Jeff Yass’s California Water Service CWT Stock Holding History

Jeff Yass’s Portfolio CWT Stock Details CWT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-11,400	Closed	-$539K	–	12489
2023 Q3	$539K	Buy	+11,400	New	+$577K	﹤0.01%	8051
2020 Q4	–	Sell	-5,300	Closed	-$230K	–	11101
2020 Q3	$230K	Sell	5,300 -1,300	-20%	-$60.5K	﹤0.01%	9232
2020 Q2	$315K	Buy	6,600 +400	+6%	+$18.9K	﹤0.01%	8274
2020 Q1	$312K	Buy	6,200 +800	+15%	+$41.5K	﹤0.01%	7887
2019 Q4	$278K	Buy	+5,400	New	+$282K	﹤0.01%	8170
2019 Q2	–	Sell	-6,600	Closed	-$358K	–	10293
2019 Q1	$358K	Buy	+6,600	New	+$332K	﹤0.01%	6902
2018 Q4	–	Sell	-11,200	Closed	-$480K	–	9071
2018 Q3	$480K	Buy	11,200 +900	+9%	+$37K	﹤0.01%	6606
2018 Q2	$401K	Buy	+10,300	New	+$403K	﹤0.01%	7243

Other funds holding CWT

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AIP

Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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

Jeff Yass's CWT Position: Q2 2026 in Review

Jeff Yass reduced its California Water Service (CWT) stake by 45% in Q2 2026, selling an estimated $568K and leaving 15,712 shares worth $764K. The position accounts for ﹤0.01% of the portfolio, ranked #8887.

Jeff Yass first reported a position in CWT in Q3 2013 and has held it in 41 quarters since. The position peaked at $4.52M in Q1 2025. 344 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

Jeff Yass held 15,712 shares of California Water Service worth $764K as of Q2 2026.
Jeff Yass sold 12,600 California Water Service shares in Q2 2026, an estimated $568K.
California Water Service made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #8887 holding.
Jeff Yass first reported a position in California Water Service in Q3 2013 and has held it in 41 quarters since.
Jeff Yass's California Water Service position peaked at $4.52M in Q1 2025.
344 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.