Position in WTRG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,090,149
-$156,851 QoQ
Shares Held
28,456
-8.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#273
of 693 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Vise Technologies, Inc. holds $1,295,529 across 2 Utilities - Regulated Water names. WTRG ranks #1 (84.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
This page
|
28,456 | $1,090,149 | |
| 2 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
35,533 | $205,380 |
All Filings in WTRG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,090,149 | 28,456 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,247,000 | 30,966 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,187,855 | 30,966 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,085,838 | 27,214 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $958,286 | 25,802 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $277,920 | 7,652 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||