LPL Financial
WYY icon

LPL Financial’s WidePoint Corp WYY Stock Holding History

LPL Financial’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 		$938K Buy
+188,008
New +$1.04M ﹤0.01% 4246
2015
Q1 		– Sell
-1,000
Closed -$14K – 2857
2014
Q4 		$14K Buy
+1,000
New +$14.9K ﹤0.01% 2699

Other funds holding WYY

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PCM
Potomac Capital Management New York $115M AUM
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return
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
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

LPL Financial's WYY Position: Q1 2026 in Review

LPL Financial opened a new position in WidePoint Corp (WYY) in Q1 2026: 188,008 shares worth $938K. The stake represents ﹤0.01% of the portfolio and ranks #4246 among its holdings. This is a return to the name: LPL Financial previously reported a position in WYY as recently as Q4 2014.

LPL Financial first reported a position in WYY in Q4 2014 and has held it in 2 quarters since. 38 funds tracked by Wall St. Rank hold WYY as of Q1 2026.

  • LPL Financial held 188,008 shares of WidePoint Corp worth $938K as of Q1 2026.
  • WidePoint Corp was a new LPL Financial position in Q1 2026.
  • WidePoint Corp made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4246 holding.
  • LPL Financial first reported a position in WidePoint Corp in Q4 2014 and has held it in 2 quarters since.
  • 38 funds tracked by Wall St. Rank held WidePoint Corp as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.