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 2023
Institutional positions in Willdan Group, Inc. as of Dec 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
- 91
- 0 vs. Q3 2023
- Shares held
- 10.4M
- +3.10K (0.0%) vs. Q3 2023
- Total value
- $223.6M
- +$11.0M (+5.2%) vs. Q3 2023
- New holders
- 5
- 32 more added
- Sold out
- 5
- 30 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Willdan Group, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1 | $22 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2 | $43 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 99 | $2.13K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 600 | $12.9K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 637 | $13.7K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 646 | $13.9K | 0.00% | +15+2.4% | Added |
| AJOVista, LLC | 846 | $18.2K | 0.02% | +846 | New |
| Ameritas Investment Partners, Inc. | 898 | $19.3K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 976 | $21.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,002 | $22.0K | 0.00% | −115−10.3% | Reduced |
| Acadian Asset Management LLC | 1,025 | $22.0K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | – | $23.6K | 0.07% | – | New |
| Tower Research Capital LLC (TRC) | 1,385 | $29.8K | 0.00% | −378−21.4% | Reduced |
| Citigroup Inc | 1,753 | $37.7K | 0.00% | +1,740+13,384.6% | Added |
| California State Teachers Retirement System | 2,006 | $43.1K | 0.00% | −684−25.4% | Reduced |
| Penserra Capital Management LLC | 2,175 | $46.0K | 0.00% | +93+4.5% | Added |
| BNP Paribas Arbitrage, SA | 3,332 | $71.6K | 0.00% | −1,781−34.8% | Reduced |
| Wells Fargo & Company | 3,761 | $80.9K | 0.00% | +742+24.6% | Added |
| Lazard Asset Management LLC | 3,918 | $84.0K | 0.00% | +120+3.2% | Added |
| Qube Research & Technologies Ltd | 4,343 | $93.4K | 0.00% | +2,163+99.2% | Added |
| New York State Common Retirement Fund | 5,200 | $111.8K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 5,367 | $115.4K | 0.00% | −210−3.8% | Reduced |
| American International Group, Inc. | 6,059 | $130.3K | 0.00% | −25−0.4% | Reduced |
| SG Americas Securities, LLC | 6,776 | $146.0K | 0.00% | +1,448+27.2% | Added |
| Federated Hermes, Inc. | 6,909 | $148.5K | 0.00% | −841−10.9% | Reduced |
| MetLife Investment Management | 7,156 | $153.9K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 8,000 | $172.0K | 0.10% | +8,000 | New |
| Comerica Bank | 9,469 | $203.6K | 0.00% | +126+1.3% | Added |
| Squarepoint Ops LLC | 9,692 | $208.4K | 0.00% | −3,166−24.6% | Reduced |
| Advisor Group Holdings, Inc. | 10,160 | $218.4K | 0.00% | −10,000−49.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 10,883 | $234.0K | 0.00% | +434+4.2% | Added |
| SEI Investments Co | 11,511 | $247.5K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 11,614 | $250.0K | 0.00% | +283+2.5% | Added |
| Wedbush Securities Inc | 11,850 | $255.0K | 0.01% | 00.0% | Unchanged |
| Bailard, Inc. | 12,000 | $258.0K | 0.01% | +12,000 | New |
| Connors Investor Services Inc | 12,672 | $272.0K | 0.03% | 00.0% | Unchanged |
| Providence First Trust Co | 14,097 | $303.1K | 0.15% | 00.0% | Unchanged |
| Trexquant Investment LP | 14,225 | $305.8K | 0.01% | −8,782−38.2% | Reduced |
| Los Angeles Capital Management LLC | 14,374 | $309.0K | 0.00% | +14,374 | New |
| Stifel Financial Corp | 14,590 | $313.7K | 0.00% | −645−4.2% | Reduced |
| Bank of America Corp | 14,876 | $319.8K | 0.00% | +4,034+37.2% | Added |
| Bridgeway Capital Management, LLC | 16,700 | $359.1K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 16,809 | $361.4K | 0.00% | +14,693+694.4% | Added |
| Rhumbline Advisers | 17,660 | $379.7K | 0.00% | −475−2.6% | Reduced |
| JPMorgan Chase & Co | 18,521 | $398.2K | 0.00% | +4,092+28.4% | Added |
