SVB Wealth’s Essential Utilities WTRG Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-326	Closed	-$12.9K	–	1638
2025 Q1	$12.9K	Buy	+326	New	+$12K	﹤0.01%	835

Other funds holding WTRG

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

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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SVB Wealth's WTRG Position: Q2 2025 in Review

SVB Wealth sold out of Essential Utilities (WTRG) in Q2 2025, closing a stake of 326 shares — an estimated $12.9K sold.

SVB Wealth first reported a position in WTRG in Q1 2025 and held it in 1 quarter. The position peaked at $12.9K in Q1 2025. 682 funds tracked by Wall St. Rank hold WTRG as of Q2 2025.

SVB Wealth reported no remaining Essential Utilities position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 326 Essential Utilities shares in Q2 2025, an estimated $12.9K.
SVB Wealth first reported a position in Essential Utilities in Q1 2025 and held it in 1 quarter.
SVB Wealth's Essential Utilities position peaked at $12.9K in Q1 2025.
682 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.