EFG Asset Management (Americas)’s Williams-Sonoma WSM Stock Holding History

EFG Asset Management (Americas)’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 Q3	$2.23M	Buy	11,400 +3,695	+48%	+$706K	0.38%	83
2025 Q2	$1.26M	Buy	7,705 +2,861	+59%	+$449K	0.23%	109
2025 Q1	$766K	Buy	+4,844	New	+$936K	0.16%	119
2023 Q2	–	Sell	-27,570	Closed	-$1.68M	–	145
2023 Q1	$1.68M	Sell	27,570 -454	-2%	-$28.3K	0.4%	77
2022 Q4	$1.61M	Buy	28,024 +6,452	+30%	+$387K	0.4%	75
2022 Q3	$1.27M	Buy	+21,572	New	+$1.53M	0.32%	80

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 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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

EFG Asset Management (Americas)'s WSM Position: Q3 2025 in Review

EFG Asset Management (Americas) increased its Williams-Sonoma (WSM) stake by 48% in Q3 2025, buying an estimated $706K and bringing the position to 11,400 shares worth $2.23M. The position accounts for 0.38% of the portfolio, ranked #83.

EFG Asset Management (Americas) first reported a position in WSM in Q3 2022 and has held it in 6 quarters since. 940 funds tracked by Wall St. Rank hold WSM as of Q3 2025.

EFG Asset Management (Americas) held 11,400 shares of Williams-Sonoma worth $2.23M as of Q3 2025.
EFG Asset Management (Americas) bought 3,695 Williams-Sonoma shares in Q3 2025, an estimated $706K.
Williams-Sonoma made up 0.38% of EFG Asset Management (Americas)'s portfolio in Q3 2025, its #83 holding.
EFG Asset Management (Americas) first reported a position in Williams-Sonoma in Q3 2022 and has held it in 6 quarters since.
940 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2025.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2025, filed 14 Nov 2025.