Global Wealth Strategies & Associates’s WidePoint Corp WYY Stock Holding History

Global Wealth Strategies & Associates’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
2025 Q1	–	Sell	-364	Closed	-$1.76K	–	519
2024 Q4	$1.76K	Hold	364	–	–	﹤0.01%	330
2024 Q3	$1.29K	Hold	364	–	–	﹤0.01%	315
2024 Q2	$1.52K	Hold	364	–	–	﹤0.01%	275
2024 Q1	$943	Hold	364	–	–	﹤0.01%	310
2023 Q4	$844	Hold	364	–	–	﹤0.01%	283
2023 Q3	$626	Hold	364	–	–	﹤0.01%	295
2023 Q2	$677	Hold	364	–	–	﹤0.01%	281
2023 Q1	$659	Hold	364	–	–	﹤0.01%	303
2022 Q4	$663	Buy	+364	New	+$801	﹤0.01%	304

Other funds holding WYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EIM

Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

Truvestments Capital Sarasota, Florida $554M AUM 32.49% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Global Wealth Strategies & Associates's WYY Position: Q1 2025 in Review

Global Wealth Strategies & Associates sold out of WidePoint Corp (WYY) in Q1 2025, closing a stake of 364 shares — an estimated $1.76K sold.

Global Wealth Strategies & Associates first reported a position in WYY in Q4 2022 and held it in 9 quarters. The position peaked at $1.76K in Q4 2024. 31 funds tracked by Wall St. Rank hold WYY as of Q1 2025.

Global Wealth Strategies & Associates reported no remaining WidePoint Corp position as of Q1 2025 after selling out during the quarter.
Global Wealth Strategies & Associates sold 364 WidePoint Corp shares in Q1 2025, an estimated $1.76K.
Global Wealth Strategies & Associates first reported a position in WidePoint Corp in Q4 2022 and held it in 9 quarters.
Global Wealth Strategies & Associates's WidePoint Corp position peaked at $1.76K in Q4 2024.
31 funds tracked by Wall St. Rank held WidePoint Corp as of Q1 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2025, filed 2 Apr 2025.