Willdan GroupWLDN
13F holders, Q1 2026 (March 31)256holders −11
45new positions
55sold out
7famous investors
$76.74avg. 13F price*
At the end of Q1 2026, 256 institutions reported holding Willdan Group Inc. (WLDN) in their 13F filings, down 11 from Q4 2025. 45 opened new positions and 55 sold out. The largest holders were BlackRock, Inc. ($100.9M), Vanguard Capital Management LLC ($47.0M) and Vanguard Portfolio Management LLC ($37.1M). 7 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Willdan Group Inc.
- CUSIP
- 96924N100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $50.3M |
| Exits | 55 | $43.2M |
All 13F filers, Q4 2025 → Q1 2026: 1,845,794 shares bought and 1,442,195 shares sold, net +403,599 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 256 holders
| BlackRock, Inc. | 0.00% | Add +0.2% | 1,317,724 | $100.9M |
| Vanguard Capital Management LLC | 0.00% | — | 613,327 | $47.0M |
| Vanguard Portfolio Management LLC | 0.00% | — | 485,181 | $37.1M |
| Two Sigma Investments, LP | 0.03% | Add +58.3% | 468,022 | $35.8M |
| Wasatch Advisors LP | 0.19% | Add +45.9% | 381,581 | $29.2M |
| Geode Capital Management, LLC | 0.00% | Add +3.3% | 354,292 | $27.1M |
| State Street Corp. | 0.00% | Add +2.9% | 314,700 | $24.1M |
| Dimensional Fund Advisors LP | 0.00% | Add +7.5% | 308,947 | $23.7M |
| First Trust Advisors LP | 0.02% | Add +20.7% | 286,858 | $22.0M |
| Ameriprise Financial Inc. | 0.00% | Add +51.4% | 272,354 | $20.9M |
| Nuveen, LLC | 0.01% | Add +31.0% | 242,491 | $18.6M |
| Swedbank AB | 0.02% | Add +35.4% | 236,700 | $18.1M |
| Allspring Global Investments Holdings, LLC | 0.03% | Add +21.0% | 216,429 | $17.1M |
| Driehaus Capital Management LLC | 0.12% | Add +4.4% | 219,904 | $16.8M |
| Neumeier Poma Investment Counsel LLC | 1.36% | New | 215,660 | $16.5M |
| RBF Capital, LLC | 0.69% | No change | 184,600 | $14.1M |
| Divisadero Street Capital Management, LP | 0.59% | Reduce -44.8% | 164,987 | $12.6M |
| Northern Trust Corp. | 0.00% | Add +2.0% | 149,109 | $11.4M |
| Wells Fargo & Company | 0.00% | Reduce -28.7% | 147,985 | $11.3M |
| Algert Global LLC | 0.17% | Add +35.3% | 147,587 | $11.3M |
| Summit Creek Advisors LLC | 2.32% | Reduce -12.8% | 147,536 | $11.3M |
| Valiant Capital Management, L.P. | 0.86% | Reduce -6.0% | 143,331 | $11.0M |
| Handelsbanken Fonder AB | 0.04% | Reduce -28.6% | 142,656 | $10.9M |
| Jane Street Group, LLC | 0.01% | Add +223.4% | 142,572 | $10.9M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -19.5% | 134,446 | $10.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -10.3% | 129,853 | $9.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -2.5% | 122,766 | $9.4M |
| Morgan Stanley | 0.00% | Reduce -7.0% | 121,797 | $9.3M |
| Tudor Investment Corporation | 0.05% | Add +25.2% | 110,892 | $8.5M |
| Acadian Asset Management LLC | 0.01% | Reduce -24.0% | 110,921 | $8.5M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 95,754 | $7.3M |
| Russell Investments Group, Ltd. | 0.01% | Add +48.3% | 94,398 | $7.2M |
| Portolan Capital Management, LLC | 0.38% | Add +63.1% | 93,964 | $7.2M |
| Kennedy Capital Management LLC | 0.14% | Add +0.9% | 83,551 | $6.4M |
| Point72 Asset Management | 0.01% | Add +1394.0% | 78,421 | $6.0M |
| Essex Investment Management Co. LLC | 0.95% | Add +1.8% | 78,292 | $6.0M |
| HRT Financial LP | 0.01% | Add +18.6% | 78,064 | $6.0M |
| Lord, Abbett & Co. LLC | 0.02% | Reduce -47.5% | 76,465 | $5.9M |
| Nomura Asset Management International Inc. | 0.01% | Reduce -34.2% | 71,281 | $5.5M |
| Trexquant Investment LP | 0.04% | Reduce -22.3% | 70,172 | $5.4M |
