Joel Greenblatt's WTRG Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 942,477 shares of Essential Utilities, Inc. (WTRG) worth $36.15 M, representing 0.13% of the portfolio. First purchased in 2021-Q2, this medium-term investment has been held for 19 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in WTRG, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 569,210 shares. Largest reduction occurred in Q3 2023, reducing 101,091 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Essential Utilities (WTRG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Essential Utilities (WTRG) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +34,668 | Add 3.82% | 942,477 | $38.36 |
| Q3 2025 | +569,210 | Add 168.11% | 907,809 | $39.90 |
| Q2 2025 | +237,558 | Add 235.11% | 338,599 | $37.14 |
| Q1 2025 | -74,879 | Reduce 42.56% | 101,041 | $39.53 |
| Q4 2024 | -16,018 | Reduce 8.35% | 175,920 | $36.32 |
| Q3 2024 | -70,100 | Reduce 26.75% | 191,938 | $38.57 |
| Q2 2024 | +70,476 | Add 36.79% | 262,038 | $37.33 |
| Q1 2024 | +33,188 | Add 20.96% | 191,562 | $37.05 |
| Q4 2023 | +140,525 | Add 787.30% | 158,374 | $37.35 |
| Q3 2023 | -101,091 | Reduce 84.99% | 17,849 | $34.33 |
| Q2 2023 | +72,366 | Add 155.38% | 118,940 | $39.91 |
| Q1 2023 | +29,996 | Add 180.94% | 46,574 | $43.65 |
| Q4 2022 | -24,000 | Reduce 59.15% | 16,578 | $47.73 |
| Q3 2022 | +22,829 | Add 128.62% | 40,578 | $41.38 |
| Q2 2022 | +6,357 | Add 55.80% | 17,749 | $45.86 |
| Q1 2022 | +3,599 | Add 46.18% | 11,392 | $51.09 |
| Q4 2021 | -1,936 | Reduce 19.90% | 7,793 | $53.64 |
| Q3 2021 | +4,498 | Add 85.99% | 9,729 | $46.05 |
| Q2 2021 | +5,231 | New Buy | 5,231 | $45.69 |
Joel Greenblatt's Essential Utilities Investment FAQs
Joel Greenblatt first purchased Essential Utilities, Inc. (WTRG) in Q2 2021, acquiring 5,231 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Essential Utilities, Inc. (WTRG) for 19 quarters since Q2 2021.
Joel Greenblatt's largest addition to Essential Utilities, Inc. (WTRG) was in Q3 2025, adding 907,809 shares worth $36.22 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 942,477 shares of Essential Utilities, Inc. (WTRG), valued at approximately $36.15 M.
As of the Q4 2025 filing, Essential Utilities, Inc. (WTRG) represents approximately 0.13% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Essential Utilities, Inc. (WTRG) was 942,477 shares, as reported at the end of Q4 2025.