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Empowered Funds’s Williams-Sonoma WSM Stock Holding History

Empowered Funds’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
2023
Q1 		– Sell
-15,644
Closed -$899K – 733
2022
Q4 		$899K Buy
+15,644
New +$939K 0.06% 277

Other funds holding WSM

BlackRock
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Empowered Funds's WSM Position: Q1 2026 in Review

Empowered Funds opened a new position in Williams-Sonoma (WSM) in Q1 2026: 44,195 shares worth $8.06M. The stake represents 0.05% of the portfolio and ranks #460 among its holdings. This is a return to the name: Empowered Funds previously reported a position in WSM as recently as Q3 2025.

Empowered Funds first reported a position in WSM in Q1 2017 and has held it in 25 quarters since. The position peaked at $21.8M in Q3 2024. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Empowered Funds held 44,195 shares of Williams-Sonoma worth $8.06M as of Q1 2026.
  • Williams-Sonoma was a new Empowered Funds position in Q1 2026.
  • Williams-Sonoma made up 0.05% of Empowered Funds's portfolio in Q1 2026, its #460 holding.
  • Empowered Funds first reported a position in Williams-Sonoma in Q1 2017 and has held it in 25 quarters since.
  • Empowered Funds's Williams-Sonoma position peaked at $21.8M in Q3 2024.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.