As of the latest SEC filings, Essential Utilities, Inc. (WTRG) is held by 364 institutional funds. The largest fund shareholder is iShares Core S&P Mid-Cap ETF (IJH), holding an estimated $377,288,099.74 in market value, representing 0.36% of its portfolio.
Funds holding Essential Utilities, Inc. (WTRG)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- WTRG
- CIK:
- 0000078128
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJH
iShares Core S&P Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.36% | $377,288,099.74 | 9,368,962 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.02% | $362,602,516.68 | 9,004,284 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.16% | $262,854,693.16 | 6,527,308 | Mar 31, 2026 | May 28, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.28% | $167,404,685.39 | 4,157,057 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.16% | $127,125,987.07 | 3,156,841 | Mar 31, 2026 | May 28, 2026 |
|
SDY
State Street(R) SPDR(R) S&P(R) Dividend ETF
|
ETF | State Street (SPDR) | 0.53% | $110,142,960.24 | 2,735,112 | Mar 31, 2026 | May 28, 2026 |
|
PULS
PGIM Ultra Short Bond ETF
|
ETF | PGIM / Prudential | 0.71% | $101,435,983.95 | 101,500,000 | Feb 27, 2026 | Apr 23, 2026 |
|
MDY
SPDR S&P MidCap 400 ETF Trust
|
ETF | State Street (SPDR) | 0.35% | $85,888,540.59 | 2,132,817 | Mar 31, 2026 | Jun 1, 2026 |
|
VUIAX
VANGUARD UTILITIES INDEX FUND
|
ETF | Vanguard | 0.69% | $76,295,335.55 | 1,908,815 | Feb 28, 2026 | Apr 28, 2026 |
|
PHO
Invesco Water Resources ETF
|
ETF | Invesco | 3.35% | $69,808,208.00 | 1,827,440 | Apr 30, 2026 | Jun 26, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.15% | $62,628,913.06 | 1,566,898 | Feb 28, 2026 | Apr 24, 2026 |
|
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX FUND
|
ETF | Vanguard | 0.05% | $60,685,704.20 | 1,588,631 | Apr 30, 2026 | Jun 26, 2026 |
|
CGW
Invesco S&P Global Water Index ETF
|
ETF | Invesco | 5.74% | $59,409,862.40 | 1,555,232 | Apr 30, 2026 | Jun 26, 2026 |
|
DNP
DNP Select Income Fund Inc
|
CEF | Duff & Phelps / Virtus | 1.51% | $59,149,262.00 | 1,548,410 | Apr 30, 2026 | Jun 26, 2026 |
|
IJJ
iShares S&P Mid-Cap 400 Value ETF
|
ETF | BlackRock / iShares | 0.73% | $57,887,561.22 | 1,437,486 | Mar 31, 2026 | May 28, 2026 |
|
SPMD
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF
|
ETF | State Street (SPDR) | 0.36% | $55,666,831.80 | 1,382,340 | Mar 31, 2026 | May 28, 2026 |
|
FKUTX
Franklin Utilities Fund
|
MF | Franklin Templeton | 0.65% | $50,337,500.00 | 1,250,000 | Mar 31, 2026 | May 27, 2026 |
|
JMVQX
JPMorgan Mid Cap Value Fund
|
MF | JPMorgan | 0.40% | $43,595,617.41 | 1,082,583 | Mar 31, 2026 | May 29, 2026 |
|
IWR
iShares Russell Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.09% | $43,216,032.39 | 1,073,157 | Mar 31, 2026 | May 28, 2026 |
|
VHYAX
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
ETF | Vanguard | 0.04% | $42,198,279.40 | 1,104,667 | Apr 30, 2026 | Jun 26, 2026 |
|
FSMDX
Fidelity Mid Cap Index Fund
|
MF | Fidelity | 0.08% | $39,682,198.20 | 1,038,801 | Apr 30, 2026 | Jun 26, 2026 |
|
FVD
First Trust Value Line Dividend Index Fund
|
ETF | First Trust | 0.42% | $34,133,657.40 | 847,620 | Mar 31, 2026 | May 28, 2026 |
|
GUNR
FlexShares Morningstar Global Upstream Natural Resources Index Fund
|
ETF | Independent / Boutique | 0.42% | $31,401,584.20 | 822,031 | Apr 30, 2026 | Jun 25, 2026 |
|
SCHM
Schwab U.S. Mid-Cap ETF
|
ETF | Charles Schwab | 0.22% | $30,544,954.09 | 764,197 | Feb 28, 2026 | Apr 24, 2026 |
|
PRJIX
T. Rowe Price New Horizons Fund, Inc.
|
MF | T. Rowe Price | 0.22% | $28,410,404.46 | 705,498 | Mar 31, 2026 | May 28, 2026 |
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