As of the latest SEC filings, Willdan Group, Inc. (WLDN) is held by 243 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $33,889,054.32 in market value, representing a significant portion of its portfolio.
Funds holding Willdan Group, Inc. (WLDN)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- WLDN
- CIK:
- 0001370450
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $33,889,054.32 | 442,647 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.04% | $26,347,205.28 | 344,138 | Mar 31, 2026 | May 28, 2026 |
|
LACAX
Columbia Acorn Fund
|
MF | Columbia Threadneedle | 0.70% | $15,780,470.64 | 206,119 | Mar 31, 2026 | May 28, 2026 |
|
WGICX
Wasatch Micro Cap Fund
|
MF | Independent / Boutique | 2.71% | $15,215,075.04 | 198,734 | Mar 31, 2026 | May 5, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $11,938,383.60 | 155,935 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.03% | $10,574,564.00 | 139,139 | Apr 30, 2026 | Jun 26, 2026 |
|
VEXPX
VANGUARD EXPLORER FUND
|
MF | Vanguard | 0.05% | $10,532,384.00 | 138,584 | Apr 30, 2026 | Jun 26, 2026 |
|
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
|
ETF | First Trust | 0.13% | $9,862,229.52 | 128,817 | Mar 31, 2026 | May 21, 2026 |
|
VSEQX
VANGUARD STRATEGIC EQUITY FUND
|
MF | Vanguard | 0.08% | $8,420,451.60 | 109,985 | Mar 31, 2026 | May 28, 2026 |
|
WGMVX
Wasatch Micro Cap Value Fund
|
MF | Independent / Boutique | 2.36% | $7,550,194.08 | 98,618 | Mar 31, 2026 | May 5, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.02% | $7,107,488.76 | 79,734 | Feb 28, 2026 | Apr 24, 2026 |
|
TCSEX
Nuveen Quant Small Cap Equity Fund
|
MF | TIAA / Nuveen | 0.16% | $6,317,120.00 | 83,120 | Apr 30, 2026 | Jun 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.04% | $6,208,066.16 | 69,644 | Feb 28, 2026 | Apr 28, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.05% | $6,056,585.04 | 79,109 | Mar 31, 2026 | May 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.03% | $6,025,240.02 | 67,593 | Feb 28, 2026 | Apr 24, 2026 |
|
FSAKX
Strategic Advisers U.S. Total Stock Fund
|
MF | Fidelity | 0.01% | $5,757,463.46 | 64,589 | Feb 28, 2026 | Apr 24, 2026 |
|
VSTCX
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND
|
MF | Vanguard | 0.20% | $4,947,383.76 | 64,621 | Mar 31, 2026 | May 28, 2026 |
|
BUFSX
Buffalo Small Cap Growth Fund
|
MF | Independent / Boutique | 1.07% | $4,151,083.20 | 54,220 | Mar 31, 2026 | May 22, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.02% | $3,889,832.00 | 51,182 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.03% | $3,741,176.00 | 49,226 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.05% | $3,709,028.00 | 48,803 | Apr 30, 2026 | Jun 24, 2026 |
|
FYC
First Trust Small Cap Growth AlphaDEX Fund
|
ETF | First Trust | 0.33% | $3,412,020.00 | 44,895 | Apr 30, 2026 | Jun 23, 2026 |
|
BDSKX
BlackRock Advantage Small Cap Core Fund
|
MF | BlackRock / iShares | 0.07% | $3,403,186.92 | 38,178 | Feb 27, 2026 | Apr 24, 2026 |
|
IRGFX
Nomura Small Cap Growth Fund
|
MF | Independent / Boutique | 0.33% | $3,292,462.80 | 43,005 | Mar 31, 2026 | May 28, 2026 |
|
WUSAX
Columbia Variable Portfolio - Acorn Fund
|
MF | Columbia Threadneedle | 0.70% | $3,041,499.12 | 39,727 | Mar 31, 2026 | May 28, 2026 |
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