Willdan Group, Inc.
US ˙ NasdaqGM ˙ US96924N1000

SecurityWLDN / Willdan Group, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership308,947 shares
Latest Disclosed Value $ 23,651,509
Dimensional Fund Advisors Lp reports 7.54% increase in ownership of WLDN / Willdan Group, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 308,947 shares of Willdan Group, Inc. (US:WLDN) valued at $23,652,982 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 287,278 shares of Willdan Group, Inc.. This represents a change in shares of 7.54% during the quarter. The current value of the position is $30,032,738 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)
2026-05-07 2026-03-31 13F WILLDAN GROUP COM 96924N100 308,947 21,669 7.54 23,652 -20.59 0.0049
2026-02-12 2025-12-31 13F WILLDAN GROUP COM 96924N100 287,278 3,077 1.08 29,785 8.39 0.0062
2025-11-12 2025-09-30 13F WILLDAN GROUP COM 96924N100 284,201 -146,244 -33.98 27,479 2.13 0.0059
2025-08-12 2025-06-30 13F WILLDAN GROUP COM 96924N100 430,445 -49,002 -10.22 26,907 37.82 0.0062
2025-05-13 2025-03-31 13F WILLDAN GROUP COM 96924N100 479,447 60,128 14.34 19,523 22.23 0.0049
2025-02-13 2024-12-31 13F WILLDAN GROUP COM 96924N100 419,319 49,217 13.30 15,972 5.39 0.0038
2024-11-07 2024-09-30 13F WILLDAN GROUP COM 96924N100 370,102 45,957 14.18 15,156 62.07 0.0037
2024-08-09 2024-06-30 13F WILLDAN GROUP COM 96924N100 324,145 41,367 14.63 9,351 14.08 0.0024
2024-05-10 2024-03-31 13F WILLDAN GROUP COM 96924N100 282,778 17,167 6.46 8,198 43.53 0.0022
2024-02-07 2023-12-31 13F WILLDAN GROUP COM 96924N100 265,611 20,259 8.26 5,711 13.95 0.0017
2023-11-09 2023-09-30 13F WILLDAN GROUP COM 96924N100 245,352 -12,430 -4.82 5,012 1.50 0.0016
2023-08-09 2023-06-30 13F WILLDAN GROUP COM 96924N100 257,782 19,511 8.19 4,939 32.71 0.0016
2023-05-12 2023-03-31 13F WILLDAN GROUP COM 96924N100 238,271 7,253 3.14 3,721 92,925.00 0.0013
2023-02-09 2022-12-31 13F WILLDAN GROUP COM 96924N100 231,018 -14,868 -6.05 4 -99.89 0.0012
2022-11-10 2022-09-30 13F WILLDAN GROUP COM 96924N100 245,886 2,969 1.22 3,641 -45.64 0.0014
2022-08-12 2022-06-30 13F WILLDAN GROUP COM 96924N100 242,917 23,299 10.61 6,698 -0.64 0.0024
2022-05-13 2022-03-31 13F WILLDAN GROUP COM 96924N100 219,618 16,494 8.12 6,741 -5.72 0.0021
2022-02-09 2021-12-31 13F WILLDAN GROUP COM 96924N100 203,124 -411 -0.20 7,150 -1.28 0.0022
2021-11-12 2021-09-30 13F WILLDAN GROUP COM 96924N100 203,535 2,828 1.41 7,243 -4.12 0.0023
2021-08-12 2021-06-30 13F WILLDAN GROUP COM 96924N100 200,707 9,754 5.11 7,554 -3.61 0.0024
2021-05-14 2021-03-31 13F WILLDAN GROUP COM 96924N100 190,953 3,005 1.60 7,837 0.00 0.0026
2021-03-08 2020-12-31 13F/A-2 WILLDAN GROUP COM 96924N100 187,948 4,842 2.64 7,837 67.64 0.0028
2021-02-11 2020-12-31 13F WILLDAN GROUP COM 96924N100 187,948 4,842 7,837 2,830.3078
2020-11-12 2020-09-30 13F WILLDAN GROUP COM 96924N100 183,106 -24,822 -11.94 4,675 -10.10 0.0020
