Willdan Group Ownership | Who Owns Willdan Group?
Willdan Group Ownership Summary
Willdan Group is owned by 74.54% institutional investors, 6.61% insiders, and 18.84% retail investors. Amundi is the largest institutional shareholder, holding 11.96% of WLDN shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.93% of its assets in Willdan Group shares.
WLDN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Willdan Group | 74.54% | 6.61% | 18.84% |
| Sector | Industrials Stocks | 62.82% | 10.55% | 26.63% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Amundi | 1.63M | 11.96% | $46.90M |
| Forager capital management | 1.44M | 10.61% | $41.66M |
| Blackrock | 918.36K | 6.75% | $26.49M |
| Vanguard group | 658.06K | 4.84% | $18.99M |
| Swedbank ab | 435.60K | 3.20% | $12.57M |
| Handelsbanken fonder ab | 407.72K | 3.00% | $11.76M |
| Rice hall james & associates | 355.55K | 2.61% | $10.26M |
| Summit creek advisors | 355.19K | 2.61% | $10.25M |
| Dimensional fund advisors lp | 324.14K | 2.38% | $9.35M |
| Geode capital management | 293.28K | 2.16% | $8.46M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Forager capital management | 1.44M | 17.84% | $41.66M |
| Rock point advisors | 274.93K | 2.38% | $7.93M |
| Bard associates | 137.50K | 1.52% | $3.97M |
| Summit creek advisors | 355.19K | 1.40% | $10.25M |
| Essex investment management | 155.22K | 0.84% | $4.48M |
| Wulff, hansen | 23.16K | 0.66% | $668.31K |
| Rice hall james & associates | 355.55K | 0.62% | $10.26M |
| Teton advisors | 42.00K | 0.51% | $1.21M |
| Rbf capital | 188.56K | 0.31% | $5.44M |
| Legato capital management | 53.66K | 0.21% | $1.55M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Oberweis asset management inc/ | 79.10K | 0.14% | 79.10K |
| Morgan stanley | 104.81K | 0.00% | 69.37K |
| Acadian asset management | 55.14K | 0.00% | 52.39K |
| Renaissance | 55.43K | 0.00% | 42.83K |
| Millennium management | 104.26K | 0.00% | 42.53K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Forager capital management | 1.44M | 17.84% | -456.06K |
| Redwood grove capital | - | - | -178.51K |
| Amundi | 1.63M | 0.02% | -126.28K |
| Kennedy capital management | 57.07K | 0.04% | -54.09K |
| Rock point advisors | 274.93K | 2.38% | -42.76K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Oberweis asset management inc/ | 79.10K | 0.14% | 79.10K | $2.28M |
| Aqr capital management | 37.98K | 0.00% | 37.98K | $1.10M |
| Iq eq fund management (ireland) | 18.46K | 0.06% | 18.46K | $532.72K |
| American century companies | 12.50K | 0.00% | 12.50K | $360.65K |
| Caption management | 10.00K | 0.00% | 10.00K | $288.50K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -1.00 |
| Quadrant capital group | -29.00 |
| Newedge advisors | -201.00 |
| Point72 asia (singapore) pte. | -222.00 |
| Point72 (difc) | -233.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2023 | 90 | 8.43% | 9,946,340 | -0.83% | 73 | 1.31% | 37 | 2.78% | 28 | 3.70% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 413.85K | 2.93% | 626.00 |
| Handelsbanken Hållbar Energi (A1 SEK) | 407.72K | 2.89% | - |
| Swedbank Robur Transition Energy A | 354.40K | 2.51% | -14.80K |
| iShares Russell 2000 ETF | 352.27K | 2.49% | -742.00 |
| KBI Global Energy Transition A EUR | 295.74K | 2.09% | -26.42K |
| 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 | 195.04K | 1.38% | -672.00 |
| Fidelity Small Cap Index | 129.04K | 0.92% | -4.18K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 25, 2024 | Brisbin Thomas Donald | - | Sell | $334.56K |
| Nov 22, 2024 | Brisbin Thomas Donald | - | Sell | $326.02K |
| Nov 21, 2024 | Brisbin Thomas Donald | - | Sell | $321.01K |
| Dec 06, 2024 | EARLY CREIGHTON K | EXECUTIVE VP AND CFO | Sell | $10.18K |
| Dec 09, 2024 | EARLY CREIGHTON K | EXECUTIVE VP AND CFO | Sell | $187.57K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 4 |
| 2024 Q3 | - | 8 |
| 2024 Q2 | - | 39 |
| 2024 Q1 | - | 3 |
| 2023 Q3 | 1 | 21 |
WLDN Ownership FAQ
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