| Kornitzer Capital Management Inc. | 0.11% | Reduce -2.7% | 69,068 | $5.3M |
| Panagora Asset Management Inc. | 0.02% | Add +0.1% | 61,231 | $4.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -10.1% | 44,682 | $4.6M |
| Thrivent Financial for Lutherans | 0.01% | New | 60,465 | $4.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.5% | 60,240 | $4.6M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -24.8% | 60,130 | $4.6M |
| ExodusPoint Capital Management, LP | 0.04% | New | 54,670 | $4.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -20.8% | 54,011 | $4.1M |
| Man Group plc | 0.01% | Add +55.2% | 53,833 | $4.1M |
| AQR Capital Management | 0.00% | Add +31.2% | 52,710 | $4.0M |
| Deutsche Bank AG | 0.00% | Reduce -0.3% | 52,674 | $4.0M |
| Ranger Investment Management, L.P. | 0.26% | New | 46,435 | $3.6M |
| EFG International AG | 0.08% | Add +9.7% | 46,012 | $3.5M |
| CVFG LLC | 0.42% | New | 44,550 | $3.4M |
| Jefferies Financial Group Inc. | 0.04% | New | 44,325 | $3.4M |
| UBS Group AG | 0.00% | Reduce -1.4% | 42,701 | $3.3M |
| Boothbay Fund Management, LLC | 0.07% | Add +150.4% | 39,480 | $3.0M |
| Victory Capital Management Inc. | 0.00% | Reduce -2.6% | 39,330 | $3.0M |
| Barclays PLC | 0.00% | Add +0.6% | 39,285 | $3.0M |
| American Century Companies Inc. | 0.00% | Reduce -1.8% | 36,714 | $2.8M |
| Bank of America Corp. | 0.00% | Reduce -12.7% | 36,230 | $2.8M |
| Principal Financial Group Inc. | 0.00% | Add +88.0% | 35,914 | $2.7M |
| JPMorgan Chase & Co. | 0.00% | Add +7.1% | 32,590 | $2.5M |
| Citadel Advisors | 0.00% | Reduce -58.8% | 31,579 | $2.4M |
| Legato Capital Management LLC | 0.22% | Add +6.2% | 31,187 | $2.4M |
| G2 Investment Partners Management LLC | 0.58% | New | 31,000 | $2.4M |
| Raymond James Financial Inc. | 0.00% | Add +38.5% | 30,264 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +27.2% | 29,734 | $2.3M |
| Sei Investments Co. | 0.00% | Add +30.1% | 29,296 | $2.2M |
| Rice Hall James & Associates, LLC | 0.12% | Add +1.9% | 29,212 | $2.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -33.7% | 29,205 | $2.2M |
| Swiss National Bank | 0.00% | Add +1.0% | 29,200 | $2.2M |
| Alps Advisors Inc. | 0.01% | Add +12.8% | 28,211 | $2.2M |
| BNP Paribas Financial Markets | 0.00% | Add +7.3% | 27,546 | $2.1M |
| Marshall Wace, LLP | 0.00% | Reduce -46.9% | 26,949 | $2.1M |
| Squarepoint Ops LLC | 0.00% | Reduce -11.3% | 24,938 | $1.9M |
| Whittier Trust Co. | 0.02% | No change | 23,657 | $1.9M |
| LPL Financial LLC | 0.00% | Add +43.8% | 23,764 | $1.8M |
| Conestoga Capital Advisors, LLC | 0.04% | Add +15.9% | 23,667 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Add +47.8% | 23,293 | $1.8M |
| Gotham Asset Management | 0.01% | Reduce -12.2% | 22,684 | $1.7M |
| LMG Wealth Partners, LLC | 0.31% | Add +11.7% | 22,376 | $1.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -6.2% | 21,543 | $1.6M |
| Storebrand Asset Management As | 0.00% | Reduce -18.0% | 21,058 | $1.6M |
| De Lisle Partners LLP | 0.19% | New | 21,000 | $1.6M |
| Citigroup Inc. | 0.00% | Add +52.9% | 20,740 | $1.6M |
| Invesco Ltd. | 0.00% | Reduce -60.0% | 20,673 | $1.6M |
| Cetera Investment Advisers | 0.00% | Reduce -0.4% | 19,057 | $1.5M |
| California State Teachers Retirement System | 0.00% | Add +29.4% | 18,008 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -6.0% | 17,969 | $1.4M |
| Rhumbline Advisers | 0.00% | Reduce -0.8% | 17,512 | $1.3M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Add +35.8% | 17,190 | $1.3M |
| Millennium Management | 0.00% | Reduce -66.4% | 16,783 | $1.3M |
| OP Asset Management Ltd | 0.01% | New | 16,677 | $1.3M |
