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Sheets Smith Investment Management’s Willis Towers Watson WTW Stock Holding History

Sheets Smith Investment 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
2025
Q2 		– Sell
-4,188
Closed -$1.42M – 82
2025
Q1 		$1.42M Sell
4,188
-15
-0.4% -$4.89K 1.41% 16
2024
Q4 		$1.32M Buy
+4,203
New +$1.29M 1.12% 39

Other funds holding WTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sheets Smith Investment Management's WTW Position: Q2 2025 in Review

Sheets Smith Investment Management sold out of Willis Towers Watson (WTW) in Q2 2025, closing a stake of 4,188 shares — an estimated $1.42M sold.

Sheets Smith Investment Management first reported a position in WTW in Q4 2024 and held it in 2 quarters. The position peaked at $1.42M in Q1 2025. 721 funds tracked by Wall St. Rank hold WTW as of Q2 2025.

  • Sheets Smith Investment Management reported no remaining Willis Towers Watson position as of Q2 2025 after selling out during the quarter.
  • Sheets Smith Investment Management sold 4,188 Willis Towers Watson shares in Q2 2025, an estimated $1.42M.
  • Sheets Smith Investment Management first reported a position in Willis Towers Watson in Q4 2024 and held it in 2 quarters.
  • Sheets Smith Investment Management's Willis Towers Watson position peaked at $1.42M in Q1 2025.
  • 721 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2025.

Based on Sheets Smith Investment Management's 13F filing for Q2 2025, filed 8 Oct 2025.