Willdan Group Inc (WLDN) Ownership

40.77 ↓0.06 (-0.15%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Willdan Group Inc (WLDN), owning a total of 1.1 million shares. Combined, the top 43 institutional holders of WLDN own 73.06% of the company with a total of 10.3 million shares.

In the latest ownership report on December 31st 2024, the top 43 institutional holders increased their combined ownership of WLDN by 495 thousand shares. 14 institutions bought 961,161 total additional shares and increased their ownership by an average of 231.97%. However 6 institutions sold 466,376 total shares and decreased their ownership by an average of 14.72%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Willdan Group increased by a net total of 494,785 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	8.006%	18.053%	1,134,311	173,462	2024-12-31
Vanguard Group Inc	5.307%	7.163%	751,985	50,262	2024-12-31
Forager Capital Management, LLC	3.109%	-45.165%	440,439	-362,770	2024-12-31
Lord, Abbett & Co LLC	3.050%	13.382%	432,135	51,003	2024-12-31
Dimensional Fund Advisors, Inc.	2.959%	13.298%	419,319	49,217	2024-12-31
Handelsbanken Fonder AB	2.878%	0.000%	407,717	0	2024-12-31
Summit Creek Advisors LLC	2.577%	1.704%	365,153	6,119	2024-12-31
Swedbank AB	2.192%	-15.872%	310,600	-58,600	2024-12-31
Geode Capital Management, LLC	2.092%	0.543%	296,398	1,601	2024-12-31
State Street Corp	1.755%	3.510%	248,699	8,434	2024-12-31
Nuveen Asset Management, LLC	1.468%	135.972%	208,059	119,888	2024-12-31
Valiant Capital Management LP	1.418%	0.000%	200,897	200,897	2024-12-31
Arrowstreet Capital Limited Partnership	1.381%	32.590%	195,668	48,094	2024-12-31
Rock Point Advisors, LLC	1.336%	-6.951%	189,282	-14,140	2024-12-31
RBF LLC	1.310%	0.511%	185,543	943	2024-12-31
Wells Fargo & Co	1.237%	2,933.990%	175,334	169,555	2024-12-31
Goldman Sachs Group Inc	1.120%	78.661%	158,717	69,880	2024-12-31
First Trust Advisors L.P.	1.105%	8.157%	156,545	11,806	2024-12-31
Essex Investment Management Company, LLC	0.974%	-11.398%	138,007	-17,754	2024-12-31
Millennium Management LLC	0.955%	-8.421%	135,352	-12,446	2024-12-31
Bard Associates Inc	0.954%	-0.492%	134,682	-666	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	8.006%	18.053%	1,134,311	173,462	2024-12-31
Amundi	5.999%	-47.912%	847,284	-779,343	2024-09-30
Vanguard Group Inc	5.307%	7.163%	751,985	50,262	2024-12-31
Forager Capital Management, LLC	3.109%	-45.165%	440,439	-362,770	2024-12-31
Lord, Abbett & Co LLC	3.050%	13.382%	432,135	51,003	2024-12-31
Dimensional Fund Advisors, Inc.	2.959%	13.298%	419,319	49,217	2024-12-31
