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

Wealth Enhancement Trust 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
Q1 		– Sell
-26
Closed -$8.54K – 824
2025
Q4 		$8.54K Buy
+26
New +$8.51K ﹤0.01% 577

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Vanguard Portfolio Management
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Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealth Enhancement Trust Services's WTW Position: Q1 2026 in Review

Wealth Enhancement Trust Services sold out of Willis Towers Watson (WTW) in Q1 2026, closing a stake of 26 shares — an estimated $8.54K sold.

Wealth Enhancement Trust Services first reported a position in WTW in Q4 2025 and held it in 1 quarter. The position peaked at $8.54K in Q4 2025. 723 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Wealth Enhancement Trust Services reported no remaining Willis Towers Watson position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Trust Services sold 26 Willis Towers Watson shares in Q1 2026, an estimated $8.54K.
  • Wealth Enhancement Trust Services first reported a position in Willis Towers Watson in Q4 2025 and held it in 1 quarter.
  • Wealth Enhancement Trust Services's Willis Towers Watson position peaked at $8.54K in Q4 2025.
  • 723 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q1 2026, filed 8 Apr 2026.