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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 2025

Institutional positions in Willdan Group, Inc. as of Dec 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
267
+15 vs. Q3 2025
Shares held
11.2M
+191.9K (+1.8%) vs. Q3 2025
Total value
$1.15B
+$97.0M (+9.2%) vs. Q3 2025
New holders
53
101 more added
Sold out
38
79 more reduced

4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2025: 267 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 heldQ4 2025: $1.15B
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, Q4 2025

Shares, value and share of portfolio for each institution holding Willdan Group, Inc.; share changes are against Q3 2025.

Institutions holding WLDN in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Massmutual Trust Co FSB1$1040.00%+1New
SRS Capital Advisors, Inc.2$2070.00%−1,308−99.8%Reduced
North Star Investment Management Corp.2$2070.00%00.0%Unchanged
MAI Capital Management2$2080.00%−48−96.0%Reduced
The PNC Financial Services Group, Inc.4$4150.00%−7−63.6%Reduced
Caitong International Asset Management Co., Ltd5$5180.00%−19−79.2%Reduced
Breakwater Investment Management5$5190.00%+5New
Newbridge Financial Services Group, Inc.6$6220.00%00.0%Unchanged
TD Private Client Wealth LLC7$7260.00%00.0%Unchanged
True Wealth Design, LLC7$7260.00%00.0%Unchanged
SJS Investment Consulting Inc.7$7260.00%+7New
Jones Financial Companies LLLP14$1.45K0.00%−362−96.3%Reduced
Parkside Financial Bank & Trust15$1.55K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.16$1.66K0.00%00.0%Unchanged
Rothschild Investment LLC19$1.97K0.00%+4+26.7%Added
Allworth Financial LP21$2.18K0.00%+4+23.5%Added
US Bancorp28$2.90K0.00%+28New
Colonial Trust Co34$3.73K0.00%00.0%Unchanged
IFP Advisors, Inc48$4.98K0.00%+8+20.0%Added
Larson Financial Group LLC50$5.18K0.00%+50New
Blue Bell Private Wealth Management, LLC52$5.39K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC59$6.12K0.00%00.0%Unchanged
Global Retirement Partners, LLC60$6.22K0.00%+46+328.6%Added
Optiver Holding B.V.65$6.74K0.00%−41−38.7%Reduced
Farmers & Merchants Trust Co of Chambersburg PA65$7.00K0.00%00.0%Unchanged
Hillsdale Investment Management Inc.80$8.29K0.00%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.85$8.81K0.00%+85New
Group One Trading, L.P.90$9.33K0.00%−5,423−98.4%Reduced
SBI Securities Co., Ltd.104$10.8K0.00%−158−60.3%Reduced
Quarry LP108$11.2K0.00%−50−31.6%Reduced
Nisa Investment Advisors, LLC149$15.4K0.00%−43−22.4%Reduced
Covestor Ltd158$16.0K0.01%−245−60.8%Reduced
Versant Capital Management, Inc156$16.2K0.00%00.0%Unchanged
Golden State Wealth Management, LLC165$17.1K0.00%00.0%Unchanged
Essential Partners LLC186$19.3K0.01%00.0%Unchanged
GAMMA Investing LLC199$20.6K0.00%+51+34.5%Added
Financial Consulate, Inc200$20.7K0.00%+200New
BNP PARIBAS ASSET MANAGEMENT Holding S.A.255$26.0K0.00%+174+214.8%Added
EverSource Wealth Advisors, LLC254$26.3K0.00%+67+35.8%Added
Spire Wealth Management255$26.4K0.00%+255New
Thurston, Springer, Miller, Herd & Titak, Inc.266$27.6K0.01%+266New
Harbour Investments, Inc.307$31.8K0.00%−25−7.5%Reduced
Sterling Capital Management LLC321$33.3K0.00%−7−2.1%Reduced
State of Wyoming353$36.6K0.00%−1,575−81.7%Reduced
