Simplex Trading
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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 		$30.6K Buy
+400
New +$42.3K ﹤0.01% 6366
2025
Q4 		– Sell
-300
Closed -$29K – 10259
2025
Q3 		$29K Buy
300
+200
+200% +$18.9K ﹤0.01% 7020
2025
Q2 		$6K Hold
100
– – ﹤0.01% 7685
2025
Q1 		$4K Hold
100
– – ﹤0.01% 7746
2024
Q4 		$3K Sell
100
-1,200
-92% -$51.5K ﹤0.01% 7950
2024
Q3 		$53K Buy
+1,300
New +$46.7K ﹤0.01% 5836
2024
Q2 		– Sell
-1,800
Closed -$52K – 9954
2024
Q1 		$52K Buy
+1,800
New +$39.2K ﹤0.01% 6232
2022
Q2 		– Sell
-100
Closed -$3K – 11238
2022
Q1 		$3K Sell
100
-100
-50% -$3.11K ﹤0.01% 9755
2021
Q4 		$7K Buy
+200
New +$7.45K ﹤0.01% 9354
2021
Q2 		– Sell
-34
Closed -$139K – 10788
2021
Q1 		$139K Buy
+34
New +$1.56K ﹤0.01% 5294
2020
Q1 		– Sell
-29
Closed -$92K – 8379
2019
Q4 		$92K Hold
29
– – ﹤0.01% 4600
2019
Q3 		$101K Buy
+29
New +$1.03K ﹤0.01% 4315

Other funds holding WLDN

BlackRock
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Ameriprise
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.