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

Cassaday & 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
Q1 		$87.3K Buy
+17,500
New +$96.5K ﹤0.01% 490
2025
Q4 		– Sell
-17,500
Closed -$86.5K – 362
2025
Q3 		$86.5K Hold
17,500
– – ﹤0.01% 340
2025
Q2 		$59.9K Buy
+17,500
New +$62.7K ﹤0.01% 329

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Renaissance Technologies
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SFS
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Cassaday & Co Wealth Management's WYY Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in WidePoint Corp (WYY) in Q1 2026: 17,500 shares worth $87.3K. The stake represents ﹤0.01% of the portfolio and ranks #490 among its holdings. This is a return to the name: Cassaday & Co Wealth Management previously reported a position in WYY as recently as Q3 2025.

Cassaday & Co Wealth Management first reported a position in WYY in Q2 2025 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold WYY as of Q1 2026.

  • Cassaday & Co Wealth Management held 17,500 shares of WidePoint Corp worth $87.3K as of Q1 2026.
  • WidePoint Corp was a new Cassaday & Co Wealth Management position in Q1 2026.
  • WidePoint Corp made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #490 holding.
  • Cassaday & Co Wealth Management first reported a position in WidePoint Corp in Q2 2025 and has held it in 3 quarters since.
  • 38 funds tracked by Wall St. Rank held WidePoint Corp as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.