WWA
TBLU

WCG Wealth Advisors’s Tortoise Global Water ETF TBLU Stock Holding History

WCG Wealth Advisors’s Portfolio TBLU Stock Details TBLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.54M Buy
70,132
+2,609
+4% +$139K 0.1% 193
2025
Q4 		$3.43M Buy
67,523
+54,594
+422% +$2.88M 0.1% 194
2025
Q3 		$689K Sell
12,929
-28,600
-69% -$1.53M 0.04% 267
2025
Q2 		$2.2M Buy
41,529
+5,734
+16% +$286K 0.14% 151
2025
Q1 		$1.69M Sell
35,795
-2,877
-7% -$136K 0.13% 157
2024
Q4 		$1.81M Buy
38,672
+452
+1% +$22.3K 0.12% 157
2024
Q3 		$1.92M Buy
38,220
+27
+0.1% +$1.28K 0.13% 161
2024
Q2 		$1.73M Buy
38,193
+4,322
+13% +$201K 0.13% 147
2024
Q1 		$1.58M Buy
33,871
+466
+1% +$20.6K 0.13% 141
2023
Q4 		$1.46M Sell
33,405
-1,615
-5% -$64.4K 0.11% 163
2023
Q3 		$1.42M Sell
35,020
-254
-0.7% -$10.3K 0.1% 163
2023
Q2 		$1.45M Buy
35,274
+4,361
+14% +$174K 0.17% 91
2023
Q1 		$1.22M Buy
30,913
+230
+0.7% +$8.99K 0.16% 99
2022
Q4 		$1.13M Buy
30,683
+2,534
+9% +$91.9K 0.15% 99
2022
Q3 		$1.01M Sell
28,149
-681
-2% -$25.3K 0.13% 122
2022
Q2 		$1.03M Buy
+28,830
New +$1.1M 0.14% 115

Other funds holding TBLU

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
PWA
Phoenix Wealth Advisors Chapel Hill, North Carolina $253M AUM 17.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFP
Meramec Financial Planners Saint Louis, Missouri $252M AUM
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

WCG Wealth Advisors's TBLU Position: Q1 2026 in Review

WCG Wealth Advisors increased its Tortoise Global Water ETF (TBLU) stake by 3.9% in Q1 2026, buying an estimated $139K and bringing the position to 70,132 shares worth $3.54M. The position accounts for 0.1% of the portfolio, ranked #193.

WCG Wealth Advisors first reported a position in TBLU in Q2 2022 and has held it in 16 quarters since. 39 funds tracked by Wall St. Rank hold TBLU as of Q1 2026.

  • WCG Wealth Advisors held 70,132 shares of Tortoise Global Water ETF worth $3.54M as of Q1 2026.
  • WCG Wealth Advisors bought 2,609 Tortoise Global Water ETF shares in Q1 2026, an estimated $139K.
  • Tortoise Global Water ETF made up 0.1% of WCG Wealth Advisors's portfolio in Q1 2026, its #193 holding.
  • WCG Wealth Advisors first reported a position in Tortoise Global Water ETF in Q2 2022 and has held it in 16 quarters since.
  • 39 funds tracked by Wall St. Rank held Tortoise Global Water ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.