Root Financial Partners
WTRG icon

Root Financial Partners’s Essential Utilities WTRG Stock Holding History

Root Financial Partners’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 		$27.2K Buy
+694
New +$27.8K ﹤0.01% 1388
2026
Q2 		– Sell
-1,030
Closed -$41.5K – 3204
2026
Q1 		$41.5K Buy
1,030
+542
+111% +$21.3K ﹤0.01% 960
2025
Q4 		$18.7K Buy
488
+20
+4% +$787 ﹤0.01% 1217
2025
Q3 		$18.7K Buy
+468
New +$17.8K ﹤0.01% 1155

Other funds holding WTRG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

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

Root Financial Partners opened a new position in Essential Utilities (WTRG) in Q3 2026: 694 shares worth $27.2K. The stake represents ﹤0.01% of the portfolio and ranks #1388 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in WTRG as recently as Q1 2026.

Root Financial Partners first reported a position in WTRG in Q3 2025 and has held it in 4 quarters since. The position peaked at $41.5K in Q1 2026. 422 funds tracked by Wall St. Rank hold WTRG as of Q3 2026.

  • Root Financial Partners held 694 shares of Essential Utilities worth $27.2K as of Q3 2026.
  • Essential Utilities was a new Root Financial Partners position in Q3 2026.
  • Essential Utilities made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1388 holding.
  • Root Financial Partners first reported a position in Essential Utilities in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Essential Utilities position peaked at $41.5K in Q1 2026.
  • 422 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2026.

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