WILLDAN GROUP INC WLDN
COM · Common Stock · CUSIP 96924N100 · ISIN US96924N1000
- SectorIndustrials
- IndustryServices-Engineering Services
- HeadquartersAnaheim, CA
- Founded1964
- Websitewilldan.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($251.3k this quarter). Holder counts are more reliable. Shares outstanding: 13.6m as of 2023-08-02, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $19.14. Options: 2 managers hold calls ($40.2k notional), 2 hold puts ($3.8k).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 79 |
| Q4 2022 | 77 |
| Q1 2023 | 82 |
| Q2 2023 | 85 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 35 | 34 |
| Q1 2023 | 39 | 24 |
| Q2 2023 | 37 | 32 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $0 | $0 | — |
| Q4 2022 | $130.3k | $7.1k | 0.05 |
| Q1 2023 | $35.9k | $0 | 0.00 |
| Q2 2023 | $40.2k | $3.8k | 0.10 |
Biggest buyers
| BlackRock Inc. | Added | +82.7k |
| ESSEX INVESTMENT MANAGEMENT CO LLC | Added | +64.2k |
| KENNEDY CAPITAL MANAGEMENT LLC | Added | +42.3k |
| Legato Capital Management LLC | Added | +30.3k |
| DIMENSIONAL FUND ADVISORS LP | Added | +19.5k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | New | +16.7k |
| TWO SIGMA INVESTMENTS, LP | New | +13.5k |
| MILLENNIUM MANAGEMENT LLC | Added | +12.8k |
| Gladstone Institutional Advisory LLC | New | +12.6k |
| GSA CAPITAL PARTNERS LLP | New | +12.0k |
Biggest sellers
| FRONTIER CAPITAL MANAGEMENT CO LLC | Reduced | -247.2k |
| Handelsbanken Fonder AB | Reduced | -81.4k |
| MORGAN STANLEY | Reduced | -55.8k |
| Amundi | Reduced | -37.2k |
| CITADEL ADVISORS LLC | Reduced | -21.8k |
| Tower Research Capital LLC (TRC) | Reduced | -17.5k |
| ROYAL BANK OF CANADA | Reduced | -15.7k |
| GAMCO INVESTORS, INC. ET AL | Reduced | -15.0k |
| CM WEALTH ADVISORS LLC | Sold out | -11.4k |
| VANGUARD GROUP INC | Reduced | -8.1k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $40.2k2.1k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | New | $3.8k200 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Divisadero Street Capital Management, LP 13G · passive investor new · filed 2026-05-19 | 8.9% |
| BlackRock, Inc. 13G · institution +1.7 pts · filed 2026-07-30 | 8.0% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27)
Insider purchases and sales in Q2 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 4 | $1.4m | — |
| Q1 2022 | 0 | — | 5 | $2.3m | — |
| Q2 2022 | 0 | — | 1 | $80.4k | — |
| Q3 2022 | 0 | — | 2 | $816.6k | — |
| Q4 2022 | 0 | — | 1 | $15.6k | — |
| Q1 2023 | 0 | — | 4 | $343.1k | — |
| Q2 2023 | 0 | — | 0 | — | — |
None reported in Q2 2023.
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| Forager Capital Management, LLC 12.21% of their portfolio | 1.9m $36.6m | Unchanged |
| Amundi 0.02% of their portfolio | 1.8m $33.7m | Reduced -37.2k |
| BlackRock Inc. 0.00% of their portfolio | 826.7k $15.8m | Added +82.7k |
| Handelsbanken Fonder AB 0.07% of their portfolio | 663.7k $12.7m | Reduced -81.4k |
| VANGUARD GROUP INC 0.00% of their portfolio | 634.8k $12.2m | Reduced -8.1k |
| Swedbank AB 0.01% of their portfolio | 435.6k $8.3m | Unchanged |
| RICE HALL JAMES & ASSOCIATES, LLC 0.46% of their portfolio | 425.5k $8.2m | Added +2.6k |
| Summit Creek Advisors LLC 0.91% of their portfolio | 381.2k $7.3m | Added +215 |
| Rock Point Advisors, LLC 2.30% of their portfolio | 365.2k $7.0m | Reduced -3.0k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 257.8k $4.9m | Added +19.5k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 243.1k $4.7m | Added +4.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 234.0k $4.5m | Added +1.8k |
| STATE STREET CORP 0.00% of their portfolio | 214.5k $4.1m | Added +2.0k |
| RBF Capital, LLC 0.23% of their portfolio | 193.2k $3.7m | Unchanged |
| Redwood Grove Capital, LLC 1.45% of their portfolio | 178.5k $3.4m | Unchanged |
| KENNEDY CAPITAL MANAGEMENT LLC 0.07% of their portfolio | 163.1k $3.1m | Added +42.3k |
| ESSEX INVESTMENT MANAGEMENT CO LLC 0.39% of their portfolio | 145.5k $2.8m | Added +64.2k |
| BARD ASSOCIATES INC 1.08% of their portfolio | 144.6k $2.8m | Reduced -125 |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.02% of their portfolio | 85.3k $1.6m | Reduced -247.2k |
| KORNITZER CAPITAL MANAGEMENT INC /KS 0.03% of their portfolio | 79.4k $1.5m | Unchanged |
| Teton Advisors, Inc. 0.42% of their portfolio | 78.0k $1.5m | Reduced -5.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 75.7k $1.4m | Reduced -15.7k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 63.3k $1.2m | Reduced -65 |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 58.3k $1.1m | Added +12.8k |
| Legato Capital Management LLC 0.15% of their portfolio | 56.2k $1.1m | Added +30.3k |
