3 Factor Indexing’s Essential Utilities WTRG Stock Holding History

3 Factor Indexing’s Portfolio WTRG Stock Details WTRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$77	Hold	2	–	–	﹤0.01%	415
2026 Q1	$81	Buy	+2	New	+$79	﹤0.01%	428

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

3 Factor Indexing's WTRG Position: Q2 2026 in Review

3 Factor Indexing held its Essential Utilities (WTRG) position steady in Q2 2026 at 2 shares worth $77. The position accounts for ﹤0.01% of the portfolio, ranked #415.

3 Factor Indexing first reported a position in WTRG in Q1 2026 and has held it in 2 quarters since. The position peaked at $81 in Q1 2026. 660 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

3 Factor Indexing held 2 shares of Essential Utilities worth $77 as of Q2 2026.
3 Factor Indexing left its Essential Utilities share count unchanged in Q2 2026.
Essential Utilities made up ﹤0.01% of 3 Factor Indexing's portfolio in Q2 2026, its #415 holding.
3 Factor Indexing first reported a position in Essential Utilities in Q1 2026 and has held it in 2 quarters since.
3 Factor Indexing's Essential Utilities position peaked at $81 in Q1 2026.
660 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.