WYNNEFIELD CAPITAL INC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 99.9%; sector active share 74.1% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
8 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 40.9% | $59,399,379 |
| Consumer Defensive | 37.1% | $53,926,354 |
| Healthcare | 17.0% | $24,691,884 |
| Basic Materials | 3.7% | $5,429,550 |
| Unclassified | 1.3% | $1,936,500 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CDRE | Cadre Holdings, Inc. | +55,000 | 1,205,000 | $34,354,550 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNew Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NNBR | Nn Inc | 28,128 | $40,785 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NATR |
Natures Sunshine Products Inc
Consumer Defensive
|
Held | 2,473,686 | $53,926,354 | 37.09% | |
| CDRE |
Cadre Holdings, Inc.
Industrials
|
Added | 1,205,000 | $34,354,550 | 23.63% | |
| LFCR |
Lifecore Biomedical, Inc. De
Healthcare
|
Held | 4,703,216 | $24,691,884 | 16.98% | |
| DLHC |
DLH Holdings Corp.
Industrials
|
Held | 3,681,421 | $19,327,460 | 13.29% | |
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
Held | 35,000 | $5,429,550 | 3.73% | |
| QRHC |
Quest Resource Holding Corp
Industrials
|
Held | 2,734,349 | $3,445,279 | 2.37% | |
| TPCS |
Techprecision Corp
Industrials
|
Held | 433,605 | $2,272,090 | 1.56% | |
| SIL |
Global X Silver Miners ETF
|
Held | 25,000 | $1,936,500 | 1.33% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.