Summit Financial Strategies, Inc. WYY — WIDEPOINT CORP

Ownership history in Summit Financial Strategies, Inc.  ·  20 quarters on record

AI Ownership Summary

Summit Financial Strategies, Inc. reported WIDEPOINT CORP (WYY) in 20 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.05% in 2024 Q2. The latest visible filing shows WYY at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WYY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Summit Financial Strategies, Inc.'s position in WIDEPOINT CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WYY was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WYY stock page Summit Financial Strategies, Inc. fund profile Summit Financial Strategies, Inc. full holdings
How Summit Financial Strategies, Inc. held WYY — position size vs. price
% of Fund (quarterly)    WYY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 117,748 — 0% 0.05% $588K 2026-05-01 $6.86
2025 Q4 UNCHANGED — — — 117,748 — 0% 0.05% $632K 2026-01-27 $6.95
2025 Q3 UNCHANGED — — — 117,748 — 0% 0.05% $582K 2025-10-22 $6.34
2025 Q2 ADDED — — — 117,748 +25,932 +28.2% 0.04% $403K 2025-07-17 $3.22
2025 Q1 UNCHANGED — — — 91,816 — 0% 0.03% $306K 2025-05-12 $5.84
2024 Q4 REDUCED 7.8% -31.2% ✅ 91,816 -7,751 -7.8% 0.05% $444K 2025-01-22 $3.94
2024 Q3 REDUCED — — — 99,567 -3,501 -3.4% 0.04% $352K 2024-10-16 $3.65
2024 Q2 ADDED — — — 103,068 +64,963 +170.5% 0.05% $432K 2024-07-19 $3.64
2024 Q1 ADDED — — — 38,105 +1,618 +4.4% 0.01% $99K 2024-05-09 $2.61
2023 Q4 UNCHANGED — — — 36,487 — 0% 0.01% $85K 2024-02-13 $2.89
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WYY

As of 2026 Q1 — sorted by position size

Potomac Capital Management, Inc. 3Y 7Y 1.18% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.01% Cassaday & Co Wealth Management LLC 3Y 0.0% RITHOLTZ WEALTH MANAGEMENT 3Y 7Y 0.0% BARTLETT & CO. WEALTH MANAGEMENT LLC 0.0% XTX Topco Ltd 3Y 0.0% Truvestments Capital LLC 3Y 7Y 0.0% RENAISSANCE TECHNOLOGIES LLC 3Y 7Y 0.0% Empowered Funds, LLC 3Y 7Y 0.0% Focus Partners Wealth 3Y 7Y 0.0%

FAQ About Summit Financial Strategies, Inc. and WYY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Summit Financial Strategies, Inc. reported owning WYY?

Summit Financial Strategies, Inc. reported WYY across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported WYY position in Summit Financial Strategies, Inc.'s portfolio?

The largest reported portfolio weight for WYY was 0.05% in 2024 Q2.

What is the latest reported WYY position on this page?

The most recent filing on this page is 2026 Q1, when Summit Financial Strategies, Inc. reported 117,748 shares, equal to 0.05% of portfolio, with an estimated market value of $588K.

What does the chart on this WYY ownership page compare?

The chart compares Summit Financial Strategies, Inc.'s quarterly WYY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Summit Financial Strategies, Inc. time their WYY position?

Based on 13F filing dates vs. subsequent WYY price moves, Summit Financial Strategies, Inc. correctly timed 6 out of 11 reported position changes (55%). The annualised alpha on WYY relative to SPY over the holding period was -10.4%.

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