RWM
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Rialto Wealth Management’s Essential Utilities WTRG Stock Holding History

Rialto Wealth Management’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 		$1.99K Buy
52
+30
+136% +$1.15K ﹤0.01% 1122
2026
Q1 		$886 Sell
22
-1
-4% -$39 ﹤0.01% 1156
2025
Q4 		$883 Hold
23
– – ﹤0.01% 1043
2025
Q3 		$918 Sell
23
-4
-15% -$152 ﹤0.01% 961
2025
Q2 		$1K Sell
27
-17
-39% -$662 ﹤0.01% 873
2025
Q1 		$1.74K Buy
+44
New +$1.62K ﹤0.01% 564

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

Rialto Wealth Management's WTRG Position: Q2 2026 in Review

Rialto Wealth Management increased its Essential Utilities (WTRG) stake by 136% in Q2 2026, buying an estimated $1.15K and bringing the position to 52 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1122.

Rialto Wealth Management first reported a position in WTRG in Q1 2025 and has held it in 6 quarters since. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Rialto Wealth Management held 52 shares of Essential Utilities worth $1.99K as of Q2 2026.
  • Rialto Wealth Management bought 30 Essential Utilities shares in Q2 2026, an estimated $1.15K.
  • Essential Utilities made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1122 holding.
  • Rialto Wealth Management first reported a position in Essential Utilities in Q1 2025 and has held it in 6 quarters since.
  • 699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.