WA
WTRG icon

Waverly Advisors’s Essential Utilities WTRG Stock Holding History

Waverly Advisors’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 		$2.35M Buy
58,269
+863
+2% +$34K 0.02% 611
2025
Q4 		$2.2M Buy
57,406
+1,945
+4% +$76.5K 0.02% 575
2025
Q3 		$2.21M Buy
55,461
+2,160
+4% +$82.3K 0.02% 493
2025
Q2 		$1.98M Buy
53,301
+2,131
+4% +$83K 0.02% 492
2025
Q1 		$2.02M Buy
51,170
+4,373
+9% +$161K 0.02% 476
2024
Q4 		$1.7M Buy
46,797
+2,218
+5% +$86.1K 0.03% 414
2024
Q3 		$1.72M Buy
44,579
+8,705
+24% +$342K 0.03% 359
2024
Q2 		$1.34M Buy
+35,874
New +$1.33M 0.03% 387

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

Waverly Advisors's WTRG Position: Q1 2026 in Review

Waverly Advisors increased its Essential Utilities (WTRG) stake by 1.5% in Q1 2026, buying an estimated $34K and bringing the position to 58,269 shares worth $2.35M. The position accounts for 0.02% of the portfolio, ranked #611.

Waverly Advisors first reported a position in WTRG in Q2 2024 and has held it in 8 quarters since. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Waverly Advisors held 58,269 shares of Essential Utilities worth $2.35M as of Q1 2026.
  • Waverly Advisors bought 863 Essential Utilities shares in Q1 2026, an estimated $34K.
  • Essential Utilities made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #611 holding.
  • Waverly Advisors first reported a position in Essential Utilities in Q2 2024 and has held it in 8 quarters since.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.