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
Q2 		$39.5K Buy
500
+100
+25% +$8.52K ﹤0.01% 6521
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 $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
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
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
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. 246 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.
  • 246 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.