Vault-13

WILLDAN GROUP INC WLDN

COM · Common Stock · CUSIP 96924N100 · ISIN US96924N1000

85 institutional holders +3 vs Q1 2023
10,470,00910.5m shares reported held*
77.0% of all shares outstanding*
$200.3mreported value*
7 new 30 added 28 reduced 4 sold out net sold ≈ $3.1m (-162.0k shares)

* 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

050100Q3 22: 79Q4 22: 77Q1 23: 82Q2 23: 8585Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 202279
Q4 202277
Q1 202382
Q2 202385

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q4 22: 35 bought or addedQ4 22: 34 cut or sold outQ4 22Q1 23: 39 bought or addedQ1 23: 24 cut or sold outQ1 23Q2 23: 37 bought or addedQ2 23: 32 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20223534
Q1 20233924
Q2 20233732

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$50k$100k$150kQ3 22 calls: $0Q3 22 puts: $0Q3 22P/C —Q4 22 calls: $130.3kQ4 22 puts: $7.1kQ4 22P/C 0.05Q1 23 calls: $35.9kQ1 23 puts: $0Q1 23P/C 0.00Q2 23 calls: $40.2kQ2 23 puts: $3.8kQ2 23P/C 0.10
Numbers
QuarterCallsPutsP/C
Q3 2022$0$0—
Q4 2022$130.3k$7.1k0.05
Q1 2023$35.9k$00.00
Q2 2023$40.2k$3.8k0.10

Biggest buyers

BlackRock Inc. Added +82,664+82.7k
ESSEX INVESTMENT MANAGEMENT CO LLC Added +64,190+64.2k
KENNEDY CAPITAL MANAGEMENT LLC Added +42,326+42.3k
Legato Capital Management LLC Added +30,257+30.3k
DIMENSIONAL FUND ADVISORS LP Added +19,511+19.5k
BRIDGEWAY CAPITAL MANAGEMENT, LLC New +16,700+16.7k
TWO SIGMA INVESTMENTS, LP New +13,544+13.5k
MILLENNIUM MANAGEMENT LLC Added +12,827+12.8k
Gladstone Institutional Advisory LLC New +12,626+12.6k
GSA CAPITAL PARTNERS LLP New +11,978+12.0k

Biggest sellers

FRONTIER CAPITAL MANAGEMENT CO LLC Reduced -247,228-247.2k
Handelsbanken Fonder AB Reduced -81,401-81.4k
MORGAN STANLEY Reduced -55,780-55.8k
Amundi Reduced -37,206-37.2k
CITADEL ADVISORS LLC Reduced -21,767-21.8k
Tower Research Capital LLC (TRC) Reduced -17,500-17.5k
ROYAL BANK OF CANADA Reduced -15,667-15.7k
GAMCO INVESTORS, INC. ET AL Reduced -15,000-15.0k
CM WEALTH ADVISORS LLC Sold out -11,372-11.4k
VANGUARD GROUP INC Reduced -8,060-8.1k

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.

HolderStakeChangeShares Last filed
Divisadero Street Capital Management, LP 13G · passive investor new · filed 2026-05-19 8.9% new 1.3m≈ $105.9m 2026-05-19
BlackRock, Inc. 13G · institution +1.7 pts · filed 2026-07-30 8.0% +1.7 pts 1.2m≈ $95.7m 2026-07-30

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)

BuyingSelling
505Q3 21: 0 buyingQ3 21: 0 sellingQ4 21: 0 buyingQ4 21: 4 sellingQ4 21Q1 22: 0 buyingQ1 22: 5 sellingQ2 22: 0 buyingQ2 22: 1 sellingQ2 22Q3 22: 0 buyingQ3 22: 2 sellingQ4 22: 0 buyingQ4 22: 1 sellingQ4 22Q1 23: 0 buyingQ1 23: 4 sellingQ2 23: 0 buyingQ2 23: 0 sellingQ2 23
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20210—0——
Q4 20210—4$1.4m—
Q1 20220—5$2.3m—
Q2 20220—1$80.4k—
Q3 20220—2$816.6k—
Q4 20220—1$15.6k—
Q1 20230—4$343.1k—
Q2 20230—0——

None reported in Q2 2023.

