The Tortoise Global Water Index℠ is a proprietary, rules-based, modified capitalization-weighted, float-adjusted index comprised of companies that are materially engaged in the water infrastructure or water management industries.
Index Stats as of 6/23/2025:
Price Return Ticker
TGWTR
Total Return Ticker
TGWTRT
Net Return Ticker
TGWTRNT
Base Date
12/31/2007
Inception Date
4/02/2018
Calculated by
S&P Dow Jones Indices
Rebalancing
Quarterly
Number of Constituents
43
Market Capitalization
$465 billion
Average Constituent Size
$10,808 million
Median Constituent Size
$6,307 million
The Underlying Index methodology will be modified to remove ESG screening criteria following the Reorganization and the Underlying Index will be rebalanced at the rebalanced index trading at the open on Monday, September 22, 2025.
Water is an essential asset — critical to economic growth and social stability. The companies that manage, treat, and distribute water are vital not only to our survival, but also our ability to thrive and prosper. Significant investment must be made to maintain our current infrastructure and to develop new infrastructure to more sustainably utilize and distribute this vital resource
We believe that the Tortoise Global Water Index℠ is comprised of companies that represent the current global water landscape, make conscientious efforts to positively impact the world, and are poised to participate and benefit from growth in the water industry. We consciously strives to maximize our positive impact by holding the constituent companies to high standards of positive impact as well.
The Tortoise Global Water Index℠ is a proprietary, rules-based, modified capitalization-weighted, float-adjusted index comprised of companies that are materially engaged in the water infrastructure or water management industries.
| Index Performance (as of 6/30/2025) | 1 Year | 3 Year | 5 Year | 10 Year |
|---|---|---|---|---|
| Total Return | 3.44% | 6.18% | 13.94% | 10.36% |
| Price Return | 3.42% | 6.17% | 13.46% | 8.80% |
| Net Total Return | 3.06% | 5.74% | 13.48% | 9.88% |
As of latest rebalance date (6/23/2025)
| Constituent Name | Index Weight |
|---|---|
Ecolab Inc | 7.4% |
Geberit AG | 7.4% |
Veolia Environnement | 7.3% |
American Water Works Co Inc | 4.1% |
Ferguson Enterprises Inc. | 4.0% |
| Constituent Name | Index Weight |
|---|---|
Veralto Corp | 4.0% |
Stantec Inc | 4.0% |
Pentair PLC | 4.0% |
Xylem Inc | 4.0% |
United Utilities Group Plc | 3.9% |
Price Return Ticker
TGWTR
Total Return Ticker
TGWTRT
Net Return Ticker
TGWTRNT
Base Date
12/31/2007
Inception Date
4/02/2018
Calculated by
S&P Dow Jones Indices
Rebalancing
Quarterly
Number of Constituents
43
Market Capitalization
$465 billion
Average Constituent Size
$10,808 million
Median Constituent Size
$6,307 million
