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EP Wealth Advisors’s Willis Towers Watson WTW Stock Holding History

EP Wealth Advisors’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 		$1.64M Buy
6,284
+178
+3% +$47.6K 0.01% 626
2026
Q1 		$1.78M Sell
6,106
-60
-1% -$18.4K 0.01% 502
2025
Q4 		$2.03M Buy
+6,166
New +$2.02M 0.01% 444
2025
Q2 		$1.3M Buy
4,256
+27
+0.6% +$8.37K 0.01% 512
2025
Q1 		$1.43M Sell
4,229
-227
-5% -$74K 0.01% 420
2024
Q4 		$1.4M Sell
4,456
-181
-4% -$55.5K 0.01% 420
2024
Q3 		$1.37M Buy
4,637
+3,375
+267% +$944K 0.01% 429
2024
Q2 		$331K Buy
1,262
+301
+31% +$77.7K ﹤0.01% 627
2024
Q1 		$264K Sell
961
-34
-3% -$8.94K ﹤0.01% 667
2023
Q4 		$240K Buy
995
+4
+0.4% +$925 ﹤0.01% 676
2023
Q3 		$207K Sell
991
-183,572
-99% -$39.2M ﹤0.01% 663
2023
Q2 		$229K Buy
+184,563
New +$42.5M ﹤0.01% 624

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EP Wealth Advisors's WTW Position: Q2 2026 in Review

EP Wealth Advisors increased its Willis Towers Watson (WTW) stake by 2.9% in Q2 2026, buying an estimated $47.6K and bringing the position to 6,284 shares worth $1.64M. The position accounts for 0.01% of the portfolio, ranked #626.

EP Wealth Advisors first reported a position in WTW in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.03M in Q4 2025. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • EP Wealth Advisors held 6,284 shares of Willis Towers Watson worth $1.64M as of Q2 2026.
  • EP Wealth Advisors bought 178 Willis Towers Watson shares in Q2 2026, an estimated $47.6K.
  • Willis Towers Watson made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #626 holding.
  • EP Wealth Advisors first reported a position in Willis Towers Watson in Q2 2023 and has held it in 12 quarters since.
  • EP Wealth Advisors's Willis Towers Watson position peaked at $2.03M in Q4 2025.
  • 689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.