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White Pine Investment Company’s First Trust Water ETF FIW Stock Holding History

White Pine Investment Company’s Portfolio FIW Stock Details FIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.4M Buy
49,314
+1,500
+3% +$158K 1.15% 40
2026
Q1 		$4.93M Buy
47,814
+612
+1% +$67.7K 1.15% 39
2025
Q4 		$5.13M Sell
47,202
-569
-1% -$63.5K 1.21% 37
2025
Q3 		$5.37M Sell
47,771
-19
-0% -$2.12K 1.27% 34
2025
Q2 		$5.16M Sell
47,790
-828
-2% -$85.3K 1.29% 37
2025
Q1 		$4.9M Buy
48,618
+100
+0.2% +$10.3K 1.32% 36
2024
Q4 		$4.95M Buy
48,518
+846
+2% +$91K 1.34% 34
2024
Q3 		$5.21M Sell
47,672
-163
-0.3% -$17K 1.43% 32
2024
Q2 		$4.78M Buy
47,835
+276
+0.6% +$28.1K 1.41% 31
2024
Q1 		$4.86M Buy
47,559
+826
+2% +$79.2K 1.43% 31
2023
Q4 		$4.43M Buy
46,733
+147
+0.3% +$12.6K 1.43% 30
2023
Q3 		$3.85M Buy
46,586
+524
+1% +$46.1K 1.36% 29
2023
Q2 		$4.08M Buy
46,062
+933
+2% +$78.3K 1.41% 29
2023
Q1 		$3.77M Buy
45,129
+772
+2% +$63.9K 1.36% 32
2022
Q4 		$3.52M Buy
44,357
+29,483
+198% +$2.33M 1.34% 31
2022
Q3 		$1.07M Buy
+14,874
New +$1.16M 0.44% 48

Other funds holding FIW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

White Pine Investment Company's FIW Position: Q2 2026 in Review

White Pine Investment Company increased its First Trust Water ETF (FIW) stake by 3.1% in Q2 2026, buying an estimated $158K and bringing the position to 49,314 shares worth $5.4M. The position accounts for 1.15% of the portfolio, ranked #40.

White Pine Investment Company first reported a position in FIW in Q3 2022 and has held it in 16 quarters since. 178 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

  • White Pine Investment Company held 49,314 shares of First Trust Water ETF worth $5.4M as of Q2 2026.
  • White Pine Investment Company bought 1,500 First Trust Water ETF shares in Q2 2026, an estimated $158K.
  • First Trust Water ETF made up 1.15% of White Pine Investment Company's portfolio in Q2 2026, its #40 holding.
  • White Pine Investment Company first reported a position in First Trust Water ETF in Q3 2022 and has held it in 16 quarters since.
  • 178 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on White Pine Investment Company's 13F filing for Q2 2026, filed 20 Jul 2026.