Y-Intercept (HK)’s Willis Towers Watson WTW Stock Holding History

Y-Intercept (HK)’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	$3.42M	Sell	13,081 -7,832	-37%	-$2.1M	0.07%	426
2026 Q1	$6.08M	Buy	+20,913	New	+$6.42M	0.12%	257
2025 Q3	–	Sell	-11,050	Closed	-$3.39M	–	2111
2025 Q2	$3.39M	Buy	+11,050	New	+$3.43M	0.08%	366
2024 Q2	–	Sell	-2,643	Closed	-$727K	–	1989
2024 Q1	$727K	Sell	2,643 -3,815	-59%	-$1M	0.05%	521
2023 Q4	$1.56M	Buy	+6,458	New	+$1.49M	0.15%	193
2023 Q3	–	Sell	-5,328	Closed	-$1.25M	–	1685
2023 Q2	$1.25M	Sell	5,328 -7,210	-58%	-$1.66M	0.13%	217
2023 Q1	$2.91M	Buy	+12,538	New	+$3.03M	0.34%	41
2022 Q3	–	Sell	-16,941	Closed	-$3.34M	–	1314
2022 Q2	$3.34M	Buy	16,941 +12,290	+264%	+$2.63M	0.44%	45
2022 Q1	$1.1M	Sell	4,651 -4,255	-48%	-$974K	0.25%	95
2021 Q4	$2.12M	Buy	+8,906	New	+$2.11M	0.5%	29

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

Y-Intercept (HK)'s WTW Position: Q2 2026 in Review

Y-Intercept (HK) reduced its Willis Towers Watson (WTW) stake by 37% in Q2 2026, selling an estimated $2.1M and leaving 13,081 shares worth $3.42M. The position accounts for 0.07% of the portfolio, ranked #426.

Y-Intercept (HK) first reported a position in WTW in Q4 2021 and has held it in 10 quarters since. The position peaked at $6.08M in Q1 2026. 114 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Y-Intercept (HK) held 13,081 shares of Willis Towers Watson worth $3.42M as of Q2 2026.
Y-Intercept (HK) sold 7,832 Willis Towers Watson shares in Q2 2026, an estimated $2.1M.
Willis Towers Watson made up 0.07% of Y-Intercept (HK)'s portfolio in Q2 2026, its #426 holding.
Y-Intercept (HK) first reported a position in Willis Towers Watson in Q4 2021 and has held it in 10 quarters since.
Y-Intercept (HK)'s Willis Towers Watson position peaked at $6.08M in Q1 2026.
114 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.