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Willdan Group (WLDN) Institutional Ownership

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$118.63 +5.86 (+5.20%)
Closing price 04:00 PM Eastern
Extended Trading
$117.25 -1.38 (-1.16%)
As of 07:54 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Willdan Group (NASDAQ:WLDN)

Current
Institutional Ownership
Percentage
72.29%
Number of
Institutional Buyers
(last 12 months)
116
Total
Institutional Inflows
(last 12 months)
$122.31M
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$118.06M
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WLDN Institutional Buying and Selling by Quarter

Willdan Group Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/12/2025Summit Global Investments17,025$1.06M0.1%-7.7%0.117%
8/12/2025Ameritas Investment Partners Inc.1,419$89K0.0%+15.6%0.010%
8/12/2025American Century Companies Inc.30,740$1.92M0.0%+7.8%0.212%
8/12/2025Rhumbline Advisers20,920$1.31M0.0%+7.8%0.144%
8/12/2025Legal & General Group Plc15,458$966K0.0%+495.2%0.107%
8/12/2025Hillsdale Investment Management Inc.6,950$434K0.0%-62.8%0.048%
8/12/2025JPMorgan Chase & Co.87,234$5.45M0.0%+10.9%0.602%
8/12/2025Handelsbanken Fonder AB129,836$8.12M0.0%-27.2%0.895%
8/11/2025Inspire Advisors LLC5,465$342K0.0%N/A0.038%
8/11/2025Semanteon Capital Management LP3,321$208K0.3%-73.7%0.023%
8/8/2025 Intech Investment Management LLC11,370$711K0.0%+51.2%0.078%
8/8/2025 SG Americas Securities LLC5,189$324K0.0%-32.1%0.036%
8/8/2025 Police & Firemen s Retirement System of New Jersey3,255$203K0.0%+16.9%0.022%
8/8/2025 Bailard Inc.7,100$444K0.0%-11.3%0.049%
8/8/2025 Geode Capital Management LLC336,752$21.05M0.0%+10.3%2.323%
8/7/2025 Verus Capital Partners LLC4,450$278K0.0%-42.0%0.031%
8/7/2025 Acadian Asset Management LLC398,038$24.87M0.1%-5.7%2.745%
8/7/2025 Campbell & CO Investment Adviser LLC23,991$1.50M0.1%N/A0.165%
8/7/2025 Connor Clark & Lunn Investment Management Ltd.67,334$4.21M0.0%+45.1%0.464%
8/7/2025 Los Angeles Capital Management LLC13,967$873K0.0%-65.4%0.096%
8/6/2025 Wedbush Securities Inc.6,330$396K0.0%-32.5%0.044%
8/6/2025 Summit Creek Advisors LLC313,892$19.62M2.7%-13.9%2.165%
8/4/2025 AdvisorShares Investments LLC475$30K0.0%N/A0.003%
8/1/2025 Y Intercept Hong Kong Ltd11,402$713K0.0%N/A0.079%
8/1/2025 Envestnet Asset Management Inc.28,419$1.78M0.0%+18.4%0.196%
7/31/2025 Kornitzer Capital Management Inc. KS28,000$1.75M0.0%-38.2%0.193%
7/31/2025 AlphaQuest LLC6,504$407K0.0%-3.6%0.045%
7/25/2025 Welch Group LLC4,000$250K0.0%N/A0.028%
7/25/2025 Allspring Global Investments Holdings LLC211,053$14.06M0.0%+33.2%1.456%
7/25/2025 CWM LLC2,042$128K0.0%+82.6%0.014%
7/25/2025 Concurrent Investment Advisors LLC7,091$443K0.0%+4.5%0.049%
7/24/2025 Inspire Investing LLC14,541$909K0.1%-18.9%0.100%
7/18/2025 USA Financial Formulas1,032$65K0.0%N/A0.007%
7/17/2025 Janney Montgomery Scott LLC15,665$979K0.0%+9.5%0.108%
7/15/2025 Wilsey Asset Management Inc.4,717$295K0.1%-9.8%0.033%
7/14/2025 Counterpoint Mutual Funds LLC6,706$419K0.0%N/A0.046%
7/11/2025 Diversified Trust Co3,799$237K0.0%N/A0.026%
7/11/2025 Kingstone Capital Partners Texas LLC108,900$6.81M0.0%N/A0.751%
7/10/2025 Swedbank AB202,300$12.65M0.0%-6.4%1.395%
6/23/2025 Swedbank AB216,200$8.80M0.0%-30.4%1.491%
Capital Gains Tax Strategies for Seniors (Ad)

