Willdan Group, Inc.
US ˙ NasdaqGM ˙ US96924N1000

SecurityWLDN / Willdan Group, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership121,797 shares
Latest Disclosed Value $ 9,324,837
Morgan Stanley reports 6.98% decrease in ownership of WLDN / Willdan Group, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 121,797 shares of Willdan Group, Inc. (US:WLDN) valued at $9,324,778 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 130,933 shares of Willdan Group, Inc.. This represents a change in shares of -6.98% during the quarter. The current value of the position is $11,923,926 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)
2026-05-15 2026-03-31 13F WILLDAN GROUP COM 96924N100 121,797 -9,136 -6.98 9,325 -31.30 0.0006
2026-05-27 2025-12-31 13F/A-1 WILLDAN GROUP COM 96924N100 130,933 2,762 2.15 13,573 9.52 0.0008
2026-02-13 2025-12-31 13F WILLDAN GROUP COM 96924N100 130,933 2,762 13,573 0.0008
2026-05-27 2025-09-30 13F/A-1 WILLDAN GROUP COM 96924N100 128,171 -65,397 -33.79 12,393 2.42 0.0008
2025-11-14 2025-09-30 13F WILLDAN GROUP COM 96924N100 128,171 -65,397 12,393 0.0008
2025-08-15 2025-06-30 13F WILLDAN GROUP COM 96924N100 193,568 106,068 121.22 12,100 239.57 0.0008
2025-05-15 2025-03-31 13F WILLDAN GROUP COM 96924N100 87,500 19,056 27.84 3,563 36.67 0.0003
2025-05-15 2024-12-31 13F/A-1 WILLDAN GROUP COM 96924N100 68,444 -21,549 -23.95 2,607 -29.25 0.0002
2025-02-14 2024-12-31 13F WILLDAN GROUP COM 96924N100 68,444 -21,549 2,607 0.0002
2025-05-14 2024-09-30 13F/A-2 WILLDAN GROUP COM 96924N100 89,993 -14,816 -14.14 3,685 21.90 0.0003
2025-02-14 2024-09-30 13F/A-1 WILLDAN GROUP COM 96924N100 89,993 -14,816 3,685 0.0003
2024-11-14 2024-09-30 13F WILLDAN GROUP COM 96924N100 89,993 -14,816 3,685 0.0003
2025-05-14 2024-06-30 13F/A-2 WILLDAN GROUP COM 96924N100 104,809 69,371 195.75 3,024 194.35 0.0002
2024-10-17 2024-06-30 13F/A-1 WILLDAN GROUP COM 96924N100 104,809 69,371 3,024 0.0002
2024-08-14 2024-06-30 13F WILLDAN GROUP COM 96924N100 104,809 69,371 3,024 0.0002
2024-10-17 2024-03-31 13F/A-2 WILLDAN GROUP COM 96924N100 35,438 -5,827 -14.12 1,027 15.78 0.0001
2024-08-16 2024-03-31 13F/A-1 WILLDAN GROUP COM 96924N100 35,438 -5,827 1,027 0.0000
2024-05-15 2024-03-31 13F WILLDAN GROUP COM 96924N100 35,438 -5,827 1,027 0.0001
2024-08-16 2023-12-31 13F/A-1 WILLDAN GROUP COM 96924N100 41,265 8,732 26.84 887 33.58 0.0001
2024-02-13 2023-12-31 13F WILLDAN GROUP COM 96924N100 41,265 8,732 887 0.0001
2023-11-15 2023-09-30 13F WILLDAN GROUP COM 96924N100 32,533 -479 -1.45 665 5.06 0.0001
2023-08-14 2023-06-30 13F WILLDAN GROUP COM 96924N100 33,012 -55,780 -62.82 633 -54.40 0.0001
2023-05-15 2023-03-31 13F WILLDAN GROUP COM 96924N100 88,792 369 0.42 1,387 -12.17 0.0001
2023-02-14 2022-12-31 13F WILLDAN GROUP COM 96924N100 88,423 68,444 342.58 1,578 433.11 0.0002
2022-11-14 2022-09-30 13F WILLDAN GROUP COM 96924N100 19,979 1,247 6.66 296 -42.64 0.0000
2022-10-27 2022-06-30 13F/A-1 WILLDAN GROUP COM 96924N100 18,732 10,555 129.08 516 107.23 0.0001
2022-08-15 2022-06-30 13F WILLDAN GROUP COM 96924N100 18,732 10,555 516 0.0000
2022-10-27 2022-03-31 13F/A-1 WILLDAN GROUP COM 96924N100 8,177 -4,876 -37.36 249 -45.87 0.0000
2022-05-13 2022-03-31 13F WILLDAN GROUP COM 96924N100 8,177 -4,876 249 0.0000
2022-02-14 2021-12-31 13F WILLDAN GROUP COM 96924N100 13,053 2,902 28.59 460 27.07 0.0001
2021-11-15 2021-09-30 13F WILLDAN GROUP COM 96924N100 10,151 -35,732 -77.88 362 -79.04 0.0000
2021-08-23 2021-06-30 13F/A-1 WILLDAN GROUP COM 96924N100 45,883 9,974 27.78 1,727 17.24 0.0002