| MML Investors Services, LLC | 0.00% | Reduce -19.7% | 16,260 | $1.2M |
| Dark Forest Capital Management LP | 0.11% | Add +73.5% | 15,961 | $1.2M |
| Wulff, Hansen & Co. | 1.20% | Reduce -12.1% | 15,389 | $1.2M |
| Capital Fund Management S.A. | 0.01% | New | 14,356 | $1.1M |
| Navellier & Associates Inc. | 0.11% | Add +10.8% | 14,300 | $1.1M |
| Legal & General Group Plc | 0.00% | Add +5.7% | 13,840 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +68.8% | 13,457 | $1.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +19.0% | 12,843 | $984K |
| HSBC Holdings PLC | 0.00% | Reduce -21.1% | 12,965 | $983K |
| Federated Hermes, Inc. | 0.00% | Reduce -0.1% | 12,746 | $976K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +31.6% | 12,713 | $973K |
| Sanctuary Advisors, LLC | 0.01% | Add +10.5% | 12,480 | $955K |
| Arista Wealth Management, LLC | 0.11% | New | 12,117 | $928K |
| State of Wisconsin Investment Board | 0.00% | Add +19.5% | 11,966 | $916K |
| Integrated Quantitative Investments LLC | 0.17% | Reduce -36.1% | 11,938 | $914K |
| XTX Topco Ltd | 0.02% | New | 11,388 | $872K |
| Susquehanna International Group, LLP | 0.00% | Reduce -26.5% | 11,273 | $863K |
| Engineers Gate Manager LP | 0.01% | Add +4.8% | 10,934 | $837K |
| Renaissance Technologies | 0.00% | Reduce -54.6% | 10,900 | $835K |
| J. Derek Lewis & Associates Inc. | 0.18% | Reduce -5.7% | 10,487 | $803K |
| Teacher Retirement System of Texas | 0.00% | Reduce -40.7% | 10,387 | $795K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 10,064 | $771K |
| Swiss Life Asset Management Ltd | 0.00% | Add +184.6% | 6,099 | $752K |
| Stoneridge Investment Partners LLC | 0.54% | Add +106.8% | 9,799 | $750K |
| Gsa Capital Partners LLP | 0.05% | New | 9,509 | $728K |
| Ausbil Investment Management Ltd | 0.35% | Add +142.0% | 8,943 | $706K |
| Annex Advisory Services, LLC | 0.01% | New | 9,134 | $699K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -91.0% | 9,075 | $695K |
| STRS Ohio | 0.00% | Add +21.6% | 9,000 | $689K |
| IMC-Chicago, LLC | 0.01% | New | 8,857 | $678K |
| Vanguard Global Advisers, LLC | 0.00% | — | 8,484 | $650K |
| Franklin Resources Inc. | 0.00% | Reduce -20.8% | 8,380 | $642K |
| Belpointe Asset Management LLC | 0.02% | New | 7,812 | $598K |
| Inspire Advisors, LLC | 0.05% | Add +13.9% | 7,694 | $589K |
| MetLife Investment Management, LLC | 0.00% | Reduce -0.8% | 7,693 | $589K |
| Truvestments Capital LLC | 0.10% | Add +99.0% | 7,378 | $565K |
| Stifel Financial Corp. | 0.00% | Reduce -6.1% | 7,290 | $558K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -29.8% | 7,280 | $557K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 6,960 | $533K |
| Inspire Investing, LLC | 0.03% | Add +51.4% | 6,783 | $519K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +5.6% | 6,636 | $508K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +1.6% | 6,608 | $506K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -13.4% | 6,408 | $491K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.8% | 6,377 | $488K |
| Quantinno Capital Management LP | 0.00% | Add +84.8% | 6,311 | $483K |
| Fox Run Management, L.L.C. | 0.08% | Add +147.9% | 6,341 | $478K |
| Wedbush Securities Inc. | 0.01% | Add +13.4% | 6,065 | $464K |
| Cornerstone Investment Partners, LLC | 0.02% | Add +29.3% | 5,992 | $459K |
| Janus Henderson Group PLC | 0.00% | Reduce -79.0% | 5,961 | $456K |
| Jones Financial Companies LLLP | 0.00% | Add +40021.4% | 5,617 | $448K |
| Argent Capital Management LLC | 0.01% | New | 5,836 | $447K |
