Willdan GroupWLDN

13F holders, Q2 2026 (June 30)
245holders −11
40new positions
49sold out
4famous investors
$79.07avg. 13F price*

At the end of Q2 2026, 245 institutions reported holding Willdan Group Inc. (WLDN) in their 13F filings, down 11 from Q1 2026. 40 opened new positions and 49 sold out. The largest holders were BlackRock, Inc. ($113.8M), Divisadero Street Capital Management, LP ($104.8M) and Vanguard Capital Management LLC ($50.1M). 4 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 2026 → Q2 2026

InstitutionsTotal Value
New Positions40$112.5M
Exits49$73.4M

All 13F filers, Q1 2026 → Q2 2026: 4,371,695 shares bought and 2,267,706 shares sold, net +2,103,989 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 245 holders

BlackRock, Inc. 0.00% Add +9.2% 1,438,623 $113.8M
Divisadero Street Capital Management, LP 2.44% Add +702.7% 1,324,293 $104.8M
Vanguard Capital Management LLC 0.00% Add +3.2% 632,916 $50.1M
Neumeier Poma Investment Counsel LLC 2.87% Add +145.8% 530,210 $41.9M
Vanguard Portfolio Management LLC 0.00% Add +8.7% 527,252 $41.7M
Allspring Global Investments Holdings, LLC 0.05% Add +80.5% 390,720 $30.5M
Geode Capital Management, LLC 0.00% Add +8.2% 383,399 $30.3M
First Trust Advisors LP 0.02% Add +25.9% 361,079 $28.6M
Alta Fox Capital Management, LLC 5.72% New 359,806 $28.5M
Swedbank AB 0.02% Add +47.7% 349,700 $27.7M
State Street Corp. 0.00% Add +7.2% 337,449 $26.7M
Dimensional Fund Advisors LP 0.00% Add +3.9% 320,857 $25.4M
Conversant Capital LLC 2.73% New 294,500 $23.3M
Wasatch Advisors LP 0.15% Reduce -24.8% 287,054 $22.7M
Ranger Investment Management, L.P. 1.38% Add +492.6% 275,191 $21.8M
Oberweis Asset Management Inc./ 0.43% New 262,700 $20.8M
Ameriprise Financial Inc. 0.00% Reduce -4.4% 260,471 $20.6M
Wellington Management Group LLP 0.00% New 210,895 $16.7M
Nuveen, LLC 0.00% Reduce -13.1% 210,771 $16.7M
Handelsbanken Fonder AB 0.04% Add +34.3% 191,532 $15.2M
RBF Capital, LLC 0.61% No change 184,600 $14.6M
Northern Trust Corp. 0.00% Add +9.6% 163,347 $12.9M
Nomura Asset Management International Inc. 0.02% Add +128.8% 163,117 $12.9M
Goldman Sachs Group Inc. 0.00% Add +19.6% 155,269 $12.3M
Two Sigma Investments, LP 0.01% Reduce -67.8% 150,574 $11.9M
Russell Investments Group, Ltd. 0.01% Add +52.4% 143,866 $11.4M
Next Century Growth Investors LLC 0.53% New 126,407 $10.0M
Charles Schwab Investment Management Inc. 0.00% Reduce -2.1% 120,143 $9.5M
Panagora Asset Management Inc. 0.03% Add +87.3% 114,701 $9.1M
Morgan Stanley 0.00% Reduce -8.7% 111,204 $8.8M
Point72 Asset Management 0.01% Add +38.6% 108,675 $8.6M
Vanguard Fiduciary Trust Co. 0.00% Add +5.2% 100,690 $8.0M
Lord, Abbett & Co. LLC 0.02% Add +29.4% 98,913 $7.8M
Kennedy Capital Management LLC 0.14% Add +16.6% 97,391 $7.7M
UBS Group AG 0.00% Add +126.8% 96,854 $7.7M
Jane Street Group, LLC 0.00% Reduce -36.9% 89,929 $7.1M
Portolan Capital Management, LLC 0.25% Reduce -10.2% 84,394 $6.7M
