WPC
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Wedmont Private Capital’s Essential Utilities WTRG Stock Holding History

Wedmont Private Capital’s Portfolio WTRG Stock Details WTRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$312K Buy
8,058
+2,851
+55% +$114K 0.01% 767
2026
Q2 		$201K Buy
+5,207
New +$199K 0.01% 919

Other funds holding WTRG

TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PBK
Peoples Bank (Kansas) Pratt, Kansas $103M AUM 16.02% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Wedmont Private Capital's WTRG Position: Q3 2026 in Review

Wedmont Private Capital increased its Essential Utilities (WTRG) stake by 55% in Q3 2026, buying an estimated $114K and bringing the position to 8,058 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #767.

Wedmont Private Capital first reported a position in WTRG in Q2 2026 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold WTRG as of Q3 2026.

  • Wedmont Private Capital held 8,058 shares of Essential Utilities worth $312K as of Q3 2026.
  • Wedmont Private Capital bought 2,851 Essential Utilities shares in Q3 2026, an estimated $114K.
  • Essential Utilities made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #767 holding.
  • Wedmont Private Capital first reported a position in Essential Utilities in Q2 2026 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.