TWD
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True Wealth Design’s Watts Water Technologies WTS Stock Holding History

True Wealth Design’s Portfolio WTS Stock Details WTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30.9K Hold
79
– – 0.01% 667
2026
Q1 		$22.9K Buy
79
+40
+103% +$12.2K 0.01% 666
2025
Q4 		$10.8K Sell
39
-1
-3% -$276 ﹤0.01% 833
2025
Q3 		$11.2K Buy
40
+14
+54% +$3.75K ﹤0.01% 796
2025
Q2 		$6.39K Buy
26
+21
+420% +$4.72K ﹤0.01% 719
2025
Q1 		$1.02K Buy
+5
New +$1.05K ﹤0.01% 1254

Other funds holding WTS

AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

True Wealth Design's WTS Position: Q2 2026 in Review

True Wealth Design held its Watts Water Technologies (WTS) position steady in Q2 2026 at 79 shares worth $30.9K. The position accounts for 0.01% of the portfolio, ranked #667.

True Wealth Design first reported a position in WTS in Q1 2025 and has held it in 6 quarters since. 55 funds tracked by Wall St. Rank hold WTS as of Q2 2026.

  • True Wealth Design held 79 shares of Watts Water Technologies worth $30.9K as of Q2 2026.
  • True Wealth Design left its Watts Water Technologies share count unchanged in Q2 2026.
  • Watts Water Technologies made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #667 holding.
  • True Wealth Design first reported a position in Watts Water Technologies in Q1 2025 and has held it in 6 quarters since.
  • 55 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.