WhitTier Trust Company’s Essential Utilities WTRG Stock Holding History

WhitTier Trust Company’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 Q2	$464K	Sell	11,870 -2,500	-17%	-$95.5K	0.01%	406
2026 Q1	$588K	Hold	14,370	–	–	0.01%	360
2025 Q4	$553K	Hold	14,370	–	–	0.01%	353
2025 Q3	$566K	Sell	14,370 -42	-0.3%	-$1.6K	0.01%	343
2025 Q2	$535K	Sell	14,412 -619	-4%	-$24.1K	0.01%	390
2025 Q1	$594K	Buy	15,031 +619	+4%	+$22.7K	0.02%	358
2024 Q4	$523K	Hold	14,412	–	–	0.01%	360
2024 Q3	$556K	Hold	14,412	–	–	0.01%	346
2024 Q2	$538K	Sell	14,412 -2	-0%	-$74	0.02%	337
2024 Q1	$534K	Sell	14,414 -621	-4%	-$22.5K	0.02%	335
2023 Q4	$561K	Sell	15,035 -2	-0%	-$70	0.02%	331
2023 Q3	$516K	Sell	15,037 -1	-0%	-$39	0.02%	333
2023 Q2	$600K	Buy	15,038 +43	+0.3%	+$1.8K	0.02%	321
2023 Q1	$655K	Hold	14,995	–	–	0.02%	307
2022 Q4	$716K	Hold	14,995	–	–	0.03%	308
2022 Q3	$620K	Hold	14,995	–	–	0.03%	316
2022 Q2	$688K	Hold	14,995	–	–	0.03%	309
2022 Q1	$767K	Hold	14,995	–	–	0.03%	313
2021 Q4	$804K	Hold	14,995	–	–	0.03%	303
2021 Q3	$691K	Hold	14,995	–	–	0.03%	308
2021 Q2	$686K	Hold	14,995	–	–	0.03%	307
2021 Q1	$671K	Hold	14,995	–	–	0.03%	295
2020 Q4	$709K	Hold	14,995	–	–	0.04%	281
2020 Q3	$604K	Hold	14,995	–	–	0.03%	285
2020 Q2	$633K	Hold	14,995	–	–	0.04%	265
2020 Q1	$611K	Sell	14,995 -255	-2%	-$12K	0.05%	243
2019 Q4	$715K	Hold	15,250	–	–	0.05%	256
2019 Q3	$684K	Hold	15,250	–	–	0.05%	252
2019 Q2	$630K	Hold	15,250	–	–	0.04%	258
2019 Q1	$556K	Hold	15,250	–	–	0.04%	266
2018 Q4	$522K	Hold	15,250	–	–	0.04%	259
2018 Q3	$562K	Hold	15,250	–	–	0.04%	259
2018 Q2	$536K	Hold	15,250	–	–	0.04%	257
2018 Q1	$519K	Hold	15,250	–	–	0.04%	260
2017 Q4	$598K	Hold	15,250	–	–	0.05%	237
2017 Q3	$506K	Hold	15,250	–	–	0.05%	254
2017 Q2	$508K	Hold	15,250	–	–	0.05%	251
2017 Q1	$490K	Sell	15,250 -800	-5%	-$24.6K	0.05%	250
2016 Q4	$482K	Hold	16,050	–	–	0.05%	237
2016 Q3	$489K	Hold	16,050	–	–	0.06%	233
2016 Q2	$572K	Hold	16,050	–	–	0.07%	229
2016 Q1	$510K	Hold	16,050	–	–	0.06%	235
2015 Q4	$478K	Hold	16,050	–	–	0.06%	240
2015 Q3	$424K	Hold	16,050	–	–	0.05%	250
2015 Q2	$393K	Hold	16,050	–	–	0.04%	283
2015 Q1	$423K	Sell	16,050 -137	-0.8%	-$3.65K	0.05%	268
2014 Q4	$433K	Hold	16,187	–	–	0.05%	269
2014 Q3	$380K	Buy	16,187 +3,750	+30%	+$91.6K	0.04%	273
2014 Q2	$326K	Buy	12,437 +2,813	+29%	+$70.7K	0.04%	280
2014 Q1	$241K	Hold	9,624	–	–	0.03%	316
2013 Q4	$227K	Hold	9,624	–	–	0.03%	320
2013 Q3	$238K	Sell	9,624 -1	-0%	-$26	0.03%	298
2013 Q2	$241K	Buy	+9,625	New	+$244K	0.03%	285

Other funds holding WTRG

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

COPPSERS

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

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

WhitTier Trust Company reduced its Essential Utilities (WTRG) stake by 17% in Q2 2026, selling an estimated $95.5K and leaving 11,870 shares worth $464K. The position accounts for 0.01% of the portfolio, ranked #406.

WhitTier Trust Company first reported a position in WTRG in Q2 2013 and has held it in 53 quarters since. The position peaked at $804K in Q4 2021. 256 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

WhitTier Trust Company held 11,870 shares of Essential Utilities worth $464K as of Q2 2026.
WhitTier Trust Company sold 2,500 Essential Utilities shares in Q2 2026, an estimated $95.5K.
Essential Utilities made up 0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #406 holding.
WhitTier Trust Company first reported a position in Essential Utilities in Q2 2013 and has held it in 53 quarters since.
WhitTier Trust Company's Essential Utilities position peaked at $804K in Q4 2021.
256 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

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