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Entrust Financial’s Essential Utilities WTRG Stock Holding History

Entrust Financial’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 		$121K Buy
3,162
+14
+0.4% +$535 0.08% 82
2026
Q1 		$127K Buy
3,148
+12
+0.4% +$472 0.09% 68
2025
Q4 		$120K Buy
+3,136
New +$123K 0.09% 72

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Entrust Financial's WTRG Position: Q2 2026 in Review

Entrust Financial increased its Essential Utilities (WTRG) stake by 0.44% in Q2 2026, buying an estimated $535 and bringing the position to 3,162 shares worth $121K. The position accounts for 0.08% of the portfolio, ranked #82.

Entrust Financial first reported a position in WTRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $127K in Q1 2026. 697 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Entrust Financial held 3,162 shares of Essential Utilities worth $121K as of Q2 2026.
  • Entrust Financial bought 14 Essential Utilities shares in Q2 2026, an estimated $535.
  • Essential Utilities made up 0.08% of Entrust Financial's portfolio in Q2 2026, its #82 holding.
  • Entrust Financial first reported a position in Essential Utilities in Q4 2025 and has held it in 3 quarters since.
  • Entrust Financial's Essential Utilities position peaked at $127K in Q1 2026.
  • 697 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Entrust Financial's 13F filing for Q2 2026, filed 20 Jul 2026.