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Forager Capital Management, LLC 12.21% of their portfolio BIRMINGHAM, AL 1,910,5131.9m $36.6m $36.6m 12.21% Unchanged
2 Amundi 0.02% of their portfolio Paris, I0 1,770,1461.8m $33.7m $33.7m 0.02% Reduced -37.2k -37,206
3 BlackRock Inc. 0.00% of their portfolio New York, NY 826,719826.7k $15.8m $15.8m 0.00% Added +82.7k +82,664
4 Handelsbanken Fonder AB 0.07% of their portfolio STOCKHOLM, V7 663,676663.7k $12.7m $12.7m 0.07% Reduced -81.4k -81,401
5 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 634,783634.8k $12.2m $12.2m 0.00% Reduced -8.1k -8,060
6 Swedbank AB 0.01% of their portfolio STOCKHOLM, V7 435,600435.6k $8.3m $8.3m 0.01% Unchanged
7 RICE HALL JAMES & ASSOCIATES, LLC 0.46% of their portfolio San Diego, CA 425,455425.5k $8.2m $8.2m 0.46% Added +2.6k +2,594
8 Summit Creek Advisors LLC 0.91% of their portfolio MINNEAPOLIS, MN 381,216381.2k $7.3m $7.3m 0.91% Added +215 +215
9 Rock Point Advisors, LLC 2.30% of their portfolio BURLINGTON, VT 365,173365.2k $7.0m $7.0m 2.30% Reduced -3.0k -2,975
10 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 257,782257.8k $4.9m $4.9m 0.00% Added +19.5k +19,511
11 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 243,068243.1k $4.7m $4.7m 0.00% Added +4.9k +4,891
12 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 233,994234.0k $4.5m $4.5m 0.00% Added +1.8k +1,804
13 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 214,506214.5k $4.1m $4.1m 0.00% Added +2.0k +2,016
14 RBF Capital, LLC 0.23% of their portfolio RENO, NV 193,159193.2k $3.7m $3.7m 0.23% Unchanged
15 Redwood Grove Capital, LLC 1.45% of their portfolio New York, NY 178,511178.5k $3.4m $3.4m 1.45% Unchanged
16 KENNEDY CAPITAL MANAGEMENT LLC 0.07% of their portfolio ST LOUIS, MO 163,073163.1k $3.1m $3.1m 0.07% Added +42.3k +42,326
17 ESSEX INVESTMENT MANAGEMENT CO LLC 0.39% of their portfolio BOSTON, MA 145,459145.5k $2.8m $2.8m 0.39% Added +64.2k +64,190
18 BARD ASSOCIATES INC 1.08% of their portfolio CHICAGO, IL 144,625144.6k $2.8m $2.8m 1.08% Reduced -125 -125
19 FRONTIER CAPITAL MANAGEMENT CO LLC 0.02% of their portfolio Boston, MA 85,28685.3k $1.6m $1.6m 0.02% Reduced -247.2k -247,228
20 KORNITZER CAPITAL MANAGEMENT INC /KS 0.03% of their portfolio SHAWNEE MISSION, KS 79,40079.4k $1.5m $1.5m 0.03% Unchanged
21 Teton Advisors, Inc. 0.42% of their portfolio Rye, NY 78,00078.0k $1.5m $1.5m 0.42% Reduced -5.0k -5,000
22 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 75,71775.7k $1.4m $1.4m 0.00% Reduced -15.7k -15,667
23 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 63,33063.3k $1.2m $1.2m 0.00% Reduced -65 -65
24 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 58,33258.3k $1.1m $1.1m 0.00% Added +12.8k +12,827
25 Legato Capital Management LLC 0.15% of their portfolio San Francisco, CA 56,21056.2k $1.1m $1.1m 0.15% Added +30.3k +30,257
26 Conestoga Capital Advisors, LLC 0.02% of their portfolio WAYNE, PA 53,07353.1k $1.0m $1.0m 0.02% Unchanged
27 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 38,36838.4k $735.1k $735.1k 0.00% Reduced -2.7k -2,678
28 STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio MADISON, WI 36,30036.3k $695.5k $695.5k 0.00% Added +500 +500
29 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 35,19535.2k $674.3k $674.3k 0.00% Added +9.7k +9,681
30 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 35,04635.0k $671.5k $671.5k 0.00% Reduced -21.8k -21,767
31 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 33,88933.9k $649.3k $649.3k 0.00% Added +959 +959
32 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 33,01233.0k $632.5k $632.5k 0.00% Reduced -55.8k -55,780
33 PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio BOSTON, MA 32,88932.9k $630.2k $630.2k 0.00% Added +8.8k +8,808
34 Trexquant Investment LP 0.02% of their portfolio STAMFORD, CT 31,89631.9k $611.1k $611.1k 0.02% Reduced -1.2k -1,247
35 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 25,57425.6k $490.0k $490.0k 0.00% Added +4.5k +4,543
36 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 25,42725.4k $487.2k $487.2k 0.00% Reduced -268 -268
37 GABELLI FUNDS LLC 0.00% of their portfolio Rye, NY 25,00025.0k $479.0k $479.0k 0.00% Unchanged
38 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 24,53524.5k $470.1k $470.1k 0.00% Unchanged
39 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 23,12523.1k $443.1k $443.1k 0.00% Added +10.6k +10,617
40 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 22,41022.4k $429.4k $429.4k 0.00% Added +10.9k +10,911
41 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 17,60617.6k $337.3k $337.3k 0.00% Added +291 +291
