Wilson Asset Management’s Tradeweb Markets TW Stock Holding History

Wilson Asset Management’s Portfolio TW Stock Details TW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$17.9M	Buy	152,134 +4,053	+3%	+$464K	5.06%	5
2025 Q4	$15.9M	Hold	148,081	–	–	4.09%	9
2025 Q3	$16.4M	Buy	148,081 +4,502	+3%	+$579K	4.07%	8
2025 Q2	$21M	Buy	143,579 +10,544	+8%	+$1.47M	5.17%	5
2025 Q1	$19.8M	Hold	133,035	–	–	5.28%	4
2024 Q4	$17.4M	Hold	133,035	–	–	4.51%	9
2024 Q3	$16.5M	Sell	133,035 -36,399	-21%	-$4.12M	3.99%	11
2024 Q2	$18M	Hold	169,434	–	–	4.71%	8
2024 Q1	$17.6M	Sell	169,434 -16,703	-9%	-$1.68M	4.56%	10
2023 Q4	$16.9M	Hold	186,137	–	–	4.72%	12
2023 Q3	$15M	Buy	186,137 +36,752	+25%	+$2.93M	4.3%	12
2023 Q2	$10.2M	Buy	149,385 +5,513	+4%	+$390K	2.79%	18
2023 Q1	$11.4M	Buy	143,872 +30,212	+27%	+$2.19M	3.15%	17
2022 Q4	$7.38M	Buy	+113,660	New	+$6.68M	2.24%	18

Other funds holding TW

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Wilson Asset Management's TW Position: Q1 2026 in Review

Wilson Asset Management increased its Tradeweb Markets (TW) stake by 2.7% in Q1 2026, buying an estimated $464K and bringing the position to 152,134 shares worth $17.9M. The position accounts for 5.06% of the portfolio, ranked #5.

Wilson Asset Management first reported a position in TW in Q4 2022 and has held it in 14 quarters since. The position peaked at $21M in Q2 2025. 582 funds tracked by Wall St. Rank hold TW as of Q1 2026.

Wilson Asset Management held 152,134 shares of Tradeweb Markets worth $17.9M as of Q1 2026.
Wilson Asset Management bought 4,053 Tradeweb Markets shares in Q1 2026, an estimated $464K.
Tradeweb Markets made up 5.06% of Wilson Asset Management's portfolio in Q1 2026, its #5 holding.
Wilson Asset Management first reported a position in Tradeweb Markets in Q4 2022 and has held it in 14 quarters since.
Wilson Asset Management's Tradeweb Markets position peaked at $21M in Q2 2025.
582 funds tracked by Wall St. Rank held Tradeweb Markets as of Q1 2026.

Based on Wilson Asset Management's 13F filing for Q1 2026, filed 12 May 2026.