Handelsbanken Fonder AB	2.878%	0.000%	407,717	0	2024-12-31
Summit Creek Advisors LLC	2.577%	1.704%	365,153	6,119	2024-12-31
Mirae Asset Global Investments (Korea) Co Ltd	2.626%	-3.129%	351,530	-11,355	2022-12-31
Swedbank AB	2.192%	-15.872%	310,600	-58,600	2024-12-31
Geode Capital Management, LLC	2.092%	0.543%	296,398	1,601	2024-12-31
State Street Corp	1.755%	3.510%	248,699	8,434	2024-12-31
Rice Hall James & Associates, LLC	1.738%	-30.939%	245,543	-110,003	2024-09-30
State Street Corporation	1.602%	2.533%	224,176	5,539	2024-03-31
Morgan Stanley - Brokerage Accounts	1.484%	195.753%	209,618	138,742	2024-06-30
Nuveen Asset Management, LLC	1.468%	135.972%	208,059	119,888	2024-12-31
Valiant Capital Management LP	1.418%	0.000%	200,897	200,897	2024-12-31
Arrowstreet Capital Limited Partnership	1.381%	32.590%	195,668	48,094	2024-12-31
Rock Point Advisors, LLC	1.336%	-6.951%	189,282	-14,140	2024-12-31
RBF LLC	1.310%	0.511%	185,543	943	2024-12-31
Redwood Grove Capital, LLC	1.264%	0.000%	178,511	0	2024-06-30
Wells Fargo & Co	1.237%	2,933.990%	175,334	169,555	2024-12-31
Northern Trust Corp	1.237%	-28.055%	174,655	-68,108	2024-09-30
Goldman Sachs Group Inc	1.120%	78.661%	158,717	69,880	2024-12-31
First Trust Advisors L.P.	1.105%	8.157%	156,545	11,806	2024-12-31
JPMorgan Chase & Co	1.084%	82.840%	153,172	69,398	2024-09-30
Essex Investment Management Company, LLC	0.974%	-11.398%	138,007	-17,754	2024-12-31
Millennium Management LLC	0.955%	-8.421%	135,352	-12,446	2024-12-31
Bard Associates Inc	0.954%	-0.492%	134,682	-666	2024-12-31
Renaissance Technologies Corp	0.863%	119.933%	121,900	66,474	2024-09-30
Arosa Capital Management LP	0.903%	0.000%	120,000	0	2022-09-30
Victory Capital Management Inc.	0.768%	0.921%	102,134	932	2022-09-30
Citadel Advisors Llc	0.702%	196.383%	99,152	65,698	2024-06-30
Handelsinvest Investeringsforvaltning A/S	0.677%	12.500%	90,000	10,000	2022-06-30
Frontier Capital Management CO Inc	0.625%	-74.351%	85,286	-247,228	2023-06-30
Mutual Of America Capital Management LLC	0.630%	-8.339%	83,775	-7,622	2022-09-30
Hillsdale Investment Management Inc.	0.606%	0.000%	82,700	82,700	2023-09-30
Kornitzer Capital Management Inc	0.567%	0.000%	79,400	0	2024-06-30
Oberweis Asset Management Inc	0.565%	0.000%	79,100	79,100	2024-06-30
Teton Advisors Inc	0.574%	-6.024%	78,000	-5,000	2023-06-30
Royal Bank of Canada	0.542%	-7.599%	75,901	-6,242	2024-03-31
Bank of New York Mellon Corp	0.421%	-8.419%	57,926	-5,325	2023-12-31
Kennedy Capital Management Inc	0.399%	-1.381%	56,286	-788	2024-09-30

