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 ($28.4k this quarter). Holder counts are more reliable. Shares outstanding: 14.0m as of 2024-07-31, 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 ≈ $28.85. Options: 4 managers hold calls ($1.8m notional), 3 hold puts ($1.6m).
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 79 |
| Q4 2022 | 77 |
| Q1 2023 | 82 |
| Q2 2023 | 85 |
| Q3 2023 | 92 |
| Q4 2023 | 91 |
| Q1 2024 | 102 |
| Q2 2024 | 111 |
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 |
| Q3 2023 | 38 | 33 |
| Q4 2023 | 35 | 35 |
| Q1 2024 | 49 | 35 |
| Q2 2024 | 64 | 41 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $69.5k | $38.8k | 0.56 |
| Q4 2023 | $91.8k | $2.1k | 0.02 |
| Q1 2024 | $2.2m | $1.9m | 0.86 |
| Q2 2024 | $1.8m | $1.6m | 0.88 |
Biggest buyers
| OBERWEIS ASSET MANAGEMENT INC/ | New | +79.1k |
| ACADIAN ASSET MANAGEMENT LLC | Added | +52.4k |
| CITADEL ADVISORS LLC | Added | +52.0k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +42.8k |
| MILLENNIUM MANAGEMENT LLC | Added | +42.5k |
| DIMENSIONAL FUND ADVISORS LP | Added | +41.4k |
| Nuveen Asset Management, LLC | Added | +41.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +40.5k |
| AQR CAPITAL MANAGEMENT LLC | New | +38.0k |
| BlackRock Inc. | Added | +36.9k |
Biggest sellers
| Forager Capital Management, LLC | Reduced | -456.1k |
| Amundi | Reduced | -126.3k |
| KENNEDY CAPITAL MANAGEMENT LLC | Reduced | -54.1k |
| Rock Point Advisors, LLC | Reduced | -42.8k |
| Tidal Investments LLC | Sold out | -42.8k |
| Quadrature Capital Ltd | Reduced | -33.7k |
| Summit Creek Advisors LLC | Reduced | -19.4k |
| Squarepoint Ops LLC | Sold out | -15.0k |
| Jefferies Financial Group Inc. | Reduced | -13.7k |
| RICE HALL JAMES & ASSOCIATES, LLC | Reduced | -12.4k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.2m40.7k shares |
| CITADEL ADVISORS LLC | Added | $331.8k11.5k shares |
| Caption Management, LLC | New | $288.5k10.0k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.4m47.5k shares |
| CITADEL ADVISORS LLC | Added | $216.4k7.5k 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 2024
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 2022 | 0 | — | 2 | $816.6k | — |
| Q4 2022 | 0 | — | 1 | $15.6k | — |
| Q1 2023 | 0 | — | 4 | $343.1k | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 4 | $283.0k | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 3 | $2.2m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-06-20 | Forager Fund, L.P. +2 10% owner | Sold | $13.5k460 shares |
| 2024-06-18 | Forager Fund, L.P. +2 10% owner | Sold | $149.5k5.0k shares |
| 2024-06-17 | Forager Fund, L.P. +2 10% owner | Sold | $195.3k6.6k shares |
| 2024-06-14 | Forager Fund, L.P. +2 10% owner | Sold | $21.0k699 shares |
| 2024-06-13 | BIEBER MICHAEL A PRESIDENT AND CEO, director | Sold | $135.2k4.5k shares |
| 2024-06-13 | Forager Fund, L.P. +2 10% owner | Sold | $33.6k1.1k shares |
| 2024-06-12 | Forager Fund, L.P. +2 10% owner | Sold | $248.6k7.9k shares |
| 2024-06-12 | BIEBER MICHAEL A PRESIDENT AND CEO, director | Sold | $136.1k4.4k shares |
| 2024-06-11 | Forager Fund, L.P. +2 10% owner | Sold | $302.3k10.0k shares |
| 2024-06-11 | BIEBER MICHAEL A PRESIDENT AND CEO, director | Sold | $135.0k4.5k shares |
| 2024-06-10 | Forager Fund, L.P. +2 10% owner | Sold | $341.1k11.0k shares |
| 2024-06-10 | BIEBER MICHAEL A PRESIDENT AND CEO, director | Sold | $103.4k3.3k shares |
| 2024-06-10 | Shahidehpour Mohammad Director | Sold | $92.5k3.0k shares |
| 2024-06-07 | Forager Fund, L.P. +2 10% owner | Sold | $338.4k10.8k shares |
| 2024-06-06 | Forager Fund, L.P. +2 10% owner | Sold | $411.3k12.8k shares |
| 2024-05-29 | Brisbin Thomas Donald Director | Sold | $49.4k1.6k shares |
| 2024-05-28 | Brisbin Thomas Donald Director | Sold | $584.9k18.2k shares |
| 2024-05-24 | Brisbin Thomas Donald Director | Sold | $12.7k397 shares |
| 2024-05-22 | Brisbin Thomas Donald Director | Sold | $169.4k5.3k shares |
| 2024-05-21 | Brisbin Thomas Donald Director | Sold | $88.1k2.7k shares |
| 2024-05-20 | Brisbin Thomas Donald Director | Sold | $462.5k14.4k shares |
| 2024-05-16 | Brisbin Thomas Donald Director | Sold | $235.2k7.3k shares |
| 2024-05-16 | Forager Fund, L.P. 10% owner | Sold | $33.9k1.1k shares |
