Willdan GroupWLDN

13F holders, Q2 2025 (June 30)
190holders +19
33new positions
17sold out
7famous investors
$62.59avg. 13F price*

At the end of Q2 2025, 190 institutions reported holding Willdan Group Inc. (WLDN) in their 13F filings, up 19 from Q1 2025. 33 opened new positions and 17 sold out. The largest holders were BlackRock, Inc. ($73.2M), Vanguard Group Inc. ($52.9M) and Dimensional Fund Advisors LP ($26.9M). 7 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Willdan Group Inc.
CUSIP
96924N100
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 101Q1 2024Q2 2024: 110Q2 2024Q3 2024: 143Q3 2024Q4 2024: 155Q4 2024Q1 2025: 171Q1 2025Q2 2025: 190Q2 2025Q3 2025: 256Q3 2025Q4 2025: 267Q4 2025Q1 2026: 256Q1 2026Q2 2026: 245Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions33$42.9M
Exits17$9.5M

All 13F filers, Q1 2025 → Q2 2025: 1,794,436 shares bought and 1,468,708 shares sold, net +325,728 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 190 holders

BlackRock, Inc. 0.00% Add +2.9% 1,170,723 $73.2M
Vanguard Group Inc. 0.00% Add +9.3% 845,913 $52.9M
Dimensional Fund Advisors LP 0.01% Reduce -10.2% 430,445 $26.9M
Acadian Asset Management LLC 0.05% Reduce -5.8% 398,038 $24.9M
Geode Capital Management, LLC 0.00% Add +10.3% 336,752 $21.1M
Wasatch Advisors LP 0.11% New 322,957 $20.2M
Summit Creek Advisors LLC 2.73% Reduce -13.9% 313,892 $19.6M
Nuveen, LLC 0.00% Add +10.4% 279,644 $17.5M
Divisadero Street Capital Management, LP 1.17% Add +62.3% 278,955 $17.4M
State Street Corp. 0.00% Add +10.9% 276,965 $17.3M
Lord, Abbett & Co. LLC 0.05% Reduce -1.8% 241,293 $15.1M
Allspring Global Investments Holdings, LLC 0.02% Add +33.2% 211,053 $14.1M
Millennium Management 0.01% Add +737.5% 216,271 $13.5M
Swedbank AB 0.01% Reduce -6.4% 202,300 $12.6M
Valiant Capital Management, L.P. 0.96% No change 198,321 $12.4M
Morgan Stanley 0.00% Add +121.2% 193,568 $12.1M
RBF Capital, LLC 0.57% No change 185,543 $11.6M
Arrowstreet Capital, Limited Partnership 0.01% Add +9.2% 180,015 $11.3M
Portolan Capital Management, LLC 0.66% New 168,546 $10.5M
Forager Capital Management, LLC 5.13% Reduce -73.4% 167,957 $10.5M
First Trust Advisors LP 0.01% Add +5.1% 156,328 $9.8M
Qube Research & Technologies Ltd 0.01% Add +0.5% 153,703 $9.6M
Wells Fargo & Company 0.00% Reduce -19.1% 149,335 $9.3M
Rock Point Advisors, LLC 2.60% Reduce -18.7% 147,730 $9.2M
Northern Trust Corp. 0.00% Add +16.7% 146,680 $9.2M
Bard Associates Inc. 2.63% Reduce -2.9% 130,698 $8.2M
Handelsbanken Fonder AB 0.03% Reduce -27.2% 129,836 $8.1M
Rice Hall James & Associates, LLC 0.40% Add +5.4% 119,398 $7.5M
Goldman Sachs Group Inc. 0.00% Reduce -47.6% 112,402 $7.0M
Oberweis Asset Management Inc./ 0.30% No change 110,100 $6.9M
Citadel Advisors 0.01% Add +221.1% 108,371 $6.8M
Renaissance Technologies 0.01% Reduce -16.3% 107,600 $6.7M
Essex Investment Management Co. LLC 1.22% Reduce -21.8% 107,227 $6.7M
