Wedmont Private Capital’s Willis Towers Watson WTW Stock Holding History

Wedmont Private Capital’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	$430K	Buy	1,486 +604	+68%	+$162K	0.01%	606
2026 Q1	$257K	Sell	882 -21	-2%	-$6.44K	0.01%	721
2025 Q4	$299K	Sell	903 -16	-2%	-$5.24K	0.01%	649
2025 Q3	$322K	Buy	919 +34	+4%	+$11K	0.01%	606
2025 Q2	$273K	Sell	885 -129	-13%	-$40K	0.01%	606
2025 Q1	$326K	Buy	1,014 +72	+8%	+$23.5K	0.02%	496
2024 Q4	$295K	Buy	942 +133	+16%	+$40.8K	0.02%	540
2024 Q3	$233K	Buy	+809	New	+$226K	0.01%	590
2023 Q3	–	Sell	-1,150	Closed	-$264K	–	535
2023 Q2	$264K	Buy	1,150 +66	+6%	+$15.2K	0.03%	416
2023 Q1	$254K	Buy	1,084 +91	+9%	+$22K	0.03%	383
2022 Q4	$252K	Buy	+993	New	+$227K	0.04%	379

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

Wedmont Private Capital's WTW Position: Q2 2026 in Review

Wedmont Private Capital increased its Willis Towers Watson (WTW) stake by 68% in Q2 2026, buying an estimated $162K and bringing the position to 1,486 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #606.

Wedmont Private Capital first reported a position in WTW in Q4 2022 and has held it in 11 quarters since. 114 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Wedmont Private Capital held 1,486 shares of Willis Towers Watson worth $430K as of Q2 2026.
Wedmont Private Capital bought 604 Willis Towers Watson shares in Q2 2026, an estimated $162K.
Willis Towers Watson made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #606 holding.
Wedmont Private Capital first reported a position in Willis Towers Watson in Q4 2022 and has held it in 11 quarters since.
114 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.