VA
WTW icon

Vident Advisory’s Willis Towers Watson WTW Stock Holding History

Vident Advisory’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 		$12.2M Buy
41,968
+12,531
+43% +$3.84M 0.1% 170
2025
Q4 		$9.67M Buy
29,437
+6,210
+27% +$2.03M 0.09% 199
2025
Q3 		$8.02M Buy
23,227
+6,883
+42% +$2.23M 0.08% 226
2025
Q2 		$5.01M Buy
16,344
+14,429
+753% +$4.47M 0.06% 279
2025
Q1 		$647K Buy
1,915
+510
+36% +$166K 0.01% 897
2024
Q4 		$440K Buy
1,405
+38
+3% +$11.7K 0.01% 1017
2024
Q3 		$403K Sell
1,367
-833
-38% -$233K 0.01% 1034
2024
Q2 		$577K Buy
2,200
+1,281
+139% +$331K 0.02% 815
2024
Q1 		$253K Buy
+919
New +$242K 0.01% 1110

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

Vident Advisory's WTW Position: Q1 2026 in Review

Vident Advisory increased its Willis Towers Watson (WTW) stake by 43% in Q1 2026, buying an estimated $3.84M and bringing the position to 41,968 shares worth $12.2M. The position accounts for 0.1% of the portfolio, ranked #170.

Vident Advisory first reported a position in WTW in Q1 2024 and has held it in 9 quarters since. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Vident Advisory held 41,968 shares of Willis Towers Watson worth $12.2M as of Q1 2026.
  • Vident Advisory bought 12,531 Willis Towers Watson shares in Q1 2026, an estimated $3.84M.
  • Willis Towers Watson made up 0.1% of Vident Advisory's portfolio in Q1 2026, its #170 holding.
  • Vident Advisory first reported a position in Willis Towers Watson in Q1 2024 and has held it in 9 quarters since.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.