WIM
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Westside Investment Management’s Energous WATT Stock Holding History

Westside Investment Management’s Portfolio WATT Stock Details WATT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Hold
0
– -$5 – 1011
2024
Q4 		– Hold
0
– – – 983
2024
Q3 		– Hold
0
– – – 988
2024
Q2 		– Hold
0
– – – 982
2024
Q1 		– Sell
-4
Closed -$223 – 895
2023
Q4 		$214 Sell
4
-4
-50% -$228 ﹤0.01% 849
2023
Q3 		$395 Hold
8
– – ﹤0.01% 816
2023
Q2 		$1.2K Hold
8
– – ﹤0.01% 793
2023
Q1 		$2.67K Sell
8
-3
-27% -$1.28K ﹤0.01% 750
2022
Q4 		$833 Sell
11
-3
-21% -$1.81K ﹤0.01% 263
2022
Q3 		$1.04K Hold
14
– – ﹤0.01% 265
2022
Q2 		$1.19K Sell
14
-2
-13% -$1.22K ﹤0.01% 256
2022
Q1 		$1.19K Sell
16
-2
-11% -$1.39K ﹤0.01% 258
2021
Q4 		$2.11K Sell
18
-8
-31% -$8.27K ﹤0.01% 230
2021
Q3 		$2.13K Hold
26
– – ﹤0.01% 229
2021
Q2 		$2.91K Hold
26
– – 0.01% 213
2021
Q1 		$4.12K Hold
26
– – 0.01% 197
2020
Q4 		$1.83K Hold
26
– – 0.01% 174
2020
Q3 		$2.99K Hold
26
– – ﹤0.01% 168
2020
Q2 		$2.86K Sell
26
-4
-13% -$4.69K ﹤0.01% 154
2020
Q1 		$150K Buy
+30
New +$26.8K 0.1% 28
2019
Q2 		$2.73K Buy
+47
New +$137K 0.01% 91
2018
Q4 		$138K Buy
39
+1
+3% +$4.88K 0.05% 185
2018
Q3 		$232K Buy
38
+2
+6% +$15.5K 0.07% 135
2018
Q2 		$313K Buy
36
+2
+6% +$21K 0.11% 124
2018
Q1 		$322K Buy
34
+1
+3% +$11.8K 0.18% 118
2017
Q4 		$460K Buy
33
+1
+3% +$6.29K 0.25% 90
2017
Q3 		$263K Buy
32
+2
+7% +$15.7K 0.16% 121
2017
Q2 		$287K Buy
30
+2
+7% +$17.8K 0.19% 108
2017
Q1 		$239K Buy
28
+14
+100% +$134K 0.11% 118
2016
Q4 		$147K Buy
+14
New +$134K 0.1% 113

Other funds holding WATT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return
CWM
Concentrum Wealth Management San Jose, California $339M AUM 26.77% 1-Year Est. Return

Westside Investment Management's WATT Position: Q1 2025 in Review

Westside Investment Management held its Energous (WATT) position steady in Q1 2025 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

Westside Investment Management first reported a position in WATT in Q4 2016 and has held it in 26 quarters since. The position peaked at $460K in Q4 2017. 31 funds tracked by Wall St. Rank hold WATT as of Q1 2025.

  • Westside Investment Management held 0 shares of Energous worth $0 as of Q1 2025.
  • Westside Investment Management left its Energous share count unchanged in Q1 2025.
  • Energous made up ﹤0.01% of Westside Investment Management's portfolio in Q1 2025, its #1011 holding.
  • Westside Investment Management first reported a position in Energous in Q4 2016 and has held it in 26 quarters since.
  • Westside Investment Management's Energous position peaked at $460K in Q4 2017.
  • 31 funds tracked by Wall St. Rank held Energous as of Q1 2025.

Based on Westside Investment Management's 13F filing for Q1 2025, filed 25 Apr 2025.