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Laird Norton Wetherby Trust Company’s Essential Utilities WTRG Stock Holding History

Laird Norton Wetherby Trust Company’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 		$202K Sell
5,271
-829
-14% -$31.7K ﹤0.01% 1004
2026
Q1 		$246K Sell
6,100
-663
-10% -$26.1K 0.01% 915
2025
Q4 		$259K Buy
+6,763
New +$266K 0.01% 924

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

Laird Norton Wetherby Trust Company's WTRG Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company reduced its Essential Utilities (WTRG) stake by 14% in Q2 2026, selling an estimated $31.7K and leaving 5,271 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

Laird Norton Wetherby Trust Company first reported a position in WTRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $259K in Q4 2025. 697 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Laird Norton Wetherby Trust Company held 5,271 shares of Essential Utilities worth $202K as of Q2 2026.
  • Laird Norton Wetherby Trust Company sold 829 Essential Utilities shares in Q2 2026, an estimated $31.7K.
  • Essential Utilities made up ﹤0.01% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #1004 holding.
  • Laird Norton Wetherby Trust Company first reported a position in Essential Utilities in Q4 2025 and has held it in 3 quarters since.
  • Laird Norton Wetherby Trust Company's Essential Utilities position peaked at $259K in Q4 2025.
  • 697 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.