Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Willdan Group Inc (WLDN)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -13
Streak
1Q ▼
Buyers last Q
52%

Smart Money Signals — WLDN

Based on 249 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
249 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 — +46% more funds vs a year ago

fund count last 6Q
+79 new funds entered over the past year (+46% 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 — 52% buying

150 buying137 selling
Last quarter: 150 funds bought or added vs 137 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 (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 36 → 88 → 58 → 48. 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 — 37% long-term, 37% new

37% conviction (2yr+) 26% medium 37% new
Of the 249 current holders: 93 (37%) held >2 years, 64 held 1–2 years, and 92 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.
💎

Buying through price weakness — shares +2%, value -27%

Value
-27%
Shares
+2%
Last quarter: funds added +2% more shares while total portfolio value only changed -27%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~48 new funds/quarter

32 → 36 → 88 → 58 → 48 new funds/Q
New funds entering each quarter: 36 → 88 → 58 → 48. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 45% veterans vs 41% newcomers

45% veterans 14% 1-2yr 41% new
Entry-cohort mix of 257 holders: 115 (45%) are 2+ year veterans, 36 entered 1–2 years ago, and 106 (41%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
47 of 249 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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.

Institutional Sentiment Summary — WLDN

In 2026 Q1, 150 hedge funds were net buyers of WLDN (48 opened a new position, 102 added to an existing one), while 137 reduced or exited (76 trimmed, 61 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 29% of total institutional value in WLDN is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -13 funds (more exits than new entries). Total institutional holders: 249.

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 Q1 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 March 31, 2026 · 81d ago
WLDN
nan%
XLI
+11.9%

WLDN outperformed XLI by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
WLDN
nan%
XLI
+5.5%

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

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.

28 top-rated funds 0 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: WLDN
247 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 247 262 -5.73%
13F Shares 12M 11M 2.33%
Total Value $852M $1.17B -27.38%
New Positions 46 58 -12
Increased Positions 100 99 +1
Closed Positions 61 45 +16
Reduced Positions 74 74 -
Total Calls 4 5 -20.0%
Total Puts 4 4 -
PUT/CALL Ratio 1.0 0.8 Neutral

Statistics: WLDN

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

247 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Summit Creek Advisors LLC 2.32% 147,536 $11.3M
2 Neumeier Poma Investment Counsel LLC 1.36% 215,660 $16.5M
3 Wulff, Hansen & CO. 1.20% 15,389 $1.2M
4 Essex Investment Management Co LLC 0.95% 78,292 $6.0M
5 RBF Capital, LLC 0.74% 184,600 $14.1M
6 Valiant Capital Management, L.P. 0.63% 143,331 $11.0M
7 G2 Investment Partners Management LLC 0.58% 31,000 $2.4M
8 Divisadero Street Capital Management, LP 0.53% 164,987 $12.6M
9 Cvfg LLC 0.42% 44,550 $3.4M
10 Portolan Capital Management, LLC 0.38% 93,964 $7.2M
11 Ausbil Investment Management Ltd 0.35% 8,943 $706K
12 LMG Wealth Partners, LLC 0.31% 22,376 $1.7M
13 Kassira Wealth Management LLC 0.31% 4,384 $336K
14 J. Derek Lewis & Associates Inc. 0.27% 11,117 $1.2M
15 Ranger Investment Management, L.P. 0.26% 46,435 $3.6M
16 Legato Capital Management LLC 0.22% 31,187 $2.4M
17 Wasatch Advisors LP 0.19% 381,581 $29.2M
18 De Lisle Partners LLP 0.19% 21,000 $1.6M
19 Integrated Quantitative Investments LLC 0.17% 11,938 $914K
20 Kennedy Capital Management LLC 0.14% 83,551 $6.4M
21 Rice Hall James & Associates, LLC 0.12% 29,212 $2.2M
22 Driehaus Capital Management LLC 0.12% 219,904 $16.8M
23 Navellier & Associates Inc 0.11% 14,300 $1.1M
24 Kornitzer Capital Management Inc /Ks 0.11% 69,068 $5.3M
25 Arista Wealth Management, LLC 0.11% 12,117 $928K
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 52% buying: Last quarter: 150 funds bought or added vs 137 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 — 29% AUM from major funds: 47 of 249 holders rank in the top 100 by AUM, accounting for 29% 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 — 37% long-term, 37% new: Of the 249 current holders: 93 (37%) held >2 years, 64 held 1–2 years, and 92 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 Q1 hedge fund 13F filings?

As of today, WLDN has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.5% for the XLI sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), WLDN has gained nan% vs +11.9% 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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