Who Owns WidePoint Stock?
NYSE: WYYTechnologyEDP ServicesUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
After hours: 7.29 -0.27%
Ownership breakdown
- Held by institutions
- 27.27%
- Held by insiders
- 11.74%
- Institutional holders
- 58
- Institutions 27.3%
- Insiders 11.7%
- Public and other 61.0%
Who owns WidePoint stock?
Institutional investors own about 27.3% of WidePoint's shares, spread across 58 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 11.74% of WYY.
The largest institutional holders are Royce & Associates LP (4.27%), Vanguard Capital Management LLC (3.60%) and Potomac Capital Management, Inc. (2.99%). Together, the top 10 institutions control 18.1% of shares outstanding. In their latest filings, 6 of the top 10 institutions increased their WYY positions and 4 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of WYY
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Royce & Associates LP | 426.52K | 4.27% | +100.0% |
| Vanguard Capital Management LLC | 360.36K | 3.60% | +1.0% |
| Potomac Capital Management, Inc. | 299.16K | 2.99% | +9.7% |
| Focus Partners Wealth | 157.05K | 1.57% | +6864.4% |
| Renaissance Technologies, LLC | 120.32K | 1.20% | -2.6% |
| Summit Financial Strategies, Inc. | 98.46K | 0.98% | -16.4% |
| Citadel Advisors Llc | 96.92K | 0.97% | +179.6% |
| Geode Capital Management, LLC | 88.74K | 0.89% | -7.1% |
| HRT Financial LP | 88.27K | 0.88% | +100.0% |
| Dimensional Fund Advisors LP | 77.24K | 0.77% | -2.4% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of WYY
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 259.06K | 2.59% |
| ROYCE FUND-Royce Small-Cap Opportunity Fund | 200.97K | 2.01% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 94.62K | 0.95% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | 73.97K | 0.74% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 39.38K | 0.39% |
| iShares Trust-iShares Micro-Cap ETF | 28.32K | 0.28% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio | 25.32K | 0.25% |
| Nationwide Mutual Funds-Nationwide Bailard Small Cap Value Fund | 18.10K | 0.18% |
| EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF | 14.48K | 0.14% |
| Dimensional ETF Trust-Dimensional U.S. Small Cap ETF | 14.40K | 0.14% |
Frequently asked questions
Who is the largest shareholder of WidePoint?
Royce & Associates LP is the largest institutional shareholder of WYY, owning 4.27% of shares outstanding (426.52K shares) as of its latest 13F filing.
What percentage of WidePoint is owned by institutions?
Institutions own about 27.3% of WYY shares and 30.9% of the public float.
How much of WidePoint do insiders own?
Insiders, such as officers and directors, own about 11.74% of WYY shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.