLP | 35,195 | $674.3K | 0.00% | +9,681+37.9% | Added |
| State of Wisconsin Investment Board | 36,300 | $695.5K | 0.00% | +500+1.4% | Added |
| Victory Capital Management Inc | 38,368 | $735.1K | 0.00% | −2,678−6.5% | Reduced |
| Conestoga Capital Advisors, LLC | 53,073 | $1.02M | 0.02% | 00.0% | Unchanged |
| Legato Capital Management LLC | 56,210 | $1.08M | 0.15% | +30,257+116.6% | Added |
| Millennium Management LLC | 58,332 | $1.12M | 0.00% | +12,827+28.2% | Added |
| Bank of New York Mellon Corp | 63,330 | $1.21M | 0.00% | −65−0.1% | Reduced |
| Royal Bank of Canada | 75,717 | $1.45M | 0.00% | −15,667−17.1% | Reduced |
| Teton Advisors, Inc. | 78,000 | $1.49M | 0.42% | −5,000−6.0% | Reduced |
| Kornitzer Capital Management Inc | 79,400 | $1.52M | 0.03% | 00.0% | Unchanged |
| Frontier Capital Management Co LLC | 85,286 | $1.63M | 0.02% | −247,228−74.4% | Reduced |
| Bard Associates Inc | 144,625 | $2.77M | 1.08% | −125−0.1% | Reduced |
| Essex Investment Management Co LLC | 145,459 | $2.79M | 0.39% | +64,190+79.0% | Added |
| Kennedy Capital Management, Inc. | 163,073 | $3.12M | 0.07% | +42,326+35.1% | Added |
| Redwood Grove Capital, LLC | 178,511 | $3.42M | 1.45% | 00.0% | Unchanged |
| RBF Capital, LLC | 193,159 | $3.70M | 0.23% | 00.0% | Unchanged |
| State Street Corp | 214,506 | $4.11M | 0.00% | +2,016+0.9% | Added |
| Geode Capital Management, LLC | 233,994 | $4.48M | 0.00% | +1,804+0.8% | Added |
| Northern Trust Corp | 243,068 | $4.66M | 0.00% | +4,891+2.1% | Added |
| Dimensional Fund Advisors LP | 257,782 | $4.94M | 0.00% | +19,511+8.2% | Added |
| Rock Point Advisors, LLC | 365,173 | $7.00M | 2.30% | −2,975−0.8% | Reduced |
| Summit Creek Advisors LLC | 381,216 | $7.30M | 0.91% | +215+0.1% | Added |
| Rice Hall James & Associates, LLC | 425,455 | $8.15M | 0.46% | +2,594+0.6% | Added |
| Swedbank AB | 435,600 | $8.35M | 0.01% | 00.0% | Unchanged |
| Vanguard Group Inc | 634,783 | $12.2M | 0.00% | −8,060−1.3% | Reduced |
| Handelsbanken Fonder AB | 663,676 | $12.7M | 0.07% | −81,401−10.9% | Reduced |
| BlackRock Inc. | 826,719 | $15.8M | 0.00% | +82,664+11.1% | Added |
| Amundi | 1,770,146 | $33.7M | 0.02% | −37,206−2.1% | Reduced |
| Forager Capital Management, LLC | 1,910,513 | $36.6M | 12.21% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 0 | $0 | 0.00% | −11,372−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −419−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −274−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |