Position in WTRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$55,318,069
+$18,529,935 QoQ
Shares Held
1,443,959
+58.1% QoQ
Ownership
0.509%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#37
of 693 holders
Holding Since
Jun 2021
21 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, 2026Gotham Asset Management, LLC holds $62,597,619 across 3 Utilities - Regulated Water names. WTRG ranks #1 (88.4% of the industry book) .
All Filings in WTRG
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,318,069 | 1,443,959 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $36,788,134 | 913,537 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $36,153,417 | 942,477 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $36,221,579 | 907,809 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,575,566 | 338,599 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,994,150 | 101,041 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,389,414 | 175,920 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,403,048 | 191,938 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,781,878 | 262,038 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,097,372 | 191,562 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,915,268 | 158,374 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $612,756 | 17,849 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,746,895 | 118,940 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,032,955 | 46,574 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $791,267 | 16,578 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,679,117 | 40,578 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $813,791 | 17,749 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $582,472 | 11,392 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $418,406 | 7,793 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $448,312 | 9,729 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $239,056 | 5,231 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||