Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Williams-Sonoma WSM Stock Holding History

Envestnet Portfolio Solutions’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 		– Sell
-9,240
Closed -$1.51M – 1588
2025
Q2 		$1.51M Buy
9,240
+6,758
+272% +$1.06M 0.01% 658
2025
Q1 		$392K Sell
2,482
-2,034
-45% -$393K ﹤0.01% 1153
2024
Q4 		$836K Buy
4,516
+255
+6% +$40.5K ﹤0.01% 1009
2024
Q3 		$660K Sell
4,261
-279
-6% -$40K ﹤0.01% 1062
2024
Q2 		$641K Buy
4,540
+1,520
+50% +$227K ﹤0.01% 1032
2024
Q1 		$480K Sell
3,020
-206
-6% -$23.9K ﹤0.01% 1141
2023
Q4 		$325K Sell
3,226
-374
-10% -$32.4K ﹤0.01% 1258
2023
Q3 		$280K Buy
+3,600
New +$248