Willdan Group Ownership 2024 | Who Owns Willdan Group Now?
Institutional Ownership
76.25%
Insider Ownership
6.68%
Retail Ownership
17.07%
Institutional Holders
113.00
Willdan Group Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AMUNDI | 11.96% | 0.02% | 1,626,627 | -126,275 | -7.20% | 46,897,877 | Jun 30, 2024 |
| FORAGER CAPITAL MANAGEMENT, LLC | 10.61% | 17.84% | 1,443,995 | -456,062 | -24.00% | 41,659,256 | Jun 30, 2024 |
| BLACKROCK INC. | 6.75% | 0.00% | 918,361 | 36,899 | 4.19% | 26,494,714 | Jun 30, 2024 |
| VANGUARD GROUP INC | 4.84% | 0.00% | 658,064 | 14,175 | 2.20% | 18,985,146 | Jun 30, 2024 |
| SWEDBANK AB | 3.20% | 0.02% | 435,600 | - | - | 12,567,060 | Jun 30, 2024 |
| HANDELSBANKEN FONDER AB | 3.00% | 0.05% | 407,717 | - | - | 11,763,000 | Jun 30, 2024 |
| RICE HALL JAMES & ASSOCIATES, LLC | 2.61% | 0.62% | 355,546 | -12,411 | -3.37% | 10,257,502 | Jun 30, 2024 |
| SUMMIT CREEK ADVISORS LLC | 2.61% | 1.40% | 355,189 | -19,408 | -5.18% | 10,247,203 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.38% | 0.00% | 324,145 | 41,367 | 14.63% | 9,351,191 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.16% | 0.00% | 293,283 | 16,952 | 6.13% | 8,463,284 | Jun 30, 2024 |
| ROCK POINT ADVISORS, LLC | 2.02% | 2.38% | 274,934 | -42,761 | -13.46% | 7,931,846 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.78% | 0.00% | 242,763 | -2,996 | -1.22% | 7,003,712,000 | Jun 30, 2024 |
| STATE STREET CORP | 1.72% | 0.00% | 234,087 | 9,911 | 4.42% | 6,753,410,000 | Jun 30, 2024 |
| RBF CAPITAL, LLC | 1.39% | 0.31% | 188,559 | - | - | 5,439,927 | Jun 30, 2024 |
| REDWOOD GROVE CAPITAL, LLC | 1.31% | 1.61% | 178,511 | - | - | 5,150,042 | Jun 30, 2024 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 1.14% | 0.84% | 155,223 | 19,887 | 14.69% | 4,478,184 | Jun 30, 2024 |
| BARD ASSOCIATES INC | 1.01% | 1.52% | 137,498 | -1,750 | -1.26% | 3,966,818 | Jun 30, 2024 |
| MORGAN STANLEY | 0.77% | 0.00% | 104,809 | 69,371 | 195.75% | 3,023,740 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.77% | 0.00% | 104,259 | 42,533 | 68.91% | 3,007,872 | Jun 30, 2024 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 0.58% | 0.04% | 79,400 | - | - | 2,290,690 | Jun 30, 2024 |
Willdan Group's largest institutional shareholder is AMUNDI, holding 11.96% of the company's total share outstanding, currently valued at $46.90M. The top 10 institutional shareholders own together 50.12% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FORAGER CAPITAL MANAGEMENT, LLC | 10.61% | 17.84% | 1,443,995 | -456,062 | -24.00% | 41,659,256 | Jun 30, 2024 |
| ROCK POINT ADVISORS, LLC | 2.02% | 2.38% | 274,934 | -42,761 | -13.46% | 7,931,846 | Jun 30, 2024 |
| REDWOOD GROVE CAPITAL, LLC | 1.31% | 1.61% | 178,511 | - | - | 5,150,042 | Jun 30, 2024 |
| BARD ASSOCIATES INC | 1.01% | 1.52% | 137,498 | -1,750 | -1.26% | 3,966,818 | Jun 30, 2024 |
| SUMMIT CREEK ADVISORS LLC | 2.61% | 1.40% | 355,189 | -19,408 | -5.18% | 10,247,203 | Jun 30, 2024 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 1.14% | 0.84% | 155,223 | 19,887 | 14.69% | 4,478,184 | Jun 30, 2024 |
| WULFF, HANSEN & CO. | 0.17% | 0.66% | 23,165 | - | - | 668,310 | Jun 30, 2024 |
| RICE HALL JAMES & ASSOCIATES, LLC | 2.61% | 0.62% | 355,546 | -12,411 | -3.37% | 10,257,502 | Jun 30, 2024 |
| TETON ADVISORS, INC. | 0.31% | 0.51% | 42,000 | -12,000 | -22.22% | 1,211,700 | Jun 30, 2024 |
| RBF CAPITAL, LLC | 1.39% | 0.31% | 188,559 | - | - | 5,439,927 | Jun 30, 2024 |
| LEGATO CAPITAL MANAGEMENT LLC | 0.39% | 0.21% | 53,662 | - | - | 1,548,149 | Jun 30, 2024 |
| PROVIDENCE FIRST TRUST CO | 0.10% | 0.18% | 14,097 | - | - | 406,698 | Jun 30, 2024 |
| EAM INVESTORS, LLC | 0.24% | 0.15% | 32,347 | 252 | 0.79% | 933,211 | Jun 30, 2024 |
| OBERWEIS ASSET MANAGEMENT INC/ | 0.58% | 0.14% | 79,100 | 79,100 | 100.00% | 2,282,035 | Jun 30, 2024 |
| PERRITT CAPITAL MANAGEMENT INC | 0.06% | 0.13% | 8,000 | - | - | 230,800 | Jun 30, 2024 |
| IQ EQ FUND MANAGEMENT (IRELAND) LTD | 0.14% | 0.06% | 18,465 | 18,465 | 100.00% | 532,715 | Jun 30, 2024 |
| HANDELSBANKEN FONDER AB | 3.00% | 0.05% | 407,717 | - | - | 11,763,000 | Jun 30, 2024 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 0.58% | 0.04% | 79,400 | - | - | 2,290,690 | Jun 30, 2024 |
| OCCUDO QUANTITATIVE STRATEGIES LP | 0.05% | 0.04% | 7,303 | 7,303 | 100.00% | 210,692 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 0.42% | 0.04% | 57,074 | -54,092 | -48.66% | 1,646,585 | Jun 30, 2024 |
The largest Willdan Group shareholder by % of total assets is FORAGER CAPITAL MANAGEMENT, LLC. The company owns 1.44M shares of Willdan Group (WLDN), representing 17.84% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| OBERWEIS ASSET MANAGEMENT INC/ | 0.58% | 0.14% | 79,100 | 79,100 | 100.00% | 2,282,035 | Jun 30, 2024 |
| MORGAN STANLEY | 0.77% | 0.00% | 104,809 | 69,371 | 195.75% | 3,023,740 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.41% | 0.00% | 55,144 | 52,394 | 1905.24% | 1,588,000 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.41% | 0.00% | 55,426 | 42,826 | 339.89% | 1,599,040 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.77% | 0.00% | 104,259 | 42,533 | 68.91% | 3,007,872 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.38% | 0.00% | 324,145 | 41,367 | 14.63% | 9,351,191 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.52% | 0.00% | 71,361 | 41,160 | 136.29% | 2,058,765 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.28% | 0.00% | 37,978 | 37,978 | 100.00% | 1,095,666 | Jun 30, 2024 |
| BLACKROCK INC. | 6.75% | 0.00% | 918,361 | 36,899 | 4.19% | 26,494,714 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.57% | 0.00% | 78,110 | 27,009 | 52.85% | 2,253,474 | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | 0.27% | 0.02% | 36,911 | 26,748 | 263.19% | 1,064,882 | Jun 30, 2024 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 0.31% | 0.00% | 42,598 | 25,895 | 155.03% | 1,228,952 | Jun 30, 2024 |
| DEKABANK DEUTSCHE GIROZENTRALE | 0.18% | 0.00% | 25,000 | 25,000 | 100.00% | 707,000 | Jun 30, 2024 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 1.14% | 0.84% | 155,223 | 19,887 | 14.69% | 4,478,184 | Jun 30, 2024 |
| IQ EQ FUND MANAGEMENT (IRELAND) LTD | 0.14% | 0.06% | 18,465 | 18,465 | 100.00% | 532,715 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.16% | 0.00% | 293,283 | 16,952 | 6.13% | 8,463,284 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.31% | 0.00% | 42,590 | 16,760 | 64.89% | 1,228,721 | Jun 30, 2024 |
