Financial Engines Advisors
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Financial Engines Advisors’s Willis Towers Watson WTW Stock Holding History

Financial Engines 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 		$4.08M Sell
14,032
-56
-0.4% -$17.2K 0.01% 160
2025
Q4 		$4.63M Sell
14,088
-700
-5% -$229K 0.01% 154
2025
Q3 		$5.11M Buy
14,788
+275
+2% +$89.1K 0.01% 147
2025
Q2 		$4.45M Sell
14,513
-555
-4% -$172K 0.01% 155
2025
Q1 		$5.09M Sell
15,068
-629
-4% -$205K 0.01% 131
2024
Q4 		$4.92M Sell
15,697
-1,014
-6% -$311K 0.01% 142
2024
Q3 		$4.92M Buy
16,711
+554
+3% +$155K 0.01% 121
2024
Q2 		$4.24M Sell
16,157
-280
-2% -$72.3K 0.01% 128
2024
Q1 		$4.52M Buy
16,437
+1,258
+8% +$331K 0.01% 116
2023
Q4 		$3.66M Sell
15,179
-1,378
-8% -$319K 0.01% 114
2023
Q3 		$3.46M Buy
16,557
+450
+3% +$96K 0.01% 98
2023
Q2 		$3.79M Buy
16,107
+491
+3% +$113K 0.01% 99
2023
Q1 		$3.63M Buy
15,616
+428
+3% +$103K 0.01% 102
2022
Q4 		$3.71M Buy
15,188
+1,044
+7% +$239K 0.01% 100
2022
Q3 		$2.84M Buy
14,144
+64
+0.5% +$13.2K 0.01% 105
2022
Q2 		$2.78M Buy
+14,080
New +$3.02M 0.01% 104

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

Financial Engines Advisors's WTW Position: Q1 2026 in Review

Financial Engines Advisors reduced its Willis Towers Watson (WTW) stake by 0.4% in Q1 2026, selling an estimated $17.2K and leaving 14,032 shares worth $4.08M. The position accounts for 0.01% of the portfolio, ranked #160.

Financial Engines Advisors first reported a position in WTW in Q2 2022 and has held it in 16 quarters since. The position peaked at $5.11M in Q3 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Financial Engines Advisors held 14,032 shares of Willis Towers Watson worth $4.08M as of Q1 2026.
  • Financial Engines Advisors sold 56 Willis Towers Watson shares in Q1 2026, an estimated $17.2K.
  • Willis Towers Watson made up 0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #160 holding.
  • Financial Engines Advisors first reported a position in Willis Towers Watson in Q2 2022 and has held it in 16 quarters since.
  • Financial Engines Advisors's Willis Towers Watson position peaked at $5.11M in Q3 2025.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.