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6/6/2025Militia Capital Partners LP16,000$652K0.5%N/A0.110%
6/3/2025 Inspire Investing LLC17,928$730K0.1%-16.2%0.124%
5/29/2025Rhumbline Advisers19,406$790K0.0%-3.7%0.134%
5/28/2025 Strs Ohio8,200$334K0.0%N/A0.057%
5/21/2025 Acadian Asset Management LLC422,318$17.19M0.0%-1.6%2.913%
5/19/2025Jane Street Group LLC25,302$1.03M0.0%+205.9%0.175%
5/16/2025McIlrath & Eck LLC1,836$75K0.0%N/A0.013%
5/16/2025MBB Public Markets I LLC4,993$203K0.0%N/A0.034%
5/16/2025Goldman Sachs Group Inc.214,421$8.73M0.0%+35.1%1.479%
5/16/2025Dynamic Technology Lab Private Ltd7,654$311K0.0%-53.7%0.053%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.7,530$307K0.0%+4.3%0.052%
5/16/2025AQR Capital Management LLC73,838$3.01M0.0%-13.9%0.509%
5/15/2025Cubist Systematic Strategies LLC58,383$2.38M0.0%-32.4%0.403%
5/15/2025Royal Bank of Canada76,990$3.13M0.0%+3.2%0.531%
5/15/2025Caption Management LLC12,032$490K0.0%-3.7%0.083%
5/15/2025Panagora Asset Management Inc.52,170$2.12M0.0%-1.6%0.360%
5/15/2025Trexquant Investment LP109,096$4.44M0.1%+27.2%0.753%
5/15/2025OMERS ADMINISTRATION Corp11,300$460K0.0%N/A0.078%
5/14/2025Teton Advisors Inc.15,000$611K0.4%-25.0%0.103%
5/14/2025Gabelli Funds LLC5,000$204K0.0%-37.5%0.034%
5/14/2025Virtus Advisers LLC4,700$191K0.2%N/A0.032%
5/14/2025Comerica Bank10,228$417K0.0%-2.5%0.071%
5/14/2025Jump Financial LLC16,864$687K0.0%-8.3%0.116%
5/14/2025 AlphaQuest LLC6,745$275K0.0%+251.9%0.047%
5/14/2025Martingale Asset Management L P17,668$719K0.0%N/A0.122%
5/14/2025Hsbc Holdings PLC13,087$533K0.0%+48.5%0.090%
5/13/2025Algert Global LLC6,130$250K0.0%N/A0.042%
5/13/2025American Century Companies Inc.28,516$1.16M0.0%+10.6%0.197%
5/13/2025Lord Abbett & CO. LLC245,717$10.01M0.0%-43.1%1.695%
5/13/2025Russell Investments Group Ltd.42,022$1.71M0.0%-27.6%0.290%
5/12/2025Nuveen LLC253,264$10.31M0.0%N/A1.747%
5/12/2025Invesco Ltd.85,515$3.48M0.0%+277.7%0.590%
5/12/2025 Connor Clark & Lunn Investment Management Ltd.46,393$1.89M0.0%+42.4%0.320%
5/9/2025CenterBook Partners LP10,139$413K0.0%-17.5%0.070%
5/9/2025Deutsche Bank AG33,821$1.38M0.0%-3.2%0.233%
5/9/2025Charles Schwab Investment Management Inc.37,255$1.52M0.0%-13.9%0.257%
5/9/2025Vanguard Group Inc.774,212$31.53M0.0%+3.0%5.340%
5/7/2025Essex Investment Management Co. LLC137,090$5.58M1.2%-0.7%0.946%
5/7/2025 Meeder Asset Management Inc.9,627$392K0.0%+193.1%0.066%
5/7/2025Mackenzie Financial Corp8,604$350K0.0%+22.4%0.059%
5/7/2025 Summit Creek Advisors LLC364,737$14.85M2.2%-0.1%2.516%
5/6/2025Pacer Advisors Inc.115,111$4.69M0.0%N/A0.794%
5/6/2025 Wedbush Securities Inc.9,380$382K0.0%+36.9%0.065%
5/6/2025Legato Capital Management LLC40,636$1.66M0.2%-1.2%0.280%
5/2/2025 Bailard Inc.8,000$326K0.0%+23.1%0.055%
5/2/2025Victory Capital Management Inc.36,249$1.48M0.0%+21.4%0.250%
5/2/2025 Kornitzer Capital Management Inc. KS45,300$1.85M0.0%+20.2%0.312%
5/2/2025 Whittier Trust Co.22,636$922K0.0%+34.4%0.156%
5/1/2025Rice Hall James & Associates LLC113,233$4.61M0.3%-4.8%0.781%
4/30/2025 Cornerstone Investment Partners LLC4,969$202K0.0%-7.9%0.034%
Capital Gains Tax Strategies for Seniors (Ad)