Summit Creek Advisors LLC 2.25% Reduce -43.4% 83,463 $6.6M
Asset Management One Co., Ltd. 0.02% Add +28.5% 77,293 $6.1M
Essex Investment Management Co. LLC 0.78% Reduce -4.3% 74,890 $5.9M
Kornitzer Capital Management Inc. 0.11% Reduce -0.7% 68,585 $5.4M
AQR Capital Management 0.00% Add +12.7% 59,401 $4.7M
Bank of New York Mellon Corp 0.00% Reduce -2.1% 58,945 $4.7M
Thrivent Financial for Lutherans 0.01% Reduce -7.0% 56,249 $4.4M
OP Asset Management Ltd 0.05% Add +234.6% 55,800 $4.4M
Deutsche Bank AG 0.00% Add +5.8% 55,731 $4.4M
Qube Research & Technologies Ltd 0.00% Reduce -58.8% 55,445 $4.4M
Janney Montgomery Scott LLC 0.01% Reduce -3.2% 52,282 $4.1M
Bank of America Corp. 0.00% Add +37.0% 49,653 $3.9M
Wells Fargo & Company 0.00% Reduce -69.2% 45,567 $3.6M
EFG International AG 0.07% Reduce -1.9% 45,157 $3.6M
Envestnet Asset Management Inc. 0.00% Add +51.0% 44,896 $3.6M
Jefferies Financial Group Inc. 0.03% Reduce -7.0% 41,200 $3.3M
Principal Financial Group Inc. 0.00% Add +8.7% 39,051 $3.1M
CVFG LLC 0.31% Reduce -16.4% 37,250 $2.9M
Boothbay Fund Management, LLC 0.06% Reduce -9.8% 35,615 $2.8M
JPMorgan Chase & Co. 0.00% Add +6.4% 34,669 $2.7M
MML Investors Services, LLC 0.01% Add +107.5% 33,740 $2.7M
American Century Companies Inc. 0.00% Reduce -9.4% 33,278 $2.6M
Alliancebernstein L.P. 0.00% Reduce -23.7% 34,112 $2.6M
Rice Hall James & Associates, LLC 0.12% Add +4.7% 30,579 $2.4M
Raymond James Financial Inc. 0.00% Reduce -3.3% 29,259 $2.3M
Swiss National Bank 0.00% Reduce -0.7% 29,000 $2.3M
Citigroup Inc. 0.00% Add +38.0% 28,615 $2.3M
Alps Advisors Inc. 0.01% Add +1.3% 28,577 $2.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +30.1% 28,039 $2.2M
BNP Paribas Financial Markets 0.00% Add +0.7% 27,747 $2.2M
Conestoga Capital Advisors, LLC 0.05% Add +16.6% 27,607 $2.2M
Tudor Investment Corporation 0.01% Reduce -77.1% 25,425 $2.0M
Legato Capital Management LLC 0.17% Reduce -19.1% 25,233 $2.0M
HRT Financial LP 0.00% Reduce -68.5% 24,595 $1.9M
Whittier Trust Co. 0.02% No change 23,657 $1.9M
Invesco Ltd. 0.00% Add +9.9% 22,720 $1.8M
Storebrand Asset Management As 0.00% Add +7.7% 22,668 $1.8M
Balyasny Asset Management L.P. 0.00% New 22,534 $1.8M
De Lisle Partners LLP 0.18% No change 21,000 $1.7M
Los Angeles Capital Management LLC 0.01% Add +285.5% 20,711 $1.6M
Man Group plc 0.00% Reduce -62.0% 20,469 $1.6M
LPL Financial LLC 0.00% Reduce -16.1% 19,929 $1.6M
Susquehanna International Group, LLP 0.00% Add +71.2% 19,300 $1.5M
Rhumbline Advisers 0.00% Add +7.8% 18,882 $1.5M
Barclays PLC 0.00% Reduce -52.9% 18,513 $1.5M
Jones Financial Companies LLLP 0.00% Add +194.2% 16,526 $1.3M
Natixis Advisors, LLC 0.00% New 16,652 $1.3M
Polymer Capital Management (US) LLC 0.19% New 16,574 $1.3M
California State Teachers Retirement System 0.00% Reduce -8.3% 16,512 $1.3M
Longaeva Partners L.P. 0.04% New 16,307 $1.3M