| VANGUARD GROUP INC | 4.84% | 0.00% | 658,064 | 14,175 | 2.20% | 18,985,146 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.22% | 0.00% | 30,205 | 13,413 | 79.88% | 871,414 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.09% | 0.00% | 12,501 | 12,501 | 100.00% | 360,654 | Jun 30, 2024 |
As of Jun 30 2024, Willdan Group's largest institutional buyer is OBERWEIS ASSET MANAGEMENT INC/. The company purchased 79.10K stocks of WLDN, valued at $2.28M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FORAGER CAPITAL MANAGEMENT, LLC | 10.61% | 17.84% | 1,443,995 | -456,062 | -24.00% | 41,659,256 | Jun 30, 2024 |
| AMUNDI | 11.96% | 0.02% | 1,626,627 | -126,275 | -7.20% | 46,897,877 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 0.42% | 0.04% | 57,074 | -54,092 | -48.66% | 1,646,585 | Jun 30, 2024 |
| ROCK POINT ADVISORS, LLC | 2.02% | 2.38% | 274,934 | -42,761 | -13.46% | 7,931,846 | Jun 30, 2024 |
| TOROSO INVESTMENTS, LLC | - | - | - | -42,754 | -100.00% | - | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | 0.09% | 0.01% | 12,837 | -33,694 | -72.41% | 368,294 | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | - | - | - | -24,600 | -100.00% | - | Jun 30, 2024 |
| SUMMIT CREEK ADVISORS LLC | 2.61% | 1.40% | 355,189 | -19,408 | -5.18% | 10,247,203 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | - | - | - | -14,955 | -100.00% | - | Jun 30, 2024 |
| JEFFERIES FINANCIAL GROUP INC. | 0.16% | 0.01% | 22,282 | -13,670 | -38.02% | 642,836 | Jun 30, 2024 |
| RICE HALL JAMES & ASSOCIATES, LLC | 2.61% | 0.62% | 355,546 | -12,411 | -3.37% | 10,257,502 | Jun 30, 2024 |
| TETON ADVISORS, INC. | 0.31% | 0.51% | 42,000 | -12,000 | -22.22% | 1,211,700 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | - | - | - | -8,223 | -100.00% | - | Jun 30, 2024 |
| STRS OHIO | 0.04% | 0.00% | 5,500 | -7,900 | -58.96% | 158,675,000 | Jun 30, 2024 |
| STATE OF WISCONSIN INVESTMENT BOARD | 0.12% | 0.00% | 16,747 | -7,053 | -29.63% | 483,151 | Jun 30, 2024 |
| MOUNT YALE INVESTMENT ADVISORS, LLC | - | - | - | -6,926 | -100.00% | - | Jun 30, 2024 |
| INVESCO LTD. | 0.25% | 0.00% | 34,353 | -6,663 | -16.24% | 991,084 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -6,078 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | 0.04% | - | 5,004 | -4,632 | -48.07% | 144,000 | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -4,399 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Willdan Group's biggest institutional seller is FORAGER CAPITAL MANAGEMENT, LLC. The company sold -0.46M shares of WLDN, valued at $41.66M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| OBERWEIS ASSET MANAGEMENT INC/ | 0.58% | 0.14% | 79,100 | 79,100 | 100.00% | 2,282,035 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.28% | 0.00% | 37,978 | 37,978 | 100.00% | 1,095,666 | Jun 30, 2024 |
| DEKABANK DEUTSCHE GIROZENTRALE | 0.18% | 0.00% | 25,000 | 25,000 | 100.00% | 707,000 | Jun 30, 2024 |
| IQ EQ FUND MANAGEMENT (IRELAND) LTD | 0.14% | 0.06% | 18,465 | 18,465 | 100.00% | 532,715 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.09% | 0.00% | 12,501 | 12,501 | 100.00% | 360,654 | Jun 30, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 0.08% | 0.03% | 10,541 | 10,541 | 100.00% | 304,000 | Jun 30, 2024 |
| CAPTION MANAGEMENT, LLC | 0.07% | 0.00% | 10,000 | 10,000 | 100.00% | 288,500 | Jun 30, 2024 |
| MAGNETAR FINANCIAL LLC | 0.06% | 0.00% | 8,153 | 8,153 | 100.00% | 235,214 | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | 0.06% | 0.00% | 7,701 | 7,701 | 100.00% | 239,347 | Jun 30, 2024 |
| OCCUDO QUANTITATIVE STRATEGIES LP | 0.05% | 0.04% | 7,303 | 7,303 | 100.00% | 210,692 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 0.05% | 0.00% | 7,080 | 7,080 | 100.00% | 204,258 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 6,772 | 6,772 | 100.00% | 195,372 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 6,508 | 6,508 | 100.00% | 187,756 | Jun 30, 2024 |
| STATE OF WYOMING | 0.02% | 0.01% | 2,628 | 2,628 | 100.00% | 75,818 | Jun 30, 2024 |
| PROSHARE ADVISORS LLC | 0.01% | 0.00% | 1,652 | 1,652 | 100.00% | 47,660 | Jun 30, 2024 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 0.01% | 0.00% | 1,129 | 1,129 | 100.00% | 33,000 | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | 0.01% | 0.00% | 763 | 763 | 100.00% | 21,999 | Jun 30, 2024 |
| CWM, LLC | 0.01% | 0.00% | 686 | 686 | 100.00% | 20,000 | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | 0.00% | 0.01% | 400 | 400 | 100.00% | 11,540 | Jun 30, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | 0.00% | 0.00% | 200 | 200 | 100.00% | 5,770 | Jun 30, 2024 |
| QUADRANT CAPITAL GROUP LLC | 0.00% | 0.00% | 29 | 29 | 100.00% | 837 | Jun 30, 2024 |
| NISA INVESTMENT ADVISORS, LLC | 0.00% | - | 20 | 20 | 100.00% | 577 | Jun 30, 2024 |
Willdan Group's largest new institutional shareholder by number of shares is OBERWEIS ASSET MANAGEMENT INC/, purchased 79.10K shares, valued at $2.28M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| TOROSO INVESTMENTS, LLC | - | - | - | -42,754 | -100.00% | - | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | - | - | - | -24,600 | -100.00% | - | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | - | - | - | -14,955 | -100.00% | - | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | - | - | - | -8,223 | -100.00% | - | Jun 30, 2024 |
| MOUNT YALE INVESTMENT ADVISORS, LLC | - | - | - | -6,926 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -6,078 | -100.00% | - | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -4,399 | -100.00% | - | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | - | - | - | -3,104 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -637 | -100.00% | - | Jun 30, 2024 |
| GENEOS WEALTH MANAGEMENT INC. | - | - | - | -600 | -100.00% | - | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | - | - | - | -455 | -100.00% | - | Jun 30, 2024 |
| POINT72 (DIFC) LTD | - | - | - | -233 | -100.00% | - | Jun 30, 2024 |
| NEWEDGE ADVISORS, LLC | - | - | - | -201 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
Willdan Group's largest sold out institutional shareholder by shares sold is TOROSO INVESTMENTS, LLC, sold -42.75K shares, valued at -, as of undefined.
