WLDN — WILLDAN GROUP INC
As of Q2 2026, 30 SEC-registered investment managers reported holding WLDN (WILLDAN GROUP INC) in their latest 13F filings, with a combined reported value of $271.65M across 3.45M shares. That is +0.9% by share count (+30.92K shares) versus the previous quarter, while reported value moved +4.2%. Ownership is concentrated: the five largest holders account for 68.5% of reported value and the top ten for 85.6%.
Compared with the prior quarter, 3 opened new positions, 17 added to existing stakes, 10 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
WLDN is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Vanguard Group history | Q4 2025 | 1.20M | $124.55M | 0.00% | Add |
| BlackRock Inc history | Q2 2026 | 1.44M | $113.80M | 0.00% | Add |
| Geode Capital Management history | Q2 2026 | 383.40K | $30.33M | 0.00% | Add |
| Wellington Management Group history | Q2 2026 | 210.90K | $16.68M | 0.00% | New |
| Northern Trust Corp history | Q2 2026 | 163.35K | $12.92M | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 155.27K | $12.28M | 0.00% | Add |
| Two Sigma Investments history | Q2 2026 | 150.57K | $11.91M | 0.01% | Reduce |
| Arrowstreet Capital history | Q2 2025 | 180.01K | $11.25M | 0.01% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 120.14K | $9.50M | 0.00% | Reduce |
| Morgan Stanley history | Q2 2026 | 111.20K | $8.80M | 0.00% | Reduce |
| Point72 Asset Management history | Q2 2026 | 109.38K | $8.65M | 0.01% | Add |
| UBS Group AG history | Q2 2026 | 96.85K | $7.66M | 0.00% | Add |
| AQR Capital Management history | Q2 2026 | 59.40K | $4.70M | 0.00% | Add |
| BNY Mellon history | Q2 2026 | 58.95K | $4.66M | 0.00% | Reduce |
| Deutsche Bank AG history | Q2 2026 | 55.73K | $4.41M | 0.00% | Add |
| Bank of America Corp history | Q2 2026 | 49.65K | $3.93M | 0.00% | Add |
| Wells Fargo & Co history | Q2 2026 | 45.57K | $3.60M | 0.00% | Reduce |
| Principal Global Investors history | Q2 2026 | 39.05K | $3.09M | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 34.67K | $2.75M | 0.00% | New |
| Citadel Advisors history | Q2 2026 | 34.70K | $2.74M | 0.00% | Reduce |
New Positions (Q2 2026)
- Wellington Management Group 210.90K sh · $16.68M
- JPMorgan Chase & Co 34.67K sh · $2.75M
- Balyasny Asset Management 22.53K sh · $1.78M
Fully Exited (vs previous quarter)
- Renaissance Technologies sold 10.90K sh · $834.50K
- Janus Henderson Group sold 5.96K sh · $455.96K
- CPP Investments sold 3.70K sh · $283.27K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 960.85K | 1.13M | 1.14M | 1.17M | 1.27M | 1.31M | 1.32M | 1.44M |
| Geode Capital Management | 199.84K | 198.00K | 202.47K | 212.19K | 214.48K | 226.12K | 232.19K | 233.99K | 257.17K | 265.79K | 276.33K | 293.28K | 294.80K | 296.40K | 305.19K | 336.75K | 340.81K | 343.00K | 354.29K | 383.40K |
| Wellington Management Group | 226.22K | 226.22K | 171.82K | 171.82K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 210.90K |
| Northern Trust Corp | 137.75K | 193.70K | 230.48K | 259.25K | 279.62K | 238.87K | 238.18K | 243.07K | 243.26K | 248.58K | 245.76K | 242.76K | 174.66K | 127.99K | 125.70K | 146.68K | 152.74K | 146.22K | 149.11K | 163.35K |
