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 Q1	$15.3K	Sell	200 -6,600	-97%	-$698K	﹤0.01%	6980
2025 Q4	$705K	Sell	6,800 -3,100	-31%	-$305K	﹤0.01%	2965
2025 Q3	$957K	Buy	+9,900	New	+$937K	﹤0.01%	3096
2025 Q1	–	Sell	-2,000	Closed	-$76K	–	9832
2024 Q4	$76K	Hold	2,000	–	–	﹤0.01%	5449
2024 Q3	$81K	Buy	+2,000	New	+$71.9K	﹤0.01%	5438
2024 Q2	–	Sell	-1,800	Closed	-$52K	–	9952
2024 Q1	$52K	Hold	1,800	–	–	﹤0.01%	6231
2023 Q4	$38K	Buy	+1,800	New	+$35.8K	﹤0.01%	6361
2021 Q4	–	Sell	-9,400	Closed	-$363K	–	11573
2021 Q3	$363K	Hold	9,400	–	–	﹤0.01%	4598
2021 Q2	$353K	Buy	9,400 +9,286	+8,146%	+$359K	﹤0.01%	4709
2021 Q1	$467K	Buy	114 +102	+850%	+$4.69K	﹤0.01%	3472
2020 Q4	$50K	Buy	+12	New	+$417	﹤0.01%	6186
2020 Q2	–	Sell	-21	Closed	-$44K	–	8471
2020 Q1	$44K	Sell	21 -1	-5%	-$31	﹤0.01%	5273
2019 Q4	$69K	Buy	+22	New	+$697	﹤0.01%	4901

Other funds holding WLDN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Simplex Trading's WLDN Position: Q1 2026 in Review

Simplex Trading opened a new position in Willdan Group (WLDN) in Q1 2026: 285 shares worth $21.8K. The stake represents ﹤0.01% of the portfolio and ranks #6712 among its holdings. This is a return to the name: Simplex Trading previously reported a position in WLDN as recently as Q1 2024.

Simplex Trading first reported a position in WLDN in Q4 2019 and has held it in 7 quarters since. 253 funds tracked by Wall St. Rank hold WLDN as of Q1 2026.

Simplex Trading held 285 shares of Willdan Group worth $21.8K as of Q1 2026.
Willdan Group was a new Simplex Trading position in Q1 2026.
Willdan Group made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #6712 holding.
Simplex Trading first reported a position in Willdan Group in Q4 2019 and has held it in 7 quarters since.
253 funds tracked by Wall St. Rank held Willdan Group as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.