Index Stats as of 9/22/2025:
Overview
Performance
| Index Performance (as of 9/30/2025) | 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% |
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 9/22/2025:
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
56
Market Capitalization
$330 billion
Average Constituent Size
$7,847 million
Median Constituent Size
$3,380 million
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 9/30/2025) | 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 (9/22/2025)
| Constituent Name | Index Weight |
|---|---|
Ferguson Enterprises Inc | 7.5% |
Ecolab Inc | 7.4% |
Stantec Inc | 4.2% |
Xylem Inc | 4.2% |
Pentair Plc | 4.0% |
| Constituent Name | Index Weight |
|---|---|
Veralto Corp | 4.0% |
Veolia Environnement | 4.0% |
Geberit Ag | 3.9% |
American Water Works Co Inc | 3.9% |
United Utilities Group Plc | 3.5% |
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
56
Market Capitalization
$330 billion
Average Constituent Size
$7,847 million
Median Constituent Size
$3,380 million