Willdan Group Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Gabelli ETFs Trust | 0.26% | 3,400 | - | - | Dec 29, 2023 |
| TETON WESTWOOD FUNDS | 0.09% | 57,000 | -10,000 | -14.93% | Dec 29, 2023 |
| PERRITT FUNDS INC | 0.07% | 8,000 | 5,000 | 166.67% | Jan 31, 2024 |
| Manager Directed Portfolios | 0.05% | 8,125 | - | - | Jan 31, 2024 |
| Procure ETF Trust II | 0.04% | 2,175 | 93 | 4.47% | Jan 31, 2024 |
| M FUND INC | 0.04% | 16,347 | - | - | Mar 31, 2024 |
| LORD ABBETT SECURITIES TRUST | 0.02% | 95,803 | - | - | Jan 31, 2024 |
| GABELLI EQUITY TRUST INC | 0.02% | 24,000 | -1,000 | -4.00% | Dec 29, 2023 |
| Federated Hermes Equity Funds | 0.02% | 300,000 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.01% | 6,469 | - | - | Mar 31, 2024 |
| BUFFALO FUNDS | 0.01% | 79,400 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.01% | 86,584 | - | - | Mar 31, 2024 |
| ALPS ETF Trust | 0.01% | 95,295 | - | - | Feb 29, 2024 |
| BRIDGEWAY FUNDS INC | 0.01% | 16,700 | - | - | Mar 28, 2024 |
| AMG FUNDS III | 0.01% | 31,993 | - | - | Mar 28, 2024 |
| DRIEHAUS MUTUAL FUNDS | 0.01% | 53,309 | - | - | Mar 28, 2024 |
| ETF Managers Trust | 0.01% | 42,301 | -1,966 | -4.44% | Dec 31, 2023 |
| CALVERT IMPACT FUND INC | 0.00% | 55,913 | - | - | Mar 31, 2024 |
| CONESTOGA FUNDS | 0.00% | 5,811 | 540 | 10.24% | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.00% | 22,688 | - | - | Mar 31, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.00% | 7,324 | -5,242 | -41.72% | Feb 29, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND II | 0.00% | 23,301 | 2,721 | 13.22% | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 1,773 | - | - | Mar 31, 2024 |
| MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC | 0.00% | 1,641 | - | - | Sep 30, 2020 |
| Mutual of America Variable Insurance Portfolios, Inc. | 0.00% | 2,085 | - | - | Sep 30, 2023 |
| Federated Hermes MDT Series | 0.00% | 6,909 | - | - | Jan 31, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 23,015 | - | - | Mar 28, 2024 |
| AMG FUNDS | 0.00% | 64,917 | - | - | Mar 28, 2024 |
| MUTUAL OF AMERICA INVESTMENT CORP | 0.00% | 81,690 | - | - | Mar 31, 2024 |
| Amplify ETF Trust | 0.00% | 42,284 | 42,284 | - | Mar 31, 2024 |
| SEASONS SERIES TRUST | 0.00% | 35,468 | - | - | Mar 31, 2024 |
| AMG Funds I | 0.00% | 2,770 | - | - | Jan 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 564,358 | -179,523 | -24.13% | Mar 31, 2024 |
| THRIVENT SERIES FUND INC | 0.00% | 149,650 | - | - | Mar 28, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 279 | - | - | Mar 31, 2024 |
| WILLIAM BLAIR FUNDS | 0.00% | 111,941 | - | - | Mar 31, 2024 |
| NORTHERN FUNDS | 0.00% | 130,316 | -207 | -0.16% | Mar 28, 2024 |
| Gallery Trust | 0.00% | 1,296 | - | - | Jan 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 33,889 | - | - | Jan 31, 2024 |
| THRIVENT MUTUAL FUNDS | 0.00% | 59,886 | - | - | Mar 28, 2024 |
| VICTORY PORTFOLIOS | 0.00% | 19,275 | -1,025 | -5.05% | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 120,627 | 3,627 | 3.10% | Feb 29, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.00% | 10,060 | - | - | Jan 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 9,489 | 92 | 0.98% | Mar 31, 2024 |
| DIMENSIONAL INVESTMENT GROUP INC | 0.00% | 5,359 | - | - | Jan 31, 2024 |
| CALAMOS INVESTMENT TRUST/IL | 0.00% | 36,933 | - | - | Jan 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 898 | - | - | Mar 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 22,887 | 24 | 0.10% | Jan 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 8,044 | -594 | -6.88% | Mar 31, 2024 |
| SunAmerica Specialty Series | 0.00% | 85 | - | - | Apr 30, 2021 |
| GPS Funds I | 0.00% | 837 | - | - | Mar 31, 2024 |
| STONE RIDGE TRUST | 0.00% | 3,588 | - | - | Jan 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 143,962 | -7,522 | -4.97% | Jan 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 4,260 | -1,083 | -20.27% | Mar 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 2,288 | - | - | Jan 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 588 | - | - | Mar 31, 2024 |
| Dimensional ETF Trust | 0.00% | 51,567 | 10,126 | 24.43% | Jan 31, 2024 |
| Global X Funds | 0.00% | 5,110 | - | - | Jan 31, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 13,812 | 12,288 | 806.30% | Jan 31, 2024 |
| LAZARD FUNDS INC | 0.00% | 3,817 | 1,761 | 85.65% | Mar 31, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 20,484 | 859 | 4.38% | Feb 29, 2024 |
| Goldman Sachs ETF Trust | 0.00% | 7,951 | -306 | -3.71% | Feb 29, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 4,471 | 500 | 12.59% | Mar 31, 2024 |
| VANGUARD WORLD FUND | 0.00% | 16,616 | - | - | Feb 29, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 1,081 | - | - | Mar 31, 2024 |
| RBB FUND, INC. | 0.00% | 5,000 | - | - | Feb 29, 2024 |
| DFA INVESTMENT TRUST CO | 0.00% | 7,100 | - | - | Jan 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 586 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 5,016 | 2,606 | 108.13% | Feb 29, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 116 | - | - | Mar 31, 2024 |
| HC CAPITAL TRUST | 0.00% | 1,031 | - | - | Mar 31, 2024 |
| iSHARES TRUST | 0.00% | 450,493 | -21,505 | -4.56% | Mar 31, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 53,218 | 5,196 | 10.82% | Feb 29, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 111 | - | - | Dec 31, 2023 |
| RUSSELL INVESTMENT CO | 0.00% | 7,403 | - | - | Jan 31, 2024 |
| RBC FUNDS TRUST | 0.00% | 2,700 | - | - | Mar 28, 2024 |
| PACE SELECT ADVISORS TRUST | 0.00% | 7,368 | - | - | Jan 31, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 1,138 | - | - | Dec 31, 2023 |
| 1290 Funds | 0.00% | 28,725 | 365 | 1.29% | Jan 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 23,674 | -68 | -0.29% | Mar 31, 2024 |
| Tidal Trust II | 0.00% | 422 | 56 | 15.30% | Jan 31, 2024 |
| VALIC Co I | 0.00% | 4,678 | -19 | -0.40% | Feb 29, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 55 | - | - | Dec 31, 2023 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 1,764 | - | - | Mar 31, 2024 |
| RUSSELL INVESTMENT FUNDS | 0.00% | 1,477 | - | - | Mar 31, 2024 |
| Guggenheim Active Allocation Fund | 0.00% | 66 | - | - | Feb 29, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 300 | - | - | Mar 28, 2024 |
| PGIM ETF TRUST | 0.00% | 670 | - | - | Feb 29, 2024 |
| ProFunds | 0.00% | 95 | -7 | -6.86% | Mar 31, 2024 |
| TIAA-CREF FUNDS | 0.00% | 24,140 | - | - | Jan 31, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 1,708 | 304 | 21.65% | Jan 31, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 17,618 | -359 | -2.00% | Mar 31, 2024 |
| PROSHARES TRUST | 0.00% | 1,786 | 210 | 13.32% | Feb 29, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 419 | - | - | Feb 29, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 7 | - | - | Dec 31, 2023 |
| Brighthouse Funds Trust II | 0.00% | 4,570 | - | - | Mar 31, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 5,398 | - | - | Mar 31, 2024 |
| WisdomTree Trust | 0.00% | 9,101 | 2,602 | 40.04% | Mar 31, 2024 |
| VANGUARD WELLINGTON FUND | 0.00% | 1,619 | - | - | Feb 29, 2024 |
| EMPOWER FUNDS, INC. | 0.00% | 4,508 | - | - | Mar 31, 2024 |
Willdan Group's largest mutual fund holder by % of total assets is "Gabelli ETFs Trust", owning 3.40K shares, compromising 0.26% of its total assets.
