ASSETMARK, INC

Position in WTRG — Essential Utilities, Inc.

CIK 1344551 CONCORD, CA

Position in WTRG

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$262,500

-$16,168 QoQ

Shares Held

6,852

-1.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#448

of 691 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

ASSETMARK, INC holds $35,946,987 across 6 Utilities - Regulated Water names. WTRG ranks #3 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	6,072,960	$35,101,708
2	AWK	American Water Works Company, Inc.	4,407	$579,873
3	WTRG	Essential Utilities, Inc. This page	6,852	$262,500
4	AWR	American States Water Co	19	$1,569
5	CWCO	Consolidated Water Co. Ltd.	32	$944
6	MSEX	Middlesex Water Co	7	$393

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$262,500	6,852	-1.0%	Shares	Sole	2026-07-30
2026-03-31	$278,668	6,920	-5.4%	Shares	Sole	2026-05-06
2025-12-31	$280,526	7,313	-2.0%	Shares	Sole	2026-01-23
2025-09-30	$297,614	7,459	+66.7%	Shares	Sole	2025-11-06
2025-06-30	$166,164	4,474	+2.6%	Shares	Sole	2025-08-04
2025-03-31	$172,429	4,362	-6.7%	Shares	Sole	2025-05-06
2024-12-31	$169,759	4,674	-3.5%	Shares	Sole	2025-02-06
2024-09-30	$186,794	4,843	+48330.0%	Shares	Sole	2024-11-01
2023-12-31	$373	10	+42.9%	Shares	Sole	2024-02-09
2022-06-30	$320	7	-84.4%	Shares	Sole	2022-08-03
2021-03-31	$2,013	45	0.0%	Shares	Sole	2021-05-14
2020-12-31	$2,128	45	-99.2%	Shares	Sole	2021-02-10
2020-09-30	$222,300	5,523	+90.1%	Shares	Sole	2020-11-13
2020-06-30	$122,707	2,905	-86.7%	Shares	Sole	2020-08-11
2020-03-31	$888,643	21,834	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.