Willdan GroupWLDN
13F holders, Q4 2025 (December 31)267holders +11
46new positions
37sold out
7famous investors
$103.32avg. 13F price*
At the end of Q4 2025, 267 institutions reported holding Willdan Group Inc. (WLDN) in their 13F filings, up 11 from Q3 2025. 46 opened new positions and 37 sold out. The largest holders were BlackRock, Inc. ($136.3M), Vanguard Group Inc. ($124.5M) and Geode Capital Management, LLC ($35.6M). 7 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Willdan Group Inc.
- CUSIP
- 96924N100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $16.1M |
| Exits | 37 | $37.3M |
All 13F filers, Q3 2025 → Q4 2025: 1,435,684 shares bought and 1,424,238 shares sold, net +11,446 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 267 holders
| BlackRock, Inc. | 0.00% | Add +3.3% | 1,314,906 | $136.3M |
| Vanguard Group Inc. | 0.00% | Add +11.7% | 1,201,517 | $124.5M |
| Geode Capital Management, LLC | 0.00% | Add +0.6% | 343,000 | $35.6M |
| State Street Corp. | 0.00% | Add +2.2% | 305,845 | $31.7M |
| Divisadero Street Capital Management, LP | 1.76% | Add +18.1% | 298,932 | $31.0M |
| Two Sigma Investments, LP | 0.05% | Reduce -2.2% | 295,737 | $30.7M |
| Dimensional Fund Advisors LP | 0.01% | Add +1.1% | 287,278 | $29.8M |
| Wasatch Advisors LP | 0.16% | Add +43.6% | 261,471 | $27.1M |
| First Trust Advisors LP | 0.02% | Add +89.2% | 237,697 | $24.6M |
| Driehaus Capital Management LLC | 0.15% | Add +70.1% | 210,586 | $21.8M |
| Wells Fargo & Company | 0.00% | Add +5.5% | 207,590 | $21.5M |
| Handelsbanken Fonder AB | 0.06% | Add +53.8% | 199,671 | $20.7M |
| Nuveen, LLC | 0.01% | Add +11.3% | 185,077 | $19.2M |
| RBF Capital, LLC | 0.87% | No change | 184,600 | $19.1M |
| Allspring Global Investments Holdings, LLC | 0.03% | Add +24.9% | 178,805 | $19.1M |
| Ameriprise Financial Inc. | 0.00% | Add +69.8% | 179,898 | $18.6M |
| Swedbank AB | 0.02% | Add +36.8% | 174,800 | $18.1M |
| Summit Creek Advisors LLC | 2.76% | Reduce -7.3% | 169,188 | $17.5M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -16.4% | 167,041 | $17.3M |
| Two Sigma Advisers, LP | 0.03% | Add +13.4% | 154,300 | $16.0M |
| Valiant Capital Management, L.P. | 1.33% | Reduce -4.8% | 152,531 | $15.8M |
| Northern Trust Corp. | 0.00% | Reduce -4.3% | 146,219 | $15.2M |
| Acadian Asset Management LLC | 0.02% | Reduce -13.9% | 145,881 | $15.1M |
| Lord, Abbett & Co. LLC | 0.05% | Add +23.7% | 145,676 | $15.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -7.5% | 144,840 | $15.0M |
| Morgan Stanley | 0.00% | Add +2.1% | 130,933 | $13.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +7.3% | 125,847 | $13.0M |
| Algert Global LLC | 0.18% | Add +6.6% | 109,087 | $11.3M |
| Nomura Asset Management International Inc. | 0.02% | — | 108,400 | $11.2M |
| Trexquant Investment LP | 0.08% | Reduce -51.9% | 90,306 | $9.4M |
| Tudor Investment Corporation | 0.05% | Reduce -0.5% | 88,582 | $9.2M |
| Asset Management One Co., Ltd. | 0.02% | Add +99.2% | 79,980 | $8.9M |
| Kennedy Capital Management LLC | 0.18% | Reduce -0.4% | 82,820 | $8.6M |
