Ritholtz Wealth Management
WYY icon

Ritholtz Wealth Management’s WidePoint Corp WYY Stock Holding History

Ritholtz Wealth 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
Q3 		$111K Sell
14,126
-3,095
-18% -$33.9K ﹤0.01% 1349
2026
Q2 		$301K Buy
17,221
+1,562
+10% +$14.6K ﹤0.01% 1054
2026
Q1 		$78.1K Buy
15,659
+876
+6% +$4.83K ﹤0.01% 1176
2025
Q4 		$79.4K Buy
+14,783
New +$92K ﹤0.01% 1101

Other funds holding WYY

Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Ritholtz Wealth Management's WYY Position: Q3 2026 in Review

Ritholtz Wealth Management reduced its WidePoint Corp (WYY) stake by 18% in Q3 2026, selling an estimated $33.9K and leaving 14,126 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #1349.

Ritholtz Wealth Management first reported a position in WYY in Q4 2025 and has held it in 4 quarters since. The position peaked at $301K in Q2 2026. 16 funds tracked by Wall St. Rank hold WYY as of Q3 2026.

  • Ritholtz Wealth Management held 14,126 shares of WidePoint Corp worth $111K as of Q3 2026.
  • Ritholtz Wealth Management sold 3,095 WidePoint Corp shares in Q3 2026, an estimated $33.9K.
  • WidePoint Corp made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q3 2026, its #1349 holding.
  • Ritholtz Wealth Management first reported a position in WidePoint Corp in Q4 2025 and has held it in 4 quarters since.
  • Ritholtz Wealth Management's WidePoint Corp position peaked at $301K in Q2 2026.
  • 16 funds tracked by Wall St. Rank held WidePoint Corp as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.