VA
WTRG icon

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
Q2 		$260K Sell
6,797
-157
-2% -$6K ﹤0.01% 1660
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Vident Advisory's WTRG Position: Q2 2026 in Review

Vident Advisory reduced its Essential Utilities (WTRG) stake by 2.3% in Q2 2026, selling an estimated $6K and leaving 6,797 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #1660.

Vident Advisory first reported a position in WTRG in Q1 2025 and has held it in 6 quarters since. The position peaked at $366K in Q1 2025. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Vident Advisory held 6,797 shares of Essential Utilities worth $260K as of Q2 2026.
  • Vident Advisory sold 157 Essential Utilities shares in Q2 2026, an estimated $6K.
  • Essential Utilities made up ﹤0.01% of Vident Advisory's portfolio in Q2 2026, its #1660 holding.
  • Vident Advisory first reported a position in Essential Utilities in Q1 2025 and has held it in 6 quarters since.
  • Vident Advisory's Essential Utilities position peaked at $366K in Q1 2025.
  • 702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.