| State of Alaska, Department of Revenue | 0.00% | No change | 5,703 | $436K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -4.1% | 5,603 | $429K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -65.6% | 5,373 | $411K |
| Private Advisor Group, LLC | 0.00% | Add +20.1% | 5,244 | $401K |
| Mariner, LLC | 0.00% | Reduce -21.4% | 4,767 | $365K |
| Independent Advisor Alliance | 0.00% | Reduce -83.4% | 4,764 | $365K |
| WealthTrust Axiom LLC | 0.09% | No change | 4,695 | $359K |
| Diversified Trust Co. | 0.01% | Add +8.0% | 4,652 | $356K |
| Blair William & Co. | 0.00% | Add +40.0% | 4,550 | $348K |
| New York State Common Retirement Fund | 0.00% | No change | 4,404 | $337K |
| Kassira Wealth Management LLC | 0.31% | New | 4,384 | $336K |
| Amundi | 0.00% | Add +50.7% | 4,361 | $334K |
| Voya Investment Management LLC | 0.00% | Add +70.4% | 4,356 | $333K |
| Creative Planning | 0.00% | Reduce -32.3% | 4,329 | $331K |
| Intech Investment Management LLC | 0.00% | Reduce -46.8% | 4,319 | $331K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +54.7% | 4,252 | $326K |
| Arizona State Retirement System | 0.00% | No change | 4,051 | $310K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.3% | 4,031 | $309K |
| Twinbeech Capital LP | 0.03% | New | 3,986 | $305K |
| Invst, LLC | 0.03% | Add +85.4% | 3,947 | $302K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 3,870 | $296K |
| AdvisorShares Investments LLC | 0.05% | Add +91.1% | 3,733 | $286K |
| Truist Financial Corp. | 0.00% | Add +40.5% | 3,725 | $285K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 3,710 | $284K |
| Canada Pension Plan Investment Board | 0.00% | Add +68.2% | 3,700 | $283K |
| Elevated Financial Group LLC | 0.09% | Add +9.4% | 3,561 | $273K |
| Vident Advisory, LLC | 0.00% | New | 3,559 | $272K |
| PDT Partners, LLC | 0.02% | No change | 3,549 | $272K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 3,485 | $267K |
| Revisor Wealth Management LLC | 0.07% | Add +96.9% | 3,466 | $265K |
| KLP Kapitalforvaltning As | 0.00% | Add +6.5% | 3,300 | $253K |
| Abacus Wealth Partners, LLC | 0.02% | Add +21.4% | 3,276 | $251K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | New | 3,250 | $249K |
| Merit Financial Group, LLC | 0.00% | New | 3,211 | $246K |
| Inceptionr LLC | 0.06% | New | 3,082 | $236K |
| Centiva Capital, LP | 0.01% | New | 3,024 | $232K |
| Kings Path Partners LLC | 0.08% | New | 2,860 | $219K |
| Wimmer Associates 1, LLC | 0.10% | Reduce -10.0% | 2,800 | $214K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 2,739 | $210K |
| Fifth Third Bancorp | 0.00% | New | 2,700 | $207K |
| Principal Securities, Inc. | 0.00% | Add +32.4% | 2,667 | $204K |
| Royal Bank of Canada | 0.00% | Reduce -3.4% | 2,583 | $198K |
| Cwm, LLC | 0.00% | Reduce -4.3% | 2,204 | $169K |
| Meeder Asset Management Inc. | 0.01% | Reduce -2.2% | 1,868 | $143K |
| NewEdge Advisors, LLC | 0.00% | Add +182.0% | 1,410 | $108K |
| McIlrath & Eck, LLC | 0.01% | Reduce -13.9% | 1,403 | $107K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +236.7% | 1,384 | $106K |
| New York State Teachers Retirement System | 0.00% | No change | 1,263 | $97K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 1,245 | $96K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -52.5% | 1,253 | $96K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,161 | $89K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +117.8% | 1,139 | $87K |
| FMR LLC | 0.00% | Reduce -96.2% | 1,058 | $81K |
| Rockefeller Capital Management L.P. | 0.00% | Add +136.6% | 1,008 | $77K |
| Vestcor Inc | 0.00% | New | 921 | $71K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +150.3% | 911 | $70K |
