Wealth Enhancement Advisory Services
WTW icon

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

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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. 691 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.
  • 691 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.