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 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

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

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

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Summit Financial Strategies's WYY Position: Q1 2026 in Review

Summit Financial Strategies held its WidePoint Corp (WYY) position steady in Q1 2026 at 117,748 shares worth $588K. The position accounts for 0.05% of the portfolio, ranked #91.

Summit Financial Strategies first reported a position in WYY in Q2 2021 and has held it in 20 quarters since. The position peaked at $632K in Q4 2025. 38 funds tracked by Wall St. Rank hold WYY as of Q1 2026.

Summit Financial Strategies held 117,748 shares of WidePoint Corp worth $588K as of Q1 2026.
Summit Financial Strategies left its WidePoint Corp share count unchanged in Q1 2026.
WidePoint Corp made up 0.05% of Summit Financial Strategies's portfolio in Q1 2026, its #91 holding.
Summit Financial Strategies first reported a position in WidePoint Corp in Q2 2021 and has held it in 20 quarters since.
Summit Financial Strategies's WidePoint Corp position peaked at $632K in Q4 2025.
38 funds tracked by Wall St. Rank held WidePoint Corp as of Q1 2026.

Based on Summit Financial Strategies's 13F filing for Q1 2026, filed 1 May 2026.