| Essex Investment Management Co. LLC | 1.22% | Reduce -2.5% | 76,921 | $8.0M |
| Citadel Advisors | 0.01% | Reduce -58.8% | 76,558 | $7.9M |
| Bard Associates Inc. | 1.96% | Reduce -1.5% | 73,367 | $7.6M |
| Kornitzer Capital Management Inc. | 0.15% | Reduce -3.0% | 70,991 | $7.4M |
| Janney Montgomery Scott LLC | 0.02% | Add +123.6% | 68,186 | $7.1M |
| HRT Financial LP | 0.02% | Reduce -53.6% | 65,838 | $6.8M |
| Bank of New York Mellon Corp | 0.00% | Add +4.7% | 64,418 | $6.7M |
| Russell Investments Group, Ltd. | 0.01% | Add +4.8% | 63,664 | $6.6M |
| Neuberger Berman Group LLC | 0.00% | Add +38.8% | 62,031 | $6.4M |
| Panagora Asset Management Inc. | 0.02% | Add +5.9% | 61,154 | $6.3M |
| SG Americas Securities, LLC | 0.01% | Add +601.5% | 60,357 | $6.3M |
| Portolan Capital Management, LLC | 0.32% | Add +232.2% | 57,613 | $6.0M |
| Deutsche Bank AG | 0.00% | Add +418.3% | 52,811 | $5.5M |
| Mercer Global Advisors Inc. | 0.01% | Add +0.1% | 100,849 | $5.4M |
| Invesco Ltd. | 0.00% | Add +93.0% | 51,657 | $5.4M |
| Marshall Wace, LLP | 0.01% | Add +61.2% | 50,712 | $5.3M |
| Shelton Capital Management | 0.10% | No change | 50,000 | $5.2M |
| Millennium Management | 0.00% | Reduce -64.2% | 49,927 | $5.2M |
| Alliancebernstein L.P. | 0.00% | Add +4.4% | 49,692 | $5.2M |
| Jane Street Group, LLC | 0.01% | Reduce -61.9% | 44,084 | $4.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -5.0% | 44,029 | $4.6M |
| UBS Group AG | 0.00% | Reduce -59.0% | 43,296 | $4.5M |
| EFG International AG | 0.08% | — | 41,928 | $4.3M |
| Bank of America Corp. | 0.00% | Reduce -14.3% | 41,493 | $4.3M |
| Victory Capital Management Inc. | 0.00% | Add +21.7% | 40,377 | $4.2M |
| AQR Capital Management | 0.00% | Reduce -33.7% | 40,184 | $4.2M |
| Barclays PLC | 0.00% | Add +30.7% | 39,057 | $4.0M |
| American Century Companies Inc. | 0.00% | Add +0.7% | 37,385 | $3.9M |
| Man Group plc | 0.01% | Add +108.6% | 34,677 | $3.6M |
| SG Capital Management LLC | 0.35% | New | 31,183 | $3.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -12.8% | 30,439 | $3.2M |
| Legato Capital Management LLC | 0.26% | Add +29.6% | 29,376 | $3.0M |
| Swiss National Bank | 0.00% | Add +8.2% | 28,900 | $3.0M |
| Rice Hall James & Associates, LLC | 0.16% | Add +8.8% | 28,665 | $3.0M |
| Independent Advisor Alliance | 0.07% | Add +4.2% | 28,641 | $3.0M |
| Janus Henderson Group PLC | 0.00% | Reduce -69.2% | 28,360 | $2.9M |
| Informed Momentum Co LLC | 0.33% | Reduce -18.4% | 28,282 | $2.9M |
| Squarepoint Ops LLC | 0.01% | Reduce -29.7% | 28,117 | $2.9M |
| FMR LLC | 0.00% | Add +24.3% | 27,918 | $2.9M |
| Whittier Trust Co. | 0.03% | Add +4.5% | 23,657 | $2.7M |
| Gotham Asset Management | 0.01% | Reduce -26.1% | 25,829 | $2.7M |
| BNP Paribas Financial Markets | 0.00% | Add +29.5% | 25,668 | $2.7M |
| Storebrand Asset Management As | 0.01% | Reduce -2.9% | 25,667 | $2.7M |
| Alps Advisors Inc. | 0.02% | Reduce -3.6% | 25,010 | $2.6M |
| Renaissance Technologies | 0.00% | Reduce -55.9% | 24,000 | $2.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +31.1% | 23,380 | $2.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +13.6% | 22,955 | $2.4M |
