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

EFG Asset 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 Q3	$2.85M	Buy	14,593 +4,961	+52%	+$948K	0.37%	120
2025 Q2	$1.57M	Buy	9,632 +3,585	+59%	+$563K	0.22%	151
2025 Q1	$956K	Buy	+6,047	New	+$1.17M	0.16%	173
2023 Q2	–	Sell	-50,256	Closed	-$3.06M	–	203
2023 Q1	$3.06M	Sell	50,256 -1,538	-3%	-$96K	0.68%	49
2022 Q4	$3.02M	Buy	51,794 +10,854	+27%	+$652K	0.68%	52
2022 Q3	$2.41M	Buy	+40,940	New	+$2.91M	0.56%	60

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's WSM Position: Q3 2025 in Review

EFG Asset Management increased its Williams-Sonoma (WSM) stake by 52% in Q3 2025, buying an estimated $948K and bringing the position to 14,593 shares worth $2.85M. The position accounts for 0.37% of the portfolio, ranked #120.

EFG Asset Management first reported a position in WSM in Q3 2022 and has held it in 6 quarters since. The position peaked at $3.06M in Q1 2023. 940 funds tracked by Wall St. Rank hold WSM as of Q3 2025.

EFG Asset Management held 14,593 shares of Williams-Sonoma worth $2.85M as of Q3 2025.
EFG Asset Management bought 4,961 Williams-Sonoma shares in Q3 2025, an estimated $948K.
Williams-Sonoma made up 0.37% of EFG Asset Management's portfolio in Q3 2025, its #120 holding.
EFG Asset Management first reported a position in Williams-Sonoma in Q3 2022 and has held it in 6 quarters since.
EFG Asset Management's Williams-Sonoma position peaked at $3.06M in Q1 2023.
940 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2025.

Based on EFG Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.