Smallwood Wealth Investment Management’s Willis Towers Watson WTW Stock Holding History

Smallwood Wealth 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
2026 Q2	$46.3K	Hold	177	–	–	0.02%	198
2026 Q1	$51.5K	Hold	177	–	–	0.03%	180
2025 Q4	$58.2K	Hold	177	–	–	0.03%	161
2025 Q3	$61.1K	Hold	177	–	–	0.03%	162
2025 Q2	$54.3K	Hold	177	–	–	0.03%	157
2025 Q1	$59.8K	Buy	+177	New	+$57.7K	0.04%	144

Other funds holding WTW

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Cortland Associates St Louis, Missouri $692M AUM 5% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Smallwood Wealth Investment Management's WTW Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Willis Towers Watson (WTW) position steady in Q2 2026 at 177 shares worth $46.3K. The position accounts for 0.02% of the portfolio, ranked #198.

Smallwood Wealth Investment Management first reported a position in WTW in Q1 2025 and has held it in 6 quarters since. The position peaked at $61.1K in Q3 2025. 240 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Smallwood Wealth Investment Management held 177 shares of Willis Towers Watson worth $46.3K as of Q2 2026.
Smallwood Wealth Investment Management left its Willis Towers Watson share count unchanged in Q2 2026.
Willis Towers Watson made up 0.02% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #198 holding.
Smallwood Wealth Investment Management first reported a position in Willis Towers Watson in Q1 2025 and has held it in 6 quarters since.
Smallwood Wealth Investment Management's Willis Towers Watson position peaked at $61.1K in Q3 2025.
240 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.