Willdan Group Ownership | Who Owns Willdan Group?
Willdan Group Ownership Summary
Willdan Group is owned by 33.52% institutional investors, 6.45% insiders, and 60.03% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 8.25% of WLDN shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.98% of its assets in Willdan Group shares.
WLDN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Willdan Group | 33.52% | 6.45% | 60.03% |
| Sector | Industrials Stocks | 50.81% | 11.74% | 37.45% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.13M | 8.25% | $43.21M |
| Blackrock | 918.36K | 6.75% | $26.49M |
| Vanguard group | 751.99K | 5.47% | $28.64M |
| Forager capital management | 440.44K | 3.20% | $16.78M |
| Lord, abbett | 432.13K | 3.14% | $16.46M |
| Acadian asset management | 429.18K | 3.12% | $16.34M |
| Dimensional fund advisors lp | 419.32K | 3.05% | $15.97M |
| Handelsbanken fonder ab | 407.72K | 2.96% | $15.53M |
| Summit creek advisors | 355.19K | 2.61% | $10.25M |
| Swedbank ab | 310.60K | 2.26% | $11.83M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Forager capital management | 440.44K | 7.03% | $16.78M |
| Rock point advisors | 189.28K | 2.10% | $7.21M |
| Bard associates | 134.68K | 1.74% | $5.13M |
| Summit creek advisors | 355.19K | 1.40% | $10.25M |
| Essex investment management | 138.01K | 0.95% | $5.26M |
| Ausbil investment management | 37.91K | 0.88% | $1.46M |
| Wulff, hansen | 23.16K | 0.66% | $668.31K |
| Valiant capital management | 200.90K | 0.49% | $7.65M |
| Teton advisors | 20.00K | 0.39% | $761.80K |
| Rbf capital | 185.54K | 0.37% | $7.07M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Acadian asset management | 429.18K | 0.05% | 207.20K |
| Valiant capital management | 200.90K | 0.49% | 200.90K |
| Blackrock funding, inc. /de | 1.13M | 0.00% | 173.46K |
| Wells fargo & company/mn | 175.33K | 0.00% | 169.56K |
| Nuveen asset management | 208.06K | 0.00% | 119.89K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Amundi | - | - | -847.28K |
| Forager capital management | 440.44K | 7.03% | -362.77K |
| Redwood grove capital | - | - | -178.51K |
| Rice hall james & associates | 118.99K | 0.25% | -126.55K |
| Invesco | 22.64K | 0.00% | -88.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Valiant capital management | 200.90K | 0.49% | 200.90K | $7.65M |
| Hrt financial lp | 25.77K | 0.01% | 25.77K | $981.00K |
| Summit global investments | 19.91K | 0.05% | 19.91K | $758.00K |
| Whittier trust | 16.84K | 0.01% | 16.84K | $641.28K |
| Balyasny asset management | 15.93K | 0.00% | 15.93K | $606.77K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -1.00 |
| Quadrant capital group | -29.00 |
| Us bancorp \de\ | -34.00 |
| Signaturefd | -75.00 |
| Capital performance advisors llp | -121.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 66 | -54.79% | 4,609,434 | -55.04% | 33 | 0.60% | 36 | -64.00% | 19 | -34.48% |
| Sep 30, 2024 | 146 | 29.20% | 10,251,640 | -1.18% | 74 | 1.28% | 100 | 51.52% | 29 | 7.41% |
| Jun 30, 2024 | 113 | 7.62% | 10,374,414 | -0.13% | 76 | 1.31% | 66 | 29.41% | 27 | -6.90% |
| Mar 31, 2024 | 105 | 17.98% | 10,387,498 | 4.48% | 76 | 1.39% | 51 | 45.71% | 29 | -3.33% |
| Dec 31, 2023 | 89 | -1.11% | 9,942,433 | -0.04% | 74 | 1.36% | 35 | -5.41% | 30 | 7.14% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 422.55K | 2.98% | 8.70K |
| Vanguard US Total Market Shares ETF | 413.22K | 2.87% | - |
| iShares Russell 2000 ETF | 338.88K | 2.35% | -2.92K |
| Swedbank Robur Transition Energy A | 259.00K | 1.83% | -51.60K |
| KBI Glb Sust Infras D EUR Acc | 222.67K | 1.58% | -59.78K |
| Summit Creek Small Cap Growth | 212.91K | 1.51% | - |
| Summit Creek SMid Cap Growth | 200.41K | 1.43% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 201.68K | 1.42% | 382.00 |
| KBI Global Energy Transition A EUR | 174.90K | 1.24% | -120.84K |
| Handelsbanken Hållbar Energi (A1 SEK) | 178.38K | 1.24% | -146.94K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 12, 2025 | Shahidehpour Mohammad | - | Sell | $89.10K |
| Nov 25, 2024 | Brisbin Thomas Donald | - | Sell | $334.56K |
| Nov 21, 2024 | Brisbin Thomas Donald | - | Sell | $321.01K |
| Nov 22, 2024 | Brisbin Thomas Donald | - | Sell | $326.02K |
| Dec 06, 2024 | EARLY CREIGHTON K | EXECUTIVE VP AND CFO | Sell | $10.18K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | 1 |
| 2024 Q4 | - | 7 |
| 2024 Q3 | - | 8 |
| 2024 Q2 | - | 39 |
| 2024 Q1 | - | 3 |
WLDN Ownership FAQ
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