VA
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Vident Advisory’s Essential Utilities WTRG Stock Holding History

Vident Advisory’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
Q1 		$280K Buy
6,954
+297
+4% +$11.7K ﹤0.01% 1537
2025
Q4 		$255K Buy
6,657
+1,085
+19% +$42.7K ﹤0.01% 1445
2025
Q3 		$222K Buy
5,572
+31
+0.6% +$1.18K ﹤0.01% 1528
2025
Q2 		$206K Sell
5,541
-3,715
-40% -$145K ﹤0.01% 1493
2025
Q1 		$366K Buy
+9,256
New +$340K 0.01% 1185

Other funds holding WTRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Vident Advisory's WTRG Position: Q1 2026 in Review

Vident Advisory increased its Essential Utilities (WTRG) stake by 4.5% in Q1 2026, buying an estimated $11.7K and bringing the position to 6,954 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #1537.

Vident Advisory first reported a position in WTRG in Q1 2025 and has held it in 5 quarters since. The position peaked at $366K in Q1 2025. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Vident Advisory held 6,954 shares of Essential Utilities worth $280K as of Q1 2026.
  • Vident Advisory bought 297 Essential Utilities shares in Q1 2026, an estimated $11.7K.
  • Essential Utilities made up ﹤0.01% of Vident Advisory's portfolio in Q1 2026, its #1537 holding.
  • Vident Advisory first reported a position in Essential Utilities in Q1 2025 and has held it in 5 quarters since.
  • Vident Advisory's Essential Utilities position peaked at $366K in Q1 2025.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.