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Funds Holding Essential Utilities Inc
Every registered fund lists what it holds each quarter. These are the ones reporting a position in Essential Utilities Inc, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of WTRG →Funds holding
85
as of 2026-07-31
Reported value
$640.2M
summed across funds
Fund families
45
named trusts
Largest conviction
5.72%
1 above 5% of a fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| Invesco S&P Global Water Index ETFInvesco Exchange-Traded Fund Trust II1.5M sh$60.1M | 5.72% |
| Dunham Monthly Distribution FundDunham Funds335.4K sh$13.4M | 4.32% |
| KBI GLOBAL INVESTORS AQUARIUS FUNDADVISORS' INNER CIRCLE III37.7K sh$1.5M | 2.91% |
| Cambiar SMID FundADVISORS' INNER CIRCLE FUND25.4K sh$1M | 2.59% |
| DNP Select Income Fund IncDNP Select Income Fund Inc1.5M sh$61.7M | 1.66% |
| Nuance Mid Cap Value FundManaged Portfolio Series115.3K sh$4.6M | 1.56% |
| Transamerica Sustainable Equity IncomeTRANSAMERICA FUNDS63.6K sh$2.5M | 1.16% |
| Hennessy Gas Utility FundHennessy Funds Trust112.3K sh$4.5M | 0.87% |
| abrdn Global Infrastructure Fundabrdn Funds10.2K sh$406.5K | 0.87% |
| Fidelity MSCI Utilities Index ETFFIDELITY COVINGTON TRUST407.4K sh$16.2M | 0.70% |
| iShares U.S. Utilities ETFiShares Trust255.4K sh$10.2M | 0.70% |
| Nomura Global Listed Real Assets FundDelaware Pooled Trust16.7K sh$665K | 0.67% |
| MID-CAP VALUE PROFUNDProFunds405 sh$16.1K | 0.59% |
| NYLIM Epoch U.S. Equity Yield FundNYLIM FUNDS TRUST172.1K sh$6.9M | 0.57% |
| FlexShares Morningstar Global Upstream Natural Resources Index FundFlexShares Trust992K sh$39.5M | 0.55% |
| NYLIM Epoch Global Equity Yield FundNYLIM FUNDS TRUST128.4K sh$5.1M | 0.51% |
| NYLIM Candriam U.S. Mid Cap Equity ETFNYLIM ETF Trust33.6K sh$1.3M | 0.41% |
| iShares MSCI USA Small-Cap Min Vol Factor ETFiShares Trust26.2K sh$1M | 0.36% |
| ALPS | CoreCommodity Natural Resources ETFFINANCIAL INVESTORS TRUST34.3K sh$1.4M | 0.32% |
| Pacer Trendpilot US Mid Cap ETFPacer Funds Trust31.3K sh$1.2M | 0.32% |
| SA Mid Cap Index PortfolioSUNAMERICA SERIES TRUST41.1K sh$1.6M | 0.32% |
| MidCap S&P 400 Index FundPrincipal Funds, Inc108.4K sh$4.3M | 0.32% |
| BNY Mellon Midcap Index Fund, Inc.BNY MELLON MIDCAP INDEX FUND, INC.103K sh$4.1M | 0.31% |
| NYLIM Income Builder FundNYLIM FUNDS92.5K sh$3.7M | 0.31% |
| PGIM Quant Solutions Mid-Cap Index FundPrudential Investment Portfolios 21K sh$41.4K | 0.31% |
| BNY Mellon US Mid Cap Core Equity ETFBNY Mellon ETF Trust44.5K sh$1.8M | 0.27% |
| Steward Values Enhanced Small-Mid Cap FundSteward Funds Inc12.9K sh$514.9K | 0.26% |
| Fidelity Flex Mid Cap Index FundFidelity Salem Street Trust42.3K sh$1.7M | 0.26% |
| Federated Hermes Mid-Cap Index FundFederated Hermes Index Trust18.2K sh$726.2K | 0.26% |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust124.4K sh$5M | 0.24% |
| Direxion Daily Mid Cap Bull 3X SharesDirexion Shares ETF Trust4.2K sh$166K | 0.24% |
| iShares Morningstar Small-Cap Value ETFiShares Trust40.4K sh$1.6M | 0.23% |
| ULTRA MID CAP PROFUNDProFunds2.4K sh$94.8K | 0.20% |
| iShares Core High Dividend ETFiShares Trust710.4K sh$28.3M | 0.19% |
| iShares Morningstar Small-Cap ETFiShares Trust12.7K sh$504.1K | 0.18% |
| JPMorgan Diversified Return U.S. Mid Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust19.1K sh$762.7K | 0.16% |
| Victory Extended Market Index FundVictory Portfolios III32.7K sh$1.3M | 0.16% |
| Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust104.6K sh$4.2M | 0.16% |
| Fidelity Flex Mid Cap Focused Index FundFidelity Salem Street Trust749 sh$29.8K | 0.15% |
| iShares Russell Small/Mid-Cap Index FundBlackRock Funds50.2K sh$2M | 0.15% |
| FlexShares STOXX Global Broad Infrastructure Index FundFlexShares Trust108.7K sh$4.3M | 0.14% |
