Wealthspire Advisors (New York)’s Willis Towers Watson WTW Stock Holding History

Wealthspire Advisors (New York)’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
2025 Q4	–	Sell	-132	Closed	-$45.6K	–	2922
2025 Q3	$45.6K	Buy	+132	New	+$42.7K	﹤0.01%	1282
2021 Q2	–	Sell	-1,286	Closed	-$294K	–	675
2021 Q1	$294K	Buy	1,286 +171	+15%	+$37.3K	0.01%	558
2020 Q4	$235K	Buy	+1,115	New	+$230K	0.01%	514
2019 Q1	–	Sell	-145	Closed	-$22K	–	807
2018 Q4	$22K	Buy	+145	New	+$21.7K	﹤0.01%	322

Other funds holding WTW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthspire Advisors (New York)'s WTW Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Willis Towers Watson (WTW) in Q4 2025, closing a stake of 132 shares — an estimated $45.6K sold.

Wealthspire Advisors (New York) first reported a position in WTW in Q4 2018 and held it in 4 quarters. The position peaked at $294K in Q1 2021. 749 funds tracked by Wall St. Rank hold WTW as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining Willis Towers Watson position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 132 Willis Towers Watson shares in Q4 2025, an estimated $45.6K.
Wealthspire Advisors (New York) first reported a position in Willis Towers Watson in Q4 2018 and held it in 4 quarters.
Wealthspire Advisors (New York)'s Willis Towers Watson position peaked at $294K in Q1 2021.
749 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.