VT
WTRG icon

Vise Technologies’s Essential Utilities WTRG Stock Holding History

Vise Technologies’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 		$1.19M Hold
30,966
– – 0.02% 532
2025
Q4 		$1.19M Buy
30,966
+3,752
+14% +$148K 0.02% 535
2025
Q3 		$1.09M Buy
27,214
+1,412
+5% +$53.8K 0.04% 407
2025
Q2 		$958K Buy
+25,802
New +$1M 0.04% 442
2024
Q4 		$278K Buy
+7,652
New +$297K 0.02% 623

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

Vise Technologies's WTRG Position: Q1 2026 in Review

Vise Technologies held its Essential Utilities (WTRG) position steady in Q1 2026 at 30,966 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #532.

Vise Technologies first reported a position in WTRG in Q4 2024 and has held it in 5 quarters since. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Vise Technologies held 30,966 shares of Essential Utilities worth $1.19M as of Q1 2026.
  • Vise Technologies left its Essential Utilities share count unchanged in Q1 2026.
  • Essential Utilities made up 0.02% of Vise Technologies's portfolio in Q1 2026, its #532 holding.
  • Vise Technologies first reported a position in Essential Utilities in Q4 2024 and has held it in 5 quarters since.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.