| UBS Group AG | 18,638 | $400.7K | 0.00% | +4,735+34.1% | Added |
| STRS Ohio | 19,100 | $410.0K | 0.00% | −1,600−7.7% | Reduced |
| Two Sigma Investments, LP | 19,201 | $412.8K | 0.00% | +2,117+12.4% | Added |
| Wulff, Hansen & Co. | 19,415 | $417.4K | 0.46% | −5,006−20.5% | Reduced |
| First Trust Advisors LP | 22,932 | $493.0K | 0.00% | −6,696−22.6% | Reduced |
| Gabelli Funds LLC | 24,000 | $516.0K | 0.00% | −1,000−4.0% | Reduced |
| Quadrature Capital Ltd | 25,072 | $541.3K | 0.01% | +8,997+56.0% | Added |
| State of Wisconsin Investment Board | 28,000 | $602.0K | 0.00% | −4,300−13.3% | Reduced |
| Russell Investments Group, Ltd. | 29,474 | $633.7K | 0.00% | −4,781−14.0% | Reduced |
| Hillsdale Investment Management Inc. | 30,036 | $645.8K | 0.05% | −52,664−63.7% | Reduced |
| Nuveen Asset Management, LLC | 30,201 | $649.3K | 0.00% | +5,666+23.1% | Added |
| Marshall Wace, LLP | 32,223 | $692.8K | 0.00% | −2,108−6.1% | Reduced |
| Invesco Ltd. | 32,808 | $705.4K | 0.00% | +7,189+28.1% | Added |
| D. E. Shaw & Co., Inc. | 33,111 | $711.9K | 0.00% | +2,766+9.1% | Added |
| Citadel Advisors LLC | 33,382 | $717.7K | 0.00% | −72−0.2% | Reduced |
| Charles Schwab Investment Management Inc | 33,889 | $728.6K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 35,725 | $768.1K | 0.00% | −2,466−6.5% | Reduced |
| Storebrand Asset Management AS | 36,771 | $790.6K | 0.00% | +7,006+23.5% | Added |
| Morgan Stanley | 41,265 | $887.2K | 0.00% | +8,732+26.8% | Added |
| Panagora Asset Management Inc | 48,546 | $1.04M | 0.01% | +6,216+14.7% | Added |
| Frontier Capital Management Co LLC | 52,991 | $1.14M | 0.01% | −14,861−21.9% | Reduced |
| Legato Capital Management LLC | 53,662 | $1.15M | 0.15% | 00.0% | Unchanged |
| Conestoga Capital Advisors, LLC | 55,283 | $1.19M | 0.02% | +2,210+4.2% | Added |
| Teton Advisors, Inc. | 57,000 | $1.23M | 0.40% | −10,000−14.9% | Reduced |
| Bank of New York Mellon Corp | 57,926 | $1.25M | 0.00% | −5,325−8.4% | Reduced |
| Kornitzer Capital Management Inc | 79,400 | $1.71M | 0.03% | 00.0% | Unchanged |
| Royal Bank of Canada | 82,143 | $1.77M | 0.00% | +1,772+2.2% | Added |
| Essex Investment Management Co LLC | 133,236 | $2.86M | 0.56% | −10,291−7.2% | Reduced |
| Bard Associates Inc | 140,875 | $3.03M | 1.15% | −3,000−2.1% | Reduced |
| Kennedy Capital Management, Inc. | 163,251 | $3.51M | 0.08% | −1,021−0.6% | Reduced |
| Redwood Grove Capital, LLC | 178,511 | $3.84M | 1.42% | 00.0% | Unchanged |
| RBF Capital, LLC | 188,559 | $4.05M | 0.25% | 00.0% | Unchanged |
| State Street Corp | 218,637 | $4.70M | 0.00% | +3,237+1.5% | Added |
| Northern Trust Corp | 248,576 | $5.34M | 0.00% | +5,316+2.2% | Added |
| Dimensional Fund Advisors LP | 265,611 | $5.71M | 0.00% | +20,259+8.3% | Added |
| Geode Capital Management, LLC | 265,786 | $5.72M | 0.00% | +8,613+3.3% | Added |
| Rock Point Advisors, LLC | 329,475 | $7.08M | 2.15% | +4,464+1.4% | Added |
| Summit Creek Advisors LLC | 362,541 | $7.79M | 1.04% | −20,262−5.3% | Reduced |
| Rice Hall James & Associates, LLC | 376,700 | $8.10M | 0.47% | −26,715−6.6% | Reduced |
| Swedbank AB | 435,600 | $9.37M | 0.02% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 477,673 | $10.3M | 0.05% | 00.0% | Unchanged |
| Vanguard Group Inc | 647,048 | $13.9M | 0.00% | +10,900+1.7% | Added |
| BlackRock Inc. | 889,208 | $19.1M | 0.00% | +73,819+9.1% | Added |
| Amundi | 1,834,235 | $39.0M | 0.02% | +45,535+2.5% | Added |
| Forager Capital Management, LLC | 1,910,513 | $41.1M | 16.79% | 00.0% | Unchanged |
| EAM Investors, LLC | 0 | $0 | 0.00% | −57,903−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −17,914−100.0% | Sold out |
| Wilsey Asset Management Inc | 0 | $0 | 0.00% | −15,227−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −1,320−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −19−100.0% | Sold out |