Y-Intercept (Hong Kong) Ltd 0.03% Reduce -7.1% 15,964 $1.3M
Sei Investments Co. 0.00% Reduce -47.7% 15,325 $1.2M
Cetera Investment Advisers 0.00% Reduce -19.6% 15,319 $1.2M
Wulff, Hansen & Co. 0.93% Reduce -0.6% 15,302 $1.2M
T. Rowe Price Associates Inc. 0.00% Add +15.5% 14,835 $1.2M
Sanctuary Advisors, LLC 0.01% Add +18.0% 14,730 $1.2M
Legal & General Group Plc 0.00% Add +1.2% 14,001 $1.1M
State of Wisconsin Investment Board 0.00% Add +11.0% 13,277 $1.1M
HSBC Holdings PLC 0.00% Add +1.6% 13,173 $1.0M
Acadian Asset Management LLC 0.00% Reduce -88.4% 12,909 $1.0M
Wedbush Securities Inc. 0.03% Add +103.8% 12,362 $978K
Victory Capital Management Inc. 0.00% Reduce -68.8% 12,270 $971K
Osaic Holdings, Inc. 0.00% Reduce -49.6% 11,732 $928K
Walleye Capital LLC 0.00% New 11,410 $903K
J. Derek Lewis & Associates Inc. 0.16% No change 10,487 $830K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% Add +215.4% 10,250 $811K
VANGUARD ASSET MANAGEMENT, Ltd 0.00% No change 10,064 $796K
Navellier & Associates Inc. 0.06% Reduce -30.6% 9,919 $785K
Dark Forest Capital Management LP 0.05% Reduce -38.4% 9,825 $777K
Mercer Global Advisors Inc. 0.00% Add +5.2% 9,547 $755K
Twinbeech Capital LP 0.13% Add +128.3% 9,100 $720K
MetLife Investment Management, LLC 0.00% Add +15.8% 8,908 $705K
Inspire Investing, LLC 0.03% Add +29.6% 8,794 $696K
Franklin Resources Inc. 0.00% Add +3.1% 8,644 $684K
Virtu Financial LLC 0.02% New 8,576 $678K
Truvestments Capital LLC 0.10% Add +9.9% 8,112 $642K
SG Americas Securities, LLC 0.00% New 8,092 $640K
Vanguard Global Advisers, LLC 0.00% Reduce -4.6% 8,091 $640K
Concurrent Investment Advisors, LLC 0.01% Add +8.6% 7,905 $625K
Pure Financial Advisors, LLC 0.01% New 7,860 $622K
Tidal Investments LLC 0.00% New 7,776 $615K
Diversified Trust Co. 0.01% Add +61.6% 7,518 $595K
Elevation Point Wealth Partners, LLC 0.01% Reduce -0.2% 6,948 $550K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +1.7% 6,723 $532K
AdvisorShares Investments LLC 0.06% Add +77.4% 6,623 $524K
Voya Investment Management LLC 0.00% Add +52.0% 6,621 $524K
Quantinno Capital Management LP 0.00% Add +4.6% 6,604 $522K
Falcon Wealth Planning 0.03% New 6,580 $520K
Truist Financial Corp. 0.00% Add +42.9% 5,321 $517K
Vident Advisory, LLC 0.00% Add +79.5% 6,390 $505K
Manufacturers Life Insurance Company, The 0.00% Reduce -1.2% 6,299 $498K
Arista Wealth Management, LLC 0.05% Reduce -48.7% 6,214 $492K
Jupiter Topco LLC 0.00% — 5,961 $471K
Kings Path Partners LLC 0.12% Add +106.6% 5,910 $467K
Gsa Capital Partners LLP 0.03% Reduce -38.6% 5,838 $462K
Private Advisor Group, LLC 0.00% Add +9.5% 5,740 $454K
Cornerstone Investment Partners, LLC 0.02% Reduce -4.6% 5,718 $452K
New York State Common Retirement Fund 0.00% Add +29.5% 5,704 $451K
State of Alaska, Department of Revenue 0.00% No change 5,703 $450K
Stifel Financial Corp. 0.00% Reduce -24.0% 5,540 $438K
XTX Topco Ltd 0.01% Reduce -55.5% 5,073 $401K
