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State of Wyoming’s Otter Tail OTTR Stock Holding History

State of Wyoming’s Portfolio OTTR Stock Details OTTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-823
Closed -$72.2K – 2153
2026
Q1 		$72.2K Sell
823
-851
-51% -$73.6K 0.01% 1386
2025
Q4 		$135K Buy
1,674
+854
+104% +$69.2K 0.01% 1192
2025
Q3 		$67.2K Sell
820
-1,369
-63% -$111K 0.01% 1438
2025
Q2 		$169K Buy
+2,189
New +$171K 0.02% 1036
2025
Q1 		– Sell
-3,011
Closed -$222K – 1790
2024
Q4 		$222K Buy
3,011
+775
+35% +$60.7K 0.03% 759
2024
Q3 		$175K Buy
2,236
+1,290
+136% +$112K 0.02% 799
2024
Q2 		$82.9K Buy
+946
New +$82.8K 0.01% 1141
2023
Q2 		– Sell
-1,003
Closed -$72.5K – 1722
2023
Q1 		$72.5K Sell
1,003
-18
-2% -$1.2K 0.02% 935
2022
Q4 		$59.9K Sell
1,021
-512
-33% -$30.7K 0.02% 997
2022
Q3 		$94K Buy
1,533
+1,216
+384% +$87.7K 0.05% 635
2022
Q2 		$21K Buy
+317
New +$20.2K 0.01% 1409

Other funds holding OTTR

LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

State of Wyoming's OTTR Position: Q2 2026 in Review

State of Wyoming sold out of Otter Tail (OTTR) in Q2 2026, closing a stake of 823 shares — an estimated $72.2K sold.

State of Wyoming first reported a position in OTTR in Q2 2022 and held it in 11 quarters. The position peaked at $222K in Q4 2024. 151 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • State of Wyoming reported no remaining Otter Tail position as of Q2 2026 after selling out during the quarter.
  • State of Wyoming sold 823 Otter Tail shares in Q2 2026, an estimated $72.2K.
  • State of Wyoming first reported a position in Otter Tail in Q2 2022 and held it in 11 quarters.
  • State of Wyoming's Otter Tail position peaked at $222K in Q4 2024.
  • 151 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on State of Wyoming's 13F filing for Q2 2026, filed 6 Aug 2026.