Simplex Trading’s Willdan Group WLDN Stock Holding History

Simplex Trading’s Portfolio WLDN Stock Details WLDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-285	Closed	-$24.3K	–	10441
2026 Q1	$21.8K	Buy	+285	New	+$30.2K	﹤0.01%	6712
2024 Q2	–	Sell	-455	Closed	-$13K	–	9953
2024 Q1	$13K	Buy	+455	New	+$9.9K	﹤0.01%	7448
2022 Q2	–	Sell	-70	Closed	-$2K	–	11237
2022 Q1	$2K	Hold	70	–	–	﹤0.01%	9957
2021 Q4	$2K	Buy	+70	New	+$2.61K	﹤0.01%	10081
2021 Q1	–	Sell	-53	Closed	-$2.44K	–	10174
2020 Q4	$2K	Buy	+53	New	+$1.84K	﹤0.01%	8023
2020 Q2	–	Sell	-899	Closed	-$19K	–	8472
2020 Q1	$19K	Buy	899 +236	+36%	+$7.27K	﹤0.01%	6012
2019 Q4	$21K	Buy	+663	New	+$21K	﹤0.01%	5926

Other funds holding WLDN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AFCM

Alta Fox Capital Management Fort Worth, Texas $497M AUM 48.91% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Simplex Trading's WLDN Position: Q2 2026 in Review

Simplex Trading sold out of Willdan Group (WLDN) in Q2 2026, closing a stake of 285 shares — an estimated $24.3K sold.

Simplex Trading first reported a position in WLDN in Q4 2019 and held it in 7 quarters. The position peaked at $21.8K in Q1 2026. 245 funds tracked by Wall St. Rank hold WLDN as of Q2 2026.

Simplex Trading reported no remaining Willdan Group position as of Q2 2026 after selling out during the quarter.
Simplex Trading sold 285 Willdan Group shares in Q2 2026, an estimated $24.3K.
Simplex Trading first reported a position in Willdan Group in Q4 2019 and held it in 7 quarters.
Simplex Trading's Willdan Group position peaked at $21.8K in Q1 2026.
245 funds tracked by Wall St. Rank held Willdan Group as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.