| Conestoga Capital Advisors, LLC 0.02% of their portfolio | 53.1k $1.0m | Unchanged |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 38.4k $735.1k | Reduced -2.7k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 36.3k $695.5k | Added +500 |
| MARSHALL WACE, LLP 0.00% of their portfolio | 35.2k $674.3k | Added +9.7k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 35.0k $671.5k | Reduced -21.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 33.9k $649.3k | Added +959 |
| MORGAN STANLEY 0.00% of their portfolio | 33.0k $632.5k | Reduced -55.8k |
| PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio | 32.9k $630.2k | Added +8.8k |
| Trexquant Investment LP 0.02% of their portfolio | 31.9k $611.1k | Reduced -1.2k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 25.6k $490.0k | Added +4.5k |
| Invesco Ltd. 0.00% of their portfolio | 25.4k $487.2k | Reduced -268 |
| GABELLI FUNDS LLC 0.00% of their portfolio | 25.0k $479.0k | Unchanged |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 24.5k $470.1k | Unchanged |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 23.1k $443.1k | Added +10.6k |
| Squarepoint Ops LLC 0.00% of their portfolio | 22.4k $429.4k | Added +10.9k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 17.6k $337.3k | Added +291 |
| STOREBRAND ASSET MANAGEMENT AS 0.00% of their portfolio | 17.6k $337.0k | Reduced -5.7k |
| WULFF, HANSEN & CO. 0.37% of their portfolio | 17.2k $328.7k | Unchanged |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 16.7k $320.0k | New |
| WILSEY ASSET MANAGEMENT INC 0.06% of their portfolio | 15.2k $291.7k | Added +227 |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 14.4k $276.8k | Added +832 |
| Providence First Trust Co 0.15% of their portfolio | 14.1k $270.1k | Unchanged |
| UBS Group AG 0.00% of their portfolio | 13.7k $262.0k | Added +2.6k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 13.5k $259.5k | New |
| GAMCO INVESTORS, INC. ET AL 0.00% of their portfolio | 13.5k $258.7k | Reduced -15.0k |
| CONNORS INVESTOR SERVICES INC 0.03% of their portfolio | 12.7k $243.0k | Unchanged |
| Gladstone Institutional Advisory LLC 0.01% of their portfolio | 12.6k $241.9k | New |
| GSA CAPITAL PARTNERS LLP 0.02% of their portfolio | 12.0k $229.0k | New |
| WEDBUSH SECURITIES INC 0.01% of their portfolio | 11.8k $227.0k | Unchanged |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 11.0k $212.0k | Added +89 |
| SEI INVESTMENTS CO 0.00% of their portfolio | 10.9k $208.2k | Reduced -2.1k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 10.2k $194.7k | Reduced -5.1k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 10.0k $191.9k | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 9.5k $181.9k | Added +556 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 8.6k $165.7k | Reduced -1.8k |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 7.8k $148.5k | Reduced -465 |
| MetLife Investment Management, LLC 0.00% of their portfolio | 7.2k $137.1k | Unchanged |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 5.9k $112.4k | Added +262 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 5.7k $109.9k | Reduced -1.4k |
| Penserra Capital Management LLC 0.00% of their portfolio | 5.2k $99.0k | Added +4.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 4.6k $89.0k | Added +2.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 4.3k $82.4k | Reduced -3.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 4.1k $77.7k | Reduced -263 |
| CITIGROUP INC 0.00% of their portfolio | 3.6k $69.6k | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 3.2k $61.3k | Reduced -5.2k |
| BARCLAYS PLC 0.00% of their portfolio | 2.4k $46.5k | Reduced -3.5k |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 1.3k $25.3k | New |
| Legal & General Group Plc 0.00% of their portfolio | 1.2k $22.6k | Reduced -26 |
| AMALGAMATED BANK 0.00% of their portfolio | 1.1k $21.0k | Reduced -132 |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 898 $17.2k | Unchanged |
| FMR LLC 0.00% of their portfolio | 688 $13.2k | Added +188 |
| Metropolitan Life Insurance Co/NY 0.00% of their portfolio | 637 $12.2k | Added +279 |
| Geneos Wealth Management Inc. 0.00% of their portfolio | 600 $11.5k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 226 $4.3k | Reduced -17.5k |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 99 $1.9k | Unchanged |
| IFP Advisors, Inc 0.00% of their portfolio | 38 $919 | Added +19 |
| CWM, LLC 0.00% of their portfolio | 9 $0 | Unchanged |
| North Star Investment Management Corp. 0.00% of their portfolio | 2 $38 | Unchanged |
| Allworth Financial LP 0.00% of their portfolio | 1 $20 | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |