O'Shaughnessy Asset Management’s WidePoint Corp WYY Stock Holding History

O'Shaughnessy Asset 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 Q1	$65.1K	Sell	13,038 -15,305	-54%	-$84.4K	﹤0.01%	2202
2025 Q4	$152K	Buy	+28,343	New	+$176K	﹤0.01%	2053
2021 Q4	–	Sell	-60	Closed	–	–	2518
2021 Q3	$0	Sell	60 -2,654	-98%	-$15.7K	﹤0.01%	2869
2021 Q2	$20K	Sell	2,714 -993	-27%	-$7.82K	﹤0.01%	1853
2021 Q1	$34K	Buy	3,707 +3,282	+772%	+$38.8K	﹤0.01%	1520
2020 Q4	$4K	Buy	+425	New	+$3.2K	﹤0.01%	1748

Other funds holding WYY

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PCM

Potomac Capital Management New York $115M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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

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

O'Shaughnessy Asset Management's WYY Position: Q1 2026 in Review

O'Shaughnessy Asset Management reduced its WidePoint Corp (WYY) stake by 54% in Q1 2026, selling an estimated $84.4K and leaving 13,038 shares worth $65.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2202.

O'Shaughnessy Asset Management first reported a position in WYY in Q4 2020 and has held it in 6 quarters since. The position peaked at $152K in Q4 2025. 38 funds tracked by Wall St. Rank hold WYY as of Q1 2026.

O'Shaughnessy Asset Management held 13,038 shares of WidePoint Corp worth $65.1K as of Q1 2026.
O'Shaughnessy Asset Management sold 15,305 WidePoint Corp shares in Q1 2026, an estimated $84.4K.
WidePoint Corp made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #2202 holding.
O'Shaughnessy Asset Management first reported a position in WidePoint Corp in Q4 2020 and has held it in 6 quarters since.
O'Shaughnessy Asset Management's WidePoint Corp position peaked at $152K in Q4 2025.
38 funds tracked by Wall St. Rank held WidePoint Corp as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.