| Sunbelt Securities, Inc. | 0.00% | No change | 800 | $61K |
| International Assets Investment Management, LLC | 0.00% | Add +67.0% | 763 | $60K |
| State of Wyoming | 0.01% | Add +104.0% | 720 | $55K |
| Advisory Services Network, LLC | 0.00% | New | 700 | $54K |
| Farther Finance Advisors, LLC | 0.00% | Add +6.9% | 650 | $51K |
| KBC Group NV | 0.00% | No change | 667 | $51K |
| Avanza Fonder AB | 0.00% | No change | 562 | $43K |
| Nisa Investment Advisors, LLC | 0.00% | Add +268.5% | 549 | $42K |
| Signature Equity Partners, LLC | 0.02% | Reduce -18.2% | 445 | $34K |
| Golden State Wealth Management, LLC | 0.00% | Add +150.9% | 414 | $32K |
| Leonteq Securities AG | 0.00% | New | 382 | $29K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +31.0% | 334 | $26K |
| Simplex Trading, LLC | 0.00% | New | 285 | $22K |
| SBI Securities Co., Ltd. | 0.00% | Add +164.4% | 275 | $21K |
| Triumph Capital Management | 0.00% | New | 239 | $18K |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +4640.0% | 237 | $18K |
| Sterling Capital Management LLC | 0.00% | Reduce -34.6% | 210 | $16K |
| Ares Financial Consulting, LLC | 0.01% | New | 200 | $16K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -19.3% | 205 | $16K |
| Bard Associates Inc. | 0.00% | Reduce -99.7% | 200 | $15K |
| Financial Consulate, Inc. | 0.00% | No change | 200 | $15K |
| Essential Partners LLC | 0.00% | Reduce -0.5% | 185 | $14K |
| Versant Capital Management, Inc | 0.00% | Add +13.5% | 177 | $14K |
| GAMMA Investing LLC | 0.00% | Reduce -17.6% | 164 | $13K |
| Covestor Ltd | 0.01% | Reduce -12.7% | 138 | $11K |
| Founders Capital Management | 0.00% | New | 100 | $8K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Add +84.6% | 96 | $7K |
| Accent Capital Management, LLC | 0.00% | New | 76 | $6K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 65 | $5K |
| Cypress Capital Management LLC (WY) | 0.00% | New | 50 | $4K |
| Larson Financial Group LLC | 0.00% | No change | 50 | $4K |
| Allworth Financial LP | 0.00% | Add +138.1% | 50 | $4K |
| Arax Advisory Partners | 0.00% | Add +2000.0% | 42 | $4K |
| IFP Advisors, Inc | 0.00% | Reduce -18.8% | 39 | $3K |
| Quarry LP | 0.00% | Reduce -64.8% | 38 | $3K |
| Zions Bancorporation, National Association | 0.00% | New | 38 | $3K |
| Legacy Wealth Managment, LLC | 0.00% | New | 34 | $3K |
| Ancora Advisors LLC | 0.00% | New | 34 | $3K |
| Colonial Trust Co / SC | 0.00% | No change | 34 | $3K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | Reduce -69.4% | 26 | $2K |
| MAI Capital Management | 0.00% | Add +1150.0% | 25 | $2K |
| Parallel Advisors, LLC | 0.00% | New | 23 | $2K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 16 | $1K |
| Rothschild Investment LLC | 0.00% | Reduce -21.1% | 15 | $1K |
| Parkside Financial Bank & Trust | 0.00% | No change | 15 | $1K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -99.6% | 11 | $869 |
| Root Financial Partners, LLC | 0.00% | New | 8 | $612 |
| True Wealth Design, LLC | 0.00% | No change | 7 | $536 |
| TD Private Client Wealth LLC | 0.00% | No change | 7 | $536 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -14.3% | 6 | $460 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 3 | $230 |
| Quadrant Capital Group LLC | 0.00% | New | 2 | $154 |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -50.0% | 2 | $153 |
| North Star Investment Management Corp. | 0.00% | No change | 2 | $153 |
| Clearstead Advisors, LLC | 0.00% | New | 1 | $77 |
"% of holder's portfolio" is WLDN's weight in each manager's 13F, not the share of Willdan Group Inc. the manager owns.