Position in WTRG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$260,392
-$19,644 QoQ
Shares Held
6,797
-2.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#449
of 691 holders
Holding Since
Mar 2025
6 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, 2026Vident Advisory, LLC holds $2,418,151 across 3 Utilities - Regulated Water names. WTRG ranks #3 (10.8% of the industry book) .
All Filings in WTRG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,392 | 6,797 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $280,036 | 6,954 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $255,362 | 6,657 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $222,322 | 5,572 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $205,792 | 5,541 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $365,889 | 9,256 | Shares | Defined | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||