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 178 institutions that hold shares in the stock, with a total of 10.6 Million shares, which have been reported (via 13F filing form) to have a value of $776 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
304
shares
|
$22,344
0.01% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
290
shares
|
$21,315
0.0% of portfolio
|
Q1 2025
Reduced 97.87%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
220
shares
|
$16,170
0.0% of portfolio
|
Q1 2025
Reduced 45.41%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
163
shares
|
$11,980
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
156
shares
|
$11,466
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
154
shares
|
$11,319
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
150
shares
|
$11,025
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
105
shares
|
$7,717
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
103
shares
|
$7,570
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
96
shares
|
$7,056
0.0% of portfolio
|
Q1 2025
Added 772.73%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
73
shares
|
$5,365
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
47
shares
|
$3,454
0.0% of portfolio
|
Q1 2025
Added 46.88%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
36
shares
|
$2,646
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
28
shares
|
$2,058
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
22
shares
|
$1,617
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
20
shares
|
$1,470
0.0% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
17
shares
|
$1,249
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
15
shares
|
$1,102
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
8
shares
|
$588
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
8
shares
|
$588
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
7
shares
|
$514
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
6
shares
|
$441
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
2
shares
|
$147
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1
shares
|
$73
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|