Wealth Enhancement Advisory Services’s California Water Service CWT Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CWT Stock Details CWT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.25M	Buy	27,464 +1,411	+5%	+$69.8K	﹤0.01%	2021
2026 Q2	$1.3M	Buy	26,053 +15,608	+149%	+$704K	﹤0.01%	1884
2026 Q1	$483K	Buy	10,445 +495	+5%	+$22.2K	﹤0.01%	2347
2025 Q4	$431K	Sell	9,950 -2,482	-20%	-$113K	﹤0.01%	2598
2025 Q3	$576K	Buy	12,432 +1,115	+10%	+$51.3K	﹤0.01%	2252
2025 Q2	$518K	Buy	11,317 +511	+5%	+$24.5K	﹤0.01%	2200
2025 Q1	$524K	Buy	10,806 +272	+3%	+$12.4K	﹤0.01%	2029
2024 Q4	$477K	Buy	10,534 +4,542	+76%	+$229K	﹤0.01%	2027
2024 Q3	$325K	Buy	5,992 +686	+13%	+$36.4K	﹤0.01%	2121
2024 Q2	$257K	Buy	+5,306	New	+$258K	﹤0.01%	2094

Other funds holding CWT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Wealth Enhancement Advisory Services's CWT Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its California Water Service (CWT) stake by 5.4% in Q3 2026, buying an estimated $69.8K and bringing the position to 27,464 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #2021.

Wealth Enhancement Advisory Services first reported a position in CWT in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.3M in Q2 2026. 297 funds tracked by Wall St. Rank hold CWT as of Q3 2026.

Wealth Enhancement Advisory Services held 27,464 shares of California Water Service worth $1.25M as of Q3 2026.
Wealth Enhancement Advisory Services bought 1,411 California Water Service shares in Q3 2026, an estimated $69.8K.
California Water Service made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2021 holding.
Wealth Enhancement Advisory Services first reported a position in California Water Service in Q2 2024 and has held it in 10 quarters since.
Wealth Enhancement Advisory Services's California Water Service position peaked at $1.3M in Q2 2026.
297 funds tracked by Wall St. Rank held California Water Service as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.