AssetMark Inc
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AssetMark Inc’s Willis Towers Watson WTW Stock Holding History

AssetMark Inc’s Portfolio WTW Stock Details WTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$453K Buy
1,570
+296
+23% +$93.5K ﹤0.01% 1271
2026
Q2 		$333K Buy
1,274
+179
+16% +$47.9K ﹤0.01% 1314
2026
Q1 		$318K Sell
1,095
-6,006
-85% -$1.84M ﹤0.01% 1242
2025
Q4 		$2.33M Buy
7,101
+242
+4% +$79.2K ﹤0.01% 825
2025
Q3 		$2.37M Buy
6,859
+173
+3% +$56K 0.01% 773
2025
Q2 		$2.05M Buy
6,686
+69
+1% +$21.4K ﹤0.01% 759
2025
Q1 		$2.24M Buy
6,617
+129
+2% +$42K 0.01% 690
2024
Q4 		$2.03M Buy
6,488
+266
+4% +$81.6K 0.01% 705
2024
Q3 		$1.83M Buy
6,222
+73
+1% +$20.4K 0.01% 669
2024
Q2 		$1.61M Sell
6,149
-14
-0.2% -$3.61K 0.01% 664
2024
Q1 		$1.69M Sell
6,163
-43
-0.7% -$11.3K 0.01% 616
2023
Q4 		$1.5M Buy
6,206
+16
+0.3% +$3.7K 0.01% 591
2023
Q3 		$1.29M Sell
6,190
-34
-0.5% -$7.26K 0.01% 575
2023
Q2 		$1.47M Buy
6,224
+95
+2% +$21.9K 0.01% 542
2023
Q1 		$1.42M Buy
6,129
+576
+10% +$139K 0.01% 527
2022
Q4 		$1.36M Buy
5,553
+839
+18% +$192K 0.01% 512
2022
Q3 		$947K Buy
4,714
+2,536
+116% +$523K ﹤0.01% 525
2022
Q2 		$430K Buy
2,178
+1,238
+132% +$265K ﹤0.01% 647
2022
Q1 		$222K Buy
940
+797
+557% +$182K ﹤0.01% 714
2021
Q4 		$34K Buy
+143
New +$33.8K ﹤0.01% 988
2021
Q1 		– Sell
-22
Closed -$5K – 1555
2020
Q4 		$5K Sell
22
-72
-77% -$14.8K ﹤0.01% 1042
2020
Q3 		$20K Sell
94
-1,693
-95% -$346K ﹤0.01% 838
2020
Q2 		$352K Sell
1,787
-1,365
-43% -$261K ﹤0.01% 426
2020
Q1 		$535K Sell
3,152
-216
-6% -$42.5K ﹤0.01% 375
2019
Q4 		$680K Buy
+3,368
New +$645K 0.01% 377
2018
Q2 		– Sell
-212
Closed -$32K – 1471
2018
Q1 		$32K Sell
212
-90
-30% -$14.1K ﹤0.01% 848
2017
Q4 		$46K Sell
302
-34
-10% -$5.37K ﹤0.01% 812
2017
Q3 		$52K Buy
336
+10
+3% +$1.49K ﹤0.01% 696
2017
Q2 		$47K Buy
+326
New +$45.5K ﹤0.01% 695

Other funds holding WTW

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Cortland Associates
Cortland Associates St Louis, Missouri $690M AUM 0.37% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

AssetMark Inc's WTW Position: Q3 2026 in Review

AssetMark Inc increased its Willis Towers Watson (WTW) stake by 23% in Q3 2026, buying an estimated $93.5K and bringing the position to 1,570 shares worth $453K. The position accounts for ﹤0.01% of the portfolio, ranked #1271.

AssetMark Inc first reported a position in WTW in Q2 2017 and has held it in 29 quarters since. The position peaked at $2.37M in Q3 2025. 311 funds tracked by Wall St. Rank hold WTW as of Q3 2026.

  • AssetMark Inc held 1,570 shares of Willis Towers Watson worth $453K as of Q3 2026.
  • AssetMark Inc bought 296 Willis Towers Watson shares in Q3 2026, an estimated $93.5K.
  • Willis Towers Watson made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1271 holding.
  • AssetMark Inc first reported a position in Willis Towers Watson in Q2 2017 and has held it in 29 quarters since.
  • AssetMark Inc's Willis Towers Watson position peaked at $2.37M in Q3 2025.
  • 311 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.