Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WILLDAN GROUP INC (WLDN)

259 + Investors. Track Smart Money conviction in WLDN. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
8Q ▲
Buyers last Q
57%

Smart Money Signals — WLDN

Based on 251 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added WLDN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
251 hedge funds hold WLDN right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +68% more funds vs a year ago

fund count last 6Q
+102 new funds entered over the past year (+68% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 57% buying

153 buying116 selling
Last quarter: 153 funds bought or added vs 116 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-24 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 32 → 35 → 80 → 56. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 39% long-term, 38% new

■ 39% conviction (2yr+) ■ 23% medium ■ 38% new
Of the 251 current holders: 98 (39%) held >2 years, 57 held 1–2 years, and 96 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
🚀

Acceleration phase — new buyers rushing in

28 → 32 → 35 → 80 → 56 new funds/Q
New funds entering each quarter: 32 → 35 → 80 → 56. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 46% of holders stayed 2+ years

■ 46% veterans ■ 12% 1-2yr ■ 42% new
Of 259 current holders: 120 (46%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
35 of 251 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.9
out of 10
Moderate Exit Risk
Exit risk score 4.9/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: WLDN

How many hedge funds hold WLDN — quarterly history vs. share price
Quarterly hedge fund ownership of WLDN vs. share price

Market Analysis: WLDN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WLDN

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

43 top-rated funds 0 high-conviction
Consensus
7.1
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: WLDN
2026 Q1 Stats Unlock in 18 days 259 + Investors

Track Smart Money conviction in WLDN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 259 249 4.02%
13F Shares 11M 11M -1.81%
Total Value $1.15B $1.09B 5.26%
New Positions 56 84 -28
Increased Positions 103 72 +31
Closed Positions 48 25 +23
Reduced Positions 84 82 +2
Total Calls 5 6 -16.67%
Total Puts 4 6 -33.33%
PUT/CALL Ratio 0.8 1.0 Neutral

Statistics: WLDN

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

259 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WLDN. Verified SEC 13F-HR filings.

Top 25 institutional holders of WLDN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CVFG LLC 0.42% 44,550 $3.4M
2 Ausbil Investment Management Ltd 0.35% 8,943 $706K
3 LMG Wealth Partners, LLC 0.31% 22,376 $1.7M
4 Kassira Wealth Management LLC 0.31% 4,384 $336K
5 J. Derek Lewis & Associates Inc. 0.27% 11,117 $1.2M
6 WASATCH ADVISORS LP 0.19% 381,581 $29.2M
7 KORNITZER CAPITAL MANAGEMENT INC /KS 0.11% 69,068 $5.3M
8 Arista Wealth Management, LLC 0.11% 12,117 $928K
9 Revisor Wealth Management LLC 0.07% 3,466 $265K
10 AdvisorShares Investments LLC 0.05% 3,733 $286K
11 Inspire Investing, LLC 0.04% 6,783 $519K
12 Handelsbanken Fonder AB 0.04% 142,656 $11K
13 Conestoga Capital Advisors, LLC 0.04% 23,667 $1.8M
14 AlphaQuest LLC 0.03% 5,972 $619K
15 Y-Intercept (Hong Kong) Ltd 0.02% 17,190 $1.3M
16 Abacus Wealth Partners, LLC 0.02% 3,276 $251K
17 Belpointe Asset Management LLC 0.02% 7,812 $598K
18 WHITTIER TRUST CO 0.02% 23,657 $1.9M
19 Swedbank AB 0.02% 236,700 $18.1M
20 OP Asset Management Ltd 0.02% 16,677 $1.5M
21 Stratos Wealth Partners, LTD. 0.02% 17,969 $1.4M
22 WEDBUSH SECURITIES INC 0.01% 6,065 —
23 Annex Advisory Services, LLC 0.01% 9,134 $699K
24 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% 13,457 $1.0M
25 Ares Financial Consulting, LLC 0.01% 200 $16K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — WILLDAN GROUP INC (WLDN)

What does the Smart Money Trend signal show for WLDN?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added WLDN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for WLDN?

Slight buying edge — 57% buying: Last quarter: 153 funds bought or added vs 116 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for WLDN holders?

Strong quality — 34% AUM from major funds: 35 of 251 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held WLDN?

Mixed — 39% long-term, 38% new: Of the 251 current holders: 98 (39%) held >2 years, 57 held 1–2 years, and 96 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.