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 2026
Institutional positions in Willdan Group, Inc. as of Mar 31, 2026. 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
- −6 vs. Q4 2025
- Shares held
- 11.4M
- +1.46M (+14.7%) vs. Q4 2025
- Total value
- $874.4M
- −$151.6M (−14.8%) vs. Q4 2025
- New holders
- 51
- 102 more added
- Sold out
- 57
- 79 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Willdan Group, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 1 | $77 | 0.00% | +1 | New |
| The PNC Financial Services Group, Inc. | 2 | $153 | 0.00% | −2−50.0% | Reduced |
| North Star Investment Management Corp. | 2 | $153 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2 | $154 | 0.00% | +2 | New |
| Twin Peaks Wealth Advisors, LLC | 3 | $230 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 6 | $460 | 0.00% | −1−14.3% | Reduced |
| TD Private Client Wealth LLC | 7 | $536 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $536 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 8 | $612 | 0.00% | +8 | New |
| TD Waterhouse Canada Inc. | 11 | $869 | 0.00% | −2,688−99.6% | Reduced |
| Rothschild Investment LLC | 15 | $1.15K | 0.00% | −4−21.1% | Reduced |
| Parkside Financial Bank & Trust | 15 | $1.15K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 16 | $1.23K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 23 | $1.76K | 0.00% | +23 | New |
| MAI Capital Management | 25 | $1.91K | 0.00% | +23+1,150.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 26 | $1.99K | 0.00% | −59−69.4% | Reduced |
| Colonial Trust Co | 34 | $2.59K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 34 | $2.60K | 0.00% | +34 | New |
| Legacy Wealth Managment, LLC | 34 | $2.60K | 0.00% | +34 | New |
| Quarry LP | 38 | $2.91K | 0.00% | −70−64.8% | Reduced |
| Zions Bancorporation, National Association | 38 | $2.91K | 0.00% | +38 | New |
| IFP Advisors, Inc | 39 | $2.99K | 0.00% | −9−18.8% | Reduced |
| SRS Capital Advisors, Inc. | 42 | $3.61K | 0.00% | +40+2,000.0% | Added |
| Larson Financial Group LLC | 50 | $3.83K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 50 | $3.83K | 0.00% | +29+138.1% | Added |
| Cypress Capital Management LLC (WY) | 50 | $3.83K | 0.00% | +50 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 65 | $5.00K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 76 | $5.82K | 0.00% | +76 | New |
| Blue Bell Private Wealth Management, LLC | 96 | $7.35K | 0.00% | +44+84.6% | Added |
| Founders Capital Management | 100 | $7.66K | 0.00% | +100 | New |
| Covestor Ltd | 138 | $11.0K | 0.01% | −20−12.7% | Reduced |
| GAMMA Investing LLC | 164 | $12.6K | 0.00% | −35−17.6% | Reduced |
| Versant Capital Management, Inc | 177 | $13.6K | 0.00% | +21+13.5% | Added |
| Essential Partners LLC | 185 | $14.2K | 0.00% | −1−0.5% | Reduced |
| Bard Associates Inc | 200 | $15.3K | 0.00% | −73,167−99.7% | Reduced |
| Financial Consulate, Inc | 200 | $15.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 205 | $15.7K | 0.00% | −49−19.3% | Reduced |
| Ares Financial Consulting, LLC | 200 | $15.8K | 0.01% | +200 | New |
| Sterling Capital Management LLC | 210 | $16.1K | 0.00% | −111−34.6% | Reduced |
| Caitong International Asset Management Co., Ltd | 237 | $18.1K | 0.00% | +232+4,640.0% | Added |
| Triumph Capital Management | 239 | $18.3K | 0.00% | +239 | New |
| SBI Securities Co., Ltd. | 275 | $21.1K | 0.00% | +171+164.4% | Added |
| Simplex Trading, LLC | 285 | $21.8K | 0.00% | +285 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 334 | $25.6K | 0.00% | +79+31.0% | Added |
| Leonteq Securities AG | 382 | $29.2K | 0.00% | +382 | New |
| Golden State Wealth Management, LLC | 414 | $31.7K | 0.00% | +249+150.9% | Added |
| Signature Equity Partners, LLC | 445 | $34.1K | 0.02% | −99−18.2% | Reduced |
| Nisa Investment Advisors, LLC | 549 | $42.0K | 0.00% | +400+268.5% | Added |
