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 2025
Institutional positions in Willdan Group, Inc. as of Jun 30, 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
- 190
- +20 vs. Q1 2025
- Shares held
- 10.8M
- +536.7K (+5.2%) vs. Q1 2025
- Total value
- $679.0M
- +$259.1M (+61.7%) vs. Q1 2025
- New holders
- 37
- 70 more added
- Sold out
- 17
- 59 more reduced
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Willdan Group, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| North Star Investment Management Corp. | 2 | $125 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 2 | $125 | 0.00% | +2 | New |
| Clearstead Advisors, LLC | 2 | $126 | 0.00% | +2 | New |
| Twin Peaks Wealth Advisors, LLC | 2 | $237 | 0.00% | +2 | New |
| True Wealth Design, LLC | 7 | $438 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 8 | $478 | 0.00% | +2+33.3% | Added |
| Allworth Financial LP | 10 | $626 | 0.00% | +9+900.0% | Added |
| The PNC Financial Services Group, Inc. | 11 | $688 | 0.00% | −85−88.5% | Reduced |
| SBI Securities Co., Ltd. | 13 | $813 | 0.00% | +5+62.5% | Added |
| Parkside Financial Bank & Trust | 15 | $937 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 15 | $938 | 0.00% | +15 | New |
| Rothschild Investment LLC | 20 | $1.25K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 28 | $1.75K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 38 | $2.50K | 0.00% | +38 | New |
| Colonial Trust Co | 73 | $4.57K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 77 | $4.81K | 0.00% | +69+862.5% | Added |
| Group One Trading, L.P. | 100 | $6.25K | 0.00% | −54−35.1% | Reduced |
| South State Corp. | 103 | $6.44K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 113 | $7.06K | 0.00% | −787−87.4% | Reduced |
| GAMMA Investing LLC | 128 | $8.00K | 0.00% | +75+141.5% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 134 | $8.38K | 0.00% | +134 | New |
| Sterling Capital Management LLC | 142 | $8.88K | 0.00% | −78−35.5% | Reduced |
| Versant Capital Management, Inc | 156 | $9.75K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 156 | $9.75K | 0.00% | +156 | New |
| Essential Partners LLC | 183 | $11.4K | 0.00% | +183 | New |
| Nisa Investment Advisors, LLC | 192 | $12.0K | 0.00% | +145+308.5% | Added |
| Quarry LP | 218 | $13.6K | 0.00% | +218 | New |
| Principal Securities, Inc. | 239 | $14.9K | 0.00% | +239 | New |
| EverSource Wealth Advisors, LLC | 288 | $18.0K | 0.00% | +271+1,594.1% | Added |
| Jones Financial Companies LLLP | 290 | $18.1K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 440 | $28.0K | 0.00% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 475 | $29.7K | 0.01% | +475 | New |
| Farther Finance Advisors, LLC | 576 | $36.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 593 | $37.1K | 0.00% | +593 | New |
| Point72 (DIFC) Ltd | 710 | $44.4K | 0.00% | +710 | New |
| Covestor Ltd | 886 | $55.0K | 0.03% | +582+191.4% | Added |
| California State Teachers Retirement System | 939 | $58.7K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,032 | $64.5K | 0.01% | +1,032 | New |
| New York State Teachers Retirement System | 1,129 | $71.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 1,280 | $80.0K | 0.00% | +1,280 | New |
| Ameritas Investment Partners, Inc. | 1,419 | $88.7K | 0.00% | +191+15.6% | Added |
| McIlrath & Eck, LLC | 1,630 | $101.9K | 0.01% | −206−11.2% | Reduced |
| Tower Research Capital LLC (TRC) | 1,763 | $110.2K | 0.00% | +1,242+238.4% | Added |
| CWM, LLC | 2,042 | $128.0K | 0.00% | +924+82.6% | Added |
| Point72 Asset Management, L.P. | 2,800 | $175.0K | 0.00% | −3,453−55.2% | Reduced |
| Meeder Asset Management Inc | 3,148 | $196.8K | 0.01% | −6,479−67.3% | Reduced |
| Wimmer Associates 1, LLC | 3,250 | $203.2K | 0.10% | +3,250 | New |
| Police & Firemen's Retirement System of New Jersey | 3,255 | $203.5K | 0.00% | +471+16.9% | Added |
| Semanteon Capital Management, LP | 3,321 | $207.6K | 0.31% | −9,284−73.7% | Reduced |