Willdan Group Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 113 | 7.62% |
| 31 Mar, 24 | 105 | 17.98% |
| 31 Dec, 23 | 89 | -1.11% |
| 30 Sep, 23 | 90 | 8.43% |
| 30 Jun, 23 | 83 | 5.06% |
| 31 Mar, 23 | 79 | 5.33% |
| 31 Dec, 22 | 75 | -1.32% |
| 30 Sep, 22 | 76 | -5.00% |
| 30 Jun, 22 | 80 | -15.79% |
| 31 Mar, 22 | 95 | - |
| 31 Dec, 21 | 95 | 4.40% |
| 30 Sep, 21 | 91 | -6.19% |
| 30 Jun, 21 | 97 | -8.49% |
| 31 Mar, 21 | 106 | 7.07% |
| 31 Dec, 20 | 99 | 16.47% |
| 30 Sep, 20 | 85 | -2.30% |
| 30 Jun, 20 | 87 | - |
| 31 Mar, 20 | 87 | -8.42% |
| 31 Dec, 19 | 95 | -9.52% |
| 30 Sep, 19 | 105 | 3.96% |
| 30 Jun, 19 | 101 | 1.00% |
| 31 Mar, 19 | 100 | 7.53% |
| 31 Dec, 18 | 93 | 14.81% |
| 30 Sep, 18 | 81 | -2.41% |
| 30 Jun, 18 | 83 | - |
| 31 Mar, 18 | 83 | - |
| 31 Dec, 17 | 83 | -2.35% |
| 30 Sep, 17 | 85 | -6.59% |
| 30 Jun, 17 | 91 | 22.97% |
| 31 Mar, 17 | 74 | 8.82% |
| 31 Dec, 16 | 68 | 47.83% |
| 30 Sep, 16 | 46 | 31.43% |
| 30 Jun, 16 | 35 | 2.94% |
| 31 Mar, 16 | 34 | -10.53% |
| 31 Dec, 15 | 38 | -9.52% |
| 30 Sep, 15 | 42 | -12.50% |
| 30 Jun, 15 | 48 | 6.67% |
| 31 Mar, 15 | 45 | -4.26% |
| 31 Dec, 14 | 47 | 38.24% |
| 30 Sep, 14 | 34 | 61.90% |
| 30 Jun, 14 | 21 | 61.54% |
| 31 Mar, 14 | 13 | 8.33% |
| 31 Dec, 13 | 12 | 50.00% |
| 30 Sep, 13 | 8 | -11.11% |
| 30 Jun, 13 | 9 | 800.00% |
| 31 Mar, 13 | 1 | -50.00% |
| 31 Dec, 12 | 2 | - |
| 30 Sep, 12 | 2 | -33.33% |
| 30 Jun, 12 | 3 | -25.00% |
| 31 Mar, 12 | 4 | 33.33% |
| 31 Dec, 11 | 3 | - |
| 30 Sep, 11 | 3 | 200.00% |
| 30 Jun, 11 | 1 | - |
| 31 Mar, 11 | 1 | -66.67% |
| 31 Dec, 10 | 3 | 50.00% |
| 30 Sep, 10 | 2 | -33.33% |
| 30 Jun, 10 | 3 | - |
| 31 Mar, 10 | 3 | 200.00% |
| 31 Dec, 09 | 1 | -66.67% |
| 30 Sep, 09 | 3 | - |
| 30 Jun, 09 | 3 | 200.00% |
| 31 Mar, 09 | 1 | -50.00% |
| 31 Dec, 08 | 2 | 100.00% |
| 30 Sep, 08 | 1 | - |
| 30 Jun, 08 | 1 | - |
| 31 Mar, 08 | 1 | -50.00% |
| 31 Dec, 07 | 2 | - |
| 30 Sep, 07 | 2 | - |
| 30 Jun, 07 | 2 | -50.00% |
| 31 Mar, 07 | 4 | 33.33% |
| 31 Dec, 06 | 3 | - |
As of 30 Jun 24, 113 institutions are holding Willdan Group's shares, representing an increase of 7.62% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 10,374,414 | -0.13% |
| 31 Mar, 24 | 10,387,498 | 4.48% |
| 31 Dec, 23 | 9,942,433 | -0.04% |
| 30 Sep, 23 | 9,946,340 | -0.83% |
| 30 Jun, 23 | 10,029,908 | -1.53% |
| 31 Mar, 23 | 10,185,953 | -0.82% |
| 31 Dec, 22 | 10,270,413 | -1.81% |
| 30 Sep, 22 | 10,459,813 | 10.15% |
| 30 Jun, 22 | 9,495,640 | -8.96% |
| 31 Mar, 22 | 10,430,614 | 9.95% |
| 31 Dec, 21 | 9,486,666 | 10.64% |
| 30 Sep, 21 | 8,574,532 | -4.63% |
| 30 Jun, 21 | 8,990,406 | -0.70% |
| 31 Mar, 21 | 9,053,538 | -1.56% |
| 31 Dec, 20 | 9,196,985 | 2.94% |
| 30 Sep, 20 | 8,934,341 | 2.15% |
| 30 Jun, 20 | 8,746,690 | -2.39% |
| 31 Mar, 20 | 8,960,495 | -6.79% |
| 31 Dec, 19 | 9,613,574 | 0.73% |
| 30 Sep, 19 | 9,544,220 | -2.27% |
| 30 Jun, 19 | 9,766,329 | 11.86% |
| 31 Mar, 19 | 8,731,070 | 8.39% |
| 31 Dec, 18 | 8,055,103 | 32.84% |
| 30 Sep, 18 | 6,063,740 | 0.45% |
| 30 Jun, 18 | 6,036,855 | 8.30% |
| 31 Mar, 18 | 5,574,342 | -2.75% |
| 31 Dec, 17 | 5,731,906 | -1.62% |
| 30 Sep, 17 | 5,826,300 | 17.49% |
| 30 Jun, 17 | 4,958,789 | 20.35% |
| 31 Mar, 17 | 4,120,315 | 9.82% |
| 31 Dec, 16 | 3,751,812 | 28.35% |
| 30 Sep, 16 | 2,923,205 | 10.37% |
| 30 Jun, 16 | 2,648,614 | 3.12% |
| 31 Mar, 16 | 2,568,540 | -1.81% |
| 31 Dec, 15 | 2,615,853 | 1.37% |
| 30 Sep, 15 | 2,580,419 | -10.79% |
| 30 Jun, 15 | 2,892,529 | 20.39% |
| 31 Mar, 15 | 2,402,637 | -2.39% |
| 31 Dec, 14 | 2,461,454 | 5.83% |
| 30 Sep, 14 | 2,325,960 | 58.58% |
| 30 Jun, 14 | 1,466,767 | 15.15% |
| 31 Mar, 14 | 1,273,735 | -0.47% |
| 31 Dec, 13 | 1,279,801 | 0.53% |
| 30 Sep, 13 | 1,273,083 | 5.60% |
| 30 Jun, 13 | 1,205,583 | 346.23% |
| 31 Mar, 13 | 270,169 | -42.27% |
| 31 Dec, 12 | 467,969 | -0.28% |
| 30 Sep, 12 | 469,269 | -33.16% |
| 30 Jun, 12 | 702,069 | -23.49% |
| 31 Mar, 12 | 917,669 | 43.60% |
| 31 Dec, 11 | 639,034 | 52.08% |
| 30 Sep, 11 | 420,202 | 70.28% |
| 30 Jun, 11 | 246,771 | 9.45% |
| 31 Mar, 11 | 225,471 | -67.95% |
| 31 Dec, 10 | 703,479 | 253.92% |
| 30 Sep, 10 | 198,769 | -71.80% |
| 30 Jun, 10 | 704,910 | -0.96% |
| 31 Mar, 10 | 711,775 | 458.30% |
| 31 Dec, 09 | 127,489 | -18.79% |
