Principal Securities’s Select Water Solutions WTTR Stock Holding History

Principal Securities’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
2025 Q4	–	Sell	-24	Closed	-$257	–	3511
2025 Q3	$257	Hold	24	–	–	﹤0.01%	3625
2025 Q2	$207	Hold	24	–	–	﹤0.01%	3597
2025 Q1	$318	Hold	24	–	–	﹤0.01%	3414
2024 Q4	$318	Buy	+24	New	+$305	﹤0.01%	3409

Other funds holding WTTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CPI

Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Securities's WTTR Position: Q4 2025 in Review

Principal Securities sold out of Select Water Solutions (WTTR) in Q4 2025, closing a stake of 24 shares — an estimated $257 sold.

Principal Securities first reported a position in WTTR in Q4 2024 and held it in 4 quarters. The position peaked at $318 in Q1 2025. 207 funds tracked by Wall St. Rank hold WTTR as of Q4 2025.

Principal Securities reported no remaining Select Water Solutions position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 24 Select Water Solutions shares in Q4 2025, an estimated $257.
Principal Securities first reported a position in Select Water Solutions in Q4 2024 and held it in 4 quarters.
Principal Securities's Select Water Solutions position peaked at $318 in Q1 2025.
207 funds tracked by Wall St. Rank held Select Water Solutions as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.