| Ieq Capital, LLC | 3,386 | $211.7K | 0.00% | +3,386 | New |
| Globeflex Capital L P | 3,411 | $213.2K | 0.02% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 3,503 | $219.0K | 0.00% | +3,503 | New |
| CI Private Wealth, LLC | 3,616 | $226.0K | 0.00% | +3,616 | New |
| Algert Global LLC | 3,680 | $230.0K | 0.00% | −2,450−40.0% | Reduced |
| Diversified Trust Co | 3,799 | $237.5K | 0.01% | +3,799 | New |
| XTX Topco Ltd | 3,844 | $240.3K | 0.01% | +3,844 | New |
| Voya Investment Management LLC | 3,933 | $245.9K | 0.00% | +3,933 | New |
| Welch Group, LLC | 4,000 | $250.0K | 0.01% | +4,000 | New |
| WealthTrust Axiom LLC | 4,695 | $293.5K | 0.09% | +4,695 | New |
| Virtus ETF Advisers LLC | 4,700 | $293.8K | 0.18% | 00.0% | Unchanged |
| Wilsey Asset Management Inc | 4,717 | $294.9K | 0.05% | −510−9.8% | Reduced |
| Private Advisor Group, LLC | 4,754 | $297.2K | 0.00% | +4,754 | New |
| Cornerstone Investment Partners, LLC | 4,971 | $310.7K | 0.01% | +20.0% | Added |
| Manufacturers Life Insurance Company, The | 5,016 | $313.6K | 0.00% | +5,016 | New |
| Graham Capital Management, L.P. | 5,143 | $321.5K | 0.01% | −1,799−25.9% | Reduced |
| SG Americas Securities, LLC | 5,189 | $324.0K | 0.00% | −2,455−32.1% | Reduced |
| New York State Common Retirement Fund | 5,304 | $331.6K | 0.00% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 5,465 | $341.6K | 0.04% | +5,465 | New |
| Marshall Wace, LLP | 5,901 | $368.9K | 0.00% | −15,647−72.6% | Reduced |
| Wedbush Securities Inc | 6,330 | $396.0K | 0.01% | −3,050−32.5% | Reduced |
| Quest Partners LLC | 6,504 | $406.6K | 0.04% | −241−3.6% | Reduced |
| Counterpoint Mutual Funds LLC | 6,706 | $419.2K | 0.04% | −3,208−32.4% | Reduced |
| Engineers Gate Manager LP | 6,925 | $432.9K | 0.01% | +222+3.3% | Added |
| Mount Yale Investment Advisors, LLC | 6,926 | $432.9K | 0.03% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 6,950 | $434.4K | 0.02% | −11,720−62.8% | Reduced |
| Concurrent Investment Advisors, LLC | 7,091 | $443.3K | 0.01% | +307+4.5% | Added |
| Bailard, Inc. | 7,100 | $443.8K | 0.01% | −900−11.3% | Reduced |
| Verition Fund Management LLC | 7,400 | $462.6K | 0.00% | −6,135−45.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 7,615 | $476.0K | 0.00% | +85+1.1% | Added |
| Centiva Capital, LP | 7,647 | $478.0K | 0.03% | +1,119+17.1% | Added |
| MML Investors Services, LLC | 7,827 | $489.0K | 0.00% | +2,425+44.9% | Added |
| State of Wisconsin Investment Board | 7,955 | $497.3K | 0.00% | −3,900−32.9% | Reduced |
| Navellier & Associates Inc | 7,969 | $498.1K | 0.06% | −13−0.2% | Reduced |
| Franklin Resources Inc | 7,987 | $499.3K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 8,000 | $500.1K | 0.26% | −3,000−27.3% | Reduced |
| Balyasny Asset Management LLC | 8,077 | $504.9K | 0.00% | −25,009−75.6% | Reduced |
| MetLife Investment Management | 8,224 | $514.1K | 0.00% | +554+7.2% | Added |
| Squarepoint Ops LLC | 8,577 | $536.1K | 0.00% | −30,736−78.2% | Reduced |
| Occudo Quantitative Strategies LP | 8,772 | $548.3K | 0.06% | +3,625+70.4% | Added |
| STRS Ohio | 8,800 | $550.1K | 0.00% | +600+7.3% | Added |
| Principal Financial Group Inc | 9,354 | $584.7K | 0.00% | +828+9.7% | Added |
| Comerica Bank | 9,392 | $587.1K | 0.00% | −836−8.2% | Reduced |
| Brevan Howard Capital Management LP | 9,537 | $596.2K | 0.01% | +9,537 | New |
| Mackenzie Financial Corp | 9,668 | $604.3K | 0.00% | +1,064+12.4% | Added |
| Parsonex Advisory Services, Inc. | 10,000 | $625.1K | 0.52% | +10,000 | New |
| UBS Asset Management Americas Inc | 10,979 | $686.3K | 0.00% | +10,979 | New |
| Teton Advisors, Inc. | 11,000 | $687.6K | 0.42% | −4,000−26.7% | Reduced |
| Intech Investment Management LLC | 11,370 | $710.7K | 0.01% | +3,850+51.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 11,402 | $712.7K | 0.02% | +11,402 | New |
| Chase Investment Counsel Corp | 11,599 | $725.0K | 0.23% | 00.0% | Unchanged |