| 30 Sep, 09 | 156,994 | -17.46% |
| 30 Jun, 09 | 190,194 | 275.14% |
| 31 Mar, 09 | 50,700 | -80.24% |
| 31 Dec, 08 | 256,633 | 552.53% |
| 30 Sep, 08 | 39,329 | 0.64% |
| 30 Jun, 08 | 39,079 | 19.06% |
| 31 Mar, 08 | 32,823 | -87.41% |
| 31 Dec, 07 | 260,692 | -2.79% |
| 30 Sep, 07 | 268,169 | -3.91% |
| 30 Jun, 07 | 279,069 | -18.85% |
| 31 Mar, 07 | 343,900 | -40.16% |
| 31 Dec, 06 | 574,700 | - |
Willdan Group (WLDN) has 10.37M shares outstanding as of 30 Jun 24, down -0.13% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 76.25% | 1.31% |
| 31 Mar, 24 | 76.35% | 1.39% |
| 31 Dec, 23 | 74.23% | 1.36% |
| 30 Sep, 23 | 73.88% | 1.31% |
| 30 Jun, 23 | 75.16% | 1.27% |
| 31 Mar, 23 | 76.78% | 1.23% |
| 31 Dec, 22 | 78.92% | 1.24% |
| 30 Sep, 22 | 79.78% | 1.50% |
| 30 Jun, 22 | 72.95% | 1.06% |
| 31 Mar, 22 | 82.94% | 1.40% |
| 31 Dec, 21 | 76.86% | 1.66% |
| 30 Sep, 21 | 68.02% | 1.30% |
| 30 Jun, 21 | 72.38% | 1.30% |
| 31 Mar, 21 | 74.53% | 1.23% |
| 31 Dec, 20 | 77.99% | 1.41% |
| 30 Sep, 20 | 74.50% | 1.31% |
| 30 Jun, 20 | 75.45% | 1.24% |
| 31 Mar, 20 | 78.02% | 1.09% |
| 31 Dec, 19 | 84.65% | 1.17% |
| 30 Sep, 19 | 85.09% | 1.10% |
| 30 Jun, 19 | 87.98% | 1.39% |
| 31 Mar, 19 | 79.56% | 1.16% |
| 31 Dec, 18 | 82.72% | 1.76% |
| 30 Sep, 18 | 68.56% | 1.46% |
| 30 Jun, 18 | 68.63% | 1.69% |
| 31 Mar, 18 | 63.68% | 1.46% |
| 31 Dec, 17 | 65.97% | 1.48% |
| 30 Sep, 17 | 66.74% | 2.01% |
| 30 Jun, 17 | 57.64% | 2.33% |
| 31 Mar, 17 | 49.76% | 2.46% |
| 31 Dec, 16 | 45.02% | 3.64% |
| 30 Sep, 16 | 35.19% | 3.38% |
| 30 Jun, 16 | 32.27% | 3.13% |
| 31 Mar, 16 | 32.12% | 2.92% |
| 31 Dec, 15 | 33.16% | 3.08% |
| 30 Sep, 15 | 32.82% | 2.40% |
| 30 Jun, 15 | 36.97% | 3.86% |
| 31 Mar, 15 | 30.94% | 3.08% |
| 31 Dec, 14 | 31.70% | 3.30% |
| 30 Sep, 14 | 30.98% | 7.90% |
| 30 Jun, 14 | 19.81% | 6.68% |
| 31 Mar, 14 | 17.22% | 5.75% |
| 31 Dec, 13 | 17.30% | 5.78% |
| 30 Sep, 13 | 17.30% | 6.44% |
| 30 Jun, 13 | 16.40% | 120.85% |
| 31 Mar, 13 | 3.68% | 9.05% |
| 31 Dec, 12 | 6.38% | 15.50% |
| 30 Sep, 12 | 6.42% | 6.93% |
| 30 Jun, 12 | 9.62% | 6.07% |
| 31 Mar, 12 | 12.59% | 16.31% |
| 31 Dec, 11 | 8.79% | 26.28% |
| 30 Sep, 11 | 5.78% | 50.01% |
| 30 Jun, 11 | 3.40% | 35.17% |
| 31 Mar, 11 | 3.11% | 3.30% |
| 31 Dec, 10 | 9.71% | 128.68% |
| 30 Sep, 10 | 2.75% | 2.89% |
| 30 Jun, 10 | 9.75% | 10.04% |
| 31 Mar, 10 | 9.85% | 313.60% |
| 31 Dec, 09 | 1.77% | 37.32% |
| 30 Sep, 09 | 2.18% | 31.13% |
| 30 Jun, 09 | 2.65% | 529.04% |
| 31 Mar, 09 | 0.71% | 5.50% |
| 31 Dec, 08 | 3.58% | 1188.09% |
| 30 Sep, 08 | 0.55% | 184.18% |
| 30 Jun, 08 | 0.55% | 259.52% |
| 31 Mar, 08 | 0.46% | 3.45% |
| 31 Dec, 07 | 3.65% | 25.91% |
| 30 Sep, 07 | 3.75% | 24.61% |
| 30 Jun, 07 | 3.90% | 16.87% |
| 31 Mar, 07 | 4.81% | 3.50% |
| 31 Dec, 06 | 11.73% | - |
As of 30 Jun 24, Willdan Group is held by 76.25% institutional shareholders, representing a 1.31% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 66 | 29.41% |
| 31 Mar, 24 | 51 | 45.71% |
| 31 Dec, 23 | 35 | -5.41% |
| 30 Sep, 23 | 37 | 2.78% |
| 30 Jun, 23 | 36 | -5.26% |
| 31 Mar, 23 | 38 | 2.70% |
| 31 Dec, 22 | 37 | 2.78% |
| 30 Sep, 22 | 36 | 16.13% |
| 30 Jun, 22 | 31 | -27.91% |
| 31 Mar, 22 | 43 | -23.21% |
| 31 Dec, 21 | 56 | 51.35% |
| 30 Sep, 21 | 37 | -15.91% |
| 30 Jun, 21 | 44 | -10.20% |
| 31 Mar, 21 | 49 | 4.26% |
| 31 Dec, 20 | 47 | 56.67% |
| 30 Sep, 20 | 30 | -28.57% |
| 30 Jun, 20 | 42 | 23.53% |
| 31 Mar, 20 | 34 | -26.09% |
| 31 Dec, 19 | 46 | -6.12% |
| 30 Sep, 19 | 49 | -18.33% |
| 30 Jun, 19 | 60 | 22.45% |
| 31 Mar, 19 | 49 | -7.55% |
| 31 Dec, 18 | 53 | 23.26% |
| 30 Sep, 18 | 43 | -10.42% |
| 30 Jun, 18 | 48 | 9.09% |
| 31 Mar, 18 | 44 | 18.92% |
| 31 Dec, 17 | 37 | -15.91% |
| 30 Sep, 17 | 44 | -22.81% |
| 30 Jun, 17 | 57 | 16.33% |
| 31 Mar, 17 | 49 | 22.50% |
| 31 Dec, 16 | 40 | 42.86% |
| 30 Sep, 16 | 28 | 100.00% |
| 30 Jun, 16 | 14 | 7.69% |
| 31 Mar, 16 | 13 | -31.58% |
| 31 Dec, 15 | 19 | 26.67% |
| 30 Sep, 15 | 15 | -57.14% |
| 30 Jun, 15 | 35 | 84.21% |
| 31 Mar, 15 | 19 | -24.00% |
| 31 Dec, 14 | 25 | - |
| 30 Sep, 14 | 25 | 78.57% |
| 30 Jun, 14 | 14 | 133.33% |
| 31 Mar, 14 | 6 | 50.00% |
| 31 Dec, 13 | 4 | 100.00% |
| 30 Sep, 13 | 2 | -77.78% |
| 30 Jun, 13 | 9 | 800.00% |
