WLDN Institutional Ownership
Willdan Group, Inc.
1W: -2.3%
1M: -8.9%
3M: +2.7%
YTD: -32.6%
1Y: -27.1%
3Y: +276.4%
5Y: +121.0%
$73.04
+1.14 (+1.59%)
After Hours: $73.11 (+0.06, +0.09%)
Weekly Expected Move ±2.9%
$68
$70
$72
$75
$77
Credit Risk of going bust: lower than 56% of companies Debt: 7.5% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.56 (down 99.2%), Willdan Group, Inc. would be worth roughly what it owes.
Total debt $89.2M against a stock market value of $1.10B.
Distance to default 5.74 (Merton model): prices to 2026-10-26, balance sheet 2026-07-03, debt counted $34.9M (short-term plus half of long-term), stock volatility 60.1%; Altman Z'' 3.24. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.56 (down 99.2%), Willdan Group, Inc. would be worth roughly what it owes.
Total debt $89.2M against a stock market value of $1.10B.
Distance to default 5.74 (Merton model): prices to 2026-10-26, balance sheet 2026-07-03, debt counted $34.9M (short-term plus half of long-term), stock volatility 60.1%; Altman Z'' 3.24. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — WLDN
295
Institutional Holders
-14 vs prior quarter
0.0%
Ownership
+0.00pp
$1B
Total Invested
45
New Positions
95
Increased
126
Reduced
48
Closed
0.80
Put/Call Ratio
Ownership Trends
Top Institutional Holders (343 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1,438,623 | $103M | +120,899 | +9.2% | 8Q | SEC ↗ |
| 2 | Divisadero Street Capital Management, | 1,324,293 | $95M | +1,159,306 | +702.7% | 8Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 632,916 | $46M | +19,589 | +3.2% | 2Q | SEC ↗ |
| 4 | NEUMEIER POMA INVESTMENT COUNSEL LLC | 530,210 | $38M | +314,550 | +145.9% | 2Q | SEC ↗ |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 527,252 | $38M | +42,071 | +8.7% | 2Q | SEC ↗ |
| 6 | Allspring Global Investments Holdings, | 390,720 | $28M | +174,291 | +80.5% | 8Q | SEC ↗ |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 383,399 | $28M | +29,107 | +8.2% | 61Q | SEC ↗ |
| 8 | FIRST TRUST ADVISORS LP | 361,079 | $26M | +74,221 | +25.9% | 34Q | SEC ↗ |
| 9 | ALTA FOX CAPITAL MANAGEMENT, LLC NEW | 359,806 | $26M | — | +0.0% | 1Q | SEC ↗ |
| 10 | Swedbank AB | 349,700 | $25M | +113,000 | +47.7% | 22Q | SEC ↗ |
| 11 | STATE STREET CORP | 337,449 | $24M | +22,749 | +7.2% | 37Q | SEC ↗ |
| 12 | DIMENSIONAL FUND ADVISORS LP | 320,857 | $23M | +11,910 | +3.9% | 73Q | SEC ↗ |
| 13 | Conversant Capital LLC NEW | 294,500 | $21M | — | +0.0% | 1Q | SEC ↗ |
| 14 | WASATCH ADVISORS LP | 287,054 | $21M | -94,527 | -24.8% | 5Q | SEC ↗ |
| 15 | Ranger Investment Management, L.P. | 275,191 | $20M | +228,756 | +492.6% | 2Q | SEC ↗ |
| 16 | OBERWEIS ASSET MANAGEMENT INC NEW | 262,700 | $19M | — | +0.0% | 1Q | SEC ↗ |
| 17 | AMERIPRISE FINANCIAL INC | 260,471 | $19M | -11,883 | -4.4% | 8Q | SEC ↗ |
| 18 | WELLINGTON MANAGEMENT GROUP LLP NEW | 210,895 | $15M | — | +0.0% | 1Q | SEC ↗ |
