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Perigon Wealth Management’s Select Water Solutions WTTR Stock Holding History

Perigon Wealth Management’s Portfolio WTTR Stock Details WTTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$431K Sell
21,573
-13,707
-39% -$240K 0.01% 961
2026
Q1 		$540K Sell
35,280
-6,787
-16% -$88.7K 0.01% 766
2025
Q4 		$443K Buy
+42,067
New +$453K 0.01% 852

Other funds holding WTTR

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Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MIM
Merewether Investment Management Dallas, Texas $5.31B AUM 73.7% 1-Year Est. Return

Perigon Wealth Management's WTTR Position: Q2 2026 in Review

Perigon Wealth Management reduced its Select Water Solutions (WTTR) stake by 39% in Q2 2026, selling an estimated $240K and leaving 21,573 shares worth $431K. The position accounts for 0.01% of the portfolio, ranked #961.

Perigon Wealth Management first reported a position in WTTR in Q4 2025 and has held it in 3 quarters since. The position peaked at $540K in Q1 2026. 266 funds tracked by Wall St. Rank hold WTTR as of Q2 2026.

  • Perigon Wealth Management held 21,573 shares of Select Water Solutions worth $431K as of Q2 2026.
  • Perigon Wealth Management sold 13,707 Select Water Solutions shares in Q2 2026, an estimated $240K.
  • Select Water Solutions made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #961 holding.
  • Perigon Wealth Management first reported a position in Select Water Solutions in Q4 2025 and has held it in 3 quarters since.
  • Perigon Wealth Management's Select Water Solutions position peaked at $540K in Q1 2026.
  • 266 funds tracked by Wall St. Rank held Select Water Solutions as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.