| Avanza Fonder AB | 562 | $43.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 667 | $51.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 650 | $51.4K | 0.00% | +42+6.9% | Added |
| Advisory Services Network, LLC | 700 | $53.6K | 0.00% | +700 | New |
| State of Wyoming | 720 | $55.1K | 0.01% | +367+104.0% | Added |
| International Assets Investment Management, LLC | 763 | $60.3K | 0.00% | +306+67.0% | Added |
| Sunbelt Securities, Inc. | 800 | $61.2K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 911 | $69.7K | 0.01% | +547+150.3% | Added |
| Vestcor Inc | 921 | $71.0K | 0.00% | +921 | New |
| Rockefeller Capital Management L.P. | 1,008 | $77.2K | 0.00% | +582+136.6% | Added |
| FMR LLC | 1,058 | $81.0K | 0.00% | −26,860−96.2% | Reduced |
| Tower Research Capital LLC (TRC) | 1,139 | $87.2K | 0.00% | +616+117.8% | Added |
| Ameritas Investment Partners, Inc. | 1,161 | $88.9K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,253 | $95.9K | 0.00% | −1,382−52.4% | Reduced |
| Great West Life Assurance Co | 1,245 | $96.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 1,263 | $97.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,384 | $106.0K | 0.01% | +973+236.7% | Added |
| McIlrath & Eck, LLC | 1,403 | $107.4K | 0.01% | −227−13.9% | Reduced |
| GWM Advisors LLC | 1,410 | $108.0K | 0.00% | +910+182.0% | Added |
| Meeder Asset Management Inc | 1,868 | $143.0K | 0.01% | −42−2.2% | Reduced |
| CWM, LLC | 2,204 | $168.7K | 0.00% | −99−4.3% | Reduced |
| Royal Bank of Canada | 2,583 | $198.0K | 0.00% | −90−3.4% | Reduced |
| Principal Securities, Inc. | 2,667 | $204.2K | 0.00% | +652+32.4% | Added |
| Fifth Third Bancorp | 2,700 | $206.7K | 0.00% | +2,700 | New |
| Sequoia Financial Advisors, LLC | 2,739 | $209.7K | 0.00% | +2,739 | New |
| Wimmer Associates 1, LLC | 2,800 | $214.4K | 0.10% | −310−10.0% | Reduced |
| Kings Path Partners LLC | 2,860 | $219.0K | 0.08% | +2,860 | New |
| Centiva Capital, LP | 3,024 | $231.5K | 0.01% | +3,024 | New |
| Inceptionr LLC | 3,082 | $236.0K | 0.06% | +3,082 | New |
| Merit Financial Group, LLC | 3,211 | $245.8K | 0.00% | +3,211 | New |
| Virginia Retirement Systems Et Al | 3,250 | $248.8K | 0.00% | +3,250 | New |
| Abacus Wealth Partners, LLC | 3,276 | $250.8K | 0.02% | +578+21.4% | Added |
| KLP Kapitalforvaltning AS | 3,300 | $252.6K | 0.00% | +200+6.5% | Added |
| Revisor Wealth Management LLC | 3,466 | $265.4K | 0.07% | +1,706+96.9% | Added |
| State Board of Administration of Florida Retirement System | 3,485 | $266.8K | 0.00% | 00.0% | Unchanged |
| PDT Partners, LLC | 3,549 | $271.7K | 0.02% | 00.0% | Unchanged |
| Vident Advisory, LLC | 3,559 | $272.5K | 0.00% | +3,559 | New |
| Elevated Financial Group LLC | 3,561 | $272.6K | 0.09% | +306+9.4% | Added |
| Canada Pension Plan Investment Board | 3,700 | $283.3K | 0.00% | +1,500+68.2% | Added |
| Vanguard Investments Australia, Ltd. | 3,710 | $284.0K | 0.00% | +3,710 | New |
| Truist Financial Corp | 3,725 | $285.2K | 0.00% | +1,074+40.5% | Added |
| AdvisorShares Investments LLC | 3,733 | $285.8K | 0.05% | +1,780+91.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 3,870 | $296.3K | 0.00% | 00.0% | Unchanged |
| Invst, LLC | 3,947 | $302.2K | 0.03% | +1,818+85.4% | Added |
| Twinbeech Capital LP | 3,986 | $305.2K | 0.03% | +3,986 | New |
| Cambridge Investment Research Advisors, Inc. | 4,031 | $309.0K | 0.00% | +10+0.2% | Added |
| Arizona State Retirement System | 4,051 | $310.1K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,252 | $325.5K | 0.00% | +1,503+54.7% | Added |
| Intech Investment Management LLC | 4,319 | $330.7K | 0.00% | −3,803−46.8% | Reduced |
| Creative Planning | 4,329 | $331.4K | 0.00% | −2,066−32.3% | Reduced |
| Voya Investment Management LLC | 4,356 | $333.5K | 0.00% | +1,800+70.4% | Added |
| Amundi | 4,361 | $333.9K | 0.00% | +1,468+50.7% | Added |