Iconiq Capital’s Willis Towers Watson WTW Stock Holding History

Iconiq Capital’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
2025 Q2	–	Sell	-690	Closed	-$233K	–	455
2025 Q1	$233K	Buy	+690	New	+$225K	﹤0.01%	333

Other funds holding WTW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Iconiq Capital's WTW Position: Q2 2025 in Review

Iconiq Capital sold out of Willis Towers Watson (WTW) in Q2 2025, closing a stake of 690 shares — an estimated $233K sold.

Iconiq Capital first reported a position in WTW in Q1 2025 and held it in 1 quarter. The position peaked at $233K in Q1 2025. 720 funds tracked by Wall St. Rank hold WTW as of Q2 2025.

Iconiq Capital reported no remaining Willis Towers Watson position as of Q2 2025 after selling out during the quarter.
Iconiq Capital sold 690 Willis Towers Watson shares in Q2 2025, an estimated $233K.
Iconiq Capital first reported a position in Willis Towers Watson in Q1 2025 and held it in 1 quarter.
Iconiq Capital's Willis Towers Watson position peaked at $233K in Q1 2025.
720 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2025.

Based on Iconiq Capital's 13F filing for Q2 2025, filed 14 Aug 2025.