| 2024-05-15 | Forager Fund, L.P. 10% owner | Sold | $179.5k5.5k shares |
| 2024-05-14 | Forager Fund, L.P. 10% owner | Sold | $189.2k5.9k shares |
| 2024-05-13 | Forager Fund, L.P. +2 10% owner | Sold | $58.1k1.8k shares |
| 2024-05-10 | Forager Fund, L.P. +2 10% owner | Sold | $516.5k15.6k shares |
| 2024-05-09 | Forager Fund, L.P. +2 10% owner | Sold | $2.4m73.0k shares |
| 2024-05-08 | Forager Fund, L.P. +2 10% owner | Sold | $188.4k5.7k shares |
| 2024-05-07 | Forager Fund, L.P. +2 10% owner | Sold | $381.4k11.5k shares |
The latest 30 of 34 trades.
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| Amundi 0.02% of their portfolio | 1.6m $46.9m | Reduced -126.3k |
| Forager Capital Management, LLC 17.84% of their portfolio | 1.4m $41.7m | Reduced -456.1k |
| BlackRock Inc. 0.00% of their portfolio | 918.4k $26.5m | Added +36.9k |
| VANGUARD GROUP INC 0.00% of their portfolio | 658.1k $19.0m | Added +14.2k |
| Swedbank AB 0.02% of their portfolio | 435.6k $12.6m | Unchanged |
| Handelsbanken Fonder AB 0.05% of their portfolio | 407.7k $11.8m | Unchanged |
| RICE HALL JAMES & ASSOCIATES, LLC 0.62% of their portfolio | 355.5k $10.3m | Reduced -12.4k |
| Summit Creek Advisors LLC 1.40% of their portfolio | 355.2k $10.2m | Reduced -19.4k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 324.1k $9.4m | Added +41.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 293.3k $8.5m | Added +17.0k |
| Rock Point Advisors, LLC 2.38% of their portfolio | 274.9k $7.9m | Reduced -42.8k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 242.8k $7.0m | Reduced -3.0k |
| STATE STREET CORP 0.00% of their portfolio | 234.1k $6.8m | Added +9.9k |
| RBF Capital, LLC 0.32% of their portfolio | 188.6k $5.4m | Unchanged |
| Redwood Grove Capital, LLC 1.61% of their portfolio | 178.5k $5.2m | Unchanged |
| ESSEX INVESTMENT MANAGEMENT CO LLC 0.84% of their portfolio | 155.2k $4.5m | Added +19.9k |
| BARD ASSOCIATES INC 1.52% of their portfolio | 137.5k $4.0m | Reduced -1.8k |
| MORGAN STANLEY 0.00% of their portfolio | 104.8k $3.0m | Reduced -1.5k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 104.3k $3.0m | Added +42.5k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 99.2k $2.9m | Added +52.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 83.8k $2.4m | Added +15.7k |
| KORNITZER CAPITAL MANAGEMENT INC /KS 0.04% of their portfolio | 79.4k $2.3m | Unchanged |
| OBERWEIS ASSET MANAGEMENT INC/ 0.14% of their portfolio | 79.1k $2.3m | New |
| MARSHALL WACE, LLP 0.00% of their portfolio | 78.1k $2.3m | Added +27.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 75.0k $2.2m | Reduced -892 |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 71.4k $2.1m | Added +41.2k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 63.9k $1.8m | Added +10.2k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 57.1k $1.6m | Reduced -54.1k |
| PANAGORA ASSET MANAGEMENT INC 0.01% of their portfolio | 56.6k $1.6m | Added +292 |
| Conestoga Capital Advisors, LLC 0.02% of their portfolio | 55.6k $1.6m | Reduced -210 |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 55.4k $1.6m | Added +42.8k |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 55.1k $1.6m | Added +52.4k |
| Legato Capital Management LLC 0.21% of their portfolio | 53.7k $1.5m | Unchanged |
| Bank of New York Mellon Corp 0.00% of their portfolio | 52.7k $1.5m | Reduced -2.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 48.9k $1.4m | Added +40.5k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 42.6k $1.2m | Added +25.9k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 42.6k $1.2m | Added +16.8k |
| Teton Advisors, Inc. 0.51% of their portfolio | 42.0k $1.2m | Reduced -12.0k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 38.0k $1.1m | New |
| Trexquant Investment LP 0.02% of their portfolio | 36.9k $1.1m | Added +26.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 35.6k $1.0m | Added +1.7k |
| Invesco Ltd. 0.00% of their portfolio | 34.4k $991.1k | Reduced -6.7k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 34.2k $988.1k | Added +250 |
| Informed Momentum Co LLC 0.15% of their portfolio | 32.3k $933.2k | Added +252 |
