WA
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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
Q2 		$2.31M Buy
60,242
+1,973
+3% +$75.3K 0.01% 657
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 $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

Waverly Advisors's WTRG Position: Q2 2026 in Review

Waverly Advisors increased its Essential Utilities (WTRG) stake by 3.4% in Q2 2026, buying an estimated $75.3K and bringing the position to 60,242 shares worth $2.31M. The position accounts for 0.01% of the portfolio, ranked #657.

Waverly Advisors first reported a position in WTRG in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.35M in Q1 2026. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Waverly Advisors held 60,242 shares of Essential Utilities worth $2.31M as of Q2 2026.
  • Waverly Advisors bought 1,973 Essential Utilities shares in Q2 2026, an estimated $75.3K.
  • Essential Utilities made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #657 holding.
  • Waverly Advisors first reported a position in Essential Utilities in Q2 2024 and has held it in 9 quarters since.
  • Waverly Advisors's Essential Utilities position peaked at $2.35M in Q1 2026.
  • 702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.