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

Exencial 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
Q1 		$9.62M Sell
33,105
-1,214
-4% -$372K 0.3% 88
2025
Q4 		$11.3M Sell
34,319
-323
-0.9% -$106K 0.36% 81
2025
Q3 		$12M Sell
34,642
-330
-0.9% -$107K 0.39% 80
2025
Q2 		$10.7M Sell
34,972
-790
-2% -$245K 0.38% 86
2025
Q1 		$12.1M Sell
35,762
-12
-0% -$3.91K 0.45% 69
2024
Q4 		$11.2M Sell
35,774
-17,884
-33% -$5.49M 0.41% 72
2024
Q3 		$15.8M Sell
53,658
-1,148
-2% -$321K 0.57% 57
2024
Q2 		$14.4M Sell
54,806
-3,015
-5% -$778K 0.54% 59
2024
Q1 		$15.9M Sell
57,821
-1,219
-2% -$321K 0.59% 51
2023
Q4 		$14.2M Buy
59,040
+954
+2% +$221K 0.58% 55
2023
Q3 		$12.1M Buy
58,086
+21,493
+59% +$4.59M 0.59% 56
2023
Q2 		$8.62M Buy
36,593
+561
+2% +$129K 0.4% 73
2023
Q1 		$8.37M Sell
36,032
-231
-0.6% -$55.8K 0.43% 67
2022
Q4 		$8.87M Buy
+36,263
New +$8.29M 0.48% 67

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Exencial Wealth Advisors's WTW Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its Willis Towers Watson (WTW) stake by 3.5% in Q1 2026, selling an estimated $372K and leaving 33,105 shares worth $9.62M. The position accounts for 0.3% of the portfolio, ranked #88.

Exencial Wealth Advisors first reported a position in WTW in Q4 2022 and has held it in 14 quarters since. The position peaked at $15.9M in Q1 2024. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Exencial Wealth Advisors held 33,105 shares of Willis Towers Watson worth $9.62M as of Q1 2026.
  • Exencial Wealth Advisors sold 1,214 Willis Towers Watson shares in Q1 2026, an estimated $372K.
  • Willis Towers Watson made up 0.3% of Exencial Wealth Advisors's portfolio in Q1 2026, its #88 holding.
  • Exencial Wealth Advisors first reported a position in Willis Towers Watson in Q4 2022 and has held it in 14 quarters since.
  • Exencial Wealth Advisors's Willis Towers Watson position peaked at $15.9M in Q1 2024.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.