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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
Q3 		$518K Buy
1,739
+253
+17% +$79.9K 0.01% 580
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Wedmont Private Capital's WTW Position: Q3 2026 in Review

Wedmont Private Capital increased its Willis Towers Watson (WTW) stake by 17% in Q3 2026, buying an estimated $79.9K and bringing the position to 1,739 shares worth $518K. The position accounts for 0.01% of the portfolio, ranked #580.

Wedmont Private Capital first reported a position in WTW in Q4 2022 and has held it in 12 quarters since. 24 funds tracked by Wall St. Rank hold WTW as of Q3 2026.

  • Wedmont Private Capital held 1,739 shares of Willis Towers Watson worth $518K as of Q3 2026.
  • Wedmont Private Capital bought 253 Willis Towers Watson shares in Q3 2026, an estimated $79.9K.
  • Willis Towers Watson made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #580 holding.
  • Wedmont Private Capital first reported a position in Willis Towers Watson in Q4 2022 and has held it in 12 quarters since.
  • 24 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.