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 2024
Institutional positions in Willdan Group, Inc. as of Dec 31, 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
- 155
- +14 vs. Q3 2024
- Shares held
- 10.0M
- −226.1K (−2.2%) vs. Q3 2024
- Total value
- $382.5M
- −$38.5M (−9.1%) vs. Q3 2024
- New holders
- 32
- 61 more added
- Sold out
- 18
- 44 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Willdan Group, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 1 | $39 | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,410 | $54 | 0.00% | +1,410 | New |
| North Star Investment Management Corp. | 2 | $76 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 6 | $229 | 0.00% | +6 | New |
| True Wealth Design, LLC | 7 | $267 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 7 | $267 | 0.00% | +7 | New |
| SBI Securities Co., Ltd. | 8 | $305 | 0.00% | +8 | New |
| The PNC Financial Services Group, Inc. | 11 | $419 | 0.00% | −15−57.7% | Reduced |
| Creative Planning | 16 | $609 | 0.00% | +16 | New |
| Rothschild Investment LLC | 20 | $762 | 0.00% | +5+33.3% | Added |
| Cullen/Frost Bankers, Inc. | 28 | $1.07K | 0.00% | +28 | New |
| Nisa Investment Advisors, LLC | 32 | $1.22K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 73 | $2.81K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 113 | $4.30K | 0.00% | +48+73.8% | Added |
| Versant Capital Management, Inc | 156 | $5.94K | 0.00% | +156 | New |
| Covestor Ltd | 292 | $11.0K | 0.01% | +152+108.6% | Added |
| Clear Street Markets LLC | 294 | $11.2K | 0.00% | +294 | New |
| Prestige Wealth Management Group LLC | 300 | $11.4K | 0.00% | +300 | New |
| Amalgamated Bank | 388 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 403 | $15.3K | 0.00% | +359+815.9% | Added |
| Kestra Investment Management, LLC | 610 | $23.2K | 0.00% | +610 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 824 | $31.4K | 0.01% | −242−22.7% | Reduced |
| California State Teachers Retirement System | 939 | $35.8K | 0.00% | +27+3.0% | Added |
| Point72 (DIFC) Ltd | 995 | $37.9K | 0.00% | +995 | New |
| Farther Finance Advisors, LLC | 1,056 | $40.2K | 0.00% | +1,056 | New |
| CWM, LLC | 1,099 | $42.0K | 0.00% | +118+12.0% | Added |
| New York State Teachers Retirement System | 1,129 | $43.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,228 | $46.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,682 | $64.1K | 0.00% | +1,387+470.2% | Added |
| Quest Partners LLC | 1,917 | $73.0K | 0.01% | −7,185−78.9% | Reduced |
| Legal & General Group Plc | 2,597 | $98.9K | 0.00% | +542+26.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 2,784 | $106.0K | 0.00% | +2,784 | New |
| Meeder Asset Management Inc | 3,285 | $125.1K | 0.01% | +3,285 | New |
| Globeflex Capital L P | 3,411 | $129.9K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 3,982 | $151.7K | 0.00% | +47+1.2% | Added |
| Point72 Asset Management, L.P. | 4,300 | $163.8K | 0.00% | −3,814−47.0% | Reduced |
| Quantbot Technologies LP | 4,526 | $172.4K | 0.01% | +3,903+626.5% | Added |
| STRS Ohio | 5,200 | $198.1K | 0.00% | −2,500−32.5% | Reduced |
| Moran Wealth Management, LLC | 5,284 | $201.3K | 0.01% | +5,284 | New |
| New York State Common Retirement Fund | 5,304 | $202.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 5,397 | $205.6K | 0.01% | +9+0.2% | Added |
| Aquatic Capital Management LLC | 5,410 | $206.1K | 0.01% | +510+10.4% | Added |
| Graham Capital Management, L.P. | 5,602 | $213.4K | 0.01% | +5,602 | New |
| MML Investors Services, LLC | 5,643 | $215.0K | 0.00% | +5,643 | New |
| Occudo Quantitative Strategies LP | 5,941 | $226.3K | 0.04% | −6,107−50.7% | Reduced |
| Corebridge Financial, Inc. | 6,339 | $241.5K | 0.00% | −391−5.8% | Reduced |
| Engineers Gate Manager LP | 6,392 | $243.5K | 0.00% | +6,392 | New |
| Connors Investor Services Inc | 6,400 | $243.8K | 0.02% | −1,600−20.0% | Reduced |
