Willow Creek Capital Management, Inc.’s Essential Utilities WTRG Stock Holding History

Willow Creek Capital Management, Inc.’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	$706K	Buy	+18,417	New	+$703K	0.69%	44

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 $416B AUM 44.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Willow Creek Capital Management, Inc.'s WTRG Position: Q2 2026 in Review

Willow Creek Capital Management, Inc. opened a new position in Essential Utilities (WTRG) in Q2 2026: 18,417 shares worth $706K. The stake represents 0.69% of the portfolio and ranks #44 among its holdings.

700 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

Willow Creek Capital Management, Inc. held 18,417 shares of Essential Utilities worth $706K as of Q2 2026.
Essential Utilities was a new Willow Creek Capital Management, Inc. position in Q2 2026.
Essential Utilities made up 0.69% of Willow Creek Capital Management, Inc.'s portfolio in Q2 2026, its #44 holding.
700 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Willow Creek Capital Management, Inc.'s 13F filing for Q2 2026, filed 8 Sep 2026.