Water Island Capital’s Essential Utilities WTRG Stock Holding History

Water Island Capital’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	–	Sell	-36,646	Closed	-$1.41M	–	141
2025 Q4	$1.41M	Buy	+36,646	New	+$1.44M	0.15%	71

Other funds holding WTRG

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

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

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Water Island Capital's WTRG Position: Q1 2026 in Review

Water Island Capital sold out of Essential Utilities (WTRG) in Q1 2026, closing a stake of 36,646 shares — an estimated $1.41M sold.

Water Island Capital first reported a position in WTRG in Q4 2025 and held it in 1 quarter. The position peaked at $1.41M in Q4 2025. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

Water Island Capital reported no remaining Essential Utilities position as of Q1 2026 after selling out during the quarter.
Water Island Capital sold 36,646 Essential Utilities shares in Q1 2026, an estimated $1.41M.
Water Island Capital first reported a position in Essential Utilities in Q4 2025 and held it in 1 quarter.
Water Island Capital's Essential Utilities position peaked at $1.41M in Q4 2025.
694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Water Island Capital's 13F filing for Q1 2026, filed 15 May 2026.