Two Sigma Investments, LP 0.01% Add +67.7% 98,468 $6.2M
Lazard Asset Management LLC 0.01% Add +6.6% 96,210 $6.0M
JPMorgan Chase & Co. 0.00% Add +10.9% 87,234 $5.5M
Tudor Investment Corporation 0.04% Add +32.0% 87,012 $5.4M
Ameriprise Financial Inc. 0.00% Reduce -1.1% 81,474 $5.1M
Invesco Ltd. 0.00% Reduce -7.8% 78,840 $4.9M
Royal Bank of Canada 0.00% Reduce -7.4% 71,323 $4.5M
AQR Capital Management 0.00% Reduce -6.5% 69,054 $4.3M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +45.1% 67,334 $4.2M
Trexquant Investment LP 0.05% Reduce -38.7% 66,922 $4.2M
Bank of New York Mellon Corp 0.00% Add +54.3% 63,881 $4.0M
Informed Momentum Co LLC 0.58% New 61,614 $3.9M
Panagora Asset Management Inc. 0.02% Add +10.0% 57,408 $3.6M
Kennedy Capital Management LLC 0.09% Add +7.8% 57,081 $3.6M
Bank of America Corp. 0.00% Add +81.3% 54,421 $3.4M
Russell Investments Group, Ltd. 0.00% Add +27.4% 53,525 $3.3M
Alliancebernstein L.P. 0.00% Reduce -14.2% 48,482 $3.0M
BNP Paribas Financial Markets 0.00% Add +281.8% 47,479 $3.0M
Conestoga Capital Advisors, LLC 0.04% No change 44,093 $2.8M
Jane Street Group, LLC 0.00% Add +65.0% 41,742 $2.6M
Charles Schwab Investment Management Inc. 0.00% Add +9.8% 40,913 $2.6M
Cubist Systematic Strategies, LLC 0.02% Reduce -38.0% 36,217 $2.3M
Sei Investments Co. 0.00% Add +24.2% 35,668 $2.2M
HRT Financial LP 0.01% Add +230.0% 32,729 $2.0M
Barclays PLC 0.00% Add +72.5% 32,665 $2.0M
Deutsche Bank AG 0.00% Reduce -4.9% 32,166 $2.0M
Legato Capital Management LLC 0.24% Reduce -21.4% 31,937 $2.0M
American Century Companies Inc. 0.00% Add +7.8% 30,740 $1.9M
Jump Financial, LLC 0.02% Add +74.9% 29,500 $1.8M
Envestnet Asset Management Inc. 0.00% Add +18.4% 28,419 $1.8M
Kornitzer Capital Management Inc. 0.04% Reduce -38.2% 28,000 $1.8M
Susquehanna International Group, LLP 0.00% Add +56.6% 27,651 $1.7M
Storebrand Asset Management As 0.00% Add +3.3% 26,428 $1.7M
Campbell & CO Investment Adviser LLC 0.09% New 23,991 $1.5M
Quantbot Technologies LP 0.04% New 23,692 $1.5M
Alps Advisors Inc. 0.01% Add +9.4% 23,263 $1.5M
Two Sigma Advisers, LP 0.00% Add +19.1% 23,100 $1.4M
Whittier Trust Co. 0.02% No change 22,636 $1.4M
Wulff, Hansen & Co. 1.15% Reduce -9.1% 21,583 $1.3M
Rhumbline Advisers 0.00% Add +7.8% 20,920 $1.3M
Citigroup Inc. 0.00% Add +0.1% 20,602 $1.3M
Victory Capital Management Inc. 0.00% Reduce -51.2% 17,700 $1.1M
Summit Global Investments 0.06% Reduce -7.7% 17,025 $1.1M
UBS Group AG 0.00% Reduce -64.9% 16,571 $1.0M
D. E. Shaw & Co. 0.00% Reduce -36.3% 16,046 $1.0M
Janney Montgomery Scott LLC 0.00% Add +9.5% 15,665 $979K
Legal & General Group Plc 0.00% Add +495.2% 15,458 $966K
Osaic Holdings, Inc. 0.00% Reduce -1.4% 15,407 $963K
Militia Capital Partners, LP 0.44% Reduce -6.3% 15,000 $938K
Inspire Investing, LLC 0.10% Reduce -18.9% 14,541 $909K
OMERS ADMINISTRATION Corp 0.01% Add +27.4% 14,400 $900K