| STOREBRAND ASSET MANAGEMENT AS 0.00% of their portfolio | 31.2k $900.1k | Reduced -4.0k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 30.2k $871.4k | Added +13.4k |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 29.2k $842.9k | Added +11.2k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 26.0k $750.8k | Added +3.7k |
| DekaBank Deutsche Girozentrale 0.00% of their portfolio | 25.0k $707.0k | New |
| WULFF, HANSEN & CO. 0.66% of their portfolio | 23.2k $668.3k | Unchanged |
| Jefferies Financial Group Inc. 0.01% of their portfolio | 22.3k $642.8k | Reduced -13.7k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 20.5k $591.2k | Added +1.8k |
| GABELLI FUNDS LLC 0.00% of their portfolio | 20.0k $577.0k | Reduced -4.0k |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.06% of their portfolio | 18.5k $532.7k | New |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 17.3k $500.0k | Added +10.5k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 17.1k $491.9k | Added +9.7k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 16.7k $483.2k | Reduced -7.1k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 16.7k $481.8k | Unchanged |
| UBS Group AG 0.00% of their portfolio | 15.1k $435.9k | Reduced -3.3k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 14.9k $430.0k | Added +3.3k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 14.6k $420.0k | Added +53 |
| Providence First Trust Co 0.18% of their portfolio | 14.1k $406.7k | Unchanged |
| Quadrature Capital Ltd 0.01% of their portfolio | 12.8k $368.3k | Reduced -33.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 12.5k $362.0k | Added +425 |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 12.5k $360.7k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 11.5k $332.1k | Added +330 |
| Dynamic Technology Lab Private Ltd 0.03% of their portfolio | 10.5k $304.0k | New |
| CONNORS INVESTOR SERVICES INC 0.03% of their portfolio | 10.4k $299.2k | Reduced -2.3k |
| Cubist Systematic Strategies, LLC 0.01% of their portfolio | 10.3k $298.0k | Added +877 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 10.1k $291.8k | Added +2.4k |
| COMERICA BANK 0.00% of their portfolio | 9.9k $285.9k | Added +47 |
| Magnetar Financial LLC 0.00% of their portfolio | 8.2k $235.2k | New |
| SEI INVESTMENTS CO 0.00% of their portfolio | 8.0k $231.8k | Reduced -3.5k |
| Perritt Capital Management Inc 0.13% of their portfolio | 8.0k $230.8k | Unchanged |
| MetLife Investment Management, LLC 0.00% of their portfolio | 7.8k $224.8k | Added +637 |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 7.7k $239.3k | New |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.04% of their portfolio | 7.3k $210.7k | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 7.1k $204.3k | New |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 7.0k $201.3k | Unchanged |
| Corebridge Financial, Inc. 0.00% of their portfolio | 6.8k $195.4k | First filing |
| Hillsdale Investment Management Inc. 0.02% of their portfolio | 6.6k $190.4k | Unchanged |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 6.5k $187.8k | First filing |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 5.7k $163.0k | Added +1.3k |
| STRS OHIO 0.00% of their portfolio | 5.5k $158.7k | Reduced -7.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 5.4k $156.1k | Reduced -668 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 5.4k $155.0k | Reduced -227 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 5.3k $153.0k | Added +104 |
| BARCLAYS PLC 0.00% of their portfolio | 5.0k $144.4k | Reduced -4.6k |
| CITIGROUP INC 0.00% of their portfolio | 2.9k $82.5k | Added +542 |
| State of Wyoming 0.01% of their portfolio | 2.6k $75.8k | New |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 2.4k $68.7k | Added +2.2k |
| Legal & General Group Plc 0.00% of their portfolio | 2.1k $59.3k | Added +1.1k |
| ProShare Advisors LLC 0.00% of their portfolio | 1.7k $47.7k | New |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 1.2k $35.4k | Added +330 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 1.1k $33.0k | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 912 $26.3k | Reduced -328 |
| FMR LLC 0.00% of their portfolio | 887 $25.6k | Added +299 |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 763 $22.0k | New |
| CWM, LLC 0.00% of their portfolio | 686 $20.0k | Added +677 |
| nVerses Capital, LLC 0.01% of their portfolio | 400 $11.5k | New |