GKIM
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GW&K Investment Management’s Essential Utilities WTRG Stock Holding History

GW&K Investment Management’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 		$30.2M Sell
788,035
-11,156
-1% -$426K 0.24% 157
2026
Q1 		$32.2M Sell
799,191
-14,456
-2% -$569K 0.28% 132
2025
Q4 		$31.2M Sell
813,647
-5,602
-0.7% -$220K 0.27% 144
2025
Q3 		$32.7M Buy
819,249
+102,862
+14% +$3.92M 0.29% 134
2025
Q2 		$26.6M Sell
716,387
-14,315
-2% -$558K 0.24% 164
2025
Q1 		$28.9M Buy
730,702
+4,905
+0.7% +$180K 0.27% 151
2024
Q4 		$26.4M Sell
725,797
-24,556
-3% -$953K 0.22% 168
2024
Q3 		$28.9M Buy
750,353
+139,831
+23% +$5.5M 0.25% 167
2024
Q2 		$22.8M Buy
610,522
+61,299
+11% +$2.27M 0.21% 186
2024
Q1 		$20.3M Buy
549,223
+548,973
+219,589% +$19.9M 0.18% 190
2023
Q4 		$9K Buy
250
+105
+72% +$3.67K ﹤0.01% 721
2023
Q3 		$5K Hold
145
– – ﹤0.01% 804
2023
Q2 		$6K Hold
145
– – ﹤0.01% 777
2023
Q1 		$6K Hold
145
– – ﹤0.01% 416
2022
Q4 		$7K Hold
145
– – ﹤0.01% 381
2022
Q3 		$6K Hold
145
– – ﹤0.01% 375
2022
Q2 		$7K Hold
145
– – ﹤0.01% 532
2022
Q1 		$7K Buy
+145
New +$7K ﹤0.01% 490

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 $3.38T AUM 44.17% 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 $416B AUM 44.19% 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

GW&K Investment Management's WTRG Position: Q2 2026 in Review

GW&K Investment Management reduced its Essential Utilities (WTRG) stake by 1.4% in Q2 2026, selling an estimated $426K and leaving 788,035 shares worth $30.2M. The position accounts for 0.24% of the portfolio, ranked #157.

GW&K Investment Management first reported a position in WTRG in Q1 2022 and has held it in 18 quarters since. The position peaked at $32.7M in Q3 2025. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • GW&K Investment Management held 788,035 shares of Essential Utilities worth $30.2M as of Q2 2026.
  • GW&K Investment Management sold 11,156 Essential Utilities shares in Q2 2026, an estimated $426K.
  • Essential Utilities made up 0.24% of GW&K Investment Management's portfolio in Q2 2026, its #157 holding.
  • GW&K Investment Management first reported a position in Essential Utilities in Q1 2022 and has held it in 18 quarters since.
  • GW&K Investment Management's Essential Utilities position peaked at $32.7M in Q3 2025.
  • 702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.