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Institute for Wealth Management’s Willis Towers Watson WTW Stock Holding History

Institute for Wealth Management’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 		$197K Hold
755
– – 0.02% 521
2026
Q1 		$220K Hold
755
– – 0.02% 509
2025
Q4 		$248K Hold
755
– – 0.03% 487
2025
Q3 		$261K Buy
+755
New +$245K 0.03% 488

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 $3.38T AUM 44.17% 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

Institute for Wealth Management's WTW Position: Q2 2026 in Review

Institute for Wealth Management held its Willis Towers Watson (WTW) position steady in Q2 2026 at 755 shares worth $197K. The position accounts for 0.02% of the portfolio, ranked #521.

Institute for Wealth Management first reported a position in WTW in Q3 2025 and has held it in 4 quarters since. The position peaked at $261K in Q3 2025. 693 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Institute for Wealth Management held 755 shares of Willis Towers Watson worth $197K as of Q2 2026.
  • Institute for Wealth Management left its Willis Towers Watson share count unchanged in Q2 2026.
  • Willis Towers Watson made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #521 holding.
  • Institute for Wealth Management first reported a position in Willis Towers Watson in Q3 2025 and has held it in 4 quarters since.
  • Institute for Wealth Management's Willis Towers Watson position peaked at $261K in Q3 2025.
  • 693 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.