Skip to main content

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 2025

Institutional positions in Willdan Group, Inc. as of Sep 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
256
+67 vs. Q2 2025
Shares held
11.1M
+257.0K (+2.4%) vs. Q2 2025
Total value
$1.07B
+$389.9M (+57.5%) vs. Q2 2025
New holders
89
70 more added
Sold out
22
77 more reduced

1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2025: 256 institutions
Q1 2021: 104 institutionsQ2 2021: 98 institutionsQ3 2021: 94 institutionsQ4 2021: 99 institutionsQ1 2022: 99 institutionsQ2 2022: 83 institutionsQ3 2022: 79 institutionsQ4 2022: 76 institutionsQ1 2023: 81 institutionsQ2 2023: 84 institutionsQ3 2023: 91 institutionsQ4 2023: 91 institutionsQ1 2024: 101 institutionsQ2 2024: 110 institutionsQ3 2024: 143 institutionsQ4 2024: 155 institutionsQ1 2025: 170 institutionsQ2 2025: 190 institutionsQ3 2025: 256 institutionsQ4 2025: 267 institutionsQ1 2026: 256 institutionsQ2 2026: 245 institutions
Value heldQ3 2025: $1.07B
Q1 2021: $391.0MQ2 2021: $356.4MQ3 2021: $317.5MQ4 2021: $347.3MQ1 2022: $334.0MQ2 2022: $274.9MQ3 2022: $160.8MQ4 2022: $191.7MQ1 2023: $165.8MQ2 2023: $200.6MQ3 2023: $212.6MQ4 2023: $223.6MQ1 2024: $301.4MQ2 2024: $300.2MQ3 2024: $421.3MQ4 2024: $382.5MQ1 2025: $419.9MQ2 2025: $679.0MQ3 2025: $1.07BQ4 2025: $1.15BQ1 2026: $874.4MQ2 2026: $1.07B
Institutions holding WLDN and their total value by quarter
QuarterHoldersValue
Q2 2026245$1.07B
Q1 2026256$874.4M
Q4 2025267$1.15B
Q3 2025256$1.07B
Q2 2025190$679.0M
Q1 2025170$419.9M
Q4 2024155$382.5M
Q3 2024143$421.3M
Q2 2024110$300.2M
Q1 2024101$301.4M
Q4 202391$223.6M
Q3 202391$212.6M
Q2 202384$200.6M
Q1 202381$165.8M
Q4 202276$191.7M
Q3 202279$160.8M
Q2 202283$274.9M
Q1 202299$334.0M
Q4 202199$347.3M
Q3 202194$317.5M
Q2 202198$356.4M
Q1 2021104$391.0M

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Willdan Group, Inc.; share changes are against Q2 2025.

