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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
Q2 		$3.14K Buy
12
+6
+100% +$1.6K ﹤0.01% 940
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 $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 $3.37T AUM 44.26% 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

Rialto Wealth Management's WTW Position: Q2 2026 in Review

Rialto Wealth Management increased its Willis Towers Watson (WTW) stake by 100% in Q2 2026, buying an estimated $1.6K and bringing the position to 12 shares worth $3.14K. The position accounts for ﹤0.01% of the portfolio, ranked #940.

Rialto Wealth Management first reported a position in WTW in Q1 2025 and has held it in 6 quarters since. 691 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Rialto Wealth Management held 12 shares of Willis Towers Watson worth $3.14K as of Q2 2026.
  • Rialto Wealth Management bought 6 Willis Towers Watson shares in Q2 2026, an estimated $1.6K.
  • Willis Towers Watson made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #940 holding.
  • Rialto Wealth Management first reported a position in Willis Towers Watson in Q1 2025 and has held it in 6 quarters since.
  • 691 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.