Millennium Management 0.00% Reduce -70.6% 4,936 $390K
Aviva PLC 0.00% New 4,887 $387K
GK Wealth Management LLC 0.23% New 4,842 $383K
WealthTrust Axiom LLC 0.08% No change 4,695 $371K
Police & Firemen's Retirement System of New Jersey 0.00% Add +14.3% 4,425 $350K
Kassira Wealth Management LLC 0.28% Add +0.9% 4,422 $350K
IMC-Chicago, LLC 0.00% Reduce -50.9% 4,351 $344K
Collaborative Fund Advisors, LLC 0.20% New 4,343 $344K
Teacher Retirement System of Texas 0.00% Reduce -58.6% 4,303 $340K
Creative Planning 0.00% Reduce -1.7% 4,256 $337K
Intech Investment Management LLC 0.00% Reduce -2.1% 4,230 $335K
Marshall Wace, LLP 0.00% Reduce -84.4% 4,215 $333K
Mariner, LLC 0.00% Reduce -12.9% 4,154 $329K
Arizona State Retirement System 0.00% Reduce -1.7% 3,981 $315K
Verus Capital Partners, LLC 0.02% New 3,975 $314K
Concentric Capital Strategies, LP 0.02% New 3,884 $307K
Jamison Private Wealth Management, Inc. 0.03% New 3,838 $304K
Independent Advisor Alliance 0.01% Reduce -20.1% 3,809 $301K
Vanguard Investments Australia, Ltd. 0.00% No change 3,710 $293K
Amundi 0.00% Reduce -17.4% 3,603 $285K
PDT Partners, LLC 0.01% No change 3,549 $281K
Kestra Private Wealth Services, LLC 0.00% Reduce -74.1% 3,487 $276K
State Board of Administration of Florida Retirement System 0.00% No change 3,485 $276K
Integrated Quantitative Investments LLC 0.04% Reduce -71.4% 3,412 $270K
Argent Capital Management LLC 0.01% Reduce -41.5% 3,412 $270K
Belpointe Asset Management LLC 0.01% Reduce -56.5% 3,394 $268K
KLP Kapitalforvaltning As 0.00% No change 3,300 $261K
Brevan Howard Capital Management LP 0.00% Reduce -49.0% 3,266 $258K
Campbell & CO Investment Adviser LLC 0.01% New 3,242 $256K
Fifth Third Bancorp 0.00% Add +19.6% 3,229 $255K
Principal Securities, Inc. 0.00% Add +19.2% 3,179 $251K
Wedbush Fund Advisers, LLC 0.02% New 2,921 $231K
SEB Asset Management AB 0.00% New 2,902 $230K
Blair William & Co. 0.00% Reduce -36.6% 2,883 $228K
Wimmer Associates 1, LLC 0.10% No change 2,800 $221K
STRS Ohio 0.00% Reduce -68.9% 2,800 $221K
Two Sigma Securities, LLC 0.02% New 2,751 $218K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -35.4% 2,749 $217K
Lighthouse Investment Partners, LLC 0.01% New 2,710 $214K
Stratos Wealth Partners, LTD. 0.00% Reduce -85.0% 2,698 $213K
Revisor Wealth Management LLC 0.05% Reduce -26.5% 2,548 $202K
Avanza Fonder AB 0.00% Add +337.0% 2,456 $194K
Kemnay Advisory Services Inc. 0.02% New 1,890 $149K
Mitsubishi UFJ Trust & Banking Corp 0.00% New 1,540 $122K
Rockefeller Capital Management L.P. 0.00% Add +46.2% 1,474 $117K
Pinnacle Wealth Planning Services, Inc. 0.01% No change 1,384 $109K
Ameritas Investment Partners, Inc. 0.00% Add +14.6% 1,331 $105K
New York State Teachers Retirement System 0.00% No change 1,263 $100K
CANADA LIFE ASSURANCE Co 0.00% No change 1,245 $98K
Transamerica Financial Advisors, LLC 0.01% Add +35.4% 1,233 $98K
Arax Advisory Partners 0.00% Add +2664.3% 1,161 $92K
