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Bartlett & Co Wealth Management’s WidePoint Corp WYY Stock Holding History

Bartlett & Co Wealth Management’s Portfolio WYY Stock Details WYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$207K Hold
11,825
– – ﹤0.01% 473
2026
Q1 		$105K Hold
11,825
– – ﹤0.01% 562
2025
Q4 		$63.5K Hold
11,825
– – ﹤0.01% 623
2025
Q3 		$58.5K Hold
11,825
– – ﹤0.01% 646
2025
Q2 		$40.4K Hold
11,825
– – ﹤0.01% 690
2025
Q1 		$39.4K Hold
11,825
– – ﹤0.01% 696
2024
Q4 		$57.2K Hold
11,825
– – ﹤0.01% 619
2024
Q3 		$41.9K Hold
11,825
– – ﹤0.01% 691
2024
Q2 		$49.5K Hold
11,825
– – ﹤0.01% 659
2024
Q1 		$30.6K Hold
11,825
– – ﹤0.01% 743
2023
Q4 		$26.5K Hold
11,825
– – ﹤0.01% 820
2023
Q3 		$20.3K Hold
11,825
– – ﹤0.01% 823
2023
Q2 		$22K Hold
11,825
– – ﹤0.01% 809
2023
Q1 		$21.4K Hold
11,825
– – ﹤0.01% 699
2022
Q4 		$21.5K Hold
11,825
– – ﹤0.01% 710
2022
Q3 		$25.2K Hold
11,825
– – ﹤0.01% 670
2022
Q2 		$28.3K Hold
11,825
– – ﹤0.01% 674
2022
Q1 		$44.7K Buy
+11,825
New +$48K ﹤0.01% 595

Other funds holding WYY

SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

Bartlett & Co Wealth Management's WYY Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its WidePoint Corp (WYY) position steady in Q2 2026 at 11,825 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Bartlett & Co Wealth Management first reported a position in WYY in Q1 2022 and has held it in 18 quarters since. 7 funds tracked by Wall St. Rank hold WYY as of Q2 2026.

  • Bartlett & Co Wealth Management held 11,825 shares of WidePoint Corp worth $207K as of Q2 2026.
  • Bartlett & Co Wealth Management left its WidePoint Corp share count unchanged in Q2 2026.
  • WidePoint Corp made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #473 holding.
  • Bartlett & Co Wealth Management first reported a position in WidePoint Corp in Q1 2022 and has held it in 18 quarters since.
  • 7 funds tracked by Wall St. Rank held WidePoint Corp as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.