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Empirical Wealth Management’s Willis Towers Watson WTW Stock Holding History

Empirical Wealth Management’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
Q2 		$243K Sell
929
-189
-17% -$50.6K ﹤0.01% 951
2026
Q1 		$325K Buy
1,118
+3
+0.3% +$920 0.01% 763
2025
Q4 		$366K Buy
+1,115
New +$365K 0.01% 626

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Empirical Wealth Management's WTW Position: Q2 2026 in Review

Empirical Wealth Management reduced its Willis Towers Watson (WTW) stake by 17% in Q2 2026, selling an estimated $50.6K and leaving 929 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #951.

Empirical Wealth Management first reported a position in WTW in Q4 2025 and has held it in 3 quarters since. The position peaked at $366K in Q4 2025. 424 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Empirical Wealth Management held 929 shares of Willis Towers Watson worth $243K as of Q2 2026.
  • Empirical Wealth Management sold 189 Willis Towers Watson shares in Q2 2026, an estimated $50.6K.
  • Willis Towers Watson made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #951 holding.
  • Empirical Wealth Management first reported a position in Willis Towers Watson in Q4 2025 and has held it in 3 quarters since.
  • Empirical Wealth Management's Willis Towers Watson position peaked at $366K in Q4 2025.
  • 424 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.