| Sei Investments Co. | 0.00% | Add +96.1% | 22,514 | $2.3M |
| Raymond James Financial Inc. | 0.00% | Add +52.7% | 21,848 | $2.3M |
| Conestoga Capital Advisors, LLC | 0.04% | Reduce -10.2% | 20,412 | $2.1M |
| MML Investors Services, LLC | 0.01% | Reduce -12.0% | 20,246 | $2.1M |
| LMG Wealth Partners, LLC | 0.39% | Add +2.8% | 20,026 | $2.1M |
| Cetera Investment Advisers | 0.00% | Reduce -10.6% | 19,126 | $2.0M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +0.1% | 19,108 | $2.0M |
| Principal Financial Group Inc. | 0.00% | Add +46.0% | 19,102 | $2.0M |
| Integrated Quantitative Investments LLC | 0.42% | Add +55.1% | 18,677 | $1.9M |
| Rhumbline Advisers | 0.00% | Reduce -13.4% | 17,650 | $1.8M |
| Teacher Retirement System of Texas | 0.01% | Add +39.1% | 17,522 | $1.8M |
| Wulff, Hansen & Co. | 1.52% | No change | 17,505 | $1.8M |
| Militia Capital Partners, LP | 0.66% | Add +13.3% | 17,000 | $1.8M |
| LPL Financial LLC | 0.00% | Reduce -2.8% | 16,529 | $1.7M |
| HSBC Holdings PLC | 0.00% | Reduce -0.5% | 16,440 | $1.7M |
| Precision Wealth Strategies, LLC | 0.54% | New | 16,212 | $1.7M |
| Boothbay Fund Management, LLC | 0.04% | Add +36.6% | 15,766 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Add +2.2% | 15,761 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +24.6% | 15,339 | $1.6M |
| Eddie Patel Inc | 1.12% | — | 14,537 | $1.5M |
| California State Teachers Retirement System | 0.00% | Add +7.5% | 13,911 | $1.4M |
| Los Angeles Capital Management LLC | 0.00% | Add +4.3% | 15,617 | $1.4M |
| Citigroup Inc. | 0.00% | Reduce -51.9% | 13,566 | $1.4M |
| Legal & General Group Plc | 0.00% | Reduce -8.9% | 13,090 | $1.4M |
| Navellier & Associates Inc. | 0.15% | Reduce -5.6% | 12,909 | $1.3M |
| Federated Hermes, Inc. | 0.00% | Add +8076.9% | 12,756 | $1.3M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Add +12.3% | 12,661 | $1.3M |
| Jump Financial, LLC | 0.02% | Reduce -83.1% | 11,530 | $1.2M |
| Cadent Capital Advisors, LLC | 0.31% | New | 11,391 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | New | 11,293 | $1.2M |
| J. Derek Lewis & Associates Inc. | 0.27% | — | 11,117 | $1.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.3% | 10,795 | $1.1M |
| Franklin Resources Inc. | 0.00% | Add +6.1% | 10,584 | $1.1M |
| Engineers Gate Manager LP | 0.01% | Reduce -55.1% | 10,432 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +103.1% | 10,371 | $1.1M |
| State of Wisconsin Investment Board | 0.00% | Reduce -16.4% | 10,015 | $1.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 9,658 | $1.0M |
| Verition Fund Management LLC | 0.01% | Add +19.4% | 9,885 | $1.0M |
| Dark Forest Capital Management LP | 0.04% | Reduce -33.1% | 9,198 | $953K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +192.3% | 8,601 | $892K |
| Intech Investment Management LLC | 0.01% | No change | 8,122 | $842K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +211.7% | 7,972 | $826K |
| Stifel Financial Corp. | 0.00% | Reduce -8.6% | 7,760 | $804K |
| MetLife Investment Management, LLC | 0.00% | Reduce -5.7% | 7,758 | $804K |
