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 |
|---|---|---|---|---|---|
| Transamerica Financial Advisors, Inc. | 911 | $69.7K | 0.01% | +547+150.3% | Added |
| Sunbelt Securities, Inc. | 800 | $61.2K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 763 | $60.3K | 0.00% | +306+67.0% | Added |
| State of Wyoming | 720 | $55.1K | 0.01% | +367+104.0% | Added |
| Advisory Services Network, LLC | 700 | $53.6K | 0.00% | +700 | New |
| Farther Finance Advisors, LLC | 650 | $51.4K | 0.00% | +42+6.9% | Added |
| KBC Group NV | 667 | $51.0K | 0.00% | 00.0% | Unchanged |
| Avanza Fonder AB | 562 | $43.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 549 | $42.0K | 0.00% | +400+268.5% | Added |
| Signature Equity Partners, LLC | 445 | $34.1K | 0.02% | −99−18.2% | Reduced |
| Golden State Wealth Management, LLC | 414 | $31.7K | 0.00% | +249+150.9% | Added |
| Leonteq Securities AG | 382 | $29.2K | 0.00% | +382 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 334 | $25.6K | 0.00% | +79+31.0% | Added |
| Simplex Trading, LLC | 285 | $21.8K | 0.00% | +285 | New |
| SBI Securities Co., Ltd. | 275 | $21.1K | 0.00% | +171+164.4% | Added |
| Triumph Capital Management | 239 | $18.3K | 0.00% | +239 | New |
| Caitong International Asset Management Co., Ltd | 237 | $18.1K | 0.00% | +232+4,640.0% | Added |
| Sterling Capital Management LLC | 210 | $16.1K | 0.00% | −111−34.6% | Reduced |
| Ares Financial Consulting, LLC | 200 | $15.8K | 0.01% | +200 | New |
| EverSource Wealth Advisors, LLC | 205 | $15.7K | 0.00% | −49−19.3% | 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 |
| Essential Partners LLC | 185 | $14.2K | 0.00% | −1−0.5% | Reduced |
| Versant Capital Management, Inc | 177 | $13.6K | 0.00% | +21+13.5% | Added |
| GAMMA Investing LLC | 164 | $12.6K | 0.00% | −35−17.6% | Reduced |
| Covestor Ltd | 138 | $11.0K | 0.01% | −20−12.7% | Reduced |
| Founders Capital Management | 100 | $7.66K | 0.00% | +100 | New |
| Blue Bell Private Wealth Management, LLC | 96 | $7.35K | 0.00% | +44+84.6% | Added |
| Accent Capital Management, LLC | 76 | $5.82K | 0.00% | +76 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 65 | $5.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| SRS Capital Advisors, Inc. | 42 | $3.61K | 0.00% | +40+2,000.0% | Added |
| IFP Advisors, Inc | 39 | $2.99K | 0.00% | −9−18.8% | Reduced |
| Quarry LP | 38 | $2.91K | 0.00% | −70−64.8% | Reduced |
| Zions Bancorporation, National Association | 38 | $2.91K | 0.00% | +38 | New |
| Legacy Wealth Managment, LLC | 34 | $2.60K | 0.00% | +34 | New |
| Ancora Advisors, LLC | 34 | $2.60K | 0.00% | +34 | New |
| Colonial Trust Co | 34 | $2.59K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 26 | $1.99K | 0.00% | −59−69.4% | Reduced |
| MAI Capital Management | 25 | $1.91K | 0.00% | +23+1,150.0% | Added |
| Parallel Advisors, LLC | 23 | $1.76K | 0.00% | +23 | New |
| Cullen/Frost Bankers, Inc. | 16 | $1.23K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 15 | $1.15K | 0.00% | −4−21.1% | Reduced |
| Parkside Financial Bank & Trust | 15 | $1.15K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 11 | $869 | 0.00% | −2,688−99.6% | Reduced |
| Root Financial Partners, LLC | 8 | $612 | 0.00% | +8 | New |
| TD Private Client Wealth LLC | 7 | $536 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $536 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $460 | 0.00% | −1−14.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 3 | $230 | 0.00% | +3 | New |
| Quadrant Capital Group LLC | 2 | $154 | 0.00% | +2 | 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 |
| Clearstead Advisors, LLC | 1 | $77 | 0.00% | +1 | New |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −154,300−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −62,031−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −60,357−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| SG Capital Management LLC | 0 | $0 | 0.00% | −31,183−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −28,282−100.0% | Sold out |
| Precision Wealth Strategies, LLC | 0 | $0 | 0.00% | −16,212−100.0% | Sold out |
| Eddie Patel Inc | 0 | $0 | 0.00% | −14,537−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −11,530−100.0% | Sold out |
| Cadent Capital Advisors, LLC | 0 | $0 | 0.00% | −11,391−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −9,885−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −8,601−100.0% | Sold out |
| Parsonex Advisory Services, Inc. | 0 | $0 | 0.00% | −6,250−100.0% | Sold out |
| Focused Alpha, LLC | 0 | $0 | 0.00% | −6,051−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −5,972−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −5,746−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −5,720−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −5,487−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −5,235−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −5,122−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Pure Financial Advisors, Inc. | 0 | $0 | 0.00% | −4,645−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −4,419−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −4,327−100.0% | Sold out |
| Brookwood Investment Group LLC | 0 | $0 | 0.00% | −4,074−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −3,786−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −3,411−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −3,208−100.0% | Sold out |
| Falcon Wealth Planning | 0 | $0 | 0.00% | −2,981−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −2,927−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −2,379−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −2,570−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −2,533−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −2,440−100.0% | Sold out |
| Pictet Asset Management Holding SA | 0 | $0 | 0.00% | −2,419−100.0% | Sold out |
| Wilsey Asset Management Inc | 0 | $0 | 0.00% | −2,359−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −2,106−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −2,096−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −2,062−100.0% | Sold out |
| Rock Point Advisors, LLC | 0 | $0 | 0.00% | −2,060−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −2,040−100.0% | Sold out |
| GK Wealth Management LLC | 0 | $0 | 0.00% | −2,036−100.0% | Sold out |
| Oxinas Partners Wealth Management LLC | 0 | $0 | 0.00% | −2,035−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −1,471−100.0% | Sold out |