Wasatch Global Investors released its third-quarter 2025 investor letter for the “Wasatch Micro-Cap Fund,” reporting strong results for microcap stocks but lagging behind the benchmark index. The fund’s top five holdings can be found in the letter. Willdan Group, Inc. (NASDAQ: WLDN) was highlighted with a one-month return of 8.76% and shares up 167.72% over the last 52 weeks, closing at $103.77 per share on December 16, 2025.

Willdan Group, Inc. (NASDAQ: WLDN) was a leading contributor in the fund’s performance, benefiting from increased utility spending due to rising energy demand and California wildfires. The company specializes in optimizing energy distribution for utilities using software and analytics. Willdan Group, Inc. (NASDAQ: WLDN) has secured significant contracts, providing earnings visibility for the future.

Although not among the 30 most popular stocks among hedge funds, Willdan Group, Inc. (NASDAQ: WLDN) was held by 30 hedge fund portfolios in the third quarter. While acknowledging its potential, some AI stocks may offer greater upside with less downside risk. Check out the free report on the best short-term AI stock for more information.

In another article, infrastructure stocks with huge upside potential were shared, including Willdan Group, Inc. (NASDAQ: WLDN). For more investor letters from hedge funds and leading investors, visit the hedge fund investor letters Q3 2025 page.

Read more at Yahoo Finance: Strong Results and Raised Guidance Lifted Willdan Group (WLDN)