Wedge Capital Management’s California Water Service CWT Stock Holding History

Wedge Capital Management’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	$3.81M	Buy	78,417 +33,852	+76%	+$1.53M	0.06%	231
2026 Q1	$2.02M	Buy	+44,565	New	+$2M	0.04%	346
2016 Q2	–	Sell	-24,450	Closed	-$653K	–	570
2016 Q1	$653K	Sell	24,450 -25	-0.1%	-$622	0.01%	382
2015 Q4	$570K	Sell	24,475 -3,550	-13%	-$80.6K	0.01%	421
2015 Q3	$620K	Buy	28,025 +1,925	+7%	+$42.1K	0.01%	412
2015 Q2	$596K	Sell	26,100 -100	-0.4%	-$2.4K	0.01%	430
2015 Q1	$642K	Buy	+26,200	New	+$648K	0.01%	403

Other funds holding CWT

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

CWA

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Wedge Capital Management's CWT Position: Q2 2026 in Review

Wedge Capital Management increased its California Water Service (CWT) stake by 76% in Q2 2026, buying an estimated $1.53M and bringing the position to 78,417 shares worth $3.81M. The position accounts for 0.06% of the portfolio, ranked #231.

Wedge Capital Management first reported a position in CWT in Q1 2015 and has held it in 7 quarters since. 34 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

Wedge Capital Management held 78,417 shares of California Water Service worth $3.81M as of Q2 2026.
Wedge Capital Management bought 33,852 California Water Service shares in Q2 2026, an estimated $1.53M.
California Water Service made up 0.06% of Wedge Capital Management's portfolio in Q2 2026, its #231 holding.
Wedge Capital Management first reported a position in California Water Service in Q1 2015 and has held it in 7 quarters since.
34 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.