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Wealthspire Advisors (New York)’s California Water Service CWT Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-107
Closed -$4.91K – 1462
2025
Q3 		$4.91K Buy
+107
New +$4.93K ﹤0.01% 2340
2022
Q3 		– Sell
-13,000
Closed -$722K – 519
2022
Q2 		$722K Buy
+13,000
New +$700K 0.02% 259

Other funds holding CWT

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthspire Advisors (New York)'s CWT Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of California Water Service (CWT) in Q4 2025, closing a stake of 107 shares — an estimated $4.91K sold.

Wealthspire Advisors (New York) first reported a position in CWT in Q2 2022 and held it in 2 quarters. The position peaked at $722K in Q2 2022. 330 funds tracked by Wall St. Rank hold CWT as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining California Water Service position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 107 California Water Service shares in Q4 2025, an estimated $4.91K.
  • Wealthspire Advisors (New York) first reported a position in California Water Service in Q2 2022 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s California Water Service position peaked at $722K in Q2 2022.
  • 330 funds tracked by Wall St. Rank held California Water Service as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.