2020-08-13 2020-06-30 13F WILLDAN GROUP COM 96924N100 207,928 -40,621 -16.34 5,200 -2.09 0.0023
2020-05-14 2020-03-31 13F WILLDAN GROUP COM 96924N100 248,549 -82,275 -24.87 5,311 -49.49 0.0028
2020-02-14 2019-12-31 13F WILLDAN GROUP COM 96924N100 330,824 -119,695 -26.57 10,514 -33.47 0.0038
2019-11-12 2019-09-30 13F WILLDAN GROUP COM 96924N100 450,519 -22,014 -4.66 15,804 -10.21 0.0061
2019-08-13 2019-06-30 13F WILLDAN GROUP COM 96924N100 472,533 -437 -0.09 17,602 0.40 0.0068
2019-08-12 2019-03-31 13F/A-2 WILLDAN GROUP COM 96924N100 472,970 5,229 1.12 17,532 7.16 0.0070
2019-05-10 2019-03-31 13F WILLDAN GROUP COM 96924N100 472,970 5,229 17,532
2019-02-26 2018-12-31 13F/A-1 WILLDAN GROUP COM 96924N100 467,741 4,094 0.88 16,361 3.91 0.0074
2019-02-13 2018-12-31 13F WILLDAN GROUP COM 96924N100 467,741 4,094 16,361
2018-11-13 2018-09-30 13F WILLDAN GROUP COM 96924N100 463,647 19,269 4.34 15,746 14.42 0.0060
2018-08-10 2018-06-30 13F WILLDAN GROUP COM 96924N100 444,378 13,836 3.21 13,762 12.75 0.0055
2018-05-11 2018-03-31 13F WILLDAN GROUP COM 96924N100 430,542 179 0.04 12,206 18.47 0.0051
2018-02-12 2017-12-31 13F WILLDAN GROUP COM 96924N100 430,363 15,443 3.72 10,303 -23.50 0.0043
2017-11-13 2017-09-30 13F WILLDAN GROUP COM 96924N100 414,920 6,232 1.52 13,468 7.87 0.0059
2017-08-11 2017-06-30 13F WILLDAN GROUP COM 96924N100 408,688 30,030 7.93 12,485 2.20 0.0058
2017-05-12 2017-03-31 13F WILLDAN GROUP COM 96924N100 378,658 76,343 25.25 12,216 78.88 0.0058
2017-02-09 2016-12-31 13F WILLDAN GROUP COM 96924N100 302,315 56,149 22.81 6,829 58.08 0.0034
2016-11-10 2016-09-30 13F WILLDAN GROUP COM 96924N100 246,166 28,825 13.26 4,320 87.18 0.0023
2016-08-09 2016-06-30 13F WILLDAN GROUP COM 96924N100 217,341 2,784 1.30 2,308 11.50 0.0013
2016-05-13 2016-03-31 13F WILLDAN GROUP COM 96924N100 214,557 2,700 1.27 2,070 16.62 0.0012
2016-02-10 2015-12-31 13F WILLDAN GROUP COM 96924N100 211,857 9,789 4.84 1,775 -13.37 0.0011
2015-11-13 2015-09-30 13F WILLDAN GROUP COM 96924N100 202,068 -12,149 -5.67 2,049 -14.45 0.0013
2015-08-14 2015-06-30 13F WILLDAN GROUP COM 96924N100 214,217 -30,856 -12.59 2,395 -38.30 0.0015
2015-05-14 2015-03-31 13F WILLDAN GROUP COM 96924N100 245,073 34,601 16.44 3,882 36.74 0.0025
2015-02-06 2014-12-31 13F WILLDAN GROUP COM 96924N100 210,472 33,738 19.09 2,839 11.07 0.0019
2014-11-13 2014-09-30 13F WILLDAN GROUP COM 96924N100 176,734 28,563 19.28 2,556 98.91 0.0018
2014-08-08 2014-06-30 13F WILLDAN GROUP COM 96924N100 148,171 11,800 8.65 1,285 107.93 0.0009
2014-05-14 2014-03-31 13F WILLDAN GROUP COM 96924N100 136,371 4,300 3.26 618 -13.08 0.0005
2014-02-12 2013-12-31 13F WILLDAN GROUP COM 96924N100 132,071 0 0.00 711 45.40 0.0006
2013-11-13 2013-09-30 13F WILLDAN GROUP COM 96924N100 132,071 -200 -0.15 489 28.01 0.0004
2013-08-15 2013-06-30 13F WILLDAN GROUP COM 96924N100 132,271 132,271 382 0.0004
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.