| Goldman Sachs Group | 7.37K | 10.38K | 9.04K | — | 10.01K | — | — | 10.02K | — | — | 16.79K | 30.20K | 88.84K | 158.72K | 214.42K | 112.40K | 156.63K | 144.84K | 129.85K | 155.27K |
| Two Sigma Investments | — | — | — | — | — | — | — | 13.54K | 17.08K | 19.20K | 22.29K | 26.02K | 26.96K | 25.48K | 58.72K | 98.47K | 302.38K | 295.74K | 468.02K | 150.57K |
| Charles Schwab Investment Management | 27.92K | 28.11K | 30.65K | 31.89K | 31.89K | 31.89K | 32.93K | 33.89K | 33.89K | 33.89K | 33.89K | 35.57K | 36.53K | 43.29K | 37.26K | 40.91K | 117.30K | 125.85K | 122.77K | 120.14K |
| Morgan Stanley | 10.15K | 13.05K | 8.18K | 18.73K | 19.98K | 88.42K | 88.79K | 33.01K | 32.53K | 41.27K | 35.44K | 104.81K | 89.99K | 68.44K | 87.50K | 193.57K | 128.17K | 130.93K | 121.80K | 111.20K |
| Point72 Asset Management | — | — | — | — | — | — | — | — | — | — | — | 763 | 8.11K | 4.30K | 6.25K | 2.80K | 15.57K | 29.45K | 90.92K | 109.38K |
| UBS Group AG | — | — | 5.68K | 1.01K | 1.69K | 3.27K | 11.06K | 13.68K | 13.90K | 18.64K | 18.45K | 15.11K | 17.45K | 58.72K | 47.22K | 16.57K | 105.58K | 43.30K | 42.70K | 96.85K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | — | 37.98K | 44.92K | 85.77K | 73.84K | 69.05K | 60.65K | 40.18K | 52.71K | 59.40K |
| BNY Mellon | 67.38K | 72.17K | 71.17K | 68.14K | 67.87K | 66.41K | 63.40K | 63.33K | 63.25K | 57.93K | 55.50K | 52.70K | 43.10K | 41.59K | 41.41K | 63.88K | 61.50K | 64.42K | 60.24K | 58.95K |
| Deutsche Bank AG | 24.94K | 7.09K | 6.37K | 5.30K | 4.53K | 4.61K | 7.10K | 5.74K | 5.58K | 5.37K | 5.60K | 5.37K | 7.63K | 34.94K | 33.82K | 32.17K | 10.19K | 52.81K | 52.67K | 55.73K |
| Bank of America Corp | 4.63K | 36.23K | 3.59K | 3.60K | 3.34K | 13.30K | 10.45K | 8.65K | 10.84K | 14.88K | 7.69K | 10.12K | 10.07K | 21.84K | 30.02K | 54.42K | 48.41K | 41.49K | 36.23K | 49.65K |
| Wells Fargo & Co | — | 6.36K | 2.47K | 168 | 93 | 42 | 2.13K | 4.64K | 3.02K | 3.76K | 4.36K | 5.65K | 5.78K | 175.33K | 184.65K | 149.34K | 196.76K | 207.59K | 147.99K | 45.57K |
| Principal Global Investors | — | — | — | — | — | — | — | — | — | — | — | — | 7.53K | 8.21K | 8.53K | 9.35K | 13.08K | 19.10K | 35.91K | 39.05K |
| JPMorgan Chase & Co | 24.31K | 16.26K | 69.97K | 53.35K | 11.89K | 15.76K | 40 | 9.49K | 14.43K | 18.52K | 34.01K | 41.89K | 76.59K | 55.73K | 78.63K | 87.23K | 34.91K | 30.44K | — | 34.67K |
| Citadel Advisors | 35.17K | 35.53K | 16.69K | 8.86K | 25.95K | 55.61K | 59.11K | 37.35K | 38.75K | 35.98K | 63.60K | 118.15K | 113.99K | 46.04K | 48.15K | 118.47K | 255.17K | 143.16K | 82.58K | 34.70K |
| Citigroup Inc | 3.09K | 3.04K | 827 | 1.13K | 486 | 79 | — | 3.63K | 13 | 1.75K | 2.32K | 2.86K | 23.40K | 26.35K | 20.59K | 20.60K | 28.20K | 13.57K | 20.74K | 28.61K |
| Invesco Ltd | 882.90K | 13.08K | 17.70K | 20.37K | 19.47K | 27.41K | 25.70K | 25.43K | 25.62K | 32.81K | 41.02K | 34.35K | 110.65K | 22.64K | 85.52K | 78.84K | 26.77K | 51.66K | 20.67K | 22.72K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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