Fund shareholders of Willdan Group Inc
ISIN US96924N1000 · United States · LEI 529900YQO0LF5VAEKN05
- Fund shareholders
- 251
- Of which ETFs
- 56 195 other funds
- Value held
- ≈ 386.8M $ 356.6M $ · 286.1M SEK · 167.7K €
- Share of capital
- 32.5 % of 15.2M shares on Aug 6, 2026
251 funds hold this company. This table lists the 250 that declare it in a regulatory filing. 1 more fund publishes its holdings in its own report. The “Fund reports” tab lists it, with its weight.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust | 651 | 51.5K $ | 0.10 % | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 641 | 43.9K $ | 0.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 633 | 50.1K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 630 | 49.8K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 572 | 45.2K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Avanza Impact by Circulus Avanza Fonder AB | 562 | 409.9K SEK | 0.70 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 548 | 49.8K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 536 | 36.7K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 528 | 41.8K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 522 | 47.4K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. | 520 | 41.1K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 517 | 47K $ | 0.02 % | 0.00 % | as of May 31, 2026 ↗ |
| Venerable US Small Cap Fund Venerable Variable Insurance Trust | 509 | 40.3K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 470 | 32.2K $ | 0.04 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Simplify Piper Sandler US Small-Cap PLUS Income ETF Simplify Exchange Traded Funds | 468 | 37K $ | 0.54 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Gotham Neutral Fund FundVantage Trust | 445 | 35.2K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 400 | 31.6K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 400 | 31.6K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 370 | 29.3K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 363 | 24.9K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 361 | 28.6K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 356 | 32.3K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 338 | 26.7K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Storebrand USA Plus Storebrand Asset Management AS | 288 | 210K SEK | 0.09 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 287 | 19.7K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 279 | 22.1K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 234 | 18.5K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 230 | 18.2K $ | 0.07 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 194 | 15.3K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 189 | 13K $ | 0.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Quality Growth Fund WisdomTree Trust | 158 | 12.5K $ | 0.11 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 133 | 9.1K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 116 | 9.2K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Kennedy Capital Small Cap Growth Fund INVESTMENT MANAGERS SERIES TRUST II | 97 | 7.7K $ | 1.10 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 82 | 5.6K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 80 | 6.3K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 79 | 6.2K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 72 | 6.5K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 70 | 4.8K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 64 | 5.1K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 60 | 4.7K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 39 | 3.1K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 36 | 2.8K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 24 | 1.9K $ | 0.05 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 22 | 1.7K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 13 | 1.2K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 12 | 822.4 $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 4 | 363.4 $ | 0.03 % | 0.00 % | as of May 31, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 4 | 316.4 $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ALGAR GLOBAL FUND, FI RENTA 4 GESTORA, S.G.I.I.C., S.A. | 167.7K € | 1.47 % | as of Dec 31, 2025 ↗ |
Funds that publish their own holdings
| Fund | Weight in fund | |
|---|---|---|
| Mandarine Funds - Mandarine Global Microcap Mandarine Gestion | 0.33 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| CONESTOGA DISCOVERY FUND Conestoga Funds | 3.49 % | as of Jun 30, 2026 ↗ |
| AdvisorShares HVAC and Industrials ETF AdvisorShares Trust | 3.20 % | as of Jun 30, 2026 ↗ |
| Swedbank Robur New Energy Swedbank Robur Fonder AB | 2.64 % | as of Mar 31, 2026 ↗ |
| Ranger Micro Cap Fund SPEND LIFE WISELY FUNDS INVESTMENT TRUST | 2.01 % | as of Jul 31, 2026 ↗ |
| Wasatch Micro Cap Fund WASATCH FUNDS TRUST | 1.68 % | as of Jun 30, 2026 ↗ |
| Wasatch Micro Cap Value Fund WASATCH FUNDS TRUST | 1.63 % | as of Jun 30, 2026 ↗ |
| Allspring SMID Core ETF ALLSPRING EXCHANGE-TRADED FUNDS TRUST | 1.62 % | as of Jun 30, 2026 ↗ |
| Buffalo Early Stage Growth Fund Buffalo Funds | 1.50 % | as of Jun 30, 2026 ↗ |
| ALGAR GLOBAL FUND, FI RENTA 4 GESTORA, S.G.I.I.C., S.A. | 1.47 % | as of Dec 31, 2025 ↗ |
| ALPS Clean Energy ETF ALPS ETF TRUST | 1.43 % | as of May 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 241 | -6 | 4,564,803 | +2.5 % |
| 2026Q2 | 247 | +16 | 4,454,710 | +6.1 % |
| 2026Q1 | 231 | -1 | 4,197,205 | +14.3 % |
| 2025Q4 | 232 | +32 | 3,672,712 | +6.1 % |
| 2025Q3 | 200 | +7 | 3,461,886 | +5.2 % |
| 2025Q2 | 193 | +19 | 3,291,407 | +1.8 % |
| 2025Q1 | 174 | +21 | 3,231,636 | +14.0 % |
| 2024Q4 | 153 | +18 | 2,834,680 | +17.2 % |
| 2024Q3 | 135 | +4 | 2,419,651 | +5.3 % |
| 2024Q2 | 131 | -1 | 2,298,741 | +1.5 % |
| 2024Q1 | 132 | +3 | 2,263,732 | -0.2 % |
| 2023Q4 | 129 | 2,268,930 |
Institutional managers
243 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 1,317,724 | 100.9M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 468,022 | 35.8M $ | as of Mar 31, 2026 |
| WASATCH ADVISORS LP | 381,581 | 29.2M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 354,292 | 27.1M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 314,700 | 24.1M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 308,947 | 23.7M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 286,858 | 22M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 272,354 | 20.9M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 242,491 | 18.6M $ | as of Mar 31, 2026 |
| Swedbank AB | 236,700 | 18.1M $ | as of Mar 31, 2026 |
| Driehaus Capital Management LLC | 219,904 | 16.8M $ | as of Mar 31, 2026 |
| Allspring Global Investments Holdings, LLC | 216,429 | 17.1M $ | as of Mar 31, 2026 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 215,660 | 16.5M $ | as of Mar 31, 2026 |
| RBF Capital, LLC | 184,600 | 14.1M $ | as of Mar 31, 2026 |
| Divisadero Street Capital Management, LP | 164,987 | 12.6M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 149,109 | 11.4M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 147,985 | 11.3M $ | as of Mar 31, 2026 |
| ALGERT GLOBAL LLC | 147,587 | 11.3K $ | as of Mar 31, 2026 |
| Summit Creek Advisors LLC | 147,536 | 11.3M $ | as of Mar 31, 2026 |
| Valiant Capital Management, L.P. | 143,331 | 11M $ | as of Mar 31, 2026 |
| Handelsbanken Fonder AB | 142,656 | 10.9K $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 142,572 | 10.9M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 134,446 | 10.3M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 129,853 | 9.9M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 122,766 | 9.4M $ | as of Mar 31, 2026 |
Declared shareholders of Willdan Group Inc
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| BlackRock, Inc. | 8.00 % | 1,209,993 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Willdan Group Inc". https://titelia.com/en/stocks/willdan-group-inc-US96924N1000