True Wealth Design’s Willis Towers Watson WTW Stock Holding History

True Wealth Design’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	$6.01K	Sell	23 -11	-32%	-$2.94K	﹤0.01%	1260
2026 Q1	$9.88K	Buy	34 +25	+278%	+$7.67K	﹤0.01%	973
2025 Q4	$2.96K	Sell	9 -17	-65%	-$5.57K	﹤0.01%	1299
2025 Q3	$8.98K	Sell	26 -61	-70%	-$19.8K	﹤0.01%	876
2025 Q2	$26.7K	Sell	87 -2	-2%	-$620	0.01%	322
2025 Q1	$30.1K	Buy	89 +6	+7%	+$1.96K	0.01%	273
2024 Q4	$26K	Hold	83	–	–	0.01%	286
2024 Q3	$24.4K	Buy	+83	New	+$23.2K	0.01%	295

Other funds holding WTW

RRAM

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

ETC

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

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

MCM

Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return

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

True Wealth Design reduced its Willis Towers Watson (WTW) stake by 32% in Q2 2026, selling an estimated $2.94K and leaving 23 shares worth $6.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1260.

True Wealth Design first reported a position in WTW in Q3 2024 and has held it in 8 quarters since. The position peaked at $30.1K in Q1 2025. 114 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

True Wealth Design held 23 shares of Willis Towers Watson worth $6.01K as of Q2 2026.
True Wealth Design sold 11 Willis Towers Watson shares in Q2 2026, an estimated $2.94K.
Willis Towers Watson made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1260 holding.
True Wealth Design first reported a position in Willis Towers Watson in Q3 2024 and has held it in 8 quarters since.
True Wealth Design's Willis Towers Watson position peaked at $30.1K in Q1 2025.
114 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

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