| 19 | Nuveen, LLC | 210,771 | $15M | -31,720 | -13.1% | 6Q | SEC ↗ |
| 20 | Handelsbanken Fonder AB | 191,532 | $14M | +48,876 | +34.3% | 30Q | SEC ↗ |
| 21 | RBF Capital, LLC | 184,600 | $13M | — | +0.0% | 67Q | SEC ↗ |
| 22 | NORTHERN TRUST CORP | 163,347 | $12M | +14,238 | +9.5% | 40Q | SEC ↗ |
| 23 | NOMURA ASSET MANAGEMENT INTERNATIONAL | 163,117 | $12M | +91,836 | +128.8% | 3Q | SEC ↗ |
| 24 | GOLDMAN SACHS GROUP INC | 155,269 | $11M | +25,416 | +19.6% | 10Q | SEC ↗ |
| 25 | TWO SIGMA INVESTMENTS, LP | 150,574 | $11M | -317,448 | -67.8% | 13Q | SEC ↗ |
| 26 | Russell Investments Group, Ltd. | 143,866 | $10M | +49,468 | +52.4% | 9Q | SEC ↗ |
| 27 | NEXT CENTURY GROWTH INVESTORS LLC NEW | 126,407 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 28 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 120,143 | $9M | -2,623 | -2.1% | 15Q | SEC ↗ |
| 29 | Sixth Street Partners Management Compa NEW | 120,143 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 30 | PANAGORA ASSET MANAGEMENT INC | 114,701 | $8M | +53,470 | +87.3% | 15Q | SEC ↗ |
| 31 | MORGAN STANLEY | 111,204 | $8M | -10,593 | -8.7% | 51Q | SEC ↗ |
| 32 | Point72 Asset Management, L.P. | 108,675 | $8M | +30,254 | +38.6% | 9Q | SEC ↗ |
| 33 | VANGUARD FIDUCIARY TRUST CO | 100,690 | $7M | +4,936 | +5.2% | 2Q | SEC ↗ |
| 34 | LORD, ABBETT & CO. LLC | 98,913 | $7M | +22,448 | +29.4% | 8Q | SEC ↗ |
| 35 | KENNEDY CAPITAL MANAGEMENT LLC | 97,391 | $7M | +13,840 | +16.6% | 15Q | SEC ↗ |
| 36 | UBS Group AG | 96,854 | $7M | +54,153 | +126.8% | 18Q | SEC ↗ |
| 37 | JANE STREET GROUP, LLC | 89,929 | $6M | -52,643 | -36.9% | 10Q | SEC ↗ |
| 38 | Portolan Capital Management, LLC | 84,394 | $6M | -9,570 | -10.2% | 5Q | SEC ↗ |
| 39 | Asset Management One Co., Ltd. | 77,293 | $6M | +17,163 | +28.5% | 4Q | SEC ↗ |
| 40 | ESSEX INVESTMENT MANAGEMENT CO LLC | 74,890 | $5M | -3,402 | -4.3% | 31Q | SEC ↗ |
| 41 | KORNITZER CAPITAL MANAGEMENT INC /KS | 68,585 | $5M | -483 | -0.7% | 35Q | SEC ↗ |
| 42 | AQR CAPITAL MANAGEMENT LLC | 59,401 | $4M | +6,691 | +12.7% | 9Q | SEC ↗ |
| 43 | Bank of New York Mellon Corp | 58,945 | $4M | -1,295 | -2.1% | 37Q | SEC ↗ |
| 44 | Thrivent Financial for Lutherans | 56,249 | $4M | -4,216 | -7.0% | 2Q | SEC ↗ |
| 45 | OP Asset Management Ltd | 55,800 | $4M | +39,123 | +234.6% | 2Q | SEC ↗ |
| 46 | DEUTSCHE BANK AG | 55,731 | $4M | +3,057 | +5.8% | 45Q | SEC ↗ |
| 47 | Qube Research & Technologies Ltd | 55,445 | $4M | -79,001 | -58.8% | 12Q | SEC ↗ |
| 48 | Janney Montgomery Scott LLC | 52,282 | $4M | -1,729 | -3.2% | 8Q | SEC ↗ |
| 49 | BANK OF AMERICA CORP /DE | 49,653 | $4M | +13,423 | +37.0% | 15Q | SEC ↗ |
| 50 | WELLS FARGO & COMPANY/MN | 45,567 | $3M | -102,418 | -69.2% | 19Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| ALTA FOX CAPITAL MANAGEMENT, LLC | 359,806 | $26M |
| Conversant Capital LLC | 294,500 | $21M |
| OBERWEIS ASSET MANAGEMENT INC | 262,700 | $19M |
