Marshall Wace
WTRG icon

Marshall Wace’s Essential Utilities WTRG Stock Holding History

Marshall Wace’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 		$9.12M Buy
237,937
+191,237
+410% +$7.3M 0.01% 1078
2026
Q1 		$1.88M Sell
46,700
-18,281
-28% -$720K ﹤0.01% 1822
2025
Q4 		$2.49M Buy
+64,981
New +$2.56M ﹤0.01% 1473
2025
Q2 		– Sell
-68,342
Closed -$2.7M – 3236
2025
Q1 		$2.7M Buy
+68,342
New +$2.51M ﹤0.01% 1338
2023
Q3 		– Sell
-17,734
Closed -$708K – 2755
2023
Q2 		$708K Sell
17,734
-7,245
-29% -$304K ﹤0.01% 1859
2023
Q1 		$1.09M Buy
+24,979
New +$1.13M ﹤0.01% 1765
2022
Q4 		– Sell
-102,688
Closed -$4.25M – 3477
2022
Q3 		$4.25M Buy
102,688
+64,414
+168% +$3.12M 0.01% 1491
2022
Q2 		$1.75M Buy
+38,274
New +$1.78M ﹤0.01% 2089
2022
Q1 		– Sell
-5,415
Closed -$291K – 4102
2021
Q4 		$291K Sell
5,415
-9,236
-63% -$448K ﹤0.01% 3047
2021
Q3 		$675K Buy
+14,651
New +$710K ﹤0.01% 2242
2021
Q2 		– Sell
-41,350
Closed -$1.85M – 3148
2021
Q1 		$1.85M Buy
+41,350
New +$1.87M 0.01% 1368
2019
Q4 		– Sell
-17
Closed -$1K – 2115
2019
Q3 		$1K Buy
+17
New +$730 ﹤0.01% 1633
2019
Q2 		– Sell
-2,486
Closed -$91K – 1900
2019
Q1 		$91K Sell
2,486
-188,820
-99% -$6.66M ﹤0.01% 1451
2018
Q4 		$6.54M Buy
+191,306
New +$6.63M 0.07% 370
2015
Q4 		– Sell
-57,400
Closed -$1.52M – 1144
2015
Q3 		$1.52M Buy
+57,400
New +$1.47M 0.02% 523

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 $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

Marshall Wace's WTRG Position: Q2 2026 in Review

Marshall Wace increased its Essential Utilities (WTRG) stake by 410% in Q2 2026, buying an estimated $7.3M and bringing the position to 237,937 shares worth $9.12M. The position accounts for 0.01% of the portfolio, ranked #1078.

Marshall Wace first reported a position in WTRG in Q3 2015 and has held it in 15 quarters since. 698 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Marshall Wace held 237,937 shares of Essential Utilities worth $9.12M as of Q2 2026.
  • Marshall Wace bought 191,237 Essential Utilities shares in Q2 2026, an estimated $7.3M.
  • Essential Utilities made up 0.01% of Marshall Wace's portfolio in Q2 2026, its #1078 holding.
  • Marshall Wace first reported a position in Essential Utilities in Q3 2015 and has held it in 15 quarters since.
  • 698 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.