Yousif Capital Management’s California Water Service CWT Stock Holding History

Yousif 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 Q2	$775K	Buy	15,922 +41	+0.3%	+$1.85K	0.01%	1186
2026 Q1	$720K	Sell	15,881 -234	-1%	-$10.5K	0.01%	1234
2025 Q4	$720K	Sell	16,115 -2,295	-12%	-$105K	0.01%	1245
2025 Q3	$845K	Sell	18,410 -3,735	-17%	-$172K	0.01%	1190
2025 Q2	$1.01M	Buy	22,145 +207	+0.9%	+$9.91K	0.01%	1116
2025 Q1	$1.06M	Sell	21,938 -591	-3%	-$26.8K	0.01%	1077
2024 Q4	$1.02M	Sell	22,529 -195	-0.9%	-$9.84K	0.01%	1139
2024 Q3	$1.23M	Sell	22,724 -354	-2%	-$18.8K	0.01%	1057
2024 Q2	$1.12M	Sell	23,078 -2,962	-11%	-$144K	0.01%	1070
2024 Q1	$1.21M	Sell	26,040 -2,476	-9%	-$116K	0.01%	1097
2023 Q4	$1.48M	Sell	28,516 -65	-0.2%	-$3.27K	0.02%	990
2023 Q3	$1.35M	Sell	28,581 -979	-3%	-$49.6K	0.02%	964
2023 Q2	$1.53M	Sell	29,560 -1,223	-4%	-$68.6K	0.02%	928
2023 Q1	$1.79M	Sell	30,783 -4,005	-12%	-$238K	0.02%	830
2022 Q4	$2.11M	Sell	34,788 -8,935	-20%	-$537K	0.03%	724
2022 Q3	$2.3M	Sell	43,723 -205	-0.5%	-$12K	0.03%	647
2022 Q2	$2.44M	Sell	43,928 -4,150	-9%	-$224K	0.03%	679
2022 Q1	$2.85M	Buy	48,078 +81	+0.2%	+$4.88K	0.03%	688
2021 Q4	$3.45M	Buy	+47,997	New	+$3.09M	0.04%	589

Other funds holding CWT

COPPSERS

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

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

CWA

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Yousif Capital Management's CWT Position: Q2 2026 in Review

Yousif Capital Management increased its California Water Service (CWT) stake by 0.26% in Q2 2026, buying an estimated $1.85K and bringing the position to 15,922 shares worth $775K. The position accounts for 0.01% of the portfolio, ranked #1186.

Yousif Capital Management first reported a position in CWT in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.45M in Q4 2021. 37 funds tracked by Wall St. Rank hold CWT as of Q2 2026.

Yousif Capital Management held 15,922 shares of California Water Service worth $775K as of Q2 2026.
Yousif Capital Management bought 41 California Water Service shares in Q2 2026, an estimated $1.85K.
California Water Service made up 0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1186 holding.
Yousif Capital Management first reported a position in California Water Service in Q4 2021 and has held it in 19 quarters since.
Yousif Capital Management's California Water Service position peaked at $3.45M in Q4 2021.
37 funds tracked by Wall St. Rank held California Water Service as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.