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 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	$59.9K	Buy	+17,500	New	+$62.7K	﹤0.01%	329

Other funds holding WYY

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PCM

Potomac Capital Management New York $147M AUM

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Cassaday & Co Wealth Management held its WidePoint Corp (WYY) position steady in Q2 2026 at 17,500 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #291.

Cassaday & Co Wealth Management first reported a position in WYY in Q2 2025 and has held it in 4 quarters since. 50 funds tracked by Wall St. Rank hold WYY as of Q2 2026.

Cassaday & Co Wealth Management held 17,500 shares of WidePoint Corp worth $306K as of Q2 2026.
Cassaday & Co Wealth Management left its WidePoint Corp share count unchanged in Q2 2026.
WidePoint Corp made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #291 holding.
Cassaday & Co Wealth Management first reported a position in WidePoint Corp in Q2 2025 and has held it in 4 quarters since.
50 funds tracked by Wall St. Rank held WidePoint Corp as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.