Envestnet Portfolio Solutions’s Williams Companies WMB Stock Holding History

Envestnet Portfolio Solutions’s Portfolio WMB Stock Details WMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.78M	Buy	50,789 +3,472	+7%	+$256K	0.02%	381
2026 Q1	$3.44M	Sell	47,317 -16,375	-26%	-$1.13M	0.02%	351
2025 Q4	$3.83M	Sell	63,692 -9,860	-13%	-$596K	0.01%	414
2025 Q3	$4.66M	Sell	73,552 -5,553	-7%	-$326K	0.02%	364
2025 Q2	$4.97M	Sell	79,105 -4,085	-5%	-$241K	0.02%	363
2025 Q1	$4.97M	Buy	83,190 +7,600	+10%	+$435K	0.02%	363
2024 Q4	$4.09M	Sell	75,590 -11,363	-13%	-$612K	0.01%	446
2024 Q3	$3.97M	Sell	86,953 -29,175	-25%	-$1.28M	0.01%	452
2024 Q2	$4.94M	Sell	116,128 -20,973	-15%	-$841K	0.02%	372
2024 Q1	$5.34M	Sell	137,101 -12,331	-8%	-$438K	0.02%	358
2023 Q4	$5.2M	Buy	149,432 +4,130	+3%	+$145K	0.02%	318
2023 Q3	$4.9M	Buy	+145,302	New	+$4.96M	0.02%	312

Other funds holding WMB

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

CNAM

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Envestnet Portfolio Solutions's WMB Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Williams Companies (WMB) stake by 7.3% in Q2 2026, buying an estimated $256K and bringing the position to 50,789 shares worth $3.78M. The position accounts for 0.02% of the portfolio, ranked #381.

Envestnet Portfolio Solutions first reported a position in WMB in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.34M in Q1 2024. 395 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Envestnet Portfolio Solutions held 50,789 shares of Williams Companies worth $3.78M as of Q2 2026.
Envestnet Portfolio Solutions bought 3,472 Williams Companies shares in Q2 2026, an estimated $256K.
Williams Companies made up 0.02% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #381 holding.
Envestnet Portfolio Solutions first reported a position in Williams Companies in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Williams Companies position peaked at $5.34M in Q1 2024.
395 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.