| Dimensional U.S. Small Cap ETFDimensional ETF Trust545.1K sh$21.7M | 0.14% |
| iShares Morningstar Small-Cap Growth ETFiShares Trust31.6K sh$1.3M | 0.13% |
| Nuveen Quant Small/Mid Cap Equity FundTIAA-CREF Funds85.3K sh$3.4M | 0.13% |
| MID-CAP PROFUNDProFunds257 sh$10.2K | 0.11% |
| U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC478.1K sh$19.1M | 0.10% |
| iShares Core Dividend Growth ETFiShares Trust979.1K sh$39M | 0.09% |
| Schwab U.S. Mid-Cap Index FundSCHWAB CAPITAL TRUST57.4K sh$2.3M | 0.08% |
| Fidelity Mid Cap Index FundFidelity Salem Street Trust1.1M sh$42.8M | 0.08% |
| iShares Russell Mid-Cap Index FundBlackRock Funds51.9K sh$2.1M | 0.08% |
| VANGUARD DIVIDEND APPRECIATION INDEX FUNDVANGUARD SPECIALIZED FUNDS1.6M sh$63.9M | 0.05% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUNDVANGUARD WHITEHALL FUNDS1.1M sh$45.5M | 0.05% |
| Fidelity Hedged Equity FundFidelity Greenwood Street Trust8.4K sh$334.4K | 0.04% |
| Dimensional US Core Equity 1 ETFDimensional ETF Trust35.2K sh$1.4M | 0.04% |
| U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC86.8K sh$3.5M | 0.04% |
| Dimensional US Sustainability Core 1 ETFDimensional ETF Trust21.8K sh$869.6K | 0.04% |
| iShares ESG MSCI KLD 400 ETFiShares Trust42.7K sh$1.7M | 0.03% |
| Fidelity Series Large Cap Value Index FundFidelity Salem Street Trust95.6K sh$3.8M | 0.03% |
| Fidelity Large Cap Value Index FundFidelity Salem Street Trust111.9K sh$4.5M | 0.03% |
| Schwab U.S. Large-Cap Value Index FundSCHWAB CAPITAL TRUST8.7K sh$345.5K | 0.03% |
| Nuveen Large Cap Value Index FundTIAA-CREF Funds101.2K sh$4M | 0.03% |
| Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust301.2K sh$12M | 0.03% |
| Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust60.3K sh$2.4M | 0.02% |
| FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust13K sh$516.3K | 0.02% |
| Schwab Fundamental U.S. Large Company Index FundSCHWAB CAPITAL TRUST72.4K sh$2.9M | 0.02% |
| SA T. Rowe Price Allocation Moderately Aggressive PortfolioSUNAMERICA SERIES TRUST4.4K sh$175.4K | 0.02% |
| U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC205.9K sh$8.2M | 0.02% |
| U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC219.7K sh$8.8M | 0.02% |
| U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC13K sh$517.9K | 0.02% |
| Dimensional US Core Equity Market ETFDimensional ETF Trust64.1K sh$2.6M | 0.02% |
| iShares Core Dividend ETFiShares Trust7.6K sh$303.5K | 0.02% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III1.6K sh$64K | 0.02% |
| Schwab 1000 Index FundSCHWAB INVESTMENTS90K sh$3.6M | 0.02% |
| iShares Dow Jones U.S. ETFiShares Trust11.9K sh$475.5K | 0.02% |
| Dimensional U.S. Equity Market ETFDimensional ETF Trust83.1K sh$3.3M | 0.02% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST172.2K sh$6.9M | 0.02% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust154K sh$6.1M | 0.02% |
| Nuveen Equity Index FundTIAA-CREF Funds235K sh$9.4M | 0.02% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds17.6K sh$700.6K | 0.01% |
| Wilmington Large-Cap Strategy FundWilmington Funds2.3K sh$89.7K | 0.01% |
| AMT Diversified Equity FundADVISER MANAGED TRUST1.3K sh$52.2K | 0.01% |
| E*TRADE No Fee Total Market Index FundE Trade Trust331 sh$13.2K | 0.01% |
| MidCap Value Fund IPrincipal Funds, Inc6.4K sh$253.5K | 0.01% |
| VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS230.4K sh$9.2M | 0.01% |
| BlackRock Tactical Opportunities FundBlackRock Funds8.7K sh$348.2K | 0.01% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.
More on WTRG
Company overviewEverything on WTRG in one place, with the price.SEC filingsWhat WTRG's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat WTRG's own officers and directors buy and sell.Who owns itEvery manager reporting a position in WTRG.Federal contractsWhat federal agencies pay WTRG.