| 31 Mar, 13 | 1 | - |
| 31 Dec, 12 | 1 | - |
| 30 Sep, 12 | - | - |
| 30 Jun, 12 | - | -100.00% |
| 31 Mar, 12 | 4 | 33.33% |
| 31 Dec, 11 | 3 | - |
| 30 Sep, 11 | 3 | 200.00% |
| 30 Jun, 11 | 1 | - |
| 31 Mar, 11 | 1 | -50.00% |
| 31 Dec, 10 | 2 | - |
| 30 Sep, 10 | 2 | - |
| 30 Jun, 10 | 2 | -33.33% |
| 31 Mar, 10 | 3 | 200.00% |
| 31 Dec, 09 | 1 | - |
| 30 Sep, 09 | 1 | -66.67% |
| 30 Jun, 09 | 3 | 200.00% |
| 31 Mar, 09 | 1 | -50.00% |
| 31 Dec, 08 | 2 | 100.00% |
| 30 Sep, 08 | 1 | - |
| 30 Jun, 08 | 1 | - |
| 31 Mar, 08 | 1 | - |
| 31 Dec, 07 | 1 | - |
| 30 Sep, 07 | - | -100.00% |
| 30 Jun, 07 | 1 | -66.67% |
| 31 Mar, 07 | 3 | - |
| 31 Dec, 06 | 3 | - |
66 institutional shareholders have increased their position in WLDN stock as of 30 Jun 24 compared to 51 in the previous quarter (a 29.41% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 27 | -6.90% |
| 31 Mar, 24 | 29 | -3.33% |
| 31 Dec, 23 | 30 | 7.14% |
| 30 Sep, 23 | 28 | 3.70% |
| 30 Jun, 23 | 27 | 28.57% |
| 31 Mar, 23 | 21 | -12.50% |
| 31 Dec, 22 | 24 | 20.00% |
| 30 Sep, 22 | 20 | -41.18% |
| 30 Jun, 22 | 34 | 6.25% |
| 31 Mar, 22 | 32 | 68.42% |
| 31 Dec, 21 | 19 | -38.71% |
| 30 Sep, 21 | 31 | -6.06% |
| 30 Jun, 21 | 33 | - |
| 31 Mar, 21 | 33 | - |
| 31 Dec, 20 | 33 | - |
| 30 Sep, 20 | 33 | 17.86% |
| 30 Jun, 20 | 28 | -24.32% |
| 31 Mar, 20 | 37 | 15.63% |
| 31 Dec, 19 | 32 | -3.03% |
| 30 Sep, 19 | 33 | 32.00% |
| 30 Jun, 19 | 25 | -19.35% |
| 31 Mar, 19 | 31 | 6.90% |
| 31 Dec, 18 | 29 | 38.10% |
| 30 Sep, 18 | 21 | -4.55% |
| 30 Jun, 18 | 22 | -12.00% |
| 31 Mar, 18 | 25 | -16.67% |
| 31 Dec, 17 | 30 | 25.00% |
| 30 Sep, 17 | 24 | -7.69% |
| 30 Jun, 17 | 26 | 52.94% |
| 31 Mar, 17 | 17 | -5.56% |
| 31 Dec, 16 | 18 | 80.00% |
| 30 Sep, 16 | 10 | -23.08% |
| 30 Jun, 16 | 13 | 44.44% |
| 31 Mar, 16 | 9 | -25.00% |
| 31 Dec, 15 | 12 | -36.84% |
| 30 Sep, 15 | 19 | 90.00% |
| 30 Jun, 15 | 10 | -41.18% |
| 31 Mar, 15 | 17 | 6.25% |
| 31 Dec, 14 | 16 | 166.67% |
| 30 Sep, 14 | 6 | 200.00% |
| 30 Jun, 14 | 2 | -33.33% |
| 31 Mar, 14 | 3 | -25.00% |
| 31 Dec, 13 | 4 | 33.33% |
| 30 Sep, 13 | 3 | - |
| 30 Jun, 13 | - | - |
| 31 Mar, 13 | - | -100.00% |
| 31 Dec, 12 | 1 | -50.00% |
| 30 Sep, 12 | 2 | - |
| 30 Jun, 12 | - | - |
| 31 Mar, 12 | - | - |
| 31 Dec, 11 | - | - |
| 30 Sep, 11 | - | - |
| 30 Jun, 11 | - | - |
| 31 Mar, 11 | - | -100.00% |
| 31 Dec, 10 | 1 | - |
| 30 Sep, 10 | - | -100.00% |
| 30 Jun, 10 | 1 | - |
| 31 Mar, 10 | - | - |
| 31 Dec, 09 | - | -100.00% |
| 30 Sep, 09 | 1 | - |
| 30 Jun, 09 | - | - |
| 31 Mar, 09 | - | - |
| 31 Dec, 08 | - | - |
| 30 Sep, 08 | - | - |
| 30 Jun, 08 | - | - |
| 31 Mar, 08 | - | -100.00% |
| 31 Dec, 07 | 1 | -50.00% |
| 30 Sep, 07 | 2 | - |
| 30 Jun, 07 | - | - |
| 31 Mar, 07 | - | - |
| 31 Dec, 06 | - | - |
27 institutional shareholders have reduced their position in WLDN stock as of 30 Jun 24 compared to 29 in the previous quarter (a -6.90% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 113 | 7.62% | 10,374,414 | -0.13% | 76.25% | 1.31% | 66 | 29.41% | 27 | -6.90% |
| 31 Mar, 24 | 105 | 17.98% | 10,387,498 | 4.48% | 76.35% | 1.39% | 51 | 45.71% | 29 | -3.33% |
| 31 Dec, 23 | 89 | -1.11% | 9,942,433 | -0.04% | 74.23% | 1.36% | 35 | -5.41% | 30 | 7.14% |
| 30 Sep, 23 | 90 | 8.43% | 9,946,340 | -0.83% | 73.88% | 1.31% | 37 | 2.78% | 28 | 3.70% |
| 30 Jun, 23 | 83 | 5.06% | 10,029,908 | -1.53% | 75.16% | 1.27% | 36 | -5.26% | 27 | 28.57% |
| 31 Mar, 23 | 79 | 5.33% | 10,185,953 | -0.82% | 76.78% | 1.23% | 38 | 2.70% | 21 | -12.50% |
| 31 Dec, 22 | 75 | -1.32% | 10,270,413 | -1.81% | 78.92% | 1.24% | 37 | 2.78% | 24 | 20.00% |
| 30 Sep, 22 | 76 | -5.00% | 10,459,813 | 10.15% | 79.78% | 1.50% | 36 | 16.13% | 20 | -41.18% |
| 30 Jun, 22 | 80 | -15.79% | 9,495,640 | -8.96% | 72.95% | 1.06% | 31 | -27.91% | 34 | 6.25% |
| 31 Mar, 22 | 95 | - | 10,430,614 | 9.95% | 82.94% | 1.40% | 43 | -23.21% | 32 | 68.42% |
| 31 Dec, 21 | 95 | 4.40% | 9,486,666 | 10.64% | 76.86% | 1.66% | 56 | 51.35% | 19 | -38.71% |
| 30 Sep, 21 | 91 | -6.19% | 8,574,532 | -4.63% | 68.02% | 1.30% | 37 | -15.91% | 31 | -6.06% |
| 30 Jun, 21 | 97 | -8.49% | 8,990,406 | -0.70% | 72.38% | 1.30% | 44 | -10.20% | 33 | - |
| 31 Mar, 21 | 106 | 7.07% | 9,053,538 | -1.56% | 74.53% | 1.23% | 49 | 4.26% | 33 | - |
