Position in WTW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,965,770
+$299,155 QoQ
Shares Held
22,825
+17.1% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#161
of 687 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Wealthfront Advisers LLC holds $31,933,283 across 5 Insurance Brokers names. WTW ranks #4 (18.7% of the industry book) .
All Filings in WTW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,965,770 | 22,825 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,666,615 | 19,493 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,675,250 | 17,271 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $6,162,828 | 17,840 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,686,275 | 12,027 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $4,349,078 | 12,869 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,317,386 | 13,783 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $3,608,876 | 12,253 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,559,534 | 9,764 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,618,000 | 9,520 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,742,670 | 7,225 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,305,455 | 11,033 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,363,242 | 10,035 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,054,867 | 13,146 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $3,435,370 | 14,046 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,215,486 | 6,049 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $632,042 | 3,202 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $617,242 | 2,613 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $858,763 | 3,616 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $742,709 | 3,195 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $589,311 | 2,562 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $570,140 | 2,491 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $466,445 | 2,214 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $471,724 | 2,259 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $458,499 | 2,328 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $405,601 | 2,388 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||