Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in WLDN held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1.3M | $100.9M | +0.2% | 8.721% | 0.00% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 613K | $47.0M | β | 4.059% | 0.00% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 485K | $37.1M | β | 3.211% | 0.00% |
| 4 | TWO SIGMA INVESTMENTS, LP | 468K | $35.8M | +58.3% | 3.097% | 0.03% |
| 5 | WASATCH ADVISORS INC | 382K | $29.2M | +45.9% | 2.525% | 0.19% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 354K | $27.1M | +3.3% | 2.345% | 0.00% |
| 7 | STATE STREET CORP | 315K | $24.1M | +2.9% | 2.083% | 0.00% |
| 8 | DIMENSIONAL FUND ADVISORS LP | 309K | $23.7M | +7.5% | 2.045% | 0.00% |
| 9 | FIRST TRUST ADVISORS LP | 287K | $22.0M | +20.7% | 1.898% | 0.02% |
| 10 | AMERIPRISE FINANCIAL INC | 272K | $20.9M | +51.4% | 1.802% | 0.00% |
| 11 | Nuveen, LLC | 242K | $18.6M | +31.0% | 1.605% | 0.01% |
| 12 | Swedbank AB | 237K | $18.1M | +35.4% | 1.566% | 0.02% |
| 13 | Allspring Global Investments Holdings, LLC | 216K | $17.1M | +21.0% | 1.432% | 0.03% |
| 14 | DRIEHAUS CAPITAL MANAGEMENT LLC | 220K | $16.8M | +4.4% | 1.455% | 0.12% |
| 15 | NEUMEIER POMA INVESTMENT COUNSEL LLC | 216K | $16.5M | β | 1.427% | 1.36% |
| 16 | RBF Capital, LLC | 185K | $14.1M | 0.0% | 1.222% | 0.74% |
| 17 | Divisadero Street Capital Management, LP | 165K | $12.6M | -44.8% | 1.092% | 0.59% |
| 18 | NORTHERN TRUST CORP | 149K | $11.4M | +2.0% | 0.987% | 0.00% |
| 19 | WELLS FARGO & COMPANY/MN | 148K | $11.3M | -28.7% | 0.979% | 0.00% |
| 20 | Valiant Capital Management, L.P. | 143K | $11.0M | -6.0% | 0.949% | 0.73% |
| 21 | Qube Research & Technologies Ltd | 134K | $10.3M | -19.5% | 0.890% | 0.01% |
| 22 | GOLDMAN SACHS GROUP INC | 130K | $9.9M | -10.3% | 0.859% | 0.00% |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 123K | $9.4M | -2.5% | 0.812% | 0.00% |
| 24 | MORGAN STANLEY | 122K | $9.3M | -7.0% | 0.806% | 0.00% |
| 25 | TUDOR INVESTMENT CORP ET AL | 111K | $8.5M | +25.2% | 0.734% | 0.03% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in WLDN β a direct measure of their conviction.
Filings activity in WLDN during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new WLDN position in Q1 2026
Institutions that fully closed their WLDN position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 244 | 5.8% | 55.29% | 17.48 pp | $805M | 24% |
| Q4 2025 | 259 | +6.1% | 72.77% | +3.82 pp | $1.06B | +5.5% |
| Q3 2025 | 244 | +30% | 68.95% | +28.26 pp | $1.00B | +69% |
| Q2 2025 | 187 | +13% | 40.69% | +15.51 pp | $592M | +62% |
| Q1 2025 | 166 | +11% | 25.18% | +3.74 pp | $366M | +17% |
| Q4 2024 | 150 | +6.4% | 21.44% | 178.55 pp | $312M | 95% |
| Q3 2024 | 141 | +32% | 199.99% | +181.37 pp | $6.83B | +2420% |
| Q2 2024 | 107 | β | 18.62% | β | $271M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying WLDN stock.
Based on Q1 2026 13F filings, institutional ownership of Willdan Group, Inc. stands at 55.3%, held across 244 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of WLDN, with approximately 1,317,724 shares worth $0.10B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of WLDN, including TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for WLDN is 33 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
50 institutions opened new positions in WLDN during Q1 2026, while 65 fully exited. 50 added to existing positions and 143 trimmed.
WLDN institutional ownership fell by 17.48 percentage points quarter-over-quarter, with a net change of -15 holders.
The top 10 institutions account for 45.7% of all reported 13F value in WLDN, and the top 25 account for 70.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Willdan Group, Inc. (WLDN) Institutional Ownership