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 194 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 $1.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
73
shares
|
$8,659
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
38
shares
|
$4,507
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
28
shares
|
$3,321
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
22
shares
|
$2,609
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
20
shares
|
$2,372
0.0% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
15
shares
|
$1,779
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
15
shares
|
$1,779
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
13
shares
|
$1,542
0.0% of portfolio
|
Q2 2025
Added 62.5%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
11
shares
|
$1,304
0.0% of portfolio
|
Q2 2025
Reduced 88.54%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
10
shares
|
$1,186
0.0% of portfolio
|
Q2 2025
Added 900.0%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
8
shares
|
$949
0.0% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
7
shares
|
$830
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
2
shares
|
$237
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
2
shares
|
$237
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
2
shares
|
$237
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
2
shares
|
$237
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|