Creative Planning’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.62M | Buy |
19,318
+5,232
| +37% | +$1.61M | ﹤0.01% | 1104 |
|
|
2025
Q4 | $4.63M | Buy |
14,086
+1,696
| +14% | +$555K | ﹤0.01% | 1064 |
|
|
2025
Q3 | $4.28M | Sell |
12,390
-12
| -0.1% | -$3.89K | ﹤0.01% | 973 |
|
|
2025
Q2 | $3.8M | Buy |
12,402
+94
| +0.8% | +$29.1K | ﹤0.01% | 899 |
|
|
2025
Q1 | $4.16M | Sell |
12,308
-220
| -2% | -$71.7K | ﹤0.01% | 784 |
|
|
2024
Q4 | $3.92M | Sell |
12,528
-946
| -7% | -$290K | ﹤0.01% | 762 |
|
|
2024
Q3 | $3.97M | Buy |
13,474
+327
| +2% | +$91.5K | ﹤0.01% | 732 |
|
|
2024
Q2 | $3.45M | Buy |
13,147
+43
| +0.3% | +$11.1K | ﹤0.01% | 762 |
|
|
2024
Q1 | $3.6M | Sell |
13,104
-1,119
| -8% | -$294K | ﹤0.01% | 724 |
|
|
2023
Q4 | $3.43M | Sell |
14,223
-562
| -4% | -$130K | 0.01% | 687 |
|
|
2023
Q3 | $3.09M | Buy |
14,785
+86
| +0.6% | +$18.4K | ﹤0.01% | 680 |
|
|
2023
Q2 | $3.46M | Buy |
14,699
+190
| +1% | +$43.8K | ﹤0.01% | 625 |
|
|
2023
Q1 | $3.37M | Sell |
14,509
-199
| -1% | -$48.1K | ﹤0.01% | 606 |
|
|
2022
Q4 | $3.6M | Buy |
14,708
+215
| +1% | +$49.1K | 0.01% | 565 |
|
|
2022
Q3 | $2.91M | Sell |
14,493
-2,455
| -14% | -$507K | 0.01% | 571 |
|
|
2022
Q2 | $3.35M | Buy |
16,948
+213
| +1% | +$45.7K | 0.01% | 561 |
|
|
2022
Q1 | $3.95M | Buy |
16,735
+232
| +1% | +$53.1K | 0.01% | 512 |
|
|
2021
Q4 | $3.92M | Sell |
16,503
-1,319
| -7% | -$312K | 0.01% | 483 |
|
|
2021
Q3 | $4.14M | Sell |
17,822
-702
| -4% | -$156K | 0.01% | 459 |
|
|
2021
Q2 | $4.26M | Sell |
18,524
-320
| -2% | -$79.6K | 0.01% | 451 |
|
|
2021
Q1 | $4.31M | Buy |
18,844
+30
| +0.2% | +$6.54K | 0.01% | 452 |
|
|
2020
Q4 | $3.96M | Sell |
18,814
-1,378
| -7% | -$284K | 0.01% | 428 |
|
|
2020
Q3 | $4.22M | Buy |
20,192
+192
| +1% | +$39.2K | 0.01% | 340 |
|
|
2020
Q2 | $3.94M | Sell |
20,000
-695
| -3% | -$133K | 0.01% | 325 |
|
|
2020
Q1 | $3.52M | Sell |
20,695
-308
| -1% | -$60.6K | 0.01% | 301 |
|
|
2019
Q4 | $4.24M | Sell |
21,003
-979
| -4% | -$188K | 0.01% | 329 |
|
|
2019
Q3 | $4.24M | Sell |
21,982
-341
| -2% | -$66.6K | 0.01% | 312 |
|
|
2019
Q2 | $4.28M | Buy |
22,323
+64
| +0.3% | +$11.6K | 0.01% | 316 |
|
|
2019
Q1 | $3.91M | Sell |
22,259
-256
| -1% | -$42.5K | 0.01% | 316 |
|
|
2018
Q4 | $3.42M | Sell |
22,515
-109
| -0.5% | -$16.3K | 0.01% | 314 |
|
|
2018
Q3 | $3.19M | Buy |
22,624
+8
| +0% | +$1.21K | 0.01% | 369 |
|
|
2018
Q2 | $3.43M | Sell |
22,616
-4
| -0% | -$609 | 0.01% | 344 |
|
|
2018
Q1 | $3.44M | Sell |
22,620
-1,203
| -5% | -$189K | 0.01% | 329 |
|
|
2017
Q4 | $3.59M | Sell |
23,823
-6,506
| -21% | -$1.03M | 0.02% | 313 |
|
|
2017
Q3 | $4.68M | Buy |
30,329
+82
| +0.3% | +$12.2K | 0.02% | 253 |
|
|
2017
Q2 | $4.4M | Sell |
30,247
-236
| -0.8% | -$33K | 0.02% | 242 |
|
|
2017
Q1 | $3.99M | Sell |
30,483
-5,369
| -15% | -$683K | 0.02% | 254 |
|
|
2016
Q4 | $4.38M | Buy |
35,852
+29,615
| +475% | +$3.69M | 0.03% | 223 |
|
|
2016
Q3 | $828K | Sell |
6,237
-592
| -9% | -$73.7K | 0.01% | 671 |
|
|
2016
Q2 | $849K | Sell |
6,829
-82
| -1% | -$10.1K | 0.01% | 566 |
|
|
2016
Q1 | $820K | Buy |
+6,911
| New | +$796K | 0.01% | 561 |
|
|
2015
Q4 | – | Sell |
-284
| Closed | -$31K | – | 4600 |
|
|
2015
Q3 | $31K | Buy |
+284
| New | +$33.7K | ﹤0.01% | 2406 |
|
|
2015
Q2 | – | Sell |
-321
| Closed | -$41K | – | 3042 |
|
|
2015
Q1 | $41K | Buy |
321
+37
| +13% | +$4.54K | ﹤0.01% | 2170 |
|
|
2014
Q4 | $34K | Buy |
284
+37
| +15% | +$4.14K | ﹤0.01% | 2263 |
|
|
2014
Q3 | $27K | Hold |
247
| – | – | ﹤0.01% | 2335 |
|
|
2014
Q2 | $28K | Sell |
247
-26
| -10% | -$2.92K | ﹤0.01% | 2288 |
|
|
2014
Q1 | $32K | Sell |
273
-378
| -58% | -$43K | ﹤0.01% | 2103 |
|
|
2013
Q4 | $77K | Buy |
651
+65
| +11% | +$7.68K | ﹤0.01% | 1345 |
|
|
2013
Q3 | $67K | Hold |
586
| – | – | ﹤0.01% | 1349 |
|
|
2013
Q2 | $63K | Buy |
+586
| New | +$62.1K | ﹤0.01% | 1256 |
|
Other funds holding WTW
VCM
VPM
Creative Planning's WTW Position: Q1 2026 in Review
Creative Planning increased its Willis Towers Watson (WTW) stake by 37% in Q1 2026, buying an estimated $1.61M and bringing the position to 19,318 shares worth $5.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1104.
Creative Planning first reported a position in WTW in Q2 2013 and has held it in 50 quarters since. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.
- Creative Planning held 19,318 shares of Willis Towers Watson worth $5.62M as of Q1 2026.
- Creative Planning bought 5,232 Willis Towers Watson shares in Q1 2026, an estimated $1.61M.
- Willis Towers Watson made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1104 holding.
- Creative Planning first reported a position in Willis Towers Watson in Q2 2013 and has held it in 50 quarters since.
- 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.