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Wealth Enhancement Trust Services’s Essential Utilities WTRG Stock Holding History

Wealth Enhancement Trust Services’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 		$8.04K Buy
+210
New +$8.02K ﹤0.01% 760

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Geode Capital Management
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Amundi
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Northern Trust
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Morgan Stanley
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Wealth Enhancement Trust Services's WTRG Position: Q2 2026 in Review

Wealth Enhancement Trust Services opened a new position in Essential Utilities (WTRG) in Q2 2026: 210 shares worth $8.04K. The stake represents ﹤0.01% of the portfolio and ranks #760 among its holdings.

555 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Wealth Enhancement Trust Services held 210 shares of Essential Utilities worth $8.04K as of Q2 2026.
  • Essential Utilities was a new Wealth Enhancement Trust Services position in Q2 2026.
  • Essential Utilities made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #760 holding.
  • 555 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

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