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

Sheets Smith 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
2025
Q2 		– Sell
-1,790
Closed -$605K – 409
2025
Q1 		$605K Hold
1,790
– – 0.08% 227
2024
Q4 		$561K Buy
1,790
+535
+43% +$164K 0.07% 246
2024
Q3 		$370K Buy
+1,255
New +$351K 0.05% 292
2020
Q1 		– Sell
-2,800
Closed -$561K – 333
2019
Q4 		$561K Sell
2,800
-47
-2% -$9.01K 0.11% 191
2019
Q3 		$549K Buy
2,847
+86
+3% +$16.8K 0.11% 180
2019
Q2 		$529K Buy
+2,761
New +$500K 0.11% 196

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 $3.38T AUM 44.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Sheets Smith Wealth Management sold out of Willis Towers Watson (WTW) in Q2 2025, closing a stake of 1,790 shares — an estimated $605K sold.

Sheets Smith Wealth Management first reported a position in WTW in Q2 2019 and held it in 6 quarters. The position peaked at $605K in Q1 2025. 722 funds tracked by Wall St. Rank hold WTW as of Q2 2025.

  • Sheets Smith Wealth Management reported no remaining Willis Towers Watson position as of Q2 2025 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 1,790 Willis Towers Watson shares in Q2 2025, an estimated $605K.
  • Sheets Smith Wealth Management first reported a position in Willis Towers Watson in Q2 2019 and held it in 6 quarters.
  • Sheets Smith Wealth Management's Willis Towers Watson position peaked at $605K in Q1 2025.
  • 722 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2025.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.