| 31 Dec, 20 | 99 | 16.47% | 9,196,985 | 2.94% | 77.99% | 1.41% | 47 | 56.67% | 33 | - |
| 30 Sep, 20 | 85 | -2.30% | 8,934,341 | 2.15% | 74.50% | 1.31% | 30 | -28.57% | 33 | 17.86% |
| 30 Jun, 20 | 87 | - | 8,746,690 | -2.39% | 75.45% | 1.24% | 42 | 23.53% | 28 | -24.32% |
| 31 Mar, 20 | 87 | -8.42% | 8,960,495 | -6.79% | 78.02% | 1.09% | 34 | -26.09% | 37 | 15.63% |
| 31 Dec, 19 | 95 | -9.52% | 9,613,574 | 0.73% | 84.65% | 1.17% | 46 | -6.12% | 32 | -3.03% |
| 30 Sep, 19 | 105 | 3.96% | 9,544,220 | -2.27% | 85.09% | 1.10% | 49 | -18.33% | 33 | 32.00% |
| 30 Jun, 19 | 101 | 1.00% | 9,766,329 | 11.86% | 87.98% | 1.39% | 60 | 22.45% | 25 | -19.35% |
| 31 Mar, 19 | 100 | 7.53% | 8,731,070 | 8.39% | 79.56% | 1.16% | 49 | -7.55% | 31 | 6.90% |
| 31 Dec, 18 | 93 | 14.81% | 8,055,103 | 32.84% | 82.72% | 1.76% | 53 | 23.26% | 29 | 38.10% |
| 30 Sep, 18 | 81 | -2.41% | 6,063,740 | 0.45% | 68.56% | 1.46% | 43 | -10.42% | 21 | -4.55% |
| 30 Jun, 18 | 83 | - | 6,036,855 | 8.30% | 68.63% | 1.69% | 48 | 9.09% | 22 | -12.00% |
| 31 Mar, 18 | 83 | - | 5,574,342 | -2.75% | 63.68% | 1.46% | 44 | 18.92% | 25 | -16.67% |
| 31 Dec, 17 | 83 | -2.35% | 5,731,906 | -1.62% | 65.97% | 1.48% | 37 | -15.91% | 30 | 25.00% |
| 30 Sep, 17 | 85 | -6.59% | 5,826,300 | 17.49% | 66.74% | 2.01% | 44 | -22.81% | 24 | -7.69% |
| 30 Jun, 17 | 91 | 22.97% | 4,958,789 | 20.35% | 57.64% | 2.33% | 57 | 16.33% | 26 | 52.94% |
| 31 Mar, 17 | 74 | 8.82% | 4,120,315 | 9.82% | 49.76% | 2.46% | 49 | 22.50% | 17 | -5.56% |
| 31 Dec, 16 | 68 | 47.83% | 3,751,812 | 28.35% | 45.02% | 3.64% | 40 | 42.86% | 18 | 80.00% |
| 30 Sep, 16 | 46 | 31.43% | 2,923,205 | 10.37% | 35.19% | 3.38% | 28 | 100.00% | 10 | -23.08% |
| 30 Jun, 16 | 35 | 2.94% | 2,648,614 | 3.12% | 32.27% | 3.13% | 14 | 7.69% | 13 | 44.44% |
| 31 Mar, 16 | 34 | -10.53% | 2,568,540 | -1.81% | 32.12% | 2.92% | 13 | -31.58% | 9 | -25.00% |
| 31 Dec, 15 | 38 | -9.52% | 2,615,853 | 1.37% | 33.16% | 3.08% | 19 | 26.67% | 12 | -36.84% |
| 30 Sep, 15 | 42 | -12.50% | 2,580,419 | -10.79% | 32.82% | 2.40% | 15 | -57.14% | 19 | 90.00% |
| 30 Jun, 15 | 48 | 6.67% | 2,892,529 | 20.39% | 36.97% | 3.86% | 35 | 84.21% | 10 | -41.18% |
| 31 Mar, 15 | 45 | -4.26% | 2,402,637 | -2.39% | 30.94% | 3.08% | 19 | -24.00% | 17 | 6.25% |
| 31 Dec, 14 | 47 | 38.24% | 2,461,454 | 5.83% | 31.70% | 3.30% | 25 | - | 16 | 166.67% |
| 30 Sep, 14 | 34 | 61.90% | 2,325,960 | 58.58% | 30.98% | 7.90% | 25 | 78.57% | 6 | 200.00% |
| 30 Jun, 14 | 21 | 61.54% | 1,466,767 | 15.15% | 19.81% | 6.68% | 14 | 133.33% | 2 | -33.33% |
| 31 Mar, 14 | 13 | 8.33% | 1,273,735 | -0.47% | 17.22% | 5.75% | 6 | 50.00% | 3 | -25.00% |
| 31 Dec, 13 | 12 | 50.00% | 1,279,801 | 0.53% | 17.30% | 5.78% | 4 | 100.00% | 4 | 33.33% |
| 30 Sep, 13 | 8 | -11.11% | 1,273,083 | 5.60% | 17.30% | 6.44% | 2 | -77.78% | 3 | - |
| 30 Jun, 13 | 9 | 800.00% | 1,205,583 | 346.23% | 16.40% | 120.85% | 9 | 800.00% | - | - |
| 31 Mar, 13 | 1 | -50.00% | 270,169 | -42.27% | 3.68% | 9.05% | 1 | - | - | -100.00% |
| 31 Dec, 12 | 2 | - | 467,969 | -0.28% | 6.38% | 15.50% | 1 | - | 1 | -50.00% |
| 30 Sep, 12 | 2 | -33.33% | 469,269 | -33.16% | 6.42% | 6.93% | - | - | 2 | - |
| 30 Jun, 12 | 3 | -25.00% | 702,069 | -23.49% | 9.62% | 6.07% | - | -100.00% | - | - |
| 31 Mar, 12 | 4 | 33.33% | 917,669 | 43.60% | 12.59% | 16.31% | 4 | 33.33% | - | - |
| 31 Dec, 11 | 3 | - | 639,034 | 52.08% | 8.79% | 26.28% | 3 | - | - | - |
| 30 Sep, 11 | 3 | 200.00% | 420,202 | 70.28% | 5.78% | 50.01% | 3 | 200.00% | - | - |
| 30 Jun, 11 | 1 | - | 246,771 | 9.45% | 3.40% | 35.17% | 1 | - | - | - |
| 31 Mar, 11 | 1 | -66.67% | 225,471 | -67.95% | 3.11% | 3.30% | 1 | -50.00% | - | -100.00% |
| 31 Dec, 10 | 3 | 50.00% | 703,479 | 253.92% | 9.71% | 128.68% | 2 | - | 1 | - |
| 30 Sep, 10 | 2 | -33.33% | 198,769 | -71.80% | 2.75% | 2.89% | 2 | - | - | -100.00% |
| 30 Jun, 10 | 3 | - | 704,910 | -0.96% | 9.75% | 10.04% | 2 | -33.33% | 1 | - |
| 31 Mar, 10 | 3 | 200.00% | 711,775 | 458.30% | 9.85% | 313.60% | 3 | 200.00% | - | - |
| 31 Dec, 09 | 1 | -66.67% | 127,489 | -18.79% | 1.77% | 37.32% | 1 | - | - | -100.00% |
| 30 Sep, 09 | 3 | - | 156,994 | -17.46% | 2.18% | 31.13% | 1 | -66.67% | 1 | - |
| 30 Jun, 09 | 3 | 200.00% | 190,194 | 275.14% | 2.65% | 529.04% | 3 | 200.00% | - | - |
