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, Q3 2024
Institutional positions in Willdan Group, Inc. as of Sep 30, 2024. 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
- 143
- +34 vs. Q2 2024
- Shares held
- 10.3M
- +790.0K (+8.3%) vs. Q2 2024
- Total value
- $421.3M
- +$147.6M (+53.9%) vs. Q2 2024
- New holders
- 47
- 53 more added
- Sold out
- 13
- 29 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding Willdan Group, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mount Yale Investment Advisors, LLC | 6,926 | $283.6K | 0.03% | +6,926 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 6,914 | $283.1K | 0.00% | +406+6.2% | Added |
| Wedbush Securities Inc | 6,850 | $281.0K | 0.01% | +6,850 | New |
| AJOVista, LLC | 6,831 | $279.7K | 1.20% | +6,831 | New |
| Hillsdale Investment Management Inc. | 6,770 | $277.2K | 0.02% | +170+2.6% | Added |
| Corebridge Financial, Inc. | 6,730 | $275.6K | 0.00% | −42−0.6% | Reduced |
| Bailard, Inc. | 6,700 | $274.4K | 0.01% | +6,700 | New |
| Wells Fargo & Company | 5,779 | $236.7K | 0.00% | +129+2.3% | Added |
| Cornerstone Investment Partners, LLC | 5,388 | $220.6K | 0.01% | +5,388 | New |
| New York State Common Retirement Fund | 5,304 | $217.2K | 0.00% | 00.0% | Unchanged |
| Wilsey Asset Management Inc | 5,227 | $214.0K | 0.04% | +5,227 | New |
| Intech Investment Management LLC | 5,086 | $208.3K | 0.00% | +5,086 | New |
| MBB Public Markets I LLC | 4,993 | $204.5K | 0.02% | +4,993 | New |
| Squarepoint Ops LLC | 4,974 | $203.7K | 0.00% | +4,974 | New |
| Aquatic Capital Management LLC | 4,900 | $200.7K | 0.01% | +4,700+2,350.0% | Added |
| Manufacturers Life Insurance Company, The | 4,900 | $200.7K | 0.00% | +4,900 | New |
| FMR LLC | 3,935 | $161.1K | 0.00% | +3,048+343.6% | Added |
| Globeflex Capital L P | 3,411 | $139.7K | 0.01% | +3,411 | New |
| Legal & General Group Plc | 2,055 | $84.2K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1,525 | $72.7K | 0.03% | +1,525 | New |
| Ameritas Investment Partners, Inc. | 1,228 | $50.3K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 1,129 | $46.0K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,066 | $43.7K | 0.01% | +1,066 | New |
| FinTrust Capital Advisors, LLC | 1,052 | $43.1K | 0.01% | +1,052 | New |
| CWM, LLC | 981 | $40.0K | 0.00% | +295+43.0% | Added |
| California State Teachers Retirement System | 912 | $37.3K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 900 | $36.9K | 0.02% | +500+125.0% | Added |
| Quantbot Technologies LP | 623 | $25.5K | 0.00% | +623 | New |
| Amalgamated Bank | 388 | $16.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 295 | $12.1K | 0.00% | −2,087−87.6% | Reduced |
| Covestor Ltd | 140 | $6.00K | 0.00% | +124+775.0% | Added |
| Capital Performance Advisors LLP | 121 | $4.96K | 0.00% | +121 | New |
| Signaturefd, LLC | 75 | $3.07K | 0.00% | +75 | New |
| Colonial Trust Co | 73 | $3.00K | 0.00% | +73 | New |
| GAMMA Investing LLC | 65 | $2.66K | 0.00% | +65 | New |
| Sterling Capital Management LLC | 44 | $1.80K | 0.00% | +44 | New |
| US Bancorp | 34 | $1.39K | 0.00% | +34 | New |
| Nisa Investment Advisors, LLC | 32 | $1.31K | 0.00% | +12+60.0% | Added |
| The PNC Financial Services Group, Inc. | 26 | $1.06K | 0.00% | −37−58.7% | Reduced |
| Rothschild Investment LLC | 15 | $614 | 0.00% | +15 | New |
| True Wealth Design, LLC | 7 | $287 | 0.00% | +7 | New |
| North Star Investment Management Corp. | 2 | $82 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1 | $41 | 0.00% | 00.0% | Unchanged |
| Redwood Grove Capital, LLC | 0 | $0 | 0.00% | −178,511−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −48,868−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −22,282−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −16,700−100.0% | Sold out |
| Providence First Trust Co | 0 | $0 | 0.00% | −14,097−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −10,541−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −7,701−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −8,153−100.0% | Sold out |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −7,080−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −1,652−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −222−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |