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Summit Financial Strategies’s WidePoint Corp WYY Stock Holding History

Summit Financial Strategies’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 		$1.72M Sell
98,457
-19,291
-16% -$180K 0.12% 56
2026
Q1 		$588K Hold
117,748
– – 0.05% 91
2025
Q4 		$632K Hold
117,748
– – 0.05% 81
2025
Q3 		$582K Hold
117,748
– – 0.05% 82
2025
Q2 		$403K Buy
117,748
+25,932
+28% +$93K 0.04% 101
2025
Q1 		$306K Hold
91,816
– – 0.03% 113
2024
Q4 		$444K Sell
91,816
-7,751
-8% -$33.5K 0.05% 90
2024
Q3 		$352K Sell
99,567
-3,501
-3% -$12.9K 0.04% 105
2024
Q2 		$432K Buy
103,068
+64,963
+170% +$168K 0.05% 88
2024
Q1 		$98.7K Buy
38,105
+1,618
+4% +$4.39K 0.01% 147
2023
Q4 		$84.7K Hold
36,487
– – 0.01% 140
2023
Q3 		$62.8K Hold
36,487
– – 0.01% 128
2023
Q2 		$67.9K Buy
36,487
+12,125
+50% +$22.5K 0.01% 125
2023
Q1 		$44.1K Buy
24,362
+2,500
+11% +$5.02K 0.01% 122
2022
Q4 		$39.8K Hold
21,862
– – 0.01% 120
2022
Q3 		$47K Sell
21,862
-100
-0.5% -$247 0.01% 116
2022
Q2 		$52K Hold
21,962
– – 0.01% 117
2022
Q1 		$83K Buy
21,962
+8,501
+63% +$34.5K 0.02% 121
2021
Q4 		$53K Sell
13,461
-10,005
-43% -$47.4K 0.01% 125
2021
Q3 		$123K Hold
23,466
– – 0.02% 117
2021
Q2 		$170K Buy
+23,466
New +$185K 0.03% 116

Other funds holding WYY

RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PCM
Potomac Capital Management New York $147M AUM
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Summit Financial Strategies's WYY Position: Q2 2026 in Review

Summit Financial Strategies reduced its WidePoint Corp (WYY) stake by 16% in Q2 2026, selling an estimated $180K and leaving 98,457 shares worth $1.72M. The position accounts for 0.12% of the portfolio, ranked #56.

Summit Financial Strategies first reported a position in WYY in Q2 2021 and has held it in 21 quarters since. 50 funds tracked by Wall St. Rank hold WYY as of Q2 2026.

  • Summit Financial Strategies held 98,457 shares of WidePoint Corp worth $1.72M as of Q2 2026.
  • Summit Financial Strategies sold 19,291 WidePoint Corp shares in Q2 2026, an estimated $180K.
  • WidePoint Corp made up 0.12% of Summit Financial Strategies's portfolio in Q2 2026, its #56 holding.
  • Summit Financial Strategies first reported a position in WidePoint Corp in Q2 2021 and has held it in 21 quarters since.
  • 50 funds tracked by Wall St. Rank held WidePoint Corp as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.