AE Wealth Management’s Williams-Sonoma WSM Stock Holding History

AE Wealth Management’s Portfolio WSM Stock Details WSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,781	Closed	-$282K	–	2274
2025 Q1	$282K	Sell	1,781 -414	-19%	-$80K	﹤0.01%	1115
2024 Q4	$406K	Buy	2,195 +206	+10%	+$32.7K	﹤0.01%	973
2024 Q3	$308K	Buy	+1,989	New	+$285K	﹤0.01%	1023
2024 Q1	–	Sell	-4,670	Closed	-$487K	–	2006
2023 Q4	$487K	Buy	4,670 +1,128	+32%	+$97.6K	﹤0.01%	1449
2023 Q3	$275K	Buy	+3,542	New	+$244K	﹤0.01%	1650
2022 Q4	–	Sell	-12,874	Closed	-$759K	–	1927
2022 Q3	$759K	Buy	12,874 +84	+0.7%	+$5.96K	0.01%	1055
2022 Q2	$709K	Sell	12,790 -48,378	-79%	-$3.13M	0.01%	1020
2022 Q1	$4.43M	Buy	61,168 +1,354	+2%	+$102K	0.03%	477
2021 Q4	$5.06M	Buy	59,814 +50,922	+573%	+$4.74M	0.04%	411
2021 Q3	$788K	Sell	8,892 -672	-7%	-$56.9K	0.01%	950
2021 Q2	$763K	Buy	9,564 +1,648	+21%	+$140K	0.01%	940
2021 Q1	$709K	Sell	7,916 -6,068	-43%	-$410K	0.01%	884
2020 Q4	$712K	Sell	13,984 -1,986	-12%	-$102K	0.01%	834
2020 Q3	$722K	Buy	15,970 +1,404	+10%	+$62.4K	0.01%	731
2020 Q2	$597K	Buy	+14,566	New	+$496K	0.01%	802

Other funds holding WSM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return