Institutional Ownership Willdan Group, Inc. (WLDN)
This table provides information about the institutional ownership of Willdan Group, Inc. (WLDN). We have compiled data on the 267 institutions that hold shares in the stock, with a total of 10.9 Million shares, which have been reported (via 13F filing form) to have a value of $998 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
158
shares
|
$14,509
0.0% of portfolio
|
Q3 2025
Reduced 27.52%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
156
shares
|
$14,325
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
156
shares
|
$14,325
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
148
shares
|
$13,590
0.0% of portfolio
|
Q3 2025
Added 15.63%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
120
shares
|
$11,019
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
106
shares
|
$9,733
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Point72 Europe (London) LLP
London, X0 |
Nov 14, 2025 Q3 2025 |
103
shares
|
$9,458
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 07, 2025 Q3 2025 |
81
shares
|
$7,438
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 10, 2025 Q3 2025 |
80
shares
|
$7,346
0.0% of portfolio
|
Q3 2025
Reduced 99.57%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
65
shares
|
$5,968
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
59
shares
|
$5,417
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
52
shares
|
$4,775
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
50
shares
|
$4,591
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
34
shares
|
$3,122
0.0% of portfolio
|
Q3 2025
Reduced 53.42%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
31
shares
|
$2,846
0.0% of portfolio
|
Q3 2025
Reduced 18.42%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
24
shares
|
$2,203
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
22
shares
|
$2,020
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
17
shares
|
$1,561
0.0% of portfolio
|
Q3 2025
Added 70.0%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
16
shares
|
$1,469
0.0% of portfolio
|
Q3 2025
Reduced 42.86%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
15
shares
|
$1,377
0.0% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
15
shares
|
$1,377
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
14
shares
|
$1,285
0.0% of portfolio
|
Q3 2025
Reduced 97.64%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
11
shares
|
$1,010
0.0% of portfolio
|
Q2 2025
Reduced 88.54%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
10
shares
|
$918
0.0% of portfolio
|
Q3 2025
Added 400.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
7
shares
|
$642
0.0% of portfolio
|
Q3 2024
New holding
|
|