6 institutions reported holding $2.3M of CALIFORNIA WTR SVC GROUP (CWT) in SEC 13F filings for 2026-06-30. Largest institutional holders: Assenagon Asset Management S.A. ($2.1M), GAMMA Investing LLC ($155,680), Versant Capital Management, Inc ($32,887), MassMutual Private Wealth & Trust, FSB ($8,562), CoreCap Advisors, LLC ($438). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Assenagon Asset Management S.A. | $2.1M | 42,371 | New |
| 2 | GAMMA Investing LLC | $155,680 | 3,200 | Trimmed |
| 3 | Versant Capital Management, Inc | $32,887 | 676 | Added |
| 4 | MassMutual Private Wealth & Trust, FSB | $8,562 | 176 | Trimmed |
| 5 | CoreCap Advisors, LLC | $438 | 9 | New |
| 6 | Beaird Harris Wealth Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30