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Willdan Group Inc (WLDN)

CUSIP: 96924N100 | NYSE | Industrials · Engineering & Construction | Small Cap | 583 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Allspring Global Investments Holdings, LLC550,651
0.1% of portfolio›$40.6M
Wasatch Advisors LP357,084
0.2% of portfolio›$26.4M
Swedbank AB349,700
0.0% of portfolio›$25.8M
Dimensional Fund Advisors LP344,260
0.0% of portfolio›$25.4M
Kornitzer Capital Management Inc83,053
0.1% of portfolio›$6.1M
Summit Creek Advisors LLC78,374
2.3% of portfolio›$5.8M
Asset Management One Co., Ltd.74,873
0.0% of portfolio›$5.5M
Essex Investment Management Co LLC72,557
0.8% of portfolio›$5.4M
OP Asset Management Ltd64,707
0.0% of portfolio›$4.8M
Bank of New York Mellon Corp59,741
0.0% of portfolio›$4.4M
Thrivent Financial for Lutherans55,931
0.0% of portfolio›$4.1K
Alps Advisors Inc29,237
0.0% of portfolio›$2.2M
Citigroup Inc28,950
0.0% of portfolio›$2.1M
Conestoga Capital Advisors, LLC27,607
0.1% of portfolio›$2.0M
Creative Planning17,961
0.0% of portfolio›$1.3M
Wedbush Securities Inc13,854
0.0% of portfolio›$1.0K
CenterBook Partners LP12,044
0.0% of portfolio›$889.8K
J. Derek Lewis & Associates Inc.10,487
0.1% of portfolio›$774.8K
Counterpoint Mutual Funds LLC8,666
0.1% of portfolio›$640.2K
Inspire Investing, LLC8,544
0.0% of portfolio›$631.2K
Kings Path Partners LLC8,305
0.2% of portfolio›$613.6K
Concurrent Investment Advisors, LLC8,047
0.0% of portfolio›$594.5K
Financiere des Professionnels - Fonds d'investissement inc.7,936
0.0% of portfolio›$586.3K
Truist Financial Corp7,247
0.0% of portfolio›$637.4K
Elevation Point Wealth Partners, LLC6,931
0.0% of portfolio›$512.1K
Arista Wealth Management, LLC6,632
0.1% of portfolio›$490.0K
State of Alaska, Department of Revenue5,612
0.0% of portfolio›$413
Kassira Wealth Management LLC4,425
0.3% of portfolio›$326.9K
Virginia Retirement Systems ET Al4,150
0.0% of portfolio›$306.6K
Arizona State Retirement System4,150
0.0% of portfolio›$306.6K
Fifth Third Bancorp3,919
0.0% of portfolio›$289.5K
Jamison Private Wealth Management, Inc.3,635
0.0% of portfolio›$268.6K
Verus Capital Partners, LLC3,550
0.0% of portfolio›$262.3K
Kestra Private Wealth Services, LLC3,450
0.0% of portfolio›$254.9K
Kestra Advisory Services, LLC3,375
0.0% of portfolio›$249.3K
GK Wealth Management LLC3,286
0.1% of portfolio›$242.8K
SEB Asset Management AB2,902
0.0% of portfolio›$214.4K
Brady Martz Wealth Solutions, LLC2,742
0.0% of portfolio›$202.6K
Net Worth Advisory Group2,740
0.1% of portfolio›$201.9K
Avanza Fonder AB2,456
0.0% of portfolio›$181.4K
Pinnacle Wealth Planning Services, Inc.1,384
0.0% of portfolio›$102.3K
Farther Finance Advisors, LLC715
0.0% of portfolio›$52.8K
KBC Group NV667
0.0% of portfolio›$49
Signature Equity Partners, LLC486
0.0% of portfolio›$35.9K
Sterling Capital Management LLC433
0.0% of portfolio›$32.0K
Golden State Wealth Management, LLC400
0.0% of portfolio›$29.6K
EverSource Wealth Advisors, LLC279
0.0% of portfolio›$20.6K
Gamma Investing LLC267
0.0% of portfolio›$19.7K
Ares Financial Consulting, LLC200
0.0% of portfolio›$14.8K
IFP Advisors, Inc189
0.0% of portfolio›$14.0K
Covestor Ltd161
0.0% of portfolio›$12
Versant Capital Management, Inc156
0.0% of portfolio›$11.5K
Nisa Investment Advisors, LLC149
0.0% of portfolio›$11.0K
SBI Securities Co., Ltd.138
0.0% of portfolio›$10.2K
Triumph Capital Management125
0.0% of portfolio›$9.2K
SJS Investment Consulting Inc.114
0.0% of portfolio›$8.4K
Parkside Financial Bank & Trust103
0.0% of portfolio›$7.6K
Essential Partners LLC77
0.0% of portfolio›$5.7K
GHP Investment Advisors, Inc.75
0.0% of portfolio›$5.5K
Blue Bell Private Wealth Management, LLC66
0.0% of portfolio›$4.9K
Farmers & Merchants Trust Co of Chambersburg PA65
0.0% of portfolio›$5
Larson Financial Group LLC57
0.0% of portfolio›$4.2K
Cullen T Bankers, Inc.35
0.0% of portfolio›$2.6K
US Bancorp \de\33
0.0% of portfolio›$2.4K
Private Trust Co NA18
0.0% of portfolio›$1.3K
Fortitude Family Office, LLC18
0.0% of portfolio›$1.3K
True Wealth Design, LLC7
0.0% of portfolio›$518
Signaturefd, LLC7
0.0% of portfolio›$517
TD Private Client Wealth LLC7
0.0% of portfolio›$517
Leonteq Securities AG4
0.0% of portfolio›$296
CoreCap Advisors, LLC3
0.0% of portfolio›$222
North Star Investment Management Corp.2
0.0% of portfolio›$148
Caitong International Asset Management Co., Ltd1
0.0% of portfolio›$74
Hughes Financial Services, LLC1
0.0% of portfolio›$77
Parallel Advisors, LLC1
0.0% of portfolio›$74
StyleTurnoverLocationFiled
Allspring Global Investments Holdings, LLC
550,651$40.6M0.1%CoreMediumCharlotte, NC2026-11-04
Wasatch Advisors LP
357,084$26.4M0.2%GARPMediumSalt Lake City, UT2026-10-13
Swedbank AB
349,700$25.8M0.0%GrowthLowStockholm, Sweden2026-10-27
Dimensional Fund Advisors LP
344,260$25.4M0.0%IndexLowAustin, TX2026-11-04
Kornitzer Capital Management Inc
83,053$6.1M0.1%CoreLowShawnee Mission, KS2026-11-03
Summit Creek Advisors LLC
78,374$5.8M2.3%GARPLowMinneapolis, MN2026-11-03
Asset Management One Co., Ltd.
74,873$5.5M0.0%IndexVery LowTokyo, Mexico2026-10-27
Essex Investment Management Co LLC
72,557$5.4M0.8%GrowthMediumBoston, MA2026-10-19
OP Asset Management Ltd
64,707$4.8M0.0%GrowthMediumHelsinki, Hungary2026-11-05
Bank of New York Mellon Corp
59,741$4.4M0.0%CoreLowNew York, NY2026-11-05
Thrivent Financial for Lutherans
55,931$4.1K0.0%GARPMediumMinneapolis, MN2026-11-05
Alps Advisors Inc
29,237$2.2M0.0%YieldLowDenver, CO2026-11-03
Citigroup Inc
28,950$2.1M0.0%CoreMediumNew York, NY2026-11-04
Conestoga Capital Advisors, LLC
27,607$2.0M0.1%CoreLowWayne, PA2026-11-02
Creative Planning
17,961$1.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Wedbush Securities Inc
13,854$1.0K0.0%CoreLowPasadena, CA2026-10-22
CenterBook Partners LP
12,044$889.8K0.0%ValueVery HighGreenwich, CT2026-11-02
J. Derek Lewis & Associates Inc.
10,487$774.8K0.1%ETFLowNewport Beach, CA2026-11-03
Counterpoint Mutual Funds LLC
8,666$640.2K0.1%Deep ValueVery HighSan Diego, CA2026-10-16
Inspire Investing, LLC
8,544$631.2K0.0%GARPHighMeridian, ID2026-10-22
Kings Path Partners LLC
8,305$613.6K0.2%ETFVery LowSugar Land, TX2026-10-21
Concurrent Investment Advisors, LLC
8,047$594.5K0.0%GrowthMediumTampa, FL2026-10-16
Financiere des Professionnels - Fonds d'investissement inc.
7,936$586.3K0.0%GrowthHighMontreal, Austria2026-11-03
Truist Financial Corp
7,247$637.4K0.0%CoreLowCharlotte, NC2026-10-30
Elevation Point Wealth Partners, LLC
6,931$512.1K0.0%CoreHighDenver, CO2026-11-05
Arista Wealth Management, LLC
6,632$490.0K0.1%ETFMediumLas Vegas, NV2026-10-29
State of Alaska, Department of Revenue
5,612$4130.0%CoreVery LowJuneau, AK2026-10-15
Kassira Wealth Management LLC
4,425$326.9K0.3%GrowthMediumKnoxville, TN2026-10-28
Virginia Retirement Systems ET Al
4,150$306.6K0.0%CoreMediumRichmond, VA2026-10-28
Arizona State Retirement System
4,150$306.6K0.0%IndexVery LowPhoenix, AZ2026-11-03
Fifth Third Bancorp
3,919$289.5K0.0%IndexVery LowCincinnati, OH2026-11-05
Jamison Private Wealth Management, Inc.
3,635$268.6K0.0%GrowthVery LowMilton, GA2026-10-14
Verus Capital Partners, LLC
3,550$262.3K0.0%GrowthLowScottsdale, AZ2026-11-03
Kestra Private Wealth Services, LLC
3,450$254.9K0.0%GrowthLowAustin, TX2026-10-30
Kestra Advisory Services, LLC
3,375$249.3K0.0%CoreLowAustin, TX2026-11-02
GK Wealth Management LLC
3,286$242.8K0.1%GARPVery HighReno, NV2026-10-09
SEB Asset Management AB
2,902$214.4K0.0%CoreN/AStockholm, Sweden2026-11-04
Brady Martz Wealth Solutions, LLC
2,742$202.6K0.0%ETFLowGrand Forks, ND2026-11-05
Net Worth Advisory Group
2,740$201.9K0.1%GARPMediumSandy, UT2026-10-20
Avanza Fonder AB
2,456$181.4K0.0%GrowthLowStockholm, Sweden2026-10-13
Pinnacle Wealth Planning Services, Inc.
1,384$102.3K0.0%GARPLowMansfield, OH2026-10-27
Farther Finance Advisors, LLC
715$52.8K0.0%IndexLowSan Francisco, CA2026-10-08
KBC Group NV
667$490.0%CoreMediumBrussels, Czech Republic2026-10-22
Signature Equity Partners, LLC
486$35.9K0.0%GrowthMediumColumbus, OH2026-10-29
Sterling Capital Management LLC
433$32.0K0.0%GARPMediumCharlotte, NC2026-10-22
Golden State Wealth Management, LLC
400$29.6K0.0%ETFMediumSanta Ana, CA2026-11-02
EverSource Wealth Advisors, LLC
279$20.6K0.0%CoreMediumBirmingham, AL2026-11-04
Gamma Investing LLC
267$19.7K0.0%IndexVery LowFoster City, CA2026-10-08
Ares Financial Consulting, LLC
200$14.8K0.0%CoreLowCalabasas, CA2026-10-19
IFP Advisors, Inc
189$14.0K0.0%GrowthLowTampa, FL2026-10-16
Covestor Ltd
161$120.0%ValueHighLondon, United Kingdom2026-10-30
Versant Capital Management, Inc
156$11.5K0.0%GARPLowPhoenix, AZ2026-10-02
Nisa Investment Advisors, LLC
149$11.0K0.0%IndexVery LowSt. Louis, MO2026-10-20
SBI Securities Co., Ltd.
138$10.2K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Triumph Capital Management
125$9.2K0.0%ETFMediumDenver, CO2026-10-14
SJS Investment Consulting Inc.
114$8.4K0.0%ETFVery LowSylvania, OH2026-10-26
Parkside Financial Bank & Trust
103$7.6K0.0%CoreVery LowSaint Louis, MO2026-10-27
Essential Partners LLC
77$5.7K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
GHP Investment Advisors, Inc.
75$5.5K0.0%CoreVery LowDenver, CO2026-10-15
Blue Bell Private Wealth Management, LLC
66$4.9K0.0%YieldVery LowBlue Bell, PA2026-10-29
Farmers & Merchants Trust Co of Chambersburg PA
65$50.0%GARPLowChambersburg, PA2026-10-14
Larson Financial Group LLC
57$4.2K0.0%GrowthLowSt Louis, MO2026-11-05
Cullen T Bankers, Inc.
35$2.6K0.0%GrowthLowSan Antonio, TX2026-10-28
US Bancorp \de\
33$2.4K0.0%IndexLowMinneapolis, MN2026-11-05
Private Trust Co NA
18$1.3K0.0%CoreLowCleveland, OH2026-10-20
Fortitude Family Office, LLC
18$1.3K0.0%ETFMediumScottsdale, AZ2026-10-14
True Wealth Design, LLC
7$5180.0%ETFMediumAkron, OH2026-10-13
Signaturefd, LLC
7$5170.0%IndexLowAtlanta, GA2026-10-23
TD Private Client Wealth LLC
7$5170.0%ETFLowNew York, NY2026-10-28
Leonteq Securities AG
4$2960.0%CoreHighZurich, Switzerland2026-10-29
CoreCap Advisors, LLC
3$2220.0%ETFMediumSouthfield, MI2026-10-08
North Star Investment Management Corp.
2$1480.0%CoreLowChicago, IL2026-10-27
Caitong International Asset Management Co., Ltd
1$740.0%GrowthVery HighHong Kong, South Korea2026-10-29
Hughes Financial Services, LLC
1$770.0%ETFLowHerndon, VA2026-10-30
Parallel Advisors, LLC
1$740.0%IndexLowSan Francisco, CA2026-11-03