Root Financial Partners
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Root Financial Partners’s California Water Service CWT Stock Holding History

Root Financial Partners’s Portfolio CWT Stock Details CWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$19.3K Buy
+417
New +$20.6K ﹤0.01% 1575
2026
Q2 		– Sell
-116
Closed -$5.26K – 1064
2026
Q1 		$5.26K Buy
116
+37
+47% +$1.66K ﹤0.01% 1934
2025
Q4 		$3.42K Buy
79
+9
+13% +$410 ﹤0.01% 1874
2025
Q3 		$3.21K Buy
+70
New +$3.22K ﹤0.01% 1865

Other funds holding CWT

KBC Group
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ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Bridge City Capital
Bridge City Capital Lake Oswego, Oregon $480M AUM 47.16% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Root Financial Partners's CWT Position: Q3 2026 in Review

Root Financial Partners opened a new position in California Water Service (CWT) in Q3 2026: 417 shares worth $19.3K. The stake represents ﹤0.01% of the portfolio and ranks #1575 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CWT as recently as Q1 2026.

Root Financial Partners first reported a position in CWT in Q3 2025 and has held it in 4 quarters since. 92 funds tracked by Wall St. Rank hold CWT as of Q3 2026.

  • Root Financial Partners held 417 shares of California Water Service worth $19.3K as of Q3 2026.
  • California Water Service was a new Root Financial Partners position in Q3 2026.
  • California Water Service made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1575 holding.
  • Root Financial Partners first reported a position in California Water Service in Q3 2025 and has held it in 4 quarters since.
  • 92 funds tracked by Wall St. Rank held California Water Service as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.