Los Angeles Capital Management LLC 0.00% Reduce -65.4% 13,967 $873K
Martingale Asset Management L P 0.02% Reduce -21.8% 13,825 $864K
HSBC Holdings PLC 0.00% Add +4.6% 13,688 $858K
Stifel Financial Corp. 0.00% Reduce -16.3% 13,089 $818K
FMR LLC 0.00% Add +0.3% 12,860 $804K
T. Rowe Price Associates Inc. 0.00% Add +7.9% 11,737 $734K
Chase Investment Counsel Corp. 0.23% No change 11,599 $725K
Y-Intercept (Hong Kong) Ltd 0.02% New 11,402 $713K
Intech Investment Management LLC 0.01% Add +51.2% 11,370 $711K
Teton Advisors, Inc. 0.44% Reduce -26.7% 11,000 $688K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 10,979 $686K
Parsonex Advisory Services, Inc. 0.52% — 10,000 $625K
Mackenzie Financial Corp. 0.00% Add +12.4% 9,668 $604K
Brevan Howard Capital Management LP 0.01% New 9,537 $596K
Comerica Bank 0.00% Reduce -8.2% 9,392 $587K
Principal Financial Group Inc. 0.00% Add +9.7% 9,354 $585K
STRS Ohio 0.00% Add +7.3% 8,800 $550K
Occudo Quantitative Strategies LP 0.06% Add +70.4% 8,772 $548K
Squarepoint Ops LLC 0.00% Reduce -78.2% 8,577 $536K
MetLife Investment Management, LLC 0.00% Add +7.2% 8,224 $514K
Balyasny Asset Management L.P. 0.00% Reduce -75.6% 8,077 $505K
Perritt Capital Management Inc 0.26% Reduce -27.3% 8,000 $500K
Franklin Resources Inc. 0.00% No change 7,987 $499K
Navellier & Associates Inc. 0.06% Reduce -0.2% 7,969 $498K
State of Wisconsin Investment Board 0.00% Reduce -32.9% 7,955 $497K
MML Investors Services, LLC 0.00% Add +44.9% 7,827 $489K
Centiva Capital, LP 0.03% Add +17.1% 7,647 $478K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +1.1% 7,615 $476K
Verition Fund Management LLC 0.00% Reduce -45.3% 7,400 $463K
Bailard, Inc. 0.01% Reduce -11.3% 7,100 $444K
Concurrent Investment Advisors, LLC 0.01% Add +4.5% 7,091 $443K
Hillsdale Investment Management Inc. 0.02% Reduce -62.8% 6,950 $434K
Elevation Point Wealth Partners, LLC 0.03% No change 6,926 $433K
Engineers Gate Manager LP 0.01% Add +3.3% 6,925 $433K
Counterpoint Mutual Funds LLC 0.04% Reduce -32.4% 6,706 $419K
AlphaQuest LLC 0.04% Reduce -3.6% 6,504 $407K
Wedbush Securities Inc. 0.01% Reduce -32.5% 6,330 $396K
Marshall Wace, LLP 0.00% Reduce -72.6% 5,901 $369K
Inspire Advisors, LLC 0.04% New 5,465 $342K
New York State Common Retirement Fund 0.00% No change 5,304 $332K
SG Americas Securities, LLC 0.00% Reduce -32.1% 5,189 $324K
Graham Capital Management, L.P. 0.01% Reduce -25.9% 5,143 $321K
Manufacturers Life Insurance Company, The 0.00% New 5,016 $314K
Cornerstone Investment Partners, LLC 0.01% Add +0.0% 4,971 $311K
Private Advisor Group, LLC 0.00% New 4,754 $297K
Wilsey Asset Management Inc. 0.05% Reduce -9.8% 4,717 $295K
Virtus Advisers, LLC 0.18% No change 4,700 $294K
WealthTrust Axiom LLC 0.09% New 4,695 $293K
Welch Group, LLC 0.01% New 4,000 $250K
Voya Investment Management LLC 0.00% New 3,933 $246K
XTX Topco Ltd 0.01% New 3,844 $240K
Diversified Trust Co. 0.01% New 3,799 $237K
