Filing Research | WLDN - WILLDAN GROUP INC Institutional Holdings

Snapshot holdings

34 / 34 loaded

#		Instrument	quantity
1	Swedbank AB	Shares	349.7KSH	$27.7M
2	WASATCH ADVISORS LP	Shares	287.1KSH	$22.7M
3	Conestoga Capital Advisors, LLC	Shares	27.6KSH	$2.2M
4	Y-Intercept (Hong Kong) Ltd	Shares	16.0KSH	$1.3M
5	Diversified Trust Co	Shares	7.5KSH	$594.7K
6	Falcon Wealth Planning	Shares	6.6KSH	$520.5K
7	Arista Wealth Management, LLC	Shares	6.2KSH	$491.5K
8	Kings Path Partners LLC	Shares	5.9KSH	$467.5K
9	GK Wealth Management LLC	Shares	4.8KSH	$383.0K
10	Police & Firemen's Retirement System of New Jersey	Shares	4.4KSH	$350.0K
11	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	Shares	3.8KSH	$303.6K
12	ARGENT CAPITAL MANAGEMENT LLC	Shares	3.4KSH	$269.9K
13	Revisor Wealth Management LLC	Shares	2.5KSH	$201.5K
14	Avanza Fonder AB	Shares	2.5KSH	$194.3K
15	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	865SH	$67.5K
16	Farther Finance Advisors, LLC	Shares	688SH	$54.4K
17	Versant Capital Management, Inc	Shares	249SH	$19.7K
18	EverSource Wealth Advisors, LLC	Shares	241SH	$19.1K
19	Ares Financial Consulting, LLC	Shares	200SH	$15.8K
20	Handelsbanken Fonder AB	Shares	191.5KSH	$15.2K
21	Triumph Capital Management	Shares	125SH	$9.9K
22	SBI Securities Co., Ltd.	Shares	124SH	$9.8K
23	GAMMA Investing LLC	Shares	117SH	$9.3K
24	Founders Capital Management	Shares	100SH	$7.9K
25	GHP Investment Advisors, Inc.	Shares	60SH	$4.7K
26	IFP Advisors, Inc	Shares	39SH	$3.1K
27	Fortitude Family Office, LLC	Shares	18SH	$1.4K
28	SJS Investment Consulting Inc.	Shares	7SH	$555
29	True Wealth Design, LLC	Shares	7SH	$554
30	State of Alaska, Department of Revenue	Shares	5.7KSH	$450
31	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	1.3KSH	$100
32	Hughes Financial Services, LLC	Shares	1SH	$79
33	Farmers & Merchants Trust Co of Chambersburg PA	Shares	65SH	$5
34	MassMutual Private Wealth & Trust, FSB	Shares	0SH	$0

Manager changes2026-06-30 vs 2026-03-31

42 / 42 loaded

#		Instrument
1	Swedbank AB added	Shares	+113.0K	+$9.5M	$27.7M
2	Falcon Wealth Planning new	Shares	+6.6K	+$520.5K	$520.5K
3	Kings Path Partners LLC new	Shares	+5.9K	+$467.5K	$467.5K
4	GK Wealth Management LLC new	Shares	+4.8K	+$383.0K	$383.0K
5	Conestoga Capital Advisors, LLC added	Shares	+3.9K	+$371.8K	$2.2M
6	JAMISON PRIVATE WEALTH MANAGEMENT, INC. new	Shares	+3.8K	+$303.6K	$303.6K
7	Diversified Trust Co added	Shares	+2.9K	+$238.5K	$594.7K
8	Avanza Fonder AB added	Shares	+1.9K	+$151.2K	$194.3K
9	Police & Firemen's Retirement System of New Jersey added	Shares	+555	+$53.7K	$350.0K
10	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+102	+$7.2K	$67.5K
11	Versant Capital Management, Inc added	Shares	+72	+$6.1K	$19.7K
12	GHP Investment Advisors, Inc. new	Shares	+60	+$4.7K	$4.7K
13	Handelsbanken Fonder AB added	Shares	+48.9K	+$4.2K	$15.2K
14	EverSource Wealth Advisors, LLC added	Shares	+36	+$3.4K	$19.1K
15	Farther Finance Advisors, LLC added	Shares	+38	+$3.1K	$54.4K
16	Fortitude Family Office, LLC new	Shares	+18	+$1.4K	$1.4K
17	Founders Capital Management unchanged	Shares	0	+$254	$7.9K
18	IFP Advisors, Inc unchanged	Shares	0	+$99	$3.1K
19	SJS Investment Consulting Inc. added	Shares	+1	+$95	$555
20	Hughes Financial Services, LLC new	Shares	+1	+$79	$79
21	Ares Financial Consulting, LLC unchanged	Shares	0	+$20	$15.8K
22	True Wealth Design, LLC unchanged	Shares	0	+$18	$554
23	State of Alaska, Department of Revenue unchanged	Shares	0	+$14	$450
24	NEW YORK STATE TEACHERS RETIREMENT SYSTEM unchanged	Shares	0	+$3	$100
25	Farmers & Merchants Trust Co of Chambersburg PA unchanged	Shares	0	$0	$5
26	MassMutual Private Wealth & Trust, FSB new	Shares	0	$0	$0
27	GAMMA Investing LLC trimmed	Shares	-47	-$3.3K	$9.3K
28	Triumph Capital Management trimmed	Shares	-114	-$8.4K	$9.9K
29	SBI Securities Co., Ltd. trimmed	Shares	-151	-$11.2K	$9.8K
30	FINANCIAL CONSULATE, INC exited	Shares	-200	-$15.3K	$0
31	Golden State Wealth Management, LLC exited	Shares	-414	-$31.7K	$0
32	Y-Intercept (Hong Kong) Ltd trimmed	Shares	-1.2K	-$53.3K	$1.3M
33	Revisor Wealth Management LLC trimmed	Shares	-918	-$63.8K	$201.5K
34	ARGENT CAPITAL MANAGEMENT LLC trimmed	Shares	-2.4K	-$176.9K	$269.9K
35	Sequoia Financial Advisors, LLC exited	Shares	-2.7K	-$209.7K	$0
36	Merit Financial Group, LLC exited	Shares	-3.2K	-$245.8K	$0
37	Abacus Wealth Partners, LLC exited	Shares	-3.3K	-$250.8K	$0
38	Elevated Financial Group LLC exited	Shares	-3.6K	-$272.6K	$0
39	Arista Wealth Management, LLC trimmed	Shares	-5.9K	-$436.2K	$491.5K
40	Annex Advisory Services, LLC exited	Shares	-9.1K	-$699.3K	$0
41	Ausbil Investment Management Ltd exited	Shares	-8.9K	-$706.5K	$0
42	WASATCH ADVISORS LP trimmed	Shares	-94.5K	-$6.5M	$22.7M