| Brevan Howard Capital Management LP | 0.02% | Add +100.2% | 7,403 | $767K |
| STRS Ohio | 0.00% | Reduce -1.3% | 7,400 | $767K |
| Inspire Advisors, LLC | 0.06% | Add +150.4% | 6,753 | $700K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -6.0% | 6,560 | $680K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +0.8% | 6,507 | $675K |
| Creative Planning | 0.00% | Add +39.1% | 6,395 | $663K |
| Thoroughbred Financial Services, LLC | 0.04% | Add +38.9% | 6,283 | $651K |
| Parsonex Advisory Services, Inc. | 0.41% | Reduce -37.5% | 6,250 | $648K |
| Mariner, LLC | 0.00% | Add +2.0% | 6,062 | $629K |
| Focused Alpha, LLC | 0.18% | — | 6,051 | $627K |
| AlphaQuest LLC | 0.03% | Reduce -14.6% | 5,972 | $619K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +4.3% | 5,840 | $605K |
| Trek Financial, LLC | 0.03% | Add +18.7% | 5,746 | $596K |
| Jain Global LLC | 0.01% | New | 5,720 | $593K |
| State of Alaska, Department of Revenue | 0.01% | Add +633.0% | 5,703 | $590K |
| Harvest Investment Services, LLC | 0.11% | Reduce -47.1% | 5,487 | $569K |
| Wedbush Securities Inc. | 0.02% | Reduce -7.0% | 5,350 | $555K |
| Point72 Asset Management | 0.00% | Reduce -66.3% | 5,249 | $544K |
| Summit Global Investments | 0.03% | Add +1.2% | 5,235 | $543K |
| Oppenheimer & Co. Inc. | 0.01% | New | 5,122 | $531K |
| Stoneridge Investment Partners LLC | 0.34% | New | 4,738 | $491K |
| Virtus Advisers, LLC | 0.23% | No change | 4,700 | $487K |
| WealthTrust Axiom LLC | 0.13% | No change | 4,695 | $487K |
| Pure Financial Advisors, LLC | 0.01% | New | 4,645 | $482K |
| Cornerstone Investment Partners, LLC | 0.02% | Add +0.1% | 4,635 | $480K |
| Inspire Investing, LLC | 0.04% | Reduce -5.5% | 4,479 | $464K |
| Martingale Asset Management L P | 0.01% | Reduce -11.9% | 4,419 | $458K |
| New York State Common Retirement Fund | 0.00% | Reduce -17.0% | 4,404 | $457K |
| Private Advisor Group, LLC | 0.00% | Add +0.4% | 4,366 | $453K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -26.3% | 4,327 | $449K |
| Diversified Trust Co. | 0.01% | Add +4.7% | 4,308 | $447K |
| Brookwood Investment Group LLC | 0.05% | New | 4,074 | $422K |
| Arizona State Retirement System | 0.00% | Reduce -0.4% | 4,051 | $420K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 4,021 | $417K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +0.5% | 3,870 | $401K |
| Aigen Investment Management, LP | 0.09% | New | 3,786 | $392K |
| Truvestments Capital LLC | 0.07% | Add +3.0% | 3,708 | $384K |
| Ausbil Investment Management Ltd | 0.22% | No change | 3,695 | $383K |
| PDT Partners, LLC | 0.02% | New | 3,549 | $368K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 3,485 | $361K |
| Comerica Bank | 0.00% | Reduce -42.8% | 3,429 | $355K |
| Quantinno Capital Management LP | 0.00% | Add +25.6% | 3,415 | $354K |
| Globeflex Capital L P | 0.05% | No change | 3,411 | $354K |
| Elevated Financial Group LLC | 0.12% | — | 3,255 | $337K |
| Blair William & Co. | 0.00% | New | 3,250 | $337K |
| EntryPoint Capital, LLC | 0.13% | Reduce -45.1% | 3,208 | $333K |