FMR LLC 0.00% Add +8.0% 1,143 $90K
Tower Research Capital LLC (TRC) 0.00% Reduce -17.1% 944 $75K
Vestcor Inc 0.00% No change 921 $73K
Royal Bank of Canada 0.00% Reduce -66.4% 868 $68K
International Assets Investment Management, LLC 0.00% Add +13.4% 865 $68K
Steward Partners Investment Advisory, LLC 0.00% New 819 $65K
State of Wyoming 0.01% Add +9.7% 790 $62K
Farther Finance Advisors, LLC 0.00% Add +5.8% 688 $54K
KBC Group NV 0.00% No change 667 $53K
NewEdge Advisors, LLC 0.00% Reduce -64.5% 500 $40K
Nisa Investment Advisors, LLC 0.00% Reduce -9.1% 499 $39K
Signature Equity Partners, LLC 0.02% Add +7.2% 477 $38K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -3.0% 324 $26K
Versant Capital Management, Inc 0.00% Add +40.7% 249 $20K
EverSource Wealth Advisors, LLC 0.00% Add +17.6% 241 $19K
Group One Trading LLC 0.00% New 225 $18K
Ares Financial Consulting, LLC 0.01% No change 200 $16K
MCF Advisors LLC 0.00% New 173 $14K
Nykredit A/S 0.00% — 167 $13K
Covestor Ltd 0.01% Add +2.9% 142 $11K
Larson Financial Group LLC 0.00% Add +176.0% 138 $11K
Allworth Financial LP 0.00% Add +158.0% 129 $10K
Triumph Capital Management 0.00% Reduce -47.7% 125 $10K
SBI Securities Co., Ltd. 0.00% Reduce -54.9% 124 $10K
Sterling Capital Management LLC 0.00% Reduce -41.9% 122 $10K
GAMMA Investing LLC 0.00% Reduce -28.7% 117 $9K
Parkside Financial Bank & Trust 0.00% Add +586.7% 103 $8K
Founders Capital Management 0.00% No change 100 $8K
Essential Partners LLC 0.00% Reduce -55.7% 82 $6K
Accent Capital Management, LLC 0.00% No change 76 $6K
Blue Bell Private Wealth Management, LLC 0.00% Reduce -31.3% 66 $5K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 65 $5K
PNC Financial Services Group, Inc. 0.00% Add +2950.0% 61 $5K
GHP Investment Advisors, Inc. 0.00% New 60 $5K
Cypress Capital Management LLC (WY) 0.00% No change 50 $4K
Colonial Trust Co / SC 0.00% Add +14.7% 39 $3K
Quarry LP 0.00% Add +2.6% 39 $3K
IFP Advisors, Inc 0.00% No change 39 $3K
Rothschild Investment LLC 0.00% Add +86.7% 28 $2K
Parallel Advisors, LLC 0.00% Add +4.3% 24 $2K
Global Retirement Partners, LLC 0.00% — 21 $2K
Fortitude Family Office, LLC 0.00% New 18 $1K
Cullen/Frost Bankers, Inc. 0.00% No change 16 $1K
US Bancorp \de 0.00% New 12 $949
TD Waterhouse Canada Inc. 0.00% No change 11 $858
SJS Investment Consulting Inc. 0.00% Add +16.7% 7 $555
True Wealth Design, LLC 0.00% No change 7 $554
TD Private Client Wealth LLC 0.00% No change 7 $554
National Bank of Canada 0.00% New 4 $316
Leonteq Securities AG 0.00% Reduce -99.0% 4 $316
Harbour Investments, Inc. 0.00% New 3 $247
Clearstead Advisors, LLC 0.00% Add +200.0% 3 $239
North Star Investment Management Corp. 0.00% No change 2 $158
Ameritas Advisory Services, LLC 0.00% New 2 $158
Keating Financial Advisory Services, Inc. 0.00% New 2 $158
Hughes Financial Services, LLC 0.00% New 1 $79

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