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Yousif Capital Management’s Willis Towers Watson WTW Stock Holding History

Yousif Capital Management’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 		$2.74M Sell
10,469
-3,018
-22% -$807K 0.03% 539
2026
Q1 		$3.92M Sell
13,487
-103
-0.8% -$31.6K 0.05% 370
2025
Q4 		$4.37M Sell
13,590
-949
-7% -$311K 0.05% 356
2025
Q3 		$5.02M Sell
14,539
-1,117
-7% -$362K 0.05% 312
2025
Q2 		$4.8M Buy
15,656
+72
+0.5% +$22.3K 0.05% 333
2025
Q1 		$5.27M Sell
15,584
-367
-2% -$120K 0.06% 302
2024
Q4 		$5M Buy
15,951
+2,359
+17% +$724K 0.06% 321
2024
Q3 		$4M Sell
13,592
-308
-2% -$86.2K 0.04% 402
2024
Q2 		$3.64M Sell
13,900
-267
-2% -$68.9K 0.04% 440
2024
Q1 		$3.9M Sell
14,167
-269
-2% -$70.8K 0.04% 449
2023
Q4 		$3.48M Sell
14,436
-1,640
-10% -$379K 0.04% 487
2023
Q3 		$3.36M Sell
16,076
-3,794
-19% -$810K 0.04% 465
2023
Q2 		$4.68M Buy
19,870
+505
+3% +$116K 0.06% 338
2023
Q1 		$4.5M Sell
19,365
-1,377
-7% -$333K 0.06% 347
2022
Q4 		$5.07M Buy
20,742
+4,054
+24% +$926K 0.07% 297
2022
Q3 		$3.35M Sell
16,688
-123
-0.7% -$25.4K 0.05% 421
2022
Q2 		$3.32M Sell
16,811
-1,900
-10% -$407K 0.04% 477
2022
Q1 		$4.42M Buy
18,711
+10
+0.1% +$2.29K 0.05% 415
2021
Q4 		$4.44M Buy
+18,701
New +$4.43M 0.05% 447

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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
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
II
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

Yousif Capital Management's WTW Position: Q2 2026 in Review

Yousif Capital Management reduced its Willis Towers Watson (WTW) stake by 22% in Q2 2026, selling an estimated $807K and leaving 10,469 shares worth $2.74M. The position accounts for 0.03% of the portfolio, ranked #539.

Yousif Capital Management first reported a position in WTW in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.27M in Q1 2025. 114 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Yousif Capital Management held 10,469 shares of Willis Towers Watson worth $2.74M as of Q2 2026.
  • Yousif Capital Management sold 3,018 Willis Towers Watson shares in Q2 2026, an estimated $807K.
  • Willis Towers Watson made up 0.03% of Yousif Capital Management's portfolio in Q2 2026, its #539 holding.
  • Yousif Capital Management first reported a position in Willis Towers Watson in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Willis Towers Watson position peaked at $5.27M in Q1 2025.
  • 114 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.