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Rialto Wealth Management’s Willis Towers Watson WTW Stock Holding History

Rialto 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
Q1 		$1.75K Sell
6
-1
-14% -$307 ﹤0.01% 904
2025
Q4 		$2.3K Buy
7
+1
+17% +$327 ﹤0.01% 698
2025
Q3 		$2.07K Buy
6
+3
+100% +$972 ﹤0.01% 658
2025
Q2 		$920 Buy
3
+1
+50% +$310 ﹤0.01% 893
2025
Q1 		$676 Buy
+2
New +$652 ﹤0.01% 722

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

Rialto Wealth Management's WTW Position: Q1 2026 in Review

Rialto Wealth Management reduced its Willis Towers Watson (WTW) stake by 14% in Q1 2026, selling an estimated $307 and leaving 6 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #904.

Rialto Wealth Management first reported a position in WTW in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.3K in Q4 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Rialto Wealth Management held 6 shares of Willis Towers Watson worth $1.75K as of Q1 2026.
  • Rialto Wealth Management sold 1 Willis Towers Watson share in Q1 2026, an estimated $307.
  • Willis Towers Watson made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #904 holding.
  • Rialto Wealth Management first reported a position in Willis Towers Watson in Q1 2025 and has held it in 5 quarters since.
  • Rialto Wealth Management's Willis Towers Watson position peaked at $2.3K in Q4 2025.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.