Who owns Willdan Group (WLDN)
Which tracked institutional funds hold WLDN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WLDN company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
51 tracked funds added or opened WLDN while 62 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
WLDN’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes WLDN more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in WLDN divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 228 tracked filers holding WLDN, 132 increased or opened the position and 144 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in WLDN between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 12
- ALTA FOX CAPITAL MANAGEMENT, LLC$28M
- Conversant Capital LLC$23M
- OBERWEIS ASSET MANAGEMENT INC/$21M
- WELLINGTON MANAGEMENT GROUP LLP$17M
- NEXT CENTURY GROWTH INVESTORS LLC$10M
- BALYASNY ASSET MANAGEMENT L.P.$2M
Full exits 29
- Driehaus Capital Management LLC$17M
- ALGERT GLOBAL LLC$11M
- Valiant Capital Management, L.P.$11M
- Handelsbanken Fonder AB$11M
- ACADIAN ASSET MANAGEMENT LLC$8M
- HRT FINANCIAL LP$6M
Largest adds
- Divisadero Street Capital Management, LP$92M
- NEUMEIER POMA INVESTMENT COUNSEL LLC$25M
- Ranger Investment Management, L.P.$18M
- Allspring Global Investments Holdings, LLC$13M
- BlackRock, Inc.$13M
- Swedbank AB$10M
Largest trims
- TWO SIGMA INVESTMENTS, LP$24M
- WELLS FARGO & COMPANY/MN$8M
- WASATCH ADVISORS LP$7M
- TUDOR INVESTMENT CORP ET AL$6M
- Qube Research & Technologies Ltd$6M
- Summit Creek Advisors LLC$5M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 1,438,623 | $114M | 11.4% | 2026-Q2 |
| Divisadero Street Capital Management, LP added | 1,324,293 | $105M | 10.5% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 632,916 | $50M | 5.0% | 2026-Q2 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC added | 530,210 | $42M | 4.2% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 527,252 | $42M | 4.2% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 390,720 | $30M | 3.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 383,399 | $30M | 3.0% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 361,079 | $29M | 2.9% | 2026-Q2 |
| ALTA FOX CAPITAL MANAGEMENT, LLC new | 359,806 | $28M | 2.8% | 2026-Q2 |
| Swedbank AB added | 349,700 | $28M | 2.8% | 2026-Q2 |
| STATE STREET CORP added | 337,449 | $27M | 2.7% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 320,857 | $25M | 2.5% | 2026-Q2 |
| Conversant Capital LLC new | 294,500 | $23M | 2.3% | 2026-Q2 |
| WASATCH ADVISORS LP trimmed | 287,054 | $23M | 2.3% | 2026-Q2 |
| Ranger Investment Management, L.P. added | 275,191 | $22M | 2.2% | 2026-Q2 |
| OBERWEIS ASSET MANAGEMENT INC/ added | 262,700 | $21M | 2.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 260,471 | $21M | 2.1% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP new | 210,895 | $17M | 1.7% | 2026-Q2 |
| Nuveen, LLC trimmed | 210,771 | $17M | 1.7% | 2026-Q2 |
| RBF Capital, LLC | 184,600 | $15M | 1.5% | 2026-Q2 |
| NORTHERN TRUST CORP added | 163,347 | $13M | 1.3% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 163,117 | $13M | 1.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 155,269 | $12M | 1.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 150,574 | $12M | 1.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 143,866 | $11M | 1.1% | 2026-Q2 |
| NEXT CENTURY GROWTH INVESTORS LLC new | 126,407 | $10M | 1.0% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 120,143 | $10M | 1.0% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC added | 114,701 | $9M | 0.9% | 2026-Q2 |
| MORGAN STANLEY trimmed | 111,204 | $9M | 0.9% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 108,675 | $9M | 0.9% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 100,690 | $8M | 0.8% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 97,391 | $8M | 0.8% | 2026-Q2 |
| UBS Group AG added | 96,854 | $8M | 0.8% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 89,929 | $7M | 0.7% | 2026-Q2 |
| Portolan Capital Management, LLC trimmed | 84,394 | $7M | 0.7% | 2026-Q2 |
| Summit Creek Advisors LLC trimmed | 83,463 | $7M | 0.7% | 2026-Q2 |
| Asset Management One Co., Ltd. added | 77,293 | $6M | 0.6% | 2026-Q2 |
| ESSEX INVESTMENT MANAGEMENT CO LLC trimmed | 74,890 | $6M | 0.6% | 2026-Q2 |