| Bailard, Inc. | 6,500 | $247.6K | 0.01% | −200−3.0% | Reduced |
| Hillsdale Investment Management Inc. | 6,770 | $257.9K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 6,850 | $261.0K | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 6,926 | $263.8K | 0.02% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 7,030 | $267.8K | 0.00% | +7,030 | New |
| Federated Hermes, Inc. | 7,088 | $270.0K | 0.00% | +13+0.2% | Added |
| BNP Paribas Arbitrage, SA | 7,146 | $272.2K | 0.00% | −17,993−71.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 7,218 | $274.9K | 0.00% | +304+4.4% | Added |
| Integrated Quantitative Investments LLC | 7,580 | $288.7K | 0.14% | +7,580 | New |
| MetLife Investment Management | 7,793 | $296.8K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 7,987 | $304.2K | 0.00% | 00.0% | Unchanged |
| Gabelli Funds LLC | 8,000 | $304.7K | 0.00% | −9,000−52.9% | Reduced |
| Navellier & Associates Inc | 8,154 | $310.6K | 0.04% | +341+4.4% | Added |
| Principal Financial Group Inc | 8,207 | $312.6K | 0.00% | +677+9.0% | Added |
| Jane Street Group, LLC | 8,271 | $315.0K | 0.00% | −11,602−58.4% | Reduced |
| HSBC Holdings PLC | 8,813 | $336.3K | 0.00% | +8,813 | New |
| Perritt Capital Management Inc | 9,000 | $342.8K | 0.18% | +1,000+12.5% | Added |
| Verition Fund Management LLC | 9,160 | $348.9K | 0.00% | +1,571+20.7% | Added |
| State of Wisconsin Investment Board | 9,755 | $371.6K | 0.00% | −3,000−23.5% | Reduced |
| Sherbrooke Park Advisers LLC | 9,839 | $374.8K | 0.12% | +9,839 | New |
| Price T Rowe Associates Inc | 10,359 | $395.0K | 0.00% | +626+6.4% | Added |
| Comerica Bank | 10,492 | $399.6K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 11,280 | $429.7K | 0.00% | +6,306+126.8% | Added |
| EntryPoint Capital, LLC | 11,590 | $441.5K | 0.19% | +11,590 | New |
| CenterBook Partners LP | 12,292 | $468.2K | 0.03% | +12,292 | New |
| SG Americas Securities, LLC | 13,927 | $530.0K | 0.00% | +6,353+83.9% | Added |
| Advisor Group Holdings, Inc. | 14,314 | $545.2K | 0.00% | −8,717−37.8% | Reduced |
| Calamos Advisors LLC | 15,067 | $573.9K | 0.00% | −645−4.1% | Reduced |
| Balyasny Asset Management LLC | 15,930 | $606.8K | 0.00% | +15,930 | New |
| Stifel Financial Corp | 16,494 | $628.3K | 0.00% | +461+2.9% | Added |
| Dynamic Technology Lab Private Ltd | 16,526 | $629.0K | 0.10% | +16,526 | New |
| Whittier Trust Co | 16,836 | $641.3K | 0.01% | +16,836 | New |
| Envestnet Asset Management Inc | 17,877 | $680.9K | 0.00% | +4,375+32.4% | Added |
| Jump Financial, LLC | 18,400 | $700.9K | 0.01% | +2,670+17.0% | Added |
| Janney Montgomery Scott LLC | 18,673 | $711.0K | 0.00% | +4,049+27.7% | Added |
| D. E. Shaw & Co., Inc. | 18,839 | $717.6K | 0.00% | −41,518−68.8% | Reduced |
| Summit Global Investments | 19,905 | $758.0K | 0.05% | +19,905 | New |
| Teton Advisors, Inc. | 20,000 | $761.8K | 0.39% | −12,000−37.5% | Reduced |
| Rhumbline Advisers | 20,159 | $767.8K | 0.00% | +562+2.9% | Added |
| CWM Advisors, LLC | 21,390 | $814.7K | 0.09% | +501+2.4% | Added |
| Bank of America Corp | 21,843 | $832.0K | 0.00% | +11,770+116.8% | Added |
| Invesco Ltd. | 22,641 | $862.4K | 0.00% | −88,005−79.5% | Reduced |
| Wulff, Hansen & Co. | 22,821 | $869.3K | 0.82% | +370+1.6% | Added |
| Barclays PLC | 22,924 | $873.2K | 0.00% | +5,623+32.5% | Added |
| Susquehanna International Group, LLP | 23,121 | $880.7K | 0.00% | +23,121 | New |
| Two Sigma Investments, LP | 25,477 | $970.4K | 0.00% | −1,486−5.5% | Reduced |
| Storebrand Asset Management AS | 25,595 | $974.9K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 25,772 | $981.0K | 0.01% | +25,772 | New |
| American Century Companies Inc | 25,784 | $982.1K | 0.00% | +5,390+26.4% | Added |
| Citigroup Inc | 26,347 | $1.00M | 0.00% | +2,949+12.6% | Added |
| Citadel Advisors LLC | 28,142 | $1.07M | 0.00% | −70,448−71.5% | Reduced |
| Alps Advisors Inc | 29,480 | $1.12M | 0.01% | +20,280+220.4% | Added |