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Livermore
Livermore
ZHEN

Ethic Inc.

SEC CIK
0001780570
Latest filing
Jul 29, 2026

WTRG holding history

Essential Utilities, Inc. in every 13F filed by Ethic Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WTRG overviewAll 13F holders of WTRGFull Q2 2026 holdings

Shares (Q2 2026)
21,478
Value
$822.8K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WTRG by Ethic Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,478$822.8K<0.1%−1,035−4.6%ReducedHolders
Q1 202622,513$906.6K<0.1%+743+3.4%AddedHolders
Q4 202521,770$835.1K<0.1%−3,719−14.6%ReducedHolders
Q3 202525,489$1.02M<0.1%+1,808+7.6%AddedHolders
Q2 202523,681$874.3K<0.1%−37,894−61.5%ReducedHolders
Q1 202561,575$2.44M<0.1%+3,602+6.2%AddedHolders
Q4 202457,973$2.11M<0.1%−229−0.4%ReducedHolders
Q3 202458,202$2.16M0.1%−1,463−2.5%ReducedHolders
Q2 202459,665$2.23M0.1%+1,463+2.5%AddedHolders
Q1 202458,202$2.16M0.1%−974−1.6%ReducedHolders
Q4 202359,176$2.21M0.1%+23,794+67.2%AddedHolders
Q3 202335,382$1.22M<0.1%+11,525+48.3%AddedHolders
Q2 202323,857$947.7K<0.1%−760−3.1%ReducedHolders
Q1 202324,617$1.07M<0.1%+11,902+93.6%AddedHolders
Q4 202212,715$606.9K<0.1%+5,218+69.6%AddedHolders
Q3 20227,497$310.0K<0.1%+2,691+56.0%AddedHolders
Q2 20224,806$220.0K<0.1%+118+2.5%AddedHolders
Q1 20224,688$240.0K<0.1%+564+13.7%AddedHolders
Q4 20214,124$221.0K<0.1%−2,661−39.2%ReducedHolders
Q3 20216,785$313.0K<0.1%−2,630−27.9%ReducedHolders
Q2 20219,415$430.0K0.1%−2,075−18.1%ReducedHolders
Q1 202111,490$514.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.