Mather Group’s Essential Utilities WTRG Stock Holding History

Mather Group’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 Q3	$7.41K	Buy	189 +48	+34%	+$1.92K	﹤0.01%	1729
2026 Q2	$5.4K	Buy	+141	New	+$5.38K	﹤0.01%	1605
2025 Q4	–	Sell	-27	Closed	-$1.08K	–	1660
2025 Q3	$1.08K	Buy	+27	New	+$1.03K	﹤0.01%	1580
2025 Q2	–	Sell	-27	Closed	-$1.07K	–	1734
2025 Q1	$1.07K	Hold	27	–	–	﹤0.01%	1634
2024 Q4	$981	Hold	27	–	–	﹤0.01%	1618
2024 Q3	$1.04K	Sell	27 -137	-84%	-$5.38K	﹤0.01%	1558
2024 Q2	$6.08K	Buy	164 +137	+507%	+$5.08K	﹤0.01%	1573
2024 Q1	$1.01K	Buy	+27	New	+$979	﹤0.01%	1625

Other funds holding WTRG

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

A.D. Beadell Investment Counsel Mequon, Wisconsin $151M AUM 13.87% 1-Year Est. Return

Mather Group's WTRG Position: Q3 2026 in Review

Mather Group increased its Essential Utilities (WTRG) stake by 34% in Q3 2026, buying an estimated $1.92K and bringing the position to 189 shares worth $7.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1729.

Mather Group first reported a position in WTRG in Q1 2024 and has held it in 8 quarters since. 113 funds tracked by Wall St. Rank hold WTRG as of Q3 2026.

Mather Group held 189 shares of Essential Utilities worth $7.41K as of Q3 2026.
Mather Group bought 48 Essential Utilities shares in Q3 2026, an estimated $1.92K.
Essential Utilities made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1729 holding.
Mather Group first reported a position in Essential Utilities in Q1 2024 and has held it in 8 quarters since.
113 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.