Willdan Group, Inc.
US ˙ NasdaqGM ˙ US96924N1000

SecurityWLDN / Willdan Group, Inc.
InstitutionAlps Advisors Inc
Latest Disclosed Ownership28,211 shares
Latest Disclosed Value $ 2,159,834
Alps Advisors Inc reports 12.80% increase in ownership of WLDN / Willdan Group, Inc.

On May 8, 2026 - Alps Advisors Inc filed a 13F-HR form disclosing ownership of 28,211 shares of Willdan Group, Inc. (US:WLDN) valued at $2,159,834 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 25,010 shares of Willdan Group, Inc.. This represents a change in shares of 12.80% during the quarter. The current value of the position is $2,742,391 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-08 2026-03-31 13F WILLDAN GROUP COM 96924N100 28,211 3,201 12.80 2,160 -16.71 0.0093
2026-02-12 2025-12-31 13F WILLDAN GROUP COM 96924N100 25,010 -937 -3.61 2,593 3.35 0.0151
2025-11-05 2025-09-30 13F WILLDAN GROUP COM 96924N100 25,947 2,684 11.54 2,509 72.49 0.0140
2025-08-11 2025-06-30 13F WILLDAN GROUP COM 96924N100 23,263 2,003 9.42 1,454 68.09 0.0084
2025-04-30 2025-03-31 13F WILLDAN GROUP COM 96924N100 21,260 -8,220 -27.88 866 -22.91 0.0050
2025-02-13 2024-12-31 13F WILLDAN GROUP COM 96924N100 29,480 20,280 220.43 1,123 198.40 0.0071
2024-11-12 2024-09-30 13F WILLDAN GROUP COM 96924N100 9,200 9,200 377 0.0025
2021-11-15 2021-09-30 13F WILLDAN GROUP COM 96924N100 0 -94,937 -100.00 0 -100.00
2021-08-11 2021-06-30 13F WILLDAN GROUP COM 96924N100 94,937 -16,013 -14.43 3,573 -21.54 0.0316
2021-05-07 2021-03-31 13F WILLDAN GROUP COM 96924N100 110,950 28,667 34.84 4,554 32.73 0.0445
2021-02-03 2020-12-31 13F WILLDAN GROUP COM 96924N100 82,283 22,365 37.33 3,431 124.40 0.0386
2020-11-05 2020-09-30 13F/A-1 WILLDAN GROUP COM 96924N100 59,918 13,821 29.98 1,529 32.61 0.0225
2020-11-04 2020-09-30 13F WILLDAN GROUP COM 96924N100 59,918 13,821 1,529 19,595.9668
2020-08-05 2020-06-30 13F WILLDAN GROUP COM 96924N100 46,097 6,732 17.10 1,153 37.10 0.0155
2020-05-06 2020-03-31 13F WILLDAN GROUP COM 96924N100 39,365 12,419 46.09 841 -1.75 0.0130
2020-02-07 2019-12-31 13F WILLDAN GROUP COM 96924N100 26,946 5,539 25.87 856 13.98 0.0067
2019-11-04 2019-09-30 13F WILLDAN GROUP IN COMMON STOCK 96924N100 21,407 4,420 26.02 751 18.64 0.0058
2019-08-07 2019-06-30 13F WILLDAN GROUP IN COMMON STOCK 96924N100 16,987 8,585 102.18 633 103.54 0.0047
2019-05-01 2019-03-31 13F WILLDAN GROUP IN COMMON STOCK 96924N100 8,402 8,402 311 0.0022
2017-11-03 2017-09-30 13F Willdan Group COMMON STOCK 96924N100 0 -14,146 -100.00 0 -100.00
2017-08-03 2017-06-30 13F Willdan Group COMMON STOCK 96924N100 14,146 36 0.26 432 -5.05 0.0030
2017-05-12 2017-03-31 13F Willdan Group COMMON STOCK 96924N100 14,110 14,110 455 0.0031
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.