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

Sendero 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 		$5.11M Buy
17,584
+473
+3% +$145K 0.57% 31
2025
Q4 		$5.62M Sell
17,111
-672
-4% -$220K 0.62% 30
2025
Q3 		$6.14M Sell
17,783
-159
-0.9% -$51.5K 0.72% 29
2025
Q2 		$5.5M Sell
17,942
-426
-2% -$132K 0.69% 32
2025
Q1 		$6.21M Buy
18,368
+819
+5% +$267K 0.86% 29
2024
Q4 		$5.5M Buy
17,549
+762
+5% +$234K 0.82% 26
2024
Q3 		$4.94M Buy
16,787
+867
+5% +$243K 0.78% 28
2024
Q2 		$4.17M Buy
15,920
+513
+3% +$132K 0.7% 31
2024
Q1 		$4.24M Buy
15,407
+310
+2% +$81.5K 0.73% 29
2023
Q4 		$3.64M Sell
15,097
-259
-2% -$59.9K 0.69% 31
2023
Q3 		$3.21M Buy
15,356
+2,566
+20% +$548K 0.69% 31
2023
Q2 		$3.01M Buy
12,790
+2,593
+25% +$598K 0.66% 33
2023
Q1 		$2.37M Buy
10,197
+1,101
+12% +$266K 0.73% 30
2022
Q4 		$2.22M Buy
9,096
+3,669
+68% +$838K 0.79% 20
2022
Q3 		$1.09M Buy
+5,427
New +$1.12M 0.45% 38

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

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

Sendero Wealth Management increased its Willis Towers Watson (WTW) stake by 2.8% in Q1 2026, buying an estimated $145K and bringing the position to 17,584 shares worth $5.11M. The position accounts for 0.57% of the portfolio, ranked #31.

Sendero Wealth Management first reported a position in WTW in Q3 2022 and has held it in 15 quarters since. The position peaked at $6.21M in Q1 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Sendero Wealth Management held 17,584 shares of Willis Towers Watson worth $5.11M as of Q1 2026.
  • Sendero Wealth Management bought 473 Willis Towers Watson shares in Q1 2026, an estimated $145K.
  • Willis Towers Watson made up 0.57% of Sendero Wealth Management's portfolio in Q1 2026, its #31 holding.
  • Sendero Wealth Management first reported a position in Willis Towers Watson in Q3 2022 and has held it in 15 quarters since.
  • Sendero Wealth Management's Willis Towers Watson position peaked at $6.21M in Q1 2025.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.