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 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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AIP

Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's CWT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its California Water Service (CWT) stake by 149% in Q2 2026, buying an estimated $704K and bringing the position to 26,053 shares worth $1.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1884.

Wealth Enhancement Advisory Services first reported a position in CWT in Q2 2024 and has held it in 9 quarters since. 345 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

Wealth Enhancement Advisory Services held 26,053 shares of California Water Service worth $1.3M as of Q2 2026.
Wealth Enhancement Advisory Services bought 15,608 California Water Service shares in Q2 2026, an estimated $704K.
California Water Service made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1884 holding.
Wealth Enhancement Advisory Services first reported a position in California Water Service in Q2 2024 and has held it in 9 quarters since.
345 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.