WhitTier Trust Company’s California Water Service CWT Stock Holding History

WhitTier Trust Company’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	$61.8K	Hold	1,243	–	–	﹤0.01%	696
2026 Q1	$56.8K	Hold	1,243	–	–	﹤0.01%	695
2025 Q4	$53.9K	Hold	1,243	–	–	﹤0.01%	700
2025 Q3	$56.4K	Hold	1,243	–	–	﹤0.01%	667
2025 Q2	$56.5K	Hold	1,243	–	–	﹤0.01%	753
2025 Q1	$60.2K	Hold	1,243	–	–	﹤0.01%	729
2024 Q4	$56.3K	Hold	1,243	–	–	﹤0.01%	726
2024 Q3	$67.4K	Hold	1,243	–	–	﹤0.01%	691
2024 Q2	$60.3K	Hold	1,243	–	–	﹤0.01%	664
2024 Q1	$57.8K	Hold	1,243	–	–	﹤0.01%	657
2023 Q4	$64.5K	Hold	1,243	–	–	﹤0.01%	637
2023 Q3	$58.8K	Hold	1,243	–	–	﹤0.01%	618
2023 Q2	$64.2K	Hold	1,243	–	–	﹤0.01%	627
2023 Q1	$72.3K	Hold	1,243	–	–	﹤0.01%	600
2022 Q4	$75.4K	Hold	1,243	–	–	﹤0.01%	600
2022 Q3	$65K	Hold	1,243	–	–	﹤0.01%	626
2022 Q2	$69K	Buy	+1,243	New	+$67K	﹤0.01%	613

Other funds holding CWT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WhitTier Trust Company's CWT Position: Q2 2026 in Review

WhitTier Trust Company held its California Water Service (CWT) position steady in Q2 2026 at 1,243 shares worth $61.8K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

WhitTier Trust Company first reported a position in CWT in Q2 2022 and has held it in 17 quarters since. The position peaked at $75.4K in Q4 2022. 346 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

WhitTier Trust Company held 1,243 shares of California Water Service worth $61.8K as of Q2 2026.
WhitTier Trust Company left its California Water Service share count unchanged in Q2 2026.
California Water Service made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #696 holding.
WhitTier Trust Company first reported a position in California Water Service in Q2 2022 and has held it in 17 quarters since.
WhitTier Trust Company's California Water Service position peaked at $75.4K in Q4 2022.
346 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.