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 Q3	$138K	Hold	17,500	–	–	﹤0.01%	419
2026 Q2	$306K	Hold	17,500	–	–	0.01%	291
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	$59.8K	Buy	+17,500	New	+$62.7K	﹤0.01%	329

Other funds holding WYY

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cassaday & Co Wealth Management's WYY Position: Q3 2026 in Review

Cassaday & Co Wealth Management held its WidePoint Corp (WYY) position steady in Q3 2026 at 17,500 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Cassaday & Co Wealth Management first reported a position in WYY in Q2 2025 and has held it in 5 quarters since. The position peaked at $306K in Q2 2026. 35 funds tracked by Wall St. Rank hold WYY as of Q3 2026.

Cassaday & Co Wealth Management held 17,500 shares of WidePoint Corp worth $138K as of Q3 2026.
Cassaday & Co Wealth Management left its WidePoint Corp share count unchanged in Q3 2026.
WidePoint Corp made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #419 holding.
Cassaday & Co Wealth Management first reported a position in WidePoint Corp in Q2 2025 and has held it in 5 quarters since.
Cassaday & Co Wealth Management's WidePoint Corp position peaked at $306K in Q2 2026.
35 funds tracked by Wall St. Rank held WidePoint Corp as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.