WBI Investments’s Willis Towers Watson WTW Stock Holding History

WBI Investments’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	–	Sell	-3,032	Closed	-$996K	–	418
2025 Q4	$996K	Buy	+3,032	New	+$993K	0.26%	114
2025 Q3	–	Sell	-4,542	Closed	-$1.39M	–	380
2025 Q2	$1.39M	Sell	4,542 -68	-1%	-$21.1K	0.36%	79
2025 Q1	$1.56M	Buy	4,610 +684	+17%	+$223K	0.41%	74
2024 Q4	$1.23M	Buy	+3,926	New	+$1.2M	0.31%	98
2024 Q2	–	Sell	-823	Closed	-$226K	–	236
2024 Q1	$226K	Sell	823 -231	-22%	-$60.8K	0.05%	186
2023 Q4	$254K	Buy	+1,054	New	+$244K	0.05%	182
2022 Q1	–	Sell	-13,484	Closed	-$3.11M	–	243
2021 Q4	$3.11M	Buy	+13,484	New	+$3.19M	0.5%	49
2017 Q4	–	Sell	-13,037	Closed	-$2.01M	–	377
2017 Q3	$2.01M	Buy	+13,037	New	+$1.95M	0.09%	140

Other funds holding WTW

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WBI Investments's WTW Position: Q1 2026 in Review

WBI Investments sold out of Willis Towers Watson (WTW) in Q1 2026, closing a stake of 3,032 shares — an estimated $996K sold.

WBI Investments first reported a position in WTW in Q3 2017 and held it in 8 quarters. The position peaked at $3.11M in Q4 2021. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

WBI Investments reported no remaining Willis Towers Watson position as of Q1 2026 after selling out during the quarter.
WBI Investments sold 3,032 Willis Towers Watson shares in Q1 2026, an estimated $996K.
WBI Investments first reported a position in Willis Towers Watson in Q3 2017 and held it in 8 quarters.
WBI Investments's Willis Towers Watson position peaked at $3.11M in Q4 2021.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.