2021-08-16 2021-06-30 13F WILLDAN GROUP COM 96924N100 45,883 9,974 1,727 0.0000
2021-05-17 2021-03-31 13F WILLDAN GROUP COM 96924N100 35,909 26,299 273.66 1,473 268.25 0.0002
2021-02-16 2020-12-31 13F WILLDAN GROUP COM 96924N100 9,610 7,380 330.94 400 601.75 0.0001
2020-11-13 2020-09-30 13F WILLDAN GROUP COM 96924N100 2,230 -3,250 -59.31 57 -58.70 0.0000
2020-08-14 2020-06-30 13F WILLDAN GROUP COM 96924N100 5,480 1,738 46.45 138 72.50 0.0000
2020-05-26 2020-03-31 13F/A-1 WILLDAN GROUP COM 96924N100 3,742 -13,052 -77.72 80 -84.99 0.0000
2020-05-15 2020-03-31 13F WILLDAN GROUP COM 96924N100 3,742 -13,052 80 6.1457
2020-02-14 2019-12-31 13F WILLDAN GROUP COM 96924N100 16,794 11,812 237.09 533 204.57 0.0001
2019-11-14 2019-09-30 13F WILLDAN GROUP COM 96924N100 4,982 2,748 123.01 175 110.84 0.0000
2019-08-14 2019-06-30 13F WILLDAN GROUP COM 96924N100 2,234 -1,641 -42.35 83 -41.96 0.0000
2019-05-15 2019-03-31 13F WILLDAN GROUP COM 96924N100 3,875 -12,999 -77.04 143 -75.76 0.0000
2019-02-14 2018-12-31 13F WILLDAN GROUP COM 96924N100 16,874 -211 -1.24 590 1.72 0.0002
2019-04-23 2018-09-30 13F/A-2 WILLDAN GROUP COM 96924N100 17,085 -3,825 -18.29 580 -10.36 0.0001
2018-11-20 2018-09-30 13F/A-1 WILLDAN GROUP COM 96924N100 17,085 0 580 0.0001
2018-11-14 2018-09-30 13F WILLDAN GROUP COM 96924N100 17,085 -3,825 580
2019-04-23 2018-06-30 13F/A-1 WILLDAN GROUP COM 96924N100 20,910 112 0.54 647 9.66 0.0002
2018-08-14 2018-06-30 13F WILLDAN GROUP COM 96924N100 20,910 112 647
2019-04-23 2018-03-31 13F/A-1 WILLDAN GROUP COM 96924N100 20,798 -21,861 -51.25 590 -42.21 0.0002
2018-05-14 2018-03-31 13F WILLDAN GROUP COM 96924N100 20,798 -21,861 590
2019-04-23 2017-12-31 13F/A-1 WILLDAN GROUP COM 96924N100 42,659 16,007 60.06 1,021 18.03 0.0003
2018-02-14 2017-12-31 13F WILLDAN GROUP COM 96924N100 42,659 16,007 1,021
2017-11-14 2017-09-30 13F WILLDAN GROUP COM 96924N100 26,652 -17,448 -39.56 865 -35.83 0.0003
2017-08-11 2017-06-30 13F WILLDAN GROUP COM 96924N100 44,100 -49,106 -52.69 1,348 -55.17 0.0004
2017-05-22 2017-03-31 13F/A-1 WILLDAN GROUP COM 96924N100 93,206 34,043 57.54 3,007 124.91 0.0009
2017-05-12 2017-03-31 13F WILLDAN GROUP COM 96924N100 93,206 3,007
2017-02-22 2016-12-31 13F/A-1 WILLDAN GROUP COM 96924N100 59,163 1,400 2.42 1,337 31.98 0.0004
2017-02-13 2016-12-31 13F WILLDAN GROUP COM 96924N100 59,163 1,337
2016-11-10 2016-09-30 13F WILLDAN GROUP COM 96924N100 57,763 27,146 88.66 1,013 211.69 0.0003
2016-08-12 2016-06-30 13F WILLDAN GROUP COM 96924N100 30,617 -1,385 -4.33 325 5.18 0.0001
2016-05-12 2016-03-31 13F WILLDAN GROUP COM 96924N100 32,002 -3,702 -10.37 309 3.00 0.0001
2016-02-09 2015-12-31 13F WILLDAN GROUP COM 96924N100 35,704 -116,242 -76.50 300 -80.53 0.0001
2016-02-08 2015-09-30 13F/A-1 WILLDAN GROUP COM 96924N100 151,946 -54,767 -26.49 1,541 -33.32 0.0006
2015-11-09 2015-09-30 13F WILLDAN GROUP COM 96924N100 151,946 1,541
2015-08-12 2015-06-30 13F WILLDAN GROUP COM 96924N100 206,713 17,473 9.23 2,311 -22.94 0.0008
2015-05-14 2015-03-31 13F WILLDAN GROUP COM 96924N100 189,240 -48,806 -20.50 2,999 -6.60 0.0011
2015-02-13 2014-12-31 13F WILLDAN GROUP COM 96924N100 238,046 16,847 7.62 3,211 0.38 0.0012
2014-12-16 2014-09-30 13F/A-1 WILLDAN GROUP COM 96924N100 221,199 209,187 1,741.48 3,199 5,824.07 0.0012
2014-11-14 2014-09-30 13F WILLDAN GROUP COM 96924N100 221,199 3,199
2014-05-13 2014-03-31 13F WILLDAN GROUP COM 96924N100 12,012 12 0.10 54 -15.62 0.0000
2014-02-13 2013-12-31 13F WILLDAN GROUP COM 96924N100 12,000 12,000 64 0.0000
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.