WPW
FIW icon

Waldron Private Wealth’s First Trust Water ETF FIW Stock Holding History

Waldron Private Wealth’s Portfolio FIW Stock Details FIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$229K Sell
2,225
-702
-24% -$77.7K 0.01% 315
2025
Q4 		$318K Buy
+2,927
New +$327K 0.01% 259

Other funds holding FIW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Waldron Private Wealth's FIW Position: Q1 2026 in Review

Waldron Private Wealth reduced its First Trust Water ETF (FIW) stake by 24% in Q1 2026, selling an estimated $77.7K and leaving 2,225 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #315.

Waldron Private Wealth first reported a position in FIW in Q4 2025 and has held it in 2 quarters since. The position peaked at $318K in Q4 2025. 303 funds tracked by Wall St. Rank hold FIW as of Q1 2026.

  • Waldron Private Wealth held 2,225 shares of First Trust Water ETF worth $229K as of Q1 2026.
  • Waldron Private Wealth sold 702 First Trust Water ETF shares in Q1 2026, an estimated $77.7K.
  • First Trust Water ETF made up 0.01% of Waldron Private Wealth's portfolio in Q1 2026, its #315 holding.
  • Waldron Private Wealth first reported a position in First Trust Water ETF in Q4 2025 and has held it in 2 quarters since.
  • Waldron Private Wealth's First Trust Water ETF position peaked at $318K in Q4 2025.
  • 303 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2026.

Based on Waldron Private Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.