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.
| 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 2025
Shares, value and share of portfolio for each institution holding Willdan Group, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Revisor Wealth Management LLC | 1,760 | $210.2K | 0.06% | +1,760 | New |
| Principal Securities, Inc. | 2,015 | $208.9K | 0.00% | +1,156+134.6% | Added |
| AdvisorShares Investments LLC | 1,953 | $202.4K | 0.03% | +458+30.6% | Added |
| Meeder Asset Management Inc | 1,910 | $198.0K | 0.01% | +1,910 | New |
| McIlrath & Eck, LLC | 1,630 | $169.0K | 0.02% | −100−5.8% | Reduced |
| Kestra Advisory Services, LLC | 1,471 | $152.5K | 0.00% | +1,471 | New |
| Kemnay Advisory Services Inc. | 1,324 | $137.2K | 0.02% | +1,324 | New |
| New York State Teachers Retirement System | 1,263 | $131.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,245 | $129.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,161 | $120.3K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 800 | $82.9K | 0.01% | +800 | New |
| KBC Group NV | 667 | $69.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 608 | $63.0K | 0.00% | +32+5.6% | Added |
| Avanza Fonder AB | 562 | $58.3K | 0.00% | +562 | New |
| Signature Equity Partners, LLC | 544 | $56.4K | 0.03% | +544 | New |
| Tower Research Capital LLC (TRC) | 523 | $54.2K | 0.00% | −1,244−70.4% | Reduced |
| GWM Advisors LLC | 500 | $51.8K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 463 | $48.0K | 0.01% | −549−54.2% | Reduced |
| International Assets Investment Management, LLC | 457 | $47.4K | 0.00% | +457 | New |
| Amalgamated Bank | 442 | $46.0K | 0.00% | +2+0.5% | Added |
| Rockefeller Capital Management L.P. | 426 | $44.2K | 0.00% | +11+2.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 411 | $42.6K | 0.00% | +411 | New |
| Transamerica Financial Advisors, Inc. | 364 | $37.7K | 0.00% | +244+203.3% | Added |
| State of Wyoming | 353 | $36.6K | 0.00% | −1,575−81.7% | Reduced |
| Sterling Capital Management LLC | 321 | $33.3K | 0.00% | −7−2.1% | Reduced |
| Harbour Investments, Inc. | 307 | $31.8K | 0.00% | −25−7.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 266 | $27.6K | 0.01% | +266 | New |
| Spire Wealth Management | 255 | $26.4K | 0.00% | +255 | New |
| EverSource Wealth Advisors, LLC | 254 | $26.3K | 0.00% | +67+35.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 255 | $26.0K | 0.00% | +174+214.8% | Added |
| Financial Consulate, Inc | 200 | $20.7K | 0.00% | +200 | New |
| GAMMA Investing LLC | 199 | $20.6K | 0.00% | +51+34.5% | Added |
| Essential Partners LLC | 186 | $19.3K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 165 | $17.1K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 156 | $16.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 158 | $16.0K | 0.01% | −245−60.8% | Reduced |
| Nisa Investment Advisors, LLC | 149 | $15.4K | 0.00% | −43−22.4% | Reduced |
| Quarry LP | 108 | $11.2K | 0.00% | −50−31.6% | Reduced |
| SBI Securities Co., Ltd. | 104 | $10.8K | 0.00% | −158−60.3% | Reduced |
| Group One Trading, L.P. | 90 | $9.33K | 0.00% | −5,423−98.4% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 85 | $8.81K | 0.00% | +85 | New |
| Hillsdale Investment Management Inc. | 80 | $8.29K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 65 | $7.00K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 65 | $6.74K | 0.00% | −41−38.7% | Reduced |
| Global Retirement Partners, LLC | 60 | $6.22K | 0.00% | +46+328.6% | Added |
| CIBC Private Wealth Group, LLC | 59 | $6.12K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 52 | $5.39K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 50 | $5.18K | 0.00% | +50 | New |
| IFP Advisors, Inc | 48 | $4.98K | 0.00% | +8+20.0% | Added |
| Colonial Trust Co | 34 | $3.73K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 28 | $2.90K | 0.00% | +28 | New |
| Allworth Financial LP | 21 | $2.18K | 0.00% | +4+23.5% | Added |
| Rothschild Investment LLC | 19 | $1.97K | 0.00% | +4+26.7% | Added |
| Cullen/Frost Bankers, Inc. | 16 | $1.66K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 15 | $1.55K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 14 | $1.45K | 0.00% | −362−96.3% | Reduced |
| TD Private Client Wealth LLC | 7 | $726 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $726 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $726 | 0.00% | +7 | New |
| Newbridge Financial Services Group, Inc. | 6 | $622 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 5 | $519 | 0.00% | +5 | New |
| Caitong International Asset Management Co., Ltd | 5 | $518 | 0.00% | −19−79.2% | Reduced |
| The PNC Financial Services Group, Inc. | 4 | $415 | 0.00% | −7−63.6% | Reduced |
| MAI Capital Management | 2 | $208 | 0.00% | −48−96.0% | Reduced |
| SRS Capital Advisors, Inc. | 2 | $207 | 0.00% | −1,308−99.8% | Reduced |
| North Star Investment Management Corp. | 2 | $207 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1 | $104 | 0.00% | +1 | New |
| Walleye Capital LLC | 0 | $0 | 0.00% | −106,682−100.0% | Sold out |
| G2 Investment Partners Management LLC | 0 | $0 | 0.00% | −46,196−100.0% | Sold out |
| Decker Retirement Planning Inc. | 0 | $0 | 0.00% | −33,679−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −31,349−100.0% | Sold out |
| De Lisle Partners LLP | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −13,083−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −11,411−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −11,042−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −10,816−100.0% | Sold out |
| Sierra Summit Advisors LLC | 0 | $0 | 0.00% | −9,310−100.0% | Sold out |
| David J Yvars Group | 0 | $0 | 0.00% | −8,915−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −8,684−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −7,180−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −5,361−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −5,354−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −5,172−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −4,616−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −4,534−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −4,336−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −3,918−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,745−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −3,616−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −3,605−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −3,330−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −3,263−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −3,172−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −2,437−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −2,410−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −2,144−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −2,090−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −2,089−100.0% | Sold out |