MetaCap

Who Owns Willdan Group Stock?

NASDAQ: WLDNConsumer DiscretionaryMilitary/Government/TechnicalUSD

75.12+0.41 (+0.55%)

At close: Oct 9, 4:00 PM ET · Delayed 15 min

Ownership breakdown

Held by institutions
93.47%
Institutional holders
342
  • Institutions 93.5%
  • Insiders 3.4%
  • Public and other 3.2%

Who owns Willdan Group stock?

Institutional investors own about 93.5% of Willdan Group's shares, spread across 342 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 3.38% of WLDN.

The largest institutional holders are Blackrock Inc. (9.44%), Divisadero Street Capital Management, LP (8.69%) and Vanguard Capital Management LLC (4.16%). Together, the top 10 institutions control 41.3% of shares outstanding. In their latest filings, 10 of the top 10 institutions increased their WLDN positions and 0 reduced them.

Summary generated from market data by MetaCap's automated system. Methodology

Top institutional holders of WLDN

Willdan Group top institutional holders
InstitutionShares% HeldChange
Blackrock Inc.1.44M9.44%+9.2%
Divisadero Street Capital Management, LP1.32M8.69%+702.7%
Vanguard Capital Management LLC632.92K4.16%+3.2%
Neumeier Poma Investment Counsel, LLC530.21K3.48%+145.8%
Vanguard Portfolio Management LLC527.25K3.46%+8.7%
Allspring Global Investments Holdings, LLC390.72K2.57%+80.5%
Geode Capital Management, LLC383.40K2.52%+8.2%
First Trust Advisors LP361.08K2.37%+25.9%
Alta Fox Capital Management, LLC359.81K2.36%+100.0%
Swedbank AB349.70K2.30%+47.7%

% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.

Top mutual fund and ETF holders of WLDN

Willdan Group top fund holders
FundShares% Held
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund452.95K2.97%
iShares Trust-iShares Russell 2000 ETF375.77K2.47%
OBERWEIS FUNDS-Oberweis Micro-Cap Fund253.70K1.67%
Columbia Acorn Trust-Columbia Acorn Fund206.12K1.35%
First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra203.51K1.34%
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund165.80K1.09%
Fidelity Salem Street Trust-Fidelity Small Cap Index Fund160.32K1.05%
VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund156.07K1.02%
WASATCH FUNDS TRUST-Wasatch Micro Cap Fund143.44K0.94%
Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.116.71K0.77%

Frequently asked questions

Who is the largest shareholder of Willdan Group?

Blackrock Inc. is the largest institutional shareholder of WLDN, owning 9.44% of shares outstanding (1.44M shares) as of its latest 13F filing.

What percentage of Willdan Group is owned by institutions?

Institutions own about 93.5% of WLDN shares and 96.7% of the public float.

How much of Willdan Group do insiders own?

Insiders, such as officers and directors, own about 3.38% of WLDN shares outstanding.

Where does institutional ownership data come from?

Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.

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