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Wedbush Securities’s California Water Service CWT Stock Holding History

Wedbush Securities’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 		$394K Hold
8,100
– – 0.01% 816
2026
Q1 		$367K Buy
+8,100
New +$363K 0.01% 803
2024
Q2 		– Sell
-9,567
Closed -$445K – 1214
2024
Q1 		$445K Sell
9,567
-794
-8% -$37.2K 0.02% 689
2023
Q4 		$537K Sell
10,361
-54
-0.5% -$2.72K 0.02% 529
2023
Q3 		$493K Buy
10,415
+64
+0.6% +$3.24K 0.02% 531
2023
Q2 		$534K Buy
10,351
+4
+0% +$225 0.03% 516
2023
Q1 		$602K Sell
10,347
-396
-4% -$23.5K 0.03% 468
2022
Q4 		$651K Sell
10,743
-996
-8% -$59.8K 0.04% 427
2022
Q3 		$619K Sell
11,739
-996
-8% -$58.4K 0.03% 437
2022
Q2 		$707K Buy
12,735
+4
+0% +$216 0.04% 394
2022
Q1 		$755K Sell
12,731
-11
-0.1% -$663 0.03% 425
2021
Q4 		$916K Buy
12,742
+3
+0% +$193 0.04% 401
2021
Q3 		$751K Buy
12,739
+4
+0% +$246 0.04% 443
2021
Q2 		$707K Buy
+12,735
New +$735K 0.03% 483
2020
Q1 		– Sell
-3,997
Closed -$206K – 908
2019
Q4 		$206K Buy
+3,997
New +$209K 0.02% 853

Other funds holding CWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wedbush Securities's CWT Position: Q2 2026 in Review

Wedbush Securities held its California Water Service (CWT) position steady in Q2 2026 at 8,100 shares worth $394K. The position accounts for 0.01% of the portfolio, ranked #816.

Wedbush Securities first reported a position in CWT in Q4 2019 and has held it in 15 quarters since. The position peaked at $916K in Q4 2021. 345 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

  • Wedbush Securities held 8,100 shares of California Water Service worth $394K as of Q2 2026.
  • Wedbush Securities left its California Water Service share count unchanged in Q2 2026.
  • California Water Service made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #816 holding.
  • Wedbush Securities first reported a position in California Water Service in Q4 2019 and has held it in 15 quarters since.
  • Wedbush Securities's California Water Service position peaked at $916K in Q4 2021.
  • 345 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.