| WELLINGTON MANAGEMENT GROUP LLP | 210,895 | $15M |
| NEXT CENTURY GROWTH INVESTORS LLC | 126,407 | $9M |
| Sixth Street Partners Management Co | 120,143 | $9M |
| Balyasny Asset Management L.P. | 22,534 | $2M |
| NATIXIS ADVISORS, LLC | 16,652 | $1M |
| Polymer Capital Management (US) LLC | 16,574 | $1M |
| Longaeva Partners L.P. | 16,307 | $1M |
| Walleye Capital LLC | 11,410 | $820K |
| Virtu Financial LLC | 8,576 | $617K |
| SG Americas Securities, LLC | 8,092 | $582K |
| Pure Financial Advisors, LLC | 7,860 | $565K |
| Tidal Investments LLC | 7,776 | $559K |
| Falcon Wealth Planning | 6,580 | $473K |
| Jupiter Topco LLC | 5,961 | $429K |
| AVIVA PLC | 4,887 | $351K |
| GK Wealth Management LLC | 4,842 | $348K |
| Collaborative Fund Advisors, LLC | 4,343 | $312K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Driehaus Capital Management LLC | 219,904 | $16M |
| ALGERT GLOBAL LLC | 147,587 | $11M |
| Valiant Capital Management, L.P. | 143,331 | $10M |
| Trexquant Investment LP | 70,172 | $5M |
| NEUBERGER BERMAN GROUP LLC | 62,031 | $4M |
| ExodusPoint Capital Management, LP | 54,670 | $4M |
| SHELTON CAPITAL MANAGEMENT | 50,000 | $4M |
| CITADEL ADVISORS LLC | 31,579 | $2M |
| SG Capital Management LLC | 31,183 | $2M |
| G2 Investment Partners Management L | 31,000 | $2M |
| Connor, Clark & Lunn Investment Man | 29,205 | $2M |
| Informed Momentum Co LLC | 28,282 | $2M |
| Squarepoint Ops LLC | 24,938 | $2M |
| Gotham Asset Management, LLC | 22,684 | $2M |
| LMG Wealth Partners, LLC | 22,376 | $2M |
| Precision Wealth Strategies, LLC | 16,212 | $1M |
| Eddie Patel Inc | 14,537 | $1M |
| CAPITAL FUND MANAGEMENT S.A. | 14,356 | $1M |
| FEDERATED HERMES, INC. | 12,746 | $916K |
| Mitsubishi UFJ Asset Management Co. | 12,713 | $914K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | -317,448 | -67.8% | 150,574 |
| WELLS FARGO & COMPANY/MN | -102,418 | -69.2% | 45,567 |
| ACADIAN ASSET MANAGEMENT LLC | -98,012 | -88.4% | 12,909 |
| WASATCH ADVISORS LP | -94,527 | -24.8% | 287,054 |
| TUDOR INVESTMENT CORP ET AL | -85,467 | -77.1% | 25,425 |
| Qube Research & Technologies Ltd | -79,001 | -58.8% | 55,445 |
| HRT FINANCIAL LP | -53,469 | -68.5% | 24,595 |
| JANE STREET GROUP, LLC | -52,643 | -36.9% | 89,929 |
| Man Group plc | -33,364 | -62.0% | 20,469 |
| Nuveen, LLC | -31,720 | -13.1% | 210,771 |
| VICTORY CAPITAL MANAGEMENT INC | -27,060 | -68.8% | 12,270 |
| MARSHALL WACE, LLP | -22,734 | -84.4% | 4,215 |
| JANUS HENDERSON GROUP PLC | -22,399 | -79.0% | 5,961 |
| BARCLAYS PLC | -20,772 | -52.9% | 18,513 |
| Stratos Wealth Partners, LTD. | -15,271 | -85.0% | 2,698 |
| SEI INVESTMENTS CO | -13,971 | -47.7% | 15,325 |
| AMERIPRISE FINANCIAL INC | -11,883 | -4.4% | 260,471 |
| MILLENNIUM MANAGEMENT LLC | -11,847 | -70.6% | 4,936 |
| OSAIC HOLDINGS, INC. | -11,561 | -49.6% | 11,732 |
| MORGAN STANLEY | -10,593 | -8.7% | 111,204 |