Position in WTRG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$119,910
-$6,135 QoQ
Shares Held
3,130
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#517
of 693 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026WHITTIER TRUST CO holds $4,991,190 across 5 Utilities - Regulated Water names. WTRG ranks #3 (2.4% of the industry book) .
All Filings in WTRG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $119,910 | 3,130 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $126,045 | 3,130 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $120,066 | 3,130 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $124,887 | 3,130 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $116,248 | 3,130 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $123,728 | 3,130 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $117,967 | 3,248 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $144,830 | 3,755 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $140,174 | 3,755 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $139,122 | 3,755 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $140,249 | 3,755 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $773,935 | 22,544 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $899,331 | 22,534 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $983,609 | 22,534 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,104,138 | 23,133 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $957,243 | 23,133 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,060,648 | 23,133 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,182,790 | 23,133 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,242,010 | 23,133 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,037,168 | 22,508 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,028,615 | 22,508 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,007,233 | 22,508 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,064,403 | 22,508 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $905,947 | 22,508 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $950,737 | 22,508 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $916,075 | 22,508 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||