IFP Advisors’s WidePoint Corp WYY Stock Holding History

IFP Advisors’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	$27.6K	Sell	3,500 -2,000	-36%	-$21.9K	﹤0.01%	2767
2026 Q2	$96.2K	Hold	5,500	–	–	﹤0.01%	2006
2026 Q1	$27.4K	Buy	+5,500	New	+$30.3K	﹤0.01%	2596
2020 Q4	–	Sell	-2,000	Closed	-$15K	–	3119
2020 Q3	$10K	Buy	2,000 +1,500	+300%	+$9.5K	﹤0.01%	1916
2020 Q2	$3K	Buy	+500	New	+$2.68K	﹤0.01%	2305
2017 Q1	–	Sell	-200	Closed	-$2K	–	4145
2016 Q4	$2K	Hold	200	–	–	﹤0.01%	3687
2016 Q3	$1K	Sell	200 -100	-33%	-$524	﹤0.01%	3786
2016 Q2	$2K	Buy	+300	New	+$2.18K	﹤0.01%	3510
2016 Q1	–	Sell	-450	Closed	-$3K	–	3480
2015 Q4	$3K	Buy	+450	New	+$3.62K	﹤0.01%	3233

Other funds holding WYY

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

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

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

IFP Advisors's WYY Position: Q3 2026 in Review

IFP Advisors reduced its WidePoint Corp (WYY) stake by 36% in Q3 2026, selling an estimated $21.9K and leaving 3,500 shares worth $27.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2767.

IFP Advisors first reported a position in WYY in Q4 2015 and has held it in 9 quarters since. The position peaked at $96.2K in Q2 2026. 16 funds tracked by Wall St. Rank hold WYY as of Q3 2026.

IFP Advisors held 3,500 shares of WidePoint Corp worth $27.6K as of Q3 2026.
IFP Advisors sold 2,000 WidePoint Corp shares in Q3 2026, an estimated $21.9K.
WidePoint Corp made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2767 holding.
IFP Advisors first reported a position in WidePoint Corp in Q4 2015 and has held it in 9 quarters since.
IFP Advisors's WidePoint Corp position peaked at $96.2K in Q2 2026.
16 funds tracked by Wall St. Rank held WidePoint Corp as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.