Algert Global LLC 0.00% Reduce -40.0% 3,680 $230K
Corient Private Wealth LP 0.00% New 3,616 $226K
State Board of Administration of Florida Retirement System 0.00% New 3,503 $219K
Globeflex Capital L P 0.02% No change 3,411 $213K
Ieq Capital, LLC 0.00% New 3,386 $212K
Semanteon Capital Management, LP 0.31% Reduce -73.7% 3,321 $208K
Police & Firemen's Retirement System of New Jersey 0.00% Add +16.9% 3,255 $203K
Wimmer Associates 1, LLC 0.10% New 3,250 $203K
Meeder Asset Management Inc. 0.01% Reduce -67.3% 3,148 $197K
Point72 Asset Management 0.00% Reduce -55.2% 2,800 $175K
Cwm, LLC 0.00% Add +82.7% 2,042 $128K
Tower Research Capital LLC (TRC) 0.00% Add +238.4% 1,763 $110K
McIlrath & Eck, LLC 0.01% Reduce -11.2% 1,630 $102K
Ameritas Investment Partners, Inc. 0.00% Add +15.6% 1,419 $89K
Raymond James Financial Inc. 0.00% New 1,280 $80K
New York State Teachers Retirement System 0.00% No change 1,129 $71K
USA Financial Formulas 0.01% New 1,032 $65K
California State Teachers Retirement System 0.00% No change 939 $59K
Covestor Ltd 0.03% Add +191.4% 886 $55K
Point72 (DIFC) Ltd 0.00% New 710 $44K
Global Retirement Partners, LLC 0.00% — 593 $37K
Farther Finance Advisors, LLC 0.00% No change 576 $36K
AdvisorShares Investments LLC 0.01% New 475 $30K
Amalgamated Bank 0.00% No change 440 $28K
Jones Financial Companies LLLP 0.00% No change 290 $18K
EverSource Wealth Advisors, LLC 0.00% Add +1594.1% 288 $18K
Principal Securities, Inc. 0.00% New 239 $15K
Quarry LP 0.00% New 218 $14K
Nisa Investment Advisors, LLC 0.00% Add +308.5% 192 $12K
Essential Partners LLC 0.00% — 183 $11K
Versant Capital Management, Inc 0.00% No change 156 $10K
Federated Hermes, Inc. 0.00% New 156 $10K
Sterling Capital Management LLC 0.00% Reduce -35.5% 142 $9K
Point72 Asia (Singapore) Pte. Ltd. 0.00% New 134 $8K
GAMMA Investing LLC 0.00% Add +141.5% 128 $8K
Aster Capital Management (DIFC) Ltd 0.00% Reduce -87.4% 113 $7K
SouthState Bank Corp 0.00% No change 103 $6K
Group One Trading LLC 0.00% Reduce -35.1% 100 $6K
US Bancorp \de 0.00% Add +862.5% 77 $5K
Colonial Trust Co / SC 0.00% No change 73 $5K
IFP Advisors, Inc 0.00% New 38 $3K
Cullen/Frost Bankers, Inc. 0.00% No change 28 $2K
Rothschild Investment LLC 0.00% No change 20 $1K
Geneos Wealth Management Inc. 0.00% New 15 $938
Parkside Financial Bank & Trust 0.00% No change 15 $937
SBI Securities Co., Ltd. 0.00% Add +62.5% 13 $813
PNC Financial Services Group, Inc. 0.00% Reduce -88.5% 11 $688
Allworth Financial LP 0.00% Add +900.0% 10 $626
NFSG Corp 0.00% Add +33.3% 8 $478
True Wealth Design, LLC 0.00% No change 7 $438
Twin Peaks Wealth Advisors, LLC 0.00% New 2 $237
Clearstead Advisors, LLC 0.00% New 2 $126
National Bank of Canada 0.00% New 2 $125
North Star Investment Management Corp. 0.00% No change 2 $125

"% of holder's portfolio" is WLDN's weight in each manager's 13F, not the share of Willdan Group Inc. the manager owns.