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 2025
Institutional positions in Willdan Group, Inc. as of Mar 31, 2025. 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
- 170
- +17 vs. Q4 2024
- Shares held
- 10.3M
- +786.9K (+8.3%) vs. Q4 2024
- Total value
- $419.9M
- +$57.1M (+15.8%) vs. Q4 2024
- New holders
- 31
- 59 more added
- Sold out
- 14
- 59 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Willdan Group, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wedbush Securities Inc | 9,380 | $382.0K | 0.01% | +2,530+36.9% | Added |
| Mackenzie Financial Corp | 8,604 | $350.4K | 0.00% | +1,574+22.4% | Added |
| Principal Financial Group Inc | 8,526 | $347.2K | 0.00% | +319+3.9% | Added |
| STRS Ohio | 8,200 | $333.9K | 0.00% | +3,000+57.7% | Added |
| Bailard, Inc. | 8,000 | $325.8K | 0.01% | +1,500+23.1% | Added |
| Franklin Resources Inc | 7,987 | $325.2K | 0.00% | 00.0% | Unchanged |
| Navellier & Associates Inc | 7,982 | $316.2K | 0.04% | −172−2.1% | Reduced |
| MetLife Investment Management | 7,670 | $312.3K | 0.00% | −123−1.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 7,654 | $311.0K | 0.05% | −8,872−53.7% | Reduced |
| SG Americas Securities, LLC | 7,644 | $311.0K | 0.00% | −6,283−45.1% | Reduced |
| Integrated Quantitative Investments LLC | 7,543 | $307.2K | 0.15% | −37−0.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 7,530 | $306.6K | 0.00% | +312+4.3% | Added |
| Intech Investment Management LLC | 7,520 | $306.2K | 0.00% | +7,520 | New |
| Quadrature Capital Ltd | 7,468 | $304.0K | 0.01% | +7,468 | New |
| Sherbrooke Park Advisers LLC | 7,052 | $287.2K | 0.13% | −2,787−28.3% | Reduced |
| Graham Capital Management, L.P. | 6,942 | $282.7K | 0.01% | +1,340+23.9% | Added |
| Mount Yale Investment Advisors, LLC | 6,926 | $282.0K | 0.02% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 6,784 | $276.2K | 0.01% | +6,784 | New |
| Quest Partners LLC | 6,745 | $274.7K | 0.03% | +4,828+251.9% | Added |
| Engineers Gate Manager LP | 6,703 | $272.9K | 0.00% | +311+4.9% | Added |
| Centiva Capital, LP | 6,528 | $265.8K | 0.02% | +6,528 | New |
| Connors Investor Services Inc | 6,300 | $256.5K | 0.03% | −100−1.6% | Reduced |
| Point72 Asset Management, L.P. | 6,253 | $254.6K | 0.00% | +1,953+45.4% | Added |
| Corebridge Financial, Inc. | 6,245 | $254.3K | 0.00% | −94−1.5% | Reduced |
| Algert Global LLC | 6,130 | $249.6K | 0.01% | +6,130 | New |
| Polymer Capital Management (US) LLC | 5,436 | $221.4K | 0.07% | +5,436 | New |
| MML Investors Services, LLC | 5,402 | $220.0K | 0.00% | −241−4.3% | Reduced |
| New York State Common Retirement Fund | 5,304 | $216.0K | 0.00% | 00.0% | Unchanged |
| Wilsey Asset Management Inc | 5,227 | $212.8K | 0.04% | +5,227 | New |
| Occudo Quantitative Strategies LP | 5,147 | $210.9K | 0.03% | −794−13.4% | Reduced |
| Gabelli Funds LLC | 5,000 | $203.6K | 0.00% | −3,000−37.5% | Reduced |
| MBB Public Markets I LLC | 4,993 | $203.3K | 0.02% | +4,993 | New |
| Cornerstone Investment Partners, LLC | 4,969 | $202.3K | 0.01% | −428−7.9% | Reduced |
| Aquatic Capital Management LLC | 4,884 | $198.9K | 0.01% | −526−9.7% | Reduced |
| Virtus ETF Advisers LLC | 4,700 | $191.4K | 0.12% | +4,700 | New |
| Globeflex Capital L P | 3,411 | $138.9K | 0.01% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 2,784 | $113.4K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,597 | $105.7K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,836 | $74.8K | 0.01% | +1,836 | New |
| Ameritas Investment Partners, Inc. | 1,228 | $50.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 1,129 | $46.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,118 | $46.0K | 0.00% | +19+1.7% | Added |
| California State Teachers Retirement System | 939 | $38.2K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 900 | $29.4K | 0.01% | +900 | New |
| Farther Finance Advisors, LLC | 576 | $23.5K | 0.00% | −480−45.5% | Reduced |
| Tower Research Capital LLC (TRC) | 521 | $21.2K | 0.00% | −1,161−69.0% | Reduced |
| Amalgamated Bank | 440 | $18.0K | 0.00% | +52+13.4% | Added |
| Covestor Ltd | 304 | $12.0K | 0.01% | +12+4.1% | Added |
| Jones Financial Companies LLLP | 290 | $11.9K | 0.00% | +290 | New |
| Sterling Capital Management LLC | 220 | $8.96K | 0.00% | −183−45.4% | Reduced |
| Coldstream Capital Management Inc | 163 | $6.64K | 0.00% | +163 | New |
| Versant Capital Management, Inc | 156 | $6.35K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 154 | $6.27K | 0.00% | +154 | New |
| Hantz Financial Services, Inc. | 150 | $6.00K | 0.00% | +150 | New |
| South State Corp. | 103 | $4.20K | 0.00% | +103 | New |
| The PNC Financial Services Group, Inc. | 96 | $3.91K | 0.00% | +85+772.7% | Added |
| Colonial Trust Co | 73 | $3.00K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 53 | $2.16K | 0.00% | −60−53.1% | Reduced |
| Nisa Investment Advisors, LLC | 47 | $1.91K | 0.00% | +15+46.9% | Added |
| Caitong International Asset Management Co., Ltd | 36 | $1.47K | 0.00% | +36 | New |
| Cullen/Frost Bankers, Inc. | 28 | $1.14K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 20 | $814 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 17 | $692 | 0.00% | +17 | New |
| Parkside Financial Bank & Trust | 15 | $611 | 0.00% | +15 | New |
| SBI Securities Co., Ltd. | 8 | $326 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 8 | $326 | 0.00% | +8 | New |
| True Wealth Design, LLC | 7 | $286 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 6 | $244 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2 | $81 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1 | $39 | 0.00% | 00.0% | Unchanged |
| Ausbil Investment Management Ltd | 0 | $0 | 0.00% | −37,910−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −15,067−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −11,590−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −7,088−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −5,284−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −4,526−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −995−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −824−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −610−100.0% | Sold out |
| Prestige Wealth Management Group LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −294−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −1,410−100.0% | Sold out |
| Swedbank AB | – | – | – | – | Not filed |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |