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Smartleaf Asset Management’s Willis Towers Watson WTW Stock Holding History

Smartleaf Asset 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 		$175K Sell
604
-52
-8% -$16K 0.01% 838
2025
Q4 		$219K Buy
656
+97
+17% +$31.8K 0.01% 766
2025
Q3 		$191K Buy
559
+305
+120% +$98.8K 0.01% 749
2025
Q2 		$77.3K Sell
254
-191
-43% -$59.2K 0.01% 972
2025
Q1 		$150K Sell
445
-10
-2% -$3.26K 0.01% 671
2024
Q4 		$143K Buy
455
+114
+33% +$35K 0.01% 668
2024
Q3 		$99.9K Buy
341
+199
+140% +$55.7K 0.01% 708
2024
Q2 		$37.5K Buy
142
+79
+125% +$20.4K 0.01% 827
2024
Q1 		$17.4K Buy
63
+44
+232% +$11.6K ﹤0.01% 886
2023
Q4 		$4.54K Buy
+19
New +$4.39K ﹤0.01% 884

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

Smartleaf Asset Management's WTW Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Willis Towers Watson (WTW) stake by 7.9% in Q1 2026, selling an estimated $16K and leaving 604 shares worth $175K. The position accounts for 0.01% of the portfolio, ranked #838.

Smartleaf Asset Management first reported a position in WTW in Q4 2023 and has held it in 10 quarters since. The position peaked at $219K in Q4 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Smartleaf Asset Management held 604 shares of Willis Towers Watson worth $175K as of Q1 2026.
  • Smartleaf Asset Management sold 52 Willis Towers Watson shares in Q1 2026, an estimated $16K.
  • Willis Towers Watson made up 0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #838 holding.
  • Smartleaf Asset Management first reported a position in Willis Towers Watson in Q4 2023 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Willis Towers Watson position peaked at $219K in Q4 2025.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.