CIBC World Markets’s Essential Utilities WTRG Stock Holding History

CIBC World Markets’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
2025 Q4	$373K	Buy	+9,732	New	+$383K	﹤0.01%	892
2025 Q2	$405K	Sell	10,900 -971	-8%	-$37.8K	﹤0.01%	960
2025 Q1	$469K	Buy	11,871 +106	+0.9%	+$3.89K	﹤0.01%	1040
2024 Q4	$427K	Sell	11,765 -3,377	-22%	-$131K	﹤0.01%	790
2024 Q3	$584K	Buy	15,142 +1,131	+8%	+$44.4K	﹤0.01%	670
2024 Q2	$523K	Buy	14,011 +3,381	+32%	+$125K	﹤0.01%	657
2024 Q1	$394K	Buy	10,630 +3,630	+52%	+$132K	﹤0.01%	751
2023 Q4	$261K	Buy	+7,000	New	+$244K	﹤0.01%	717
2021 Q2	–	Sell	-23,978	Closed	-$1.07M	–	972
2021 Q1	$1.07M	Buy	+23,978	New	+$1.08M	0.01%	590

Other funds holding WTRG

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

CIBC World Markets's WTRG Position: Q4 2025 in Review

CIBC World Markets opened a new position in Essential Utilities (WTRG) in Q4 2025: 9,732 shares worth $373K. The stake represents ﹤0.01% of the portfolio and ranks #892 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in WTRG as recently as Q2 2025.

CIBC World Markets first reported a position in WTRG in Q1 2021 and has held it in 9 quarters since. The position peaked at $1.07M in Q1 2021. 694 funds tracked by Wall St. Rank hold WTRG as of Q4 2025.

CIBC World Markets held 9,732 shares of Essential Utilities worth $373K as of Q4 2025.
Essential Utilities was a new CIBC World Markets position in Q4 2025.
Essential Utilities made up ﹤0.01% of CIBC World Markets's portfolio in Q4 2025, its #892 holding.
CIBC World Markets first reported a position in Essential Utilities in Q1 2021 and has held it in 9 quarters since.
CIBC World Markets's Essential Utilities position peaked at $1.07M in Q1 2021.
694 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.