Position in WTRG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,992
+$1,107 QoQ
Shares Held
52
+136.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#646
of 691 holders
Holding Since
Mar 2025
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, 2026Rialto Wealth Management, LLC holds $21,448 across 7 Utilities - Regulated Water names. WTRG ranks #3 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
2,310 | $13,351 | |
| 2 | AWK |
American Water Works Company, Inc.
|
38 | $5,000 | |
| 3 | WTRG |
Essential Utilities, Inc.
This page
|
52 | $1,992 | |
| 4 | ARTNA |
Artesian Resources Corp
|
16 | $543 | |
| 5 | AWR |
American States Water Co
|
3 | $247 | |
| 6 | CWT |
California Water Service Group
|
4 | $194 | |
| 7 | HTO |
H2o America
|
2 | $121 |
All Filings in WTRG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,992 | 52 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $885 | 22 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $882 | 23 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $917 | 23 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,002 | 27 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,739 | 44 | Shares | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||