Position in WTRG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$62,368
-$3,191 QoQ
Shares Held
1,628
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#534
of 693 holders
Holding Since
Dec 2023
11 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, 2026Smartleaf Asset Management LLC holds $491,168 across 10 Utilities - Regulated Water names. WTRG ranks #3 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
1,987 | $261,449 | |
| 2 | AWR |
American States Water Co
|
1,471 | $121,548 | |
| 3 | WTRG |
Essential Utilities, Inc.
This page
|
1,628 | $62,368 | |
| 4 | HTO |
H2o America
|
233 | $14,159 | |
| 5 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
2,203 | $12,733 | |
| 6 | CWT |
California Water Service Group
|
212 | $10,313 | |
| 7 | CWCO |
Consolidated Water Co. Ltd.
|
120 | $3,540 | |
| 8 | MSEX |
Middlesex Water Co
|
60 | $3,369 |
All Filings in WTRG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,368 | 1,628 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $65,559 | 1,628 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $58,038 | 1,513 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $64,558 | 1,618 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $16,713 | 450 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $58,622 | 1,483 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $56,695 | 1,561 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $53,303 | 1,382 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $18,963 | 508 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $1,778 | 48 | Shares | Sole | 2024-10-07 | |
| 2023-12-31 | $15,724 | 421 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||