Wealthfront Advisers
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Wealthfront Advisers’s Willis Towers Watson WTW Stock Holding History

Wealthfront Advisers’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 		$5.67M Buy
19,493
+2,222
+13% +$682K 0.01% 390
2025
Q4 		$5.68M Sell
17,271
-569
-3% -$186K 0.01% 373
2025
Q3 		$6.16M Buy
17,840
+5,813
+48% +$1.88M 0.01% 345
2025
Q2 		$3.69M Sell
12,027
-842
-7% -$261K 0.01% 436
2025
Q1 		$4.35M Sell
12,869
-914
-7% -$298K 0.01% 389
2024
Q4 		$4.32M Buy
13,783
+1,530
+12% +$469K 0.01% 358
2024
Q3 		$3.61M Buy
12,253
+2,489
+25% +$696K 0.01% 381
2024
Q2 		$2.56M Buy
9,764
+244
+3% +$63K 0.01% 426
2024
Q1 		$2.62M Buy
9,520
+2,295
+32% +$604K 0.01% 417
2023
Q4 		$1.74M Sell
7,225
-3,808
-35% -$881K 0.01% 487
2023
Q3 		$2.31M Buy
11,033
+998
+10% +$213K 0.01% 398
2023
Q2 		$2.36M Sell
10,035
-3,111
-24% -$717K 0.01% 387
2023
Q1 		$3.05M Sell
13,146
-900
-6% -$218K 0.01% 309
2022
Q4 		$3.44M Buy
14,046
+7,997
+132% +$1.83M 0.02% 269
2022
Q3 		$1.22M Buy
6,049
+2,847
+89% +$587K 0.01% 451
2022
Q2 		$632K Buy
3,202
+589
+23% +$126K ﹤0.01% 555
2022
Q1 		$617K Sell
2,613
-1,003
-28% -$230K ﹤0.01% 597
2021
Q4 		$859K Buy
3,616
+421
+13% +$99.6K ﹤0.01% 509
2021
Q3 		$742K Buy
3,195
+633
+25% +$141K ﹤0.01% 510
2021
Q2 		$589K Buy
2,562
+71
+3% +$17.7K ﹤0.01% 502
2021
Q1 		$570K Buy
2,491
+277
+13% +$60.4K ﹤0.01% 444
2020
Q4 		$467K Sell
2,214
-45
-2% -$9.27K ﹤0.01% 442
2020
Q3 		$472K Sell
2,259
-69
-3% -$14.1K ﹤0.01% 412
2020
Q2 		$458K Sell
2,328
-60
-3% -$11.5K ﹤0.01% 408
2020
Q1 		$406K Sell
2,388
-1,653
-41% -$325K ﹤0.01% 366
2019
Q4 		$816K Sell
4,041
-876
-18% -$168K 0.01% 355
2019
Q3 		$949K Buy
4,917
+1,408
+40% +$275K 0.01% 303
2019
Q2 		$672K Buy
3,509
+201
+6% +$36.4K 0.01% 345
2019
Q1 		$581K Buy
3,308
+976
+42% +$162K 0.01% 346
2018
Q4 		$354K Buy
+2,332
New +$349K ﹤0.01% 378

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

Wealthfront Advisers's WTW Position: Q1 2026 in Review

Wealthfront Advisers increased its Willis Towers Watson (WTW) stake by 13% in Q1 2026, buying an estimated $682K and bringing the position to 19,493 shares worth $5.67M. The position accounts for 0.01% of the portfolio, ranked #390.

Wealthfront Advisers first reported a position in WTW in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.16M in Q3 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Wealthfront Advisers held 19,493 shares of Willis Towers Watson worth $5.67M as of Q1 2026.
  • Wealthfront Advisers bought 2,222 Willis Towers Watson shares in Q1 2026, an estimated $682K.
  • Willis Towers Watson made up 0.01% of Wealthfront Advisers's portfolio in Q1 2026, its #390 holding.
  • Wealthfront Advisers first reported a position in Willis Towers Watson in Q4 2018 and has held it in 30 quarters since.
  • Wealthfront Advisers's Willis Towers Watson position peaked at $6.16M in Q3 2025.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Wealthfront Advisers's 13F filing for Q1 2026, filed 5 May 2026.