| KORNITZER CAPITAL MANAGEMENT INC /KS trimmed | 68,585 | $5M | 0.5% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 59,401 | $5M | 0.5% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 58,945 | $5M | 0.5% | 2026-Q2 |
| OP Asset Management Ltd added | 55,800 | $4M | 0.4% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 55,731 | $4M | 0.4% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 55,445 | $4M | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 49,653 | $4M | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 45,567 | $4M | 0.4% | 2026-Q2 |
| EFG International AG trimmed | 45,157 | $4M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 44,896 | $4M | 0.4% | 2026-Q2 |
| Jefferies Financial Group Inc. trimmed | 41,200 | $3M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 39,051 | $3M | 0.3% | 2026-Q2 |
| CVFG LLC trimmed | 37,250 | $3M | 0.3% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 35,615 | $3M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 34,669 | $3M | 0.3% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 34,112 | $3M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 33,740 | $3M | 0.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 33,278 | $3M | 0.3% | 2026-Q2 |
| RICE HALL JAMES & ASSOCIATES, LLC added | 30,579 | $2M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 29,259 | $2M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 29,000 | $2M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 28,615 | $2M | 0.2% | 2026-Q2 |
| ALPS ADVISORS INC added | 28,577 | $2M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 28,039 | $2M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 27,747 | $2M | 0.2% | 2026-Q2 |
| Conestoga Capital Advisors, LLC added | 27,607 | $2M | 0.2% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL trimmed | 25,425 | $2M | 0.2% | 2026-Q2 |
| Legato Capital Management LLC trimmed | 25,233 | $2M | 0.2% | 2026-Q2 |
| WHITTIER TRUST CO | 23,657 | $2M | 0.2% | 2026-Q2 |
| Invesco Ltd. added | 22,720 | $2M | 0.2% | 2026-Q2 |
| STOREBRAND ASSET MANAGEMENT AS added | 22,668 | $2M | 0.2% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 22,534 | $2M | 0.2% | 2026-Q2 |
| De Lisle Partners LLP | 21,000 | $2M | 0.2% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 20,711 | $2M | 0.2% | 2026-Q2 |
| Man Group plc trimmed | 20,469 | $2M | 0.2% | 2026-Q2 |
| LPL Financial LLC trimmed | 19,929 | $2M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 19,300 | $2M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 18,882 | $1M | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 18,513 | $1M | 0.1% | 2026-Q2 |
| Polymer Capital Management (US) LLC added | 16,574 | $1M | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 16,526 | $1M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 16,512 | $1M | 0.1% | 2026-Q2 |
| Longaeva Partners L.P. new | 16,307 | $1M | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd trimmed | 15,964 | $1M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 15,325 | $1M | 0.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 15,319 | $1M | 0.1% | 2026-Q2 |
| WULFF, HANSEN & CO. trimmed | 15,302 | $1M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 14,835 | $1M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 14,730 | $1M | 0.1% | 2026-Q2 |
| Legal & General Group Plc added | 14,001 | $1M | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 13,277 | $1M | 0.1% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 13,173 | $1M | 0.1% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 12,270 | $971K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 11,732 | $928K | 0.1% | 2026-Q2 |
| Walleye Capital LLC trimmed | 11,410 | $903K | 0.1% | 2026-Q2 |
| J. Derek Lewis & Associates Inc. trimmed | 10,487 | $830K | 0.1% | 2026-Q2 |
| VIRGINIA RETIREMENT SYSTEMS ET Al added | 10,250 | $811K | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd | 10,064 | $796K | 0.1% | 2026-Q2 |
| NAVELLIER & ASSOCIATES INC trimmed | 9,919 | $785K | 0.1% | 2026-Q2 |
| DARK FOREST CAPITAL MANAGEMENT LP trimmed | 9,825 | $777K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 9,547 | $755K | 0.1% | 2026-Q2 |
| TWINBEECH CAPITAL LP added | 9,100 | $720K | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.