CoreCap Advisors
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CoreCap Advisors’s Williams-Sonoma WSM Stock Holding History

CoreCap Advisors’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
2026
Q3 		$18.5K Buy
81
+10
+14% +$2.31K ﹤0.01% 1827
2026
Q2 		$16.6K Sell
71
-4
-5% -$793 ﹤0.01% 1881
2026
Q1 		$13.7K Sell
75
-2
-3% -$399 ﹤0.01% 1833
2025
Q4 		$13.8K Sell
77
-11
-13% -$2.06K ﹤0.01% 1831
2025
Q3 		$17.2K Buy
88
+10
+13% +$1.91K ﹤0.01% 1732
2025
Q2 		$12.7K Sell
78
-126
-62% -$19.8K ﹤0.01% 1775
2025
Q1 		$32.3K Buy
204
+125
+158% +$24.2K ﹤0.01% 1354
2024
Q4 		$14.6K Buy
79
+10
+14% +$1.59K ﹤0.01% 1633
2024
Q3 		$10.7K Buy
+69
New +$9.9K ﹤0.01% 1782
2024
Q2 		– Sell
-2,762
Closed -$439K – 2609
2024
Q1 		$439K Sell
2,762
-216
-7% -$25.1K 0.02% 420
2023
Q4 		$300K Buy
+2,978
New +$258K 0.02% 453
2022
Q4 		$43.3K Buy
+754
New +$45.3K ﹤0.01% 1037
2022
Q3 		– Sell
-1,154
Closed -$64K – 2118
2022
Q2 		$64K Sell
1,154
-2,670
-70% -$173K 0.01% 864
2022
Q1 		$277K Sell
3,824
-604
-14% -$45.7K 0.02% 425
2021
Q4 		$374K Buy
+4,428
New +$412K 0.03% 407

Other funds holding WSM

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Investment House LLC
Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return
McRae Capital Management
McRae Capital Management Morristown, New Jersey $540M AUM 15.41% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CoreCap Advisors's WSM Position: Q3 2026 in Review

CoreCap Advisors increased its Williams-Sonoma (WSM) stake by 14% in Q3 2026, buying an estimated $2.31K and bringing the position to 81 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1827.

CoreCap Advisors first reported a position in WSM in Q4 2021 and has held it in 15 quarters since. The position peaked at $439K in Q1 2024. 250 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

  • CoreCap Advisors held 81 shares of Williams-Sonoma worth $18.5K as of Q3 2026.
  • CoreCap Advisors bought 10 Williams-Sonoma shares in Q3 2026, an estimated $2.31K.
  • Williams-Sonoma made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1827 holding.
  • CoreCap Advisors first reported a position in Williams-Sonoma in Q4 2021 and has held it in 15 quarters since.
  • CoreCap Advisors's Williams-Sonoma position peaked at $439K in Q1 2024.
  • 250 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.