Current position

Joel Greenblatt’s Essential Utils Inc (WTRG) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Gotham Asset ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ2 2021Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares1.44MHighest verified quarter-end share count
Quarters reported21Verified quarters with shares above zero
What happened?

Gotham Asset Management first reported Essential Utils Inc in Q2 2021. The reported position was increased and reduced across later filings. Gotham Asset Management currently reports 1.44M shares. The latest verified filing showed: Bought 58.1% more.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Bought 58.1% more+530.42K shares · 1.44M shares reported after the change
Filing context

Quarter-end price $38.31 · Estimated holding basis $38.68

Q1 2026
Sold 3.1% of the position−28.94K shares · 913.54K shares remained
Filing context

Quarter-end price $40.27 · Estimated holding basis $38.90

Q4 2025
Bought 3.8% more+34.67K shares · 942.48K shares reported after the change
Filing context

Quarter-end price $38.36 · Estimated holding basis $38.90

Q3 2025
Bought 168.1% more+569.21K shares · 907.81K shares reported after the change
Filing context

Quarter-end price $39.90 · Estimated holding basis $38.92

Q2 2025
Bought 235.1% more+237.56K shares · 338.60K shares reported after the change
Filing context

Quarter-end price $37.14 · Estimated holding basis $37.27

Q1 2025
Sold 42.6% of the position−74.88K shares · 101.04K shares remained
Filing context

Quarter-end price $39.53 · Estimated holding basis $37.58

Portfolio importance

How important is Essential Utils Inc in Gotham Asset Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight0.1%Q2 2026
Current rank#146of 1791 reported positions
Peak portfolio weight0.2%Q3 2025
Best historical rank#104Q3 2025
At peak importanceQ3 2025
WTRG
0.2%
Largest holding
16.3%
Cross-investor discovery

Who else owns Essential Utils Inc?

Also reported by 1 other tracked investor in their latest verified filings.

Ray DalioBridgewater Associates, LP
WTRG0.0% of reported portfolio
Explore Essential Utils Inc across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$41.612026-09-14

Market context only; not an investor transaction price.

Latest filing quarter-end price$38.31Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$38.68Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Gotham Asset Management, LLC’s Form 13F disclosures—not Joel Greenblatt’s personal brokerage account. The filing is firm-level rather than a personal stock list. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.