| 31 Mar, 09 | 1 | -50.00% | 50,700 | -80.24% | 0.71% | 5.50% | 1 | -50.00% | - | - |
| 31 Dec, 08 | 2 | 100.00% | 256,633 | 552.53% | 3.58% | 1188.09% | 2 | 100.00% | - | - |
| 30 Sep, 08 | 1 | - | 39,329 | 0.64% | 0.55% | 184.18% | 1 | - | - | - |
| 30 Jun, 08 | 1 | - | 39,079 | 19.06% | 0.55% | 259.52% | 1 | - | - | - |
| 31 Mar, 08 | 1 | -50.00% | 32,823 | -87.41% | 0.46% | 3.45% | 1 | - | - | -100.00% |
| 31 Dec, 07 | 2 | - | 260,692 | -2.79% | 3.65% | 25.91% | 1 | - | 1 | -50.00% |
| 30 Sep, 07 | 2 | - | 268,169 | -3.91% | 3.75% | 24.61% | - | -100.00% | 2 | - |
| 30 Jun, 07 | 2 | -50.00% | 279,069 | -18.85% | 3.90% | 16.87% | 1 | -66.67% | - | - |
| 31 Mar, 07 | 4 | 33.33% | 343,900 | -40.16% | 4.81% | 3.50% | 3 | - | - | - |
| 31 Dec, 06 | 3 | - | 574,700 | - | 11.73% | - | 3 | - | - | - |
Willdan Group Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Willdan Group's stock was made by BIEBER MICHAEL A on Aug 14 2024, selling 750 shares at $36.46 per share (valued at $27.34K).
Willdan Group Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 6 | 14 | 42.86% |
| Q2 2024 | 17 | 50 | 34.00% |
| Q1 2024 | 7 | 9 | 77.78% |
| Q3 2023 | 5 | 21 | 23.81% |
| Q2 2023 | 6 | 1 | 600.00% |
| Q1 2023 | 9 | 25 | 36.00% |
| Q4 2022 | 1 | 6 | 16.67% |
| Q3 2022 | 6 | 6 | 100.00% |
| Q2 2022 | 7 | 2 | 350.00% |
| Q1 2022 | 19 | 20 | 95.00% |
| Q4 2021 | 3 | 6 | 50.00% |
| Q3 2021 | 4 | 2 | 200.00% |
| Q2 2021 | 23 | 20 | 115.00% |
| Q1 2021 | 15 | 133 | 11.28% |
| Q4 2020 | 1 | 6 | 16.67% |
| Q2 2020 | 20 | 16 | 125.00% |
| Q1 2020 | 8 | 13 | 61.54% |
| Q4 2019 | - | 1 | - |
| Q2 2019 | 13 | 10 | 130.00% |
| Q1 2019 | 6 | 8 | 75.00% |
6 total buy trades, and 14 total sell trades (buy/sell ratio of 0.43%) were made by Willdan Group's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 8 | - |
| Q2 2024 | - | 39 | - |
| Q1 2024 | - | 3 | - |
| Q3 2023 | 1 | 21 | 4.76% |
| Q2 2023 | - | - | - |
| Q1 2023 | 5 | 24 | 20.83% |
| Q4 2022 | 1 | 3 | 33.33% |
| Q3 2022 | - | 5 | - |
| Q2 2022 | - | 1 | - |
| Q1 2022 | - | 11 | - |
| Q4 2021 | - | 6 | - |
| Q3 2021 | - | 2 | - |
| Q2 2021 | - | 12 | - |
| Q1 2021 | - | 132 | - |
| Q4 2020 | - | 3 | - |
| Q2 2020 | 1 | 12 | 8.33% |
| Q1 2020 | 1 | - | - |
| Q4 2019 | - | - | - |
| Q2 2019 | - | 5 | - |
| Q1 2019 | - | - | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 8 open market sell trades of Willdan Group's stocks.
Willdan Group Peer Ownership
| Ticker | Company |
|---|---|
| APG | APi Group Corporation |
| GVA | Granite Construction Incorporated |
| KBR | KBR, Inc. |
| MTRX | Matrix Service Company |
| BLD | TopBuild Corp. |
| DY | Dycom Industries, Inc. |
| GLDD | Great Lakes Dredge & Dock Corporation |
| FIX | Comfort Systems USA, Inc. |
| EME | EMCOR Group, Inc. |
| ROAD | Construction Partners, Inc. |
| MYRG | MYR Group Inc. |
| PRIM | Primoris Services Corporation |
| AMRC | Ameresco, Inc. |
WLDN Ownership FAQ
Who Owns Willdan Group?
Willdan Group is owned by institutional shareholders (76.25%), insiders (6.68%), and public (17.07%). The largest institutional shareholder of Willdan Group is AMUNDI (11.96% of total shares) and the top mutual fund owner is Gabelli ETFs Trust (0.26% of total shares).
Who are the major institutional shareholders of Willdan Group?
Willdan Group's major institutional shareholders are AMUNDI, FORAGER CAPITAL MANAGEMENT, LLC, BLACKROCK INC., VANGUARD GROUP INC, and SWEDBANK AB. The top five shareholders own together 37.36% of the company's share outstanding.
How many Willdan Group shareholders are there?
As of Jun 2024, there are 113 institutional shareholders of Willdan Group.
What percentage of Willdan Group is owned by AMUNDI?
AMUNDI owns 1.63M shares of Willdan Group, representing 11.96% of the company's total shares outstanding, valued at $46.9M (as of Jun 2024).
What percentage of Willdan Group is owned by FORAGER CAPITAL MANAGEMENT, LLC?
As of Jun 2024, FORAGER CAPITAL MANAGEMENT, LLC holds 1.44M shares of Willdan Group (WLDN), compromising 10.61% of the company, valued at $41.66M.
What percentage of Willdan Group is owned by BLACKROCK INC?
BLACKROCK INC is the third largest holder of Willdan Group. The company owns 918.36K of the company's shares outstanding (worth $26.49M).