Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Willdan Group Inc (WLDN)

240 + 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
↓ -5
Streak
2Q ▼
Buyers last Q
51%

Smart Money Signals — WLDN

Based on 245 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their WLDN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
245 funds currently hold this stock — 93% of the 3.0-year high of 263 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +30% more funds vs a year ago

fund count last 6Q
+57 new funds entered over the past year (+30% 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 — 51% buying

142 buying135 selling
Last quarter: 142 funds bought or added vs 135 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.
➡️

Steady new buyers — ~48 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 88 → 58 → 49 → 48. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 39% long-term, 30% new

■ 39% conviction (2yr+) ■ 31% medium ■ 30% new
Of the 245 current holders: 96 (39%) held >2 years, 76 held 1–2 years, and 73 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.
📊

Peak discovery — momentum slowing

37 → 88 → 58 → 49 → 48 new funds/Q
New funds entering each quarter: 88 → 58 → 49 → 48. WLDN is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 44% veterans vs 41% newcomers

■ 44% veterans ■ 15% 1-2yr ■ 41% new
Entry-cohort mix of 251 holders: 111 (44%) are 2+ year veterans, 37 entered 1–2 years ago, and 103 (41%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
49 of 243 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in WLDN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

Institutional Sentiment Summary — WLDN

In 2026 Q2, 142 hedge funds were net buyers of WLDN (48 opened a new position, 94 added to an existing one), while 135 reduced or exited (82 trimmed, 53 sold completely) — a 51% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. 42% of total institutional value in WLDN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 245.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Willdan Group Inc (WLDN) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much WLDN has moved relative to its sector benchmark (XLI) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 82d ago
WLDN
+1.1%
XLI
-8.4%

WLDN outperformed XLI by +9.5% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 37d ago
WLDN
-7.5%
XLI
-9.0%

Since the filing became public, WLDN outperformed XLI by +1.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 0 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: WLDN
240 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 240 250 -4.0%
13F Shares 14M 12M 16.28%
Total Value $1.04B $853M 21.47%
New Positions 47 49 -2
Increased Positions 89 100 -11
Closed Positions 55 62 -7
Reduced Positions 81 74 +7
Total Calls 5 4 25.0%
Total Puts 3 4 -25.0%
PUT/CALL Ratio 0.6 1.0 Bullish

Statistics: WLDN

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

240 + investors

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

QUARTER:
Top 25 WLDN holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Alta Fox Capital Management, LLC 5.72% 359,806 $28.5M
2 Neumeier Poma Investment Counsel LLC 2.87% 530,210 $41.9M
3 Conversant Capital LLC 2.73% 294,500 $23.3M
4 Divisadero Street Capital Management, LP 2.37% 1,324,293 $104.8M
5 Summit Creek Advisors LLC 2.25% 83,463 $6.6M
6 Ranger Investment Management, L.P. 1.38% 275,191 $21.8M
7 Wulff, Hansen & CO. 0.93% 15,302 $1.2M
8 Essex Investment Management Co LLC 0.78% 74,890 $5.9M
9 RBF Capital, LLC 0.61% 184,600 $14.6M
10 Next Century Growth Investors LLC 0.53% 126,407 $10.0M
11 Oberweis Asset Management Inc/ 0.43% 262,700 $20.8M
12 Cvfg LLC 0.31% 37,250 $2.9M
13 Kassira Wealth Management LLC 0.28% 4,422 $350K
14 Portolan Capital Management, LLC 0.25% 84,394 $6.7M
15 GK Wealth Management LLC 0.20% 4,842 $383K
16 Collaborative Fund Advisors, LLC 0.20% 4,343 $344K
17 De Lisle Partners LLP 0.18% 21,000 $1.7M
18 Polymer Capital Management (US) LLC 0.17% 16,574 $1.3M
19 Legato Capital Management LLC 0.17% 25,233 $2.0M
20 J. Derek Lewis & Associates Inc. 0.16% 10,487 $830K
21 Wasatch Advisors LP 0.15% 287,054 $22.7M
22 Kennedy Capital Management LLC 0.14% 97,391 $7.7M
23 Twinbeech Capital LP 0.13% 9,100 $720K
24 Rice Hall James & Associates, LLC 0.12% 30,579 $2.4M
25 Kornitzer Capital Management Inc /Ks 0.11% 68,585 $5.4M
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?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their WLDN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for WLDN?

Slight buying edge — 51% buying: Last quarter: 142 funds bought or added vs 135 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?

Elite ownership — 42% AUM from top-100 funds: 49 of 243 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in WLDN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held WLDN?

Mixed — 39% long-term, 30% new: Of the 245 current holders: 96 (39%) held >2 years, 76 held 1–2 years, and 73 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.

Is it too late to buy Willdan Group Inc (WLDN) following the 2026 Q2 hedge fund 13F filings?

As of today, WLDN has moved -7.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to -9.0% for the XLI sector ETF — an outperformance of +1.5%. Since the quarter end (June 30, 2026), WLDN has gained +1.1% vs -8.4% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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