Capital gains taxes can take a bite out of your retirement income—unless you have a smart strategy. From holding investments longer to using tax-advantaged accounts and strategic loss offsetting, there are ways to reduce your exposure. SmartAsset outlines three capital gains tax strategies for seniors and offers a free tool to connect you with vetted fiduciary financial advisors who can help tailor these tactics to your situation.

Click here to see the three strategies and get matched with a financial advisor today.
4/30/2025Alps Advisors Inc.21,260$866K0.0%-27.9%0.147%
4/30/2025Rock Point Advisors LLC181,707$7.40M2.3%-4.0%1.253%
4/29/2025 Envestnet Asset Management Inc.24,002$977K0.0%+34.3%0.166%
4/29/2025 Concurrent Investment Advisors LLC6,784$276K0.0%N/A0.047%
4/28/2025 Principal Financial Group Inc.8,526$347K0.0%+3.9%0.059%
4/24/2025 Allspring Global Investments Holdings LLC158,401$6.47M0.0%+77.3%1.099%
4/17/2025 Janney Montgomery Scott LLC14,306$583K0.0%-23.4%0.099%
4/17/2025 Wilsey Asset Management Inc.5,227$213K0.0%N/A0.036%
4/15/2025Handelsbanken Fonder AB178,384$7.26M0.0%-56.2%1.238%
4/15/2025 SG Americas Securities LLC7,644$311K0.0%-45.1%0.053%
(Data available from 1/1/2016 forward)

WLDN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WLDN shares?

During the previous two years, 154 institutional investors and hedge funds held shares of Willdan Group. The most heavily invested institutionals were Vanguard Group Inc. ($31.53M), Acadian Asset Management LLC ($24.87M), Geode Capital Management LLC ($21.05M), Summit Creek Advisors LLC ($19.62M), Forager Capital Management LLC ($16.78M), Dimensional Fund Advisors LP ($15.97M), and Allspring Global Investments Holdings LLC ($14.06M).Learn more on Willdan Group's institutional investors.

What percentage of Willdan Group's stock is owned by institutional investors?

72.29% of Willdan Group's stock is owned by institutional investors. Learn more on WLDN's institutional investor holdings.

Which institutional investors have been buying Willdan Group's stock?

Of the 130 institutional investors that purchased Willdan Group's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wulff Hansen & CO. ($649.27K), Swedbank AB ($435.60K), Lord Abbett & CO. LLC ($432.14K), Nuveen LLC ($253.26K), Allspring Global Investments Holdings LLC ($211.05K), Wells Fargo & Company MN ($169.56K), and Nuveen Asset Management LLC ($119.89K).

How much institutional buying is happening at Willdan Group?

Institutional investors have bought a total of 2,933,717 shares in the last 24 months. This purchase volume represents approximately $122.31M in transactions.

Which of Willdan Group's major shareholders have been selling company stock?

Of the 63 institutional investors that sold Willdan Group's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Forager Capital Management LLC ($1.00M), Swedbank AB ($299.70K), Handelsbanken Fonder AB ($277.88K), Rice Hall James & Associates LLC ($242.31K), Lord Abbett & CO. LLC ($186.42K), Invesco Ltd. ($88.01K), and Rock Point Advisors LLC ($79.09K).

How much institutional selling is happening at Willdan Group?

Institutional investors have sold a total of 2,843,010 shares in the last 24 months. This volume of shares sold represents approximately $118.06M in transactions.


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This page (NASDAQ:WLDN) was last updated on 8/12/2025 by MarketBeat.com Staff
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