WAP
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Wealthcare Advisory Partners’s Essential Utilities WTRG Stock Holding History

Wealthcare Advisory Partners’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 		$916K Sell
23,903
-349
-1% -$13.3K 0.02% 539
2026
Q1 		$977K Sell
24,252
-2,265
-9% -$89.2K 0.02% 522
2025
Q4 		$1.02M Buy
26,517
+437
+2% +$17.2K 0.02% 507
2025
Q3 		$1.04M Buy
26,080
+356
+1% +$13.6K 0.02% 494
2025
Q2 		$955K Buy
25,724
+469
+2% +$18.3K 0.02% 494
2025
Q1 		$998K Buy
25,255
+1,867
+8% +$68.6K 0.03% 446
2024
Q4 		$849K Sell
23,388
-1,784
-7% -$69.2K 0.02% 459
2024
Q3 		$971K Buy
25,172
+2,971
+13% +$117K 0.03% 426
2024
Q2 		$829K Sell
22,201
-2,069
-9% -$76.8K 0.03% 436
2024
Q1 		$899K Buy
24,270
+1,723
+8% +$62.5K 0.03% 397
2023
Q4 		$842K Sell
22,547
-3,500
-13% -$122K 0.03% 360
2023
Q3 		$894K Sell
26,047
-547
-2% -$21.2K 0.04% 297
2023
Q2 		$1.06M Buy
26,594
+763
+3% +$32K 0.05% 272
2023
Q1 		$1.13M Buy
25,831
+48
+0.2% +$2.17K 0.05% 269
2022
Q4 		$1.23M Sell
25,783
-94
-0.4% -$4.25K 0.06% 241
2022
Q3 		$1.07M Sell
25,877
-161
-0.6% -$7.8K 0.06% 226
2022
Q2 		$1.19M Sell
26,038
-5,638
-18% -$262K 0.07% 187
2022
Q1 		$1.62M Buy
31,676
+5,602
+21% +$270K 0.1% 122
2021
Q4 		$1.4M Buy
26,074
+6,098
+31% +$296K 0.08% 146
2021
Q3 		$920K Sell
19,976
-260
-1% -$12.6K 0.06% 201
2021
Q2 		$925K Buy
20,236
+4
+0% +$188 0.06% 212
2021
Q1 		$905K Buy
20,232
+4
+0% +$181 0.07% 195
2020
Q4 		$957K Buy
20,228
+424
+2% +$18.8K 0.09% 155
2020
Q3 		$797K Buy
19,804
+11
+0.1% +$473 0.09% 141
2020
Q2 		$836K Buy
19,793
+2
+0% +$84 0.1% 117
2020
Q1 		$806K Sell
19,791
-276
-1% -$13K 0.12% 108
2019
Q4 		$942K Buy
20,067
+1
+0% +$45 0.12% 110
2019
Q3 		$900K Buy
20,066
+2
+0% +$86 0.13% 94
2019
Q2 		$830K Buy
20,064
+1
+0% +$39 0.13% 98
2019
Q1 		$731K Buy
20,063
+2
+0% +$70 0.12% 102
2018
Q4 		$686K Buy
20,061
+2
+0% +$69 0.13% 93
2018
Q3 		$740K Buy
20,059
+1
+0% +$37 0.14% 91
2018
Q2 		$706K Buy
20,058
+2
+0% +$69 0.14% 92
2018
Q1 		$683K Sell
20,056
-234
-1% -$8.15K 0.15% 84
2017
Q4 		$796K Sell
20,290
-188
-0.9% -$6.86K 0.2% 65
2017
Q3 		$680K Buy
+20,478
New +$686K 0.2% 62

Other funds holding WTRG

AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Wealthcare Advisory Partners's WTRG Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Essential Utilities (WTRG) stake by 1.4% in Q2 2026, selling an estimated $13.3K and leaving 23,903 shares worth $916K. The position accounts for 0.02% of the portfolio, ranked #539.

Wealthcare Advisory Partners first reported a position in WTRG in Q3 2017 and has held it in 36 quarters since. The position peaked at $1.62M in Q1 2022. 117 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Wealthcare Advisory Partners held 23,903 shares of Essential Utilities worth $916K as of Q2 2026.
  • Wealthcare Advisory Partners sold 349 Essential Utilities shares in Q2 2026, an estimated $13.3K.
  • Essential Utilities made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #539 holding.
  • Wealthcare Advisory Partners first reported a position in Essential Utilities in Q3 2017 and has held it in 36 quarters since.
  • Wealthcare Advisory Partners's Essential Utilities position peaked at $1.62M in Q1 2022.
  • 117 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.