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 160 institutions that hold shares in the stock, with a total of 9.81 Million shares, which have been reported (via 13F filing form) to have a value of $407 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
1,228
shares
|
$51,477
0.0% of portfolio
|
Q2 2024
Added 36.75%
|
|
|
New York State Teachers Retirement System
|
Jan 30, 2025 Q4 2024 |
1,129
shares
|
$47,327
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,099
shares
|
$46,070
0.0% of portfolio
|
Q4 2024
Added 12.03%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
1,056
shares
|
$44,267
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,052
shares
|
$44,099
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Feb 14, 2025 Q4 2024 |
995
shares
|
$41,710
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Mar 18, 2025 Q4 2024 |
939
shares
|
$39,362
0.0% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
824
shares
|
$34,542
0.01% of portfolio
|
Q4 2024
Reduced 22.7%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
610
shares
|
$25,571
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
403
shares
|
$16,893
0.0% of portfolio
|
Q4 2024
Added 815.91%
|
|
|
Amalgamated Bank
New York, NY |
Feb 04, 2025 Q4 2024 |
388
shares
|
$16,264
0.0% of portfolio
|
Q1 2024
Reduced 61.28%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
300
shares
|
$12,576
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Street Markets LLC
|
Feb 12, 2025 Q4 2024 |
294
shares
|
$12,324
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
292
shares
|
$12,240
0.01% of portfolio
|
Q4 2024
Added 108.57%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
156
shares
|
$6,539
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
113
shares
|
$4,736
0.0% of portfolio
|
Q4 2024
Added 73.85%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
73
shares
|
$3,060
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
32
shares
|
$1,341
0.0% of portfolio
|
Q3 2024
Added 60.0%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
28
shares
|
$1,173
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
22
shares
|
$922
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
20
shares
|
$838
0.0% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
16
shares
|
$670
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
11
shares
|
$461
0.0% of portfolio
|
Q4 2024
Reduced 57.69%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
8
shares
|
$335
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
7
shares
|
$293
0.0% of portfolio
|
Q3 2024
New holding
|