Willdan Group, Inc. (WLDN) — Institutional Holders, Q2 2026 (page 3)
247 institutional investment managers reported a WLDN position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.1B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 247. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
WLDN 13F holders ranked 201–247 of 247
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Integrated Wealth Concepts#201 · 362 sh | 362 | $28.6K | <0.01% | New |
| 202 | BNP Paribas Asset Management Holding S.A.#202 · 324 sh | 324 | $25.6K | 0.00% | -3.0% |
| 203 | Versant Capital Management#203 · 249 sh | 249 | $19.7K | — | +40.7% |
| 204 | EverSource Wealth Advisors#204 · 241 sh | 241 | $19.1K | <0.01% | -98.7% |
| 205 | GROUP ONE TRADING, L.P.#205 · 225 sh | 225 | $17.8K | 0.00% | New |
| 206 | Parkside Financial Bank#206 · 206 sh | 206 | $16.3K | <0.01% | +1273.3% |
| 207 | Ares Financial Consulting#207 · 200 sh | 200 | $15.8K | — | 0.0% |
| 208 | MCF Advisors#208 · 173 sh | 173 | $13.7K | <0.01% | New |
| 209 | Nykredit A/S#209 · 167 sh | 167 | $13.2K | 0.00% | — |
| 210 | Covestor Ltd#210 · 142 sh | 142 | $11.0K | <0.01% | +2.9% |
| 211 | Larson Financial Group#211 · 138 sh | 138 | $10.9K | <0.01% | +176.0% |
| 212 | Allworth Financial#212 · 129 sh | 129 | $10.2K | 0.00% | +158.0% |
| 213 | Triumph Capital Management#213 · 125 sh | 125 | $9.9K | — | -47.7% |
| 214 | SBI Securities , Ltd.#214 · 124 sh | 124 | $9.8K | — | -54.9% |
| 215 | Sterling Capital Management#215 · 122 sh | 122 | $9.7K | — | -41.9% |
| 216 | GAMMA Investing#216 · 117 sh | 117 | $9.3K | — | -28.7% |
| 217 | Founders Capital Management#217 · 100 sh | 100 | $7.9K | — | 0.0% |
| 218 | Essential Partners#218 · 82 sh | 82 | $6.5K | — | -55.7% |
| 219 | Accent Capital Management#219 · 76 sh | 76 | $6.0K | <0.01% | New |
| 220 | BLUE BELL PRIVATE WEALTH MANAGEMENT#220 · 66 sh | 66 | $5.2K | <0.01% | -31.2% |
| 221 | Farmers & Merchants of Chambersburg PA#221 · 65 sh | 65 | $5.0K | — | 0.0% |
| 222 | PNC FINANCIAL SERVICES GROUP#222 · 61 sh | 61 | $4.8K | 0.00% | +2950.0% |
| 223 | GHP Investment Advisors#223 · 60 sh | 60 | $4.7K | — | New |
| 224 | Cypress Capital Management (WY)#224 · 50 sh | 50 | $4.0K | <0.01% | 0.0% |
| 225 | Colonial / SC#225 · 39 sh | 39 | $3.1K | <0.01% | +14.7% |
| 226 | IFP Advisors#226 · 39 sh | 39 | $3.1K | — | 0.0% |
| 227 | Quarry#227 · 39 sh | 39 | $3.1K | <0.01% | +2.6% |
| 228 | ROTHSCHILD INVESTMENT#228 · 28 sh | 28 | $2.2K | <0.01% | +86.7% |
| 229 | Parallel Advisors#229 · 24 sh | 24 | $1.9K | 0.00% | +4.3% |
| 230 | Global Retirement Partners#230 · 21 sh | 21 | $1.7K | 0.00% | — |
| 231 | Fortitude Family Office#231 · 18 sh | 18 | $1.4K | — | New |
| 232 | CULLEN/FROST BANKERS#232 · 16 sh | 16 | $1.3K | 0.00% | 0.0% |
| 233 | US BANCORP \DE\#233 · 12 sh | 12 | $949.00 | 0.00% | New |
| 234 | TD Waterhouse Canada#234 · 11 sh | 11 | $858.00 | — | 0.0% |
| 235 | SJS Investment Consulting#235 · 7 sh | 7 | $555.00 | — | +16.7% |
| 236 | TD PRIVATE CLIENT WEALTH#236 · 7 sh | 7 | $554.00 | 0.00% | 0.0% |
| 237 | True Wealth Design#237 · 7 sh | 7 | $554.00 | — | 0.0% |
| 238 | Leonteq Securities AG#238 · 4 sh | 4 | $316.00 | 0.00% | -99.0% |
| 239 | NATIONAL BANK OF CANADA#239 · 4 sh | 4 | $316.00 | 0.00% | New |
| 240 | HARBOUR INVESTMENTS#240 · 3 sh | 3 | $247.00 | 0.00% | New |
| 241 | Clearstead Advisors#241 · 3 sh | 3 | $239.00 | 0.00% | +200.0% |
| 242 | North Star Investment Management#242 · 2 sh | 2 | $158.00 | 0.00% | 0.0% |
| 243 | Ameritas Advisory Services#243 · 2 sh | 2 | $158.00 | 0.00% | New |
| 244 | Keating Financial Advisory Services#244 · 2 sh | 2 | $158.00 | 0.00% | New |
| 245 | Hughes Financial Services#245 · 1 sh | 1 | $79.00 | 0.00% | New |
| 246 | MassMutual Private Wealth & , FSB#246 · 0 sh | 0 | $0.00 | — | New |
| 247 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#247 · 16,512 sh | 16,512 | — | — | -8.3% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.