WCG Wealth Advisors »

Tortoise Global Water Fund shares owned by WCG Wealth Advisors

Quarter-by-quarter ownership of Tortoise Global Water Fund (TBLU) shares owned by WCG Wealth Advisors from 13F filings

Historical chart of WCG Wealth Advisors investment in Tortoise Global Water Fund

Tip: Access up to 7 years of quarterly data

All positions including Tortoise Global Water Fund held by WCG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Tortoise Global Water Fund by WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $689k 13k 53.29

More positions owned by WCG Wealth Advisors

NVIDIA Corporation (NVDA)
Apple (AAPL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Visa Com Cl A (V)
Pimco Etf Tr Multisector Bd (PYLD)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Alphabet Cap Stk Cl C (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for WCG Wealth Advisors

Top funds holding Tortoise Global Water Fund

Harel Insurance Investments & Financial Services
Gts Securities
Phoenix Wealth Advisors
LPL Financial
Raymond James Financial
Equitable Holdings
WCG Wealth Advisors
Mariner Wealth Advisors
Envestnet Asset Management
UBS Group
Colony
Citadel Advisors
Signature Estate and Investment Advisors
Captrust Financial Advisors
Atlantic Trust

View all funds holding Tortoise Global Water Fund