42 STOREBRAND ASSET MANAGEMENT AS 0.00% of their portfolio LYSAKER, Q8 17,59017.6k $337.0k $337.0k 0.00% Reduced -5.7k -5,740
43 WULFF, HANSEN & CO. 0.37% of their portfolio SAN RAFAEL, CA 17,15417.2k $328.7k $328.7k 0.37% Unchanged
44 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio HOUSTON, TX 16,70016.7k $320.0k $320.0k 0.01% New
45 WILSEY ASSET MANAGEMENT INC 0.06% of their portfolio SAN DIEGO, CA 15,22715.2k $291.7k $291.7k 0.06% Added +227 +227
46 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 14,44814.4k $276.8k $276.8k 0.00% Added +832 +832
47 Providence First Trust Co 0.15% of their portfolio SCOTTSDALE, AZ 14,09714.1k $270.1k $270.1k 0.15% Unchanged
48 UBS Group AG 0.00% of their portfolio ZURICH, V8 13,67513.7k $262.0k $262.0k 0.00% Added +2.6k +2,618
49 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 13,54413.5k $259.5k $259.5k 0.00% New
50 GAMCO INVESTORS, INC. ET AL 0.00% of their portfolio GREENWICH, CT 13,50013.5k $258.7k $258.7k 0.00% Reduced -15.0k -15,000
51 CONNORS INVESTOR SERVICES INC 0.03% of their portfolio WYOMISSING, PA 12,67212.7k $243.0k $243.0k 0.03% Unchanged
52 Gladstone Institutional Advisory LLC 0.01% of their portfolio Bedminster, NJ 12,62612.6k $241.9k $241.9k 0.01% New
53 GSA CAPITAL PARTNERS LLP 0.02% of their portfolio LONDON, X0 11,97812.0k $229.0k $229.0k 0.02% New
54 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 11,85011.8k $227.0k $227.0k 0.01% Unchanged
55 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 11,03411.0k $212.0k $212.0k 0.00% Added +89 +89
56 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 10,86610.9k $208.2k $208.2k 0.00% Reduced -2.1k -2,128
57 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 10,16010.2k $194.7k $194.7k 0.00% Reduced -5.1k -5,100
58 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 10,01510.0k $191.9k $191.9k 0.00% New
59 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 9,4929.5k $181.9k $181.9k 0.00% Added +556 +556
60 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 8,6488.6k $165.7k $165.7k 0.00% Reduced -1.8k -1,806
61 FEDERATED HERMES, INC. 0.00% of their portfolio PITTSBURGH, PA 7,7507.8k $148.5k $148.5k 0.00% Reduced -465 -465
62 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 7,1567.2k $137.1k $137.1k 0.00% Unchanged
63 AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio New York, NY 5,8675.9k $112.4k $112.4k 0.00% Added +262 +262
64 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 5,7375.7k $109.9k $109.9k 0.00% Reduced -1.4k -1,366
65 Penserra Capital Management LLC 0.00% of their portfolio ORINDA, CA 5,1875.2k $99.0k $99.0k 0.00% Added +4.4k +4,447
66 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 4,6454.6k $89.0k $89.0k 0.00% Added +2.5k +2,518
67 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 4,2994.3k $82.4k $82.4k 0.00% Reduced -3.7k -3,697
68 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 4,0554.1k $77.7k $77.7k 0.00% Reduced -263 -263
69 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 3,6343.6k $69.6k $69.6k 0.00% New
70 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 3,1993.2k $61.3k $61.3k 0.00% Reduced -5.2k -5,200
71 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 2,4272.4k $46.5k $46.5k 0.00% Reduced -3.5k -3,491
72 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 1,3201.3k $25.3k $25.3k 0.00% New
73 Legal & General Group Plc 0.00% of their portfolio London, X0 1,1811.2k $22.6k $22.6k 0.00% Reduced -26 -26
74 AMALGAMATED BANK 0.00% of their portfolio NEW YORK, NY 1,1171.1k $21.0k $21.0k 0.00% Reduced -132 -132
75 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 898898 $17.2k $17.2k 0.00% Unchanged
76 FMR LLC 0.00% of their portfolio BOSTON, MA 688688 $13.2k $13.2k 0.00% Added +188 +188
77 Metropolitan Life Insurance Co/NY 0.00% of their portfolio New York, NY 637637 $12.2k $12.2k 0.00% Added +279 +279
78 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 600600 $11.5k $11.5k 0.00% Unchanged
79 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 226226 $4.3k $4.3k 0.00% Reduced -17.5k -17,500
80 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 9999 $1.9k $1.9k 0.00% Unchanged
81 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 3838 $919 $919 0.00% Added +19 +19
82 CWM, LLC 0.00% of their portfolio OMAHA, NE 99 $0 $0 0.00% Unchanged
83 North Star Investment Management Corp. 0.00% of their portfolio CHICAGO, IL 22 $38 $38 0.00% Unchanged
84 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 11 $20 $20 0.00% Unchanged
85 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged