Sheets Smith Wealth Management

SEC CIK: 0001157436
Latest filing: Jul 13, 2026

SEC filings (opens in a new tab)

WTW holding history

Willis Towers Watson PLC in every 13F filed by Sheets Smith Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WTW overview All 13F holders of WTW Full Q2 2026 holdings

Shares (Q2 2025): 0; Sold out in Q2 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2024

Holdings of WTW by Sheets Smith Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	0	$0	0.0%	−1,790−100.0%	Sold out	Holders
Q1 2025	1,790	$604.9K	0.1%	00.0%	Unchanged	Holders
Q4 2024	1,790	$560.7K	0.1%	+535+42.6%	Added	Holders
Q3 2024	1,255	$369.6K	<0.1%	+1,255	New	Holders