Transamerica Financial Advisors, Inc.364$37.7K0.00%+244+203.3%Added
Pinnacle Wealth Planning Services, Inc.411$42.6K0.00%+411New
Rockefeller Capital Management L.P.426$44.2K0.00%+11+2.7%Added
Amalgamated Bank442$46.0K0.00%+2+0.5%Added
International Assets Investment Management, LLC457$47.4K0.00%+457New
USA Financial Portformulas Corp463$48.0K0.01%−549−54.2%Reduced
GWM Advisors LLC500$51.8K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)523$54.2K0.00%−1,244−70.4%Reduced
Signature Equity Partners, LLC544$56.4K0.03%+544New
Avanza Fonder AB562$58.3K0.00%+562New
Farther Finance Advisors, LLC608$63.0K0.00%+32+5.6%Added
KBC Group NV667$69.0K0.00%00.0%Unchanged
Sunbelt Securities, Inc.800$82.9K0.01%+800New
Ameritas Investment Partners, Inc.1,161$120.3K0.00%00.0%Unchanged
Great West Life Assurance Co1,245$129.0K0.00%00.0%Unchanged
New York State Teachers Retirement System1,263$131.0K0.00%00.0%Unchanged
Kemnay Advisory Services Inc.1,324$137.2K0.02%+1,324New
Kestra Advisory Services, LLC1,471$152.5K0.00%+1,471New
McIlrath & Eck, LLC1,630$169.0K0.02%−100−5.8%Reduced
Meeder Asset Management Inc1,910$198.0K0.01%+1,910New
AdvisorShares Investments LLC1,953$202.4K0.03%+458+30.6%Added
Principal Securities, Inc.2,015$208.9K0.00%+1,156+134.6%Added
Revisor Wealth Management LLC1,760$210.2K0.06%+1,760New
Oxinas Partners Wealth Management LLC2,035$210.9K0.10%+2,035New
GK Wealth Management LLC2,036$211.1K0.15%+2,036New
Commonwealth Equity Services, LLC2,040$211.5K0.00%+2,040New
Rock Point Advisors, LLC2,060$213.5K0.05%+2,060New
La Banque Postale Asset Management SA2,062$213.7K0.00%+2,062New
Lighthouse Investment Partners, LLC2,096$217.3K0.01%+2,096New
Aquatic Capital Management LLC2,106$218.3K0.01%−44,852−95.5%Reduced
Invst, LLC2,129$220.7K0.02%00.0%Unchanged
Swiss Life Asset Management Ltd2,143$222.1K0.00%+2,143New
Canada Pension Plan Investment Board2,200$228.1K0.00%+2,200New
CWM, LLC2,303$239.0K0.00%+118+5.4%Added
Wilsey Asset Management Inc2,359$244.5K0.04%00.0%Unchanged
Pictet Asset Management Holding SA2,419$250.8K0.00%+2,419New
Bailard, Inc.2,440$252.9K0.01%+2,440New
Lazard Asset Management LLC2,533$262.6K0.00%−68,474−96.4%Reduced
Voya Investment Management LLC2,556$265.0K0.00%00.0%Unchanged
Fox Run Management, L.L.C.2,558$265.2K0.04%−7,471−74.5%Reduced
ProShare Advisors LLC2,570$266.4K0.00%+193+8.1%Added
Wealth Enhancement Advisory Services, LLC2,379$271.0K0.00%+2,379New
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main2,635$273.1K0.00%+2,635New
Truist Financial Corp2,651$274.8K0.00%+2,651New
Royal Bank of Canada2,673$278.0K0.00%+1,120+72.1%Added
TD Waterhouse Canada Inc.2,699$279.5K0.00%+2,699New
Abacus Wealth Partners, LLC2,698$279.7K0.03%+2,698New
Zurcher Kantonalbank (Zurich Cantonalbank)2,749$285.0K0.00%00.0%Unchanged
Amundi2,893$299.9K0.00%+2,893New
Diametric Capital, LP2,927$303.4K0.08%+2,927New
Falcon Wealth Planning2,981$309.0K0.03%−176−5.6%Reduced
KLP Kapitalforvaltning AS3,100$321.3K0.00%+200+6.9%Added
Wimmer Associates 1, LLC3,110$322.4K0.15%+40+1.3%Added
EntryPoint Capital, LLC3,208$332.5K0.13%−2,632−45.1%Reduced
Blair William & Co3,250$336.9K0.00%+3,250New
Elevated Financial Group LLC3,255$337.4K0.12%+3,255New