JG
WTRG icon

Joel Greenblatt’s Essential Utilities WTRG Stock Holding History

Joel Greenblatt’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 		$55.3M Buy
1,443,959
+530,422
+58% +$20.3M 0.13% 146
2026
Q1 		$36.8M Sell
913,537
-28,940
-3% -$1.14M 0.11% 218
2025
Q4 		$36.2M Buy
942,477
+34,668
+4% +$1.36M 0.13% 158
2025
Q3 		$36.2M Buy
907,809
+569,210
+168% +$21.7M 0.16% 104
2025
Q2 		$12.6M Buy
338,599
+237,558
+235% +$9.25M 0.08% 386
2025
Q1 		$3.99M Sell
101,041
-74,879
-43% -$2.75M 0.03% 589
2024
Q4 		$6.39M Sell
175,920
-16,018
-8% -$622K 0.06% 440
2024
Q3 		$7.4M Sell
191,938
-70,100
-27% -$2.75M 0.08% 378
2024
Q2 		$9.78M Buy
262,038
+70,476
+37% +$2.61M 0.13% 194
2024
Q1 		$7.1M Buy
191,562
+33,188
+21% +$1.2M 0.11% 254
2023
Q4 		$5.92M Buy
158,374
+140,525
+787% +$4.9M 0.11% 235
2023
Q3 		$613K Sell
17,849
-101,091
-85% -$3.92M 0.01% 916
2023
Q2 		$4.75M Buy
118,940
+72,366
+155% +$3.04M 0.1% 253
2023
Q1 		$2.03M Buy
46,574
+29,996
+181% +$1.35M 0.05% 523
2022
Q4 		$791K Sell
16,578
-24,000
-59% -$1.09M 0.02% 761
2022
Q3 		$1.68M Buy
40,578
+22,829
+129% +$1.11M 0.05% 458
2022
Q2 		$814K Buy
17,749
+6,357
+56% +$295K 0.03% 638
2022
Q1 		$582K Buy
11,392
+3,599
+46% +$174K 0.02% 755
2021
Q4 		$418K Sell
7,793
-1,936
-20% -$94K 0.01% 837
2021
Q3 		$448K Buy
9,729
+4,498
+86% +$218K 0.02% 695
2021
Q2 		$239K Buy
+5,231
New +$245K 0.01% 907
2018
Q3 		– Sell
-6,042
Closed -$213K – 1036
2018
Q2 		$213K Buy
+6,042
New +$207K ﹤0.01% 834
2014
Q4 		– Sell
-10,011
Closed -$236K – 1064
2014
Q3 		$236K Sell
10,011
-4,189
-30% -$102K ﹤0.01% 897
2014
Q2 		$372K Sell
14,200
-710
-5% -$17.9K ﹤0.01% 843
2014
Q1 		$374K Buy
+14,910
New +$360K 0.01% 851

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

Joel Greenblatt's WTRG Position: Q2 2026 in Review

Joel Greenblatt increased its Essential Utilities (WTRG) stake by 58% in Q2 2026, buying an estimated $20.3M and bringing the position to 1,443,959 shares worth $55.3M. The position accounts for 0.13% of the portfolio, ranked #146.

Joel Greenblatt first reported a position in WTRG in Q1 2014 and has held it in 25 quarters since. 696 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Joel Greenblatt held 1,443,959 shares of Essential Utilities worth $55.3M as of Q2 2026.
  • Joel Greenblatt bought 530,422 Essential Utilities shares in Q2 2026, an estimated $20.3M.
  • Essential Utilities made up 0.13% of Joel Greenblatt's portfolio in Q2 2026, its #146 holding.
  • Joel Greenblatt first reported a position in Essential Utilities in Q1 2014 and has held it in 25 quarters since.
  • 696 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.