WANY
HTO

Wealthspire Advisors (New York)’s H2O America HTO Stock Holding History

Wealthspire Advisors (New York)’s Portfolio HTO Stock Details HTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-92
Closed -$4.48K – 2580
2025
Q3 		$4.48K Buy
+92
New +$4.59K ﹤0.01% 2367

Other funds holding HTO

BlackRock
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
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Wealthspire Advisors (New York) sold out of H2O America (HTO) in Q4 2025, closing a stake of 92 shares — an estimated $4.48K sold.

Wealthspire Advisors (New York) first reported a position in HTO in Q3 2025 and held it in 1 quarter. The position peaked at $4.48K in Q3 2025. 279 funds tracked by Wall St. Rank hold HTO as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining H2O America position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 92 H2O America shares in Q4 2025, an estimated $4.48K.
  • Wealthspire Advisors (New York) first reported a position in H2O America in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s H2O America position peaked at $4.48K in Q3 2025.
  • 279 funds tracked by Wall St. Rank held H2O America as of Q4 2025.

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