Institutions holding WLDN in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Advisory Services Network, LLC1$970.00%+1New
North Star Investment Management Corp.2$1930.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.6$6150.00%−2−25.0%Reduced
True Wealth Design, LLC7$6770.00%00.0%Unchanged
TD Private Client Wealth LLC7$6770.00%+7New
Clearstead Advisors, LLC10$9670.00%+8+400.0%Added
The PNC Financial Services Group, Inc.11$1.06K0.00%00.0%Unchanged
Global Retirement Partners, LLC14$1.35K0.00%−579−97.6%Reduced
Rothschild Investment LLC15$1.45K0.00%−5−25.0%Reduced
Parkside Financial Bank & Trust15$1.45K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.16$1.55K0.00%−12−42.9%Reduced
Allworth Financial LP17$1.64K0.00%+7+70.0%Added
Caitong International Asset Management Co., Ltd24$2.32K0.00%+24New
Colonial Trust Co34$3.51K0.00%−39−53.4%Reduced
IFP Advisors, Inc40$3.87K0.00%+2+5.3%Added
MAI Capital Management50$4.83K0.00%+50New
Blue Bell Private Wealth Management, LLC52$5.03K0.00%+52New
CIBC Private Wealth Group, LLC59$5.71K0.00%+59New
Farmers & Merchants Trust Co of Chambersburg PA65$6.00K0.00%+65New
Hillsdale Investment Management Inc.80$7.74K0.00%−6,870−98.8%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.81$8.00K0.00%+81New
Point72 Europe (London) LLP103$9.97K0.00%+103New
Optiver Holding B.V.106$10.2K0.00%+106New
Transamerica Financial Advisors, Inc.120$11.6K0.00%+120New
GAMMA Investing LLC148$14.3K0.00%+20+15.6%Added
Federated Hermes, Inc.156$15.1K0.00%00.0%Unchanged
Versant Capital Management, Inc156$15.1K0.00%00.0%Unchanged
Quarry LP158$15.3K0.00%−60−27.5%Reduced
Golden State Wealth Management, LLC165$16.0K0.00%+165New
GPS Wealth Strategies Group, LLC180$17.4K0.00%+180New
Essential Partners LLC186$18.0K0.01%+3+1.6%Added
EverSource Wealth Advisors, LLC187$18.1K0.00%−101−35.1%Reduced
Nisa Investment Advisors, LLC192$18.6K0.00%00.0%Unchanged
SBI Securities Co., Ltd.262$25.3K0.00%+249+1,915.4%Added
Sterling Capital Management LLC328$31.7K0.00%+186+131.0%Added
Harbour Investments, Inc.332$32.1K0.00%+332New
Jones Financial Companies LLLP376$36.2K0.00%+86+29.7%Added
Covestor Ltd403$39.0K0.02%−483−54.5%Reduced
Rockefeller Capital Management L.P.415$40.1K0.00%+415New
Amalgamated Bank440$43.0K0.00%00.0%Unchanged
Private Trust Co NA500$48.3K0.00%+500New
GWM Advisors LLC500$48.3K0.00%+500New
Farther Finance Advisors, LLC576$55.7K0.00%00.0%Unchanged
KBC Group NV667$64.0K0.00%+667New
State of Alaska, Department of Revenue778$75.0K0.00%+778New
Principal Securities, Inc.859$83.1K0.00%+620+259.4%Added
USA Financial Portformulas Corp1,012$97.8K0.02%−20−1.9%Reduced
Ameritas Investment Partners, Inc.1,161$112.3K0.00%−258−18.2%Reduced
Great West Life Assurance Co1,245$120.0K0.00%+1,245New
New York State Teachers Retirement System1,263$122.0K0.00%+134+11.9%Added
SRS Capital Advisors, Inc.1,310$126.7K0.00%+1,310New
AdvisorShares Investments LLC1,495$144.6K0.02%+1,020+214.7%Added
Royal Bank of Canada1,553$150.0K0.00%−69,770−97.8%Reduced
McIlrath & Eck, LLC1,730$167.3K0.02%+100+6.1%Added
Tower Research Capital LLC (TRC)1,767$170.9K0.00%+4+0.2%Added
State of Wyoming1,928$186.4K0.02%+1,928New
Davy Global Fund Management Ltd2,075$200.6K0.01%+2,075New
Graham Capital Management, L.P.2,089$202.0K0.01%−3,054−59.4%Reduced
Polymer Capital Management (US) LLC2,090$202.1K0.03%+2,090New
Baader Bank INC2,144$205.7K0.02%+2,144New
Invst, LLC2,129$205.9K0.02%+2,129New
CWM, LLC2,185$211.0K0.00%+143+7.0%Added
Wilsey Asset Management Inc2,359$228.1K0.04%−2,358−50.0%Reduced
ProShare Advisors LLC2,377$229.8K0.00%+2,377New
Change Path, LLC2,410$233.0K0.01%+2,410New
DRW Securities, LLC2,437$236.4K0.01%+2,437New
Voya Investment Management LLC2,556$247.1K0.00%−1,377−35.0%Reduced
Kestra Private Wealth Services, LLC2,558$247.3K0.00%+2,558New
Inspire Advisors, LLC2,697$260.8K0.02%−2,768−50.6%Reduced
Quantinno Capital Management LP2,719$262.9K0.00%+2,719New
Zurcher Kantonalbank (Zurich Cantonalbank)2,749$265.8K0.00%+2,749New
KLP Kapitalforvaltning AS2,900$280.4K0.00%+2,900New
O'Shaughnessy Asset Management, LLC2,943$284.6K0.00%+2,943New
Wimmer Associates 1, LLC3,070$296.8K0.14%−180−5.5%Reduced
Falcon Wealth Planning3,157$305.3K0.03%+3,157New
Vontobel Holding Ltd.3,172$306.7K0.00%+3,172New
Bayesian Capital Management, LP3,263$315.5K0.06%+3,263New
Prudential Financial Inc3,330$322.0K0.00%+3,330New
Globeflex Capital L P3,411$329.8K0.05%00.0%Unchanged
State Board of Administration of Florida Retirement System3,485$337.0K0.00%−18−0.5%Reduced
Entropy Technologies, LP3,500$338.4K0.03%+3,500New
Truvestments Capital LLC3,600$348.1K0.06%+3,600New
Prelude Capital Management, LLC3,605$348.6K0.03%+3,605New
CI Private Wealth, LLC3,616$349.6K0.00%00.0%Unchanged
Ausbil Investment Management Ltd3,695$354.1K0.19%+3,695New
Brevan Howard Capital Management LP3,698$357.6K0.01%−5,839−61.2%Reduced
Virtu Financial LLC3,745$362.0K0.02%+3,745New
Police & Firemen's Retirement System of New Jersey3,850$372.3K0.00%+595+18.3%Added
Campbell & CO Investment Adviser LLC3,918$378.8K0.03%−20,073−83.7%Reduced
Cambridge Investment Research Advisors, Inc.4,021$389.0K0.00%+4,021New
Arizona State Retirement System4,068$393.3K0.00%+4,068New
Diversified Trust Co4,116$398.0K0.01%+317+8.3%Added
Occudo Quantitative Strategies LP4,336$419.2K0.05%−4,436−50.6%Reduced
Private Advisor Group, LLC4,348$420.4K0.00%−406−8.5%Reduced
Thoroughbred Financial Services, LLC4,523$437.0K0.03%+4,523New
Versor Investments LP4,534$438.4K0.08%+4,534New
Creative Planning4,597$444.5K0.00%+4,597New
Quantbot Technologies LP4,616$446.3K0.01%−19,076−80.5%Reduced
Cornerstone Investment Partners, LLC4,632$447.9K0.02%−339−6.8%Reduced
WealthTrust Axiom LLC4,695$454.0K0.12%00.0%Unchanged