Wealth Enhancement Advisory Services’s Willis Towers Watson WTW Stock Holding History

Wealth Enhancement Advisory Services’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	$1.2M	Sell	4,132 -1,281	-24%	-$343K	﹤0.01%	1944
2026 Q1	$1.56M	Sell	5,413 -38,490	-88%	-$11.8M	﹤0.01%	1524
2025 Q4	$14.8M	Buy	43,903 +36,738	+513%	+$12M	0.02%	567
2025 Q3	$2.51M	Sell	7,165 -195	-3%	-$63.2K	﹤0.01%	1317
2025 Q2	$2.26M	Buy	7,360 +1,349	+22%	+$418K	﹤0.01%	1300
2025 Q1	$2.03M	Buy	6,011 +815	+16%	+$266K	﹤0.01%	1242
2024 Q4	$1.63M	Buy	5,196 +276	+6%	+$84.7K	﹤0.01%	1282
2024 Q3	$1.45M	Buy	4,920 +920	+23%	+$257K	﹤0.01%	1212
2024 Q2	$1.05M	Buy	4,000 +527	+15%	+$136K	﹤0.01%	1260
2024 Q1	$955K	Buy	3,473 +22	+0.6%	+$5.79K	﹤0.01%	1258
2023 Q4	$832K	Sell	3,451 -255	-7%	-$59K	﹤0.01%	1244
2023 Q3	$774K	Buy	+3,706	New	+$791K	﹤0.01%	1205

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

Wealth Enhancement Advisory Services's WTW Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Willis Towers Watson (WTW) stake by 24% in Q2 2026, selling an estimated $343K and leaving 4,132 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1944.

Wealth Enhancement Advisory Services first reported a position in WTW in Q3 2023 and has held it in 12 quarters since. The position peaked at $14.8M in Q4 2025. 114 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Wealth Enhancement Advisory Services held 4,132 shares of Willis Towers Watson worth $1.2M as of Q2 2026.
Wealth Enhancement Advisory Services sold 1,281 Willis Towers Watson shares in Q2 2026, an estimated $343K.
Willis Towers Watson made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1944 holding.
Wealth Enhancement Advisory Services first reported a position in Willis Towers Watson in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Willis Towers Watson position peaked at $14.8M in Q4 2025.
114 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.