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 Q2	$1.24M	Sell	70,911 -117,097	-62%	-$1.09M	﹤0.01%	4223
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

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

LPL Financial's WYY Position: Q2 2026 in Review

LPL Financial reduced its WidePoint Corp (WYY) stake by 62% in Q2 2026, selling an estimated $1.09M and leaving 70,911 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #4223.

LPL Financial first reported a position in WYY in Q4 2014 and has held it in 3 quarters since. 50 funds tracked by Wall St. Rank hold WYY as of Q2 2026.

LPL Financial held 70,911 shares of WidePoint Corp worth $1.24M as of Q2 2026.
LPL Financial sold 117,097 WidePoint Corp shares in Q2 2026, an estimated $1.09M.
WidePoint Corp made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4223 holding.
LPL Financial first reported a position in WidePoint Corp in Q4 2014 and has held it in 3 quarters since.
50 funds tracked by Wall St. Rank held WidePoint Corp as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.