Who owns WidePoint (WYY)
Which tracked institutional funds hold WYY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WYY company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on WYY is one-sided between 2026-Q1 and 2026-Q2: 22 added or opened and 0 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
WYY’s largest tracked holder by dollar value, ROYCE & ASSOCIATES LP, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in WYY divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 50 tracked filers holding WYY, 32 increased or opened the position and 15 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in WYY between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- ROYCE & ASSOCIATES LP$7M
- Informed Momentum Co LLC$947K
- SIMPLEX TRADING, LLC$853K
- SEI INVESTMENTS CO$562K
Largest adds
- VANGUARD CAPITAL MANAGEMENT LLC$5M
- Potomac Capital Management, Inc.$4M
- Focus Partners Wealth$2M
- CITADEL ADVISORS LLC$2M
- RENAISSANCE TECHNOLOGIES LLC$1M
- Summit Financial Strategies, Inc.$1M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ROYCE & ASSOCIATES LP new | 426,524 | $7M | 15.7% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 360,356 | $6M | 13.3% | 2026-Q2 |
| Potomac Capital Management, Inc. added | 299,162 | $5M | 11.0% | 2026-Q2 |
| Focus Partners Wealth added | 157,046 | $3M | 5.8% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 120,321 | $2M | 4.4% | 2026-Q2 |
| Summit Financial Strategies, Inc. trimmed | 98,457 | $2M | 3.6% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 96,924 | $2M | 3.6% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 88,742 | $2M | 3.3% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 77,243 | $1M | 2.8% | 2026-Q2 |
| LPL Financial LLC trimmed | 70,911 | $1M | 2.6% | 2026-Q2 |
| BlackRock, Inc. added | 61,667 | $1M | 2.3% | 2026-Q2 |
| Informed Momentum Co LLC trimmed | 54,122 | $947K | 2.0% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 51,826 | $907K | 1.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 51,405 | $900K | 1.9% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 48,765 | $853K | 1.8% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 43,507 | $761K | 1.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 43,388 | $759K | 1.6% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 32,088 | $562K | 1.2% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 31,740 | $555K | 1.2% | 2026-Q2 |
| STATE STREET CORP added | 30,603 | $536K | 1.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC new | 27,377 | $479K | 1.0% | 2026-Q2 |
| GWN SECURITIES INC. new | 25,186 | $441K | 0.9% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 22,539 | $394K | 0.8% | 2026-Q2 |
| NORTHERN TRUST CORP added | 18,863 | $330K | 0.7% | 2026-Q2 |
| IMC-Chicago, LLC new | 18,560 | $325K | 0.7% | 2026-Q2 |
| BAILARD, INC. new | 18,097 | $317K | 0.7% | 2026-Q2 |
| Cassaday & Co Wealth Management LLC | 17,500 | $306K | 0.6% | 2026-Q2 |
| RITHOLTZ WEALTH MANAGEMENT added | 17,221 | $301K | 0.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC new | 15,925 | $279K | 0.6% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 14,826 | $259K | 0.5% | 2026-Q2 |
| Empowered Funds, LLC trimmed | 14,482 | $253K | 0.5% | 2026-Q2 |
| Quadrature Capital Ltd new | 13,409 | $235K | 0.5% | 2026-Q2 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 11,825 | $207K | 0.4% | 2026-Q2 |
| Centiva Capital, LP new | 10,969 | $192K | 0.4% | 2026-Q2 |
| Brevan Howard Capital Management LP new | 10,915 | $191K | 0.4% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 10,000 | $175K | 0.4% | 2026-Q2 |
| MORGAN STANLEY added | 9,987 | $175K | 0.4% | 2026-Q2 |
| IFP Advisors, Inc | 5,500 | $96K | 0.2% | 2026-Q2 |
| UBS Group AG added | 5,068 | $89K | 0.2% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 4,669 | $82K | 0.2% | 2026-Q2 |
| GROUP ONE TRADING LLC trimmed | 3,408 | $60K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN new | 1,500 | $26K | 0.1% | 2026-Q2 |
| Truvestments Capital LLC | 1,118 | $20K | 0.0% | 2026-Q2 |
| First Command Advisory Services, Inc. | 1,103 | $19K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 212 | $4K | 0.0% | 2026-Q2 |
| Arax Advisory Partners new | 160 | $3K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 131 | $2K | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. | 3 | $53 | 0.0% | 2026-Q2 |
| Friedenthal Financial new | 2 | $35 | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 0 | $5 | 0.0% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 29,523 | $147K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| XTX Topco Ltd trimmed | 13,892 | $69K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| ROYAL BANK OF CANADA added | 5,000 | $25K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| FEDERATED HERMES, INC. trimmed | 89 | $444 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD GROUP INC added | 397,884 | $2M | 4.5% | 2025-Q4 stale (2 quarters behind) |
| Stephens Consulting, LLC | 250 | $1K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ added | 7 | $38 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CITIGROUP INC trimmed | 1 | $5 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 50,111 | $248K | 0.5% | 2025-Q3 stale (3 quarters behind) |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 12,283 | $61K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Legato Capital Management LLC | 11,789 | $58K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| WOLVERINE TRADING, LLC new | 11,001 | $55K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| JPMORGAN CHASE & CO added | 20 | $99 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Private Advisor Group, LLC | 31,000 | $106K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| JONES FINANCIAL COMPANIES LLLP new | 500 | $2K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Legacy Investment Solutions, LLC | 100 | $342 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 100 | $342 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Legacy Wealth Managment, LLC/ID | 100 | $342 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.