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 Q3	$4.17M	Buy	90,114 +11,697	+15%	+$579K	0.07%	216
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

NIA Impact Advisors Berkeley, California $232M AUM 31.81% 1-Year Est. Return

Carrera Capital Advisors Troy, Michigan $705M AUM 12.86% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Arjuna Capital Durham, North Carolina $448M AUM 32.85% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Wedge Capital Management's CWT Position: Q3 2026 in Review

Wedge Capital Management increased its California Water Service (CWT) stake by 15% in Q3 2026, buying an estimated $579K and bringing the position to 90,114 shares worth $4.17M. The position accounts for 0.07% of the portfolio, ranked #216.

Wedge Capital Management first reported a position in CWT in Q1 2015 and has held it in 8 quarters since. 132 funds tracked by Wall St. Rank hold CWT as of Q3 2026.

Wedge Capital Management held 90,114 shares of California Water Service worth $4.17M as of Q3 2026.
Wedge Capital Management bought 11,697 California Water Service shares in Q3 2026, an estimated $579K.
California Water Service made up 0.07% of Wedge Capital Management's portfolio in Q3 2026, its #216 holding.
Wedge Capital Management first reported a position in California Water Service in Q1 2015 and has held it in 8 quarters since.
132 funds tracked by Wall St. Rank held California Water Service as of Q3 2026.

Based on Wedge Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.