| Wimmer Associates 1, LLC | 0.15% | Add +1.3% | 3,110 | $322K |
| KLP Kapitalforvaltning As | 0.00% | Add +6.9% | 3,100 | $321K |
| Falcon Wealth Planning | 0.03% | Reduce -5.6% | 2,981 | $309K |
| Diametric Capital, LP | 0.08% | New | 2,927 | $303K |
| Amundi | 0.00% | New | 2,893 | $300K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 2,749 | $285K |
| Abacus Wealth Partners, LLC | 0.03% | New | 2,698 | $280K |
| TD Waterhouse Canada Inc. | 0.00% | New | 2,699 | $279K |
| Royal Bank of Canada | 0.00% | Add +72.1% | 2,673 | $278K |
| Truist Financial Corp. | 0.00% | New | 2,651 | $275K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 2,635 | $273K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 2,379 | $271K |
| ProShare Advisors LLC | 0.00% | Add +8.1% | 2,570 | $266K |
| Fox Run Management, L.L.C. | 0.04% | Reduce -74.5% | 2,558 | $265K |
| Voya Investment Management LLC | 0.00% | No change | 2,556 | $265K |
| Lazard Asset Management LLC | 0.00% | Reduce -96.4% | 2,533 | $263K |
| Bailard, Inc. | 0.01% | New | 2,440 | $253K |
| Pictet Asset Management Holding SA | 0.00% | New | 2,419 | $251K |
| Wilsey Asset Management Inc. | 0.04% | No change | 2,359 | $245K |
| Cwm, LLC | 0.00% | Add +5.4% | 2,303 | $239K |
| Canada Pension Plan Investment Board | 0.00% | New | 2,200 | $228K |
| Swiss Life Asset Management Ltd | 0.00% | New | 2,143 | $222K |
| Invst, LLC | 0.02% | No change | 2,129 | $221K |
| Aquatic Capital Management LLC | 0.01% | Reduce -95.5% | 2,106 | $218K |
| Lighthouse Investment Partners, LLC | 0.01% | New | 2,096 | $217K |
| LBP Am SA | 0.00% | New | 2,062 | $214K |
| Rock Point Advisors, LLC | 0.05% | New | 2,060 | $214K |
| Commonwealth Equity Services, LLC | 0.00% | New | 2,040 | $211K |
| GK Wealth Management LLC | 0.15% | New | 2,036 | $211K |
| Oxinas Partners, LLC | 0.10% | New | 2,035 | $211K |
| Revisor Wealth Management LLC | 0.06% | New | 1,760 | $210K |
| Principal Securities, Inc. | 0.00% | Add +134.6% | 2,015 | $209K |
| AdvisorShares Investments LLC | 0.03% | Add +30.6% | 1,953 | $202K |
| Meeder Asset Management Inc. | 0.01% | New | 1,910 | $198K |
| McIlrath & Eck, LLC | 0.02% | Reduce -5.8% | 1,630 | $169K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,471 | $152K |
| Kemnay Advisory Services Inc. | 0.02% | New | 1,324 | $137K |
| New York State Teachers Retirement System | 0.00% | No change | 1,263 | $131K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 1,245 | $129K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,161 | $120K |
| Sunbelt Securities, Inc. | 0.01% | New | 800 | $83K |
| KBC Group NV | 0.00% | No change | 667 | $69K |
| Farther Finance Advisors, LLC | 0.00% | Add +5.6% | 608 | $63K |
| Avanza Fonder AB | 0.00% | New | 562 | $58K |
| Signature Equity Partners, LLC | 0.03% | — | 544 | $56K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -70.4% | 523 | $54K |
| NewEdge Advisors, LLC | 0.00% | No change | 500 | $52K |
| USA Financial Formulas | 0.01% | Reduce -54.3% | 463 | $48K |
| International Assets Investment Management, LLC | 0.00% | New | 457 | $47K |
| Amalgamated Bank | 0.00% | Add +0.5% | 442 | $46K |
| Rockefeller Capital Management L.P. | 0.00% | Add +2.6% | 426 | $44K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 411 | $43K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +203.3% | 364 | $38K |
| State of Wyoming | 0.00% | Reduce -81.7% | 353 | $37K |
| Sterling Capital Management LLC | 0.00% | Reduce -2.1% | 321 | $33K |
| Harbour Investments, Inc. | 0.00% | Reduce -7.5% | 307 | $32K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 266 | $28K |
| Spire Wealth Management | 0.00% | New | 255 | $26K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +35.8% | 254 | $26K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +214.8% | 255 | $26K |
| Financial Consulate, Inc. | 0.00% | New | 200 | $21K |
| GAMMA Investing LLC | 0.00% | Add +34.5% | 199 | $21K |
| Essential Partners LLC | 0.01% | No change | 186 | $19K |
| Golden State Wealth Management, LLC | 0.00% | No change | 165 | $17K |
| Versant Capital Management, Inc | 0.00% | No change | 156 | $16K |
| Covestor Ltd | 0.01% | Reduce -60.8% | 158 | $16K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -22.4% | 149 | $15K |
| Quarry LP | 0.00% | Reduce -31.6% | 108 | $11K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -60.3% | 104 | $11K |
| Group One Trading LLC | 0.00% | Reduce -98.4% | 90 | $9K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | New | 85 | $9K |
| Hillsdale Investment Management Inc. | 0.00% | No change | 80 | $8K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 65 | $7K |
| Optiver Holding B.V. | 0.00% | Reduce -38.7% | 65 | $7K |
| Global Retirement Partners, LLC | 0.00% | Add +328.6% | 60 | $6K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 59 | $6K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 52 | $5K |
| Larson Financial Group LLC | 0.00% | New | 50 | $5K |
| IFP Advisors, Inc | 0.00% | Add +20.0% | 48 | $5K |
| Colonial Trust Co / SC | 0.00% | No change | 34 | $4K |
| US Bancorp \de | 0.00% | New | 28 | $3K |
| Allworth Financial LP | 0.00% | Add +23.5% | 21 | $2K |
| Rothschild Investment LLC | 0.00% | Add +26.7% | 19 | $2K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 16 | $2K |
| Parkside Financial Bank & Trust | 0.00% | No change | 15 | $2K |
| Jones Financial Companies LLLP | 0.00% | Reduce -96.3% | 14 | $1K |
| True Wealth Design, LLC | 0.00% | No change | 7 | $726 |
| SJS Investment Consulting Inc. | 0.00% | New | 7 | $726 |
| TD Private Client Wealth LLC | 0.00% | No change | 7 | $726 |
| NFSG Corp | 0.00% | No change | 6 | $622 |
| Breakwater Investment Management | 0.00% | New | 5 | $519 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -79.2% | 5 | $518 |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -63.6% | 4 | $415 |
| MAI Capital Management | 0.00% | Reduce -96.0% | 2 | $208 |
| North Star Investment Management Corp. | 0.00% | No change | 2 | $207 |
| Arax Advisory Partners | 0.00% | Reduce -99.8% | 2 | $207 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 1 | $104 |
"% of holder's portfolio" is WLDN's weight in each manager's 13F, not the share of Willdan Group Inc. the manager owns.