Mutual Fund Ownership

KBI Glb Sust Infras A EUR Acc is the biggest individual fund holder of Willdan Group Inc (WLDN), owning a total of 681 thousand shares. Combined, the top 47 mutual fund holders of WLDN own 50.88% of the company with a total of 7.1 million shares.

In the latest ownership report on February 28th 2025, the top 47 fund holders increased their combined ownership of WLDN by 124 thousand shares. 3 funds bought 14,484 total additional shares and increased their ownership by an average of 3.02%. However 4 funds sold 138,906 total shares and decreased their ownership by an average of 9.69%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Willdan Group decreased by a net total of -124,422 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.982%	2.102%	422,547	8,700	2025-02-28
iShares Russell 2000 ETF	2.400%	-1.167%	340,021	-4,015	2025-02-28
Handelsbanken Hållbar Energi (A1 SEK)	2.296%	-20.207%	325,328	-82,389	2025-02-28
Swedbank Robur Transition Energy A	1.828%	-16.613%	259,000	-51,600	2025-02-28
Vanguard Institutional Extnd Mkt Idx Tr	1.423%	0.190%	201,682	382	2025-02-28
iShares Russell 2000 Value ETF	0.837%	-0.755%	118,629	-902	2025-02-28
BlackRock Global Equity Mkt Netrl Instl	0.602%	6.757%	85,348	5,402	2025-02-28
Nuveen Small Cap Value I	0.518%	0.000%	73,418	0	2025-02-28
State St Russell Sm/Mid Cp® Indx NL Cl C	0.456%	0.000%	64,673	0	2025-02-28
Dimensional US Targeted Value ETF	0.427%	0.000%	60,504	0	2025-02-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
KBI Glb Sust Infras A EUR Acc	5.123%	0.000%	681,048	0	2022-11-30
Vanguard Total Stock Mkt Idx Inv	2.982%	2.102%	422,547	8,700	2025-02-28
Handelsbanken Hållbar Energi A1 SEK	2.913%	0.000%	407,717	0	2024-08-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.931%	5.265%	399,927	20,003	2023-03-31
iShares Russell 2000 ETF	2.400%	-1.167%	340,021	-4,015	2025-02-28
Global X US Infrastructure Dev ETF	2.457%	-0.515%	326,646	-1,690	2023-01-31
Handelsbanken Hållbar Energi (A1 SEK)	2.296%	-20.207%	325,328	-82,389	2025-02-28
Swedbank Robur Transition Energy A	1.828%	-16.613%	259,000	-51,600	2025-02-28
KBI Glb Sust Infras D EUR Acc	1.576%	-21.165%	222,666	-59,779	2024-09-30
Summit Creek Small Cap Growth	1.503%	0.000%	212,913	0	2025-01-31
Vanguard Institutional Extnd Mkt Idx Tr	1.423%	0.190%	201,682	382	2025-02-28
Summit Creek SMid Cap Growth	1.432%	0.000%	200,413	0	2024-08-31
KBI Global Energy Transition A EUR	1.238%	-40.859%	174,904	-120,837	2024-10-31
Frontier Small Cap Growth	1.235%	-32.926%	166,541	-81,752	2023-03-31
Vanguard Extended Market Index Investor	1.214%	0.000%	165,082	0	2023-08-31
CREF Stock R1	1.052%	15.310%	148,980	19,780	2025-01-31
ASIProgettoAzioneInfrstrttrSostenibiliU€	1.007%	0.000%	135,767	0	2023-05-31
Fidelity Small Cap Index	0.906%	0.000%	128,401	0	2024-12-31
Northern Multi-Mgr Glbl Listed Infra	0.873%	0.000%	122,194	0	2024-06-30
iShares Russell 2000 Value ETF	0.837%	-0.755%	118,629	-902	2025-02-28
Fidelity® Small Cap Index	0.856%	1.530%	116,796	1,760	2023-10-31
Invesco Dorsey Wright SmallCap Momt ETF	0.670%	0.182%	94,660	172	2024-12-31
Lord Abbett Micro Cap Growth I	0.659%	-9.529%	93,359	-9,833	2025-01-31
ASIProgettoAzioneInfrstrttrSostenibiliE€	0.658%	-2.019%	93,001	-1,916	2024-09-30
BlackRock Global Equity Mkt Netrl Instl	0.602%	6.757%	85,348	5,402	2025-02-28
Oberweis Micro-Cap	0.565%	1.264%	80,100	1,000	2024-12-31
Oberweis Micro-Cap Growth	0.565%	1.264%	80,100	1,000	2024-12-31
Mutual of America Small Cap Growth	0.582%	-8.858%	77,317	-7,514	2022-09-30
ASI Progetto AzioneInfrstSstnbl(II)EEURC	0.543%	-2.113%	76,679	-1,655	2024-09-30
Nuveen Small Cap Value I	0.518%	0.000%	73,418	0	2025-02-28
Fidelity Extended Market Index	0.509%	-1.496%	72,172	-1,096	2025-01-31
Calamos Timpani Small Cap Growth I	0.491%	-16.423%	69,377	-13,633	2024-12-31
Timpani Small Cap Growth Equity	0.490%	15.762%	69,377	9,446	2024-12-31
Fidelity® Extended Market Index	0.497%	1.675%	67,801	1,117	2023-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.456%	0.000%	64,673	0	2025-02-28
Kornitzer Early Stage Growth	0.456%	-18.892%	64,400	-15,000	2024-09-30
Buffalo Early Stage Growth Fd	0.456%	-18.892%	64,400	-15,000	2024-09-30
DFA US Targeted Value I	0.439%	3.074%	62,126	1,853	2025-01-31
First Trust NASDAQ® Cln Edge®StGidIfsETF	0.428%	0.000%	60,574	0	2025-02-27
Dimensional US Targeted Value ETF	0.427%	0.000%	60,504	0	2025-02-28
Vanguard Russell 2000 ETF	0.427%	1.705%	60,366	1,012	2024-12-31
EAM Ultra Micro Cap	0.424%	-16.453%	57,903	-11,403	2023-09-30
Kennedy Micro Cap	0.408%	0.470%	57,074	267	2024-06-30
Sun Life Real Assets Private Pool F	0.392%	-8.014%	54,877	-4,781	2024-07-31
TETON Westwood Mighty Mites AAA	0.386%	-5.263%	54,000	-3,000	2024-03-31
Kennedy Micro Cap Opportunities	0.390%	5.045%	53,843	2,586	2024-03-31
Conestoga Micro Cap Growth	0.357%	0.000%	50,012	0	2024-06-30