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Evanson Financial’s Willis Towers Watson WTW Stock Holding History

Evanson Financial’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 		$307K Buy
+1,176
New +$315K 0.02% 263

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

Evanson Financial's WTW Position: Q2 2026 in Review

Evanson Financial opened a new position in Willis Towers Watson (WTW) in Q2 2026: 1,176 shares worth $307K. The stake represents 0.02% of the portfolio and ranks #263 among its holdings.

689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Evanson Financial held 1,176 shares of Willis Towers Watson worth $307K as of Q2 2026.
  • Willis Towers Watson was a new Evanson Financial position in Q2 2026.
  • Willis Towers Watson made up 0.02% of Evanson Financial's portfolio in Q2 2026, its #263 holding.
  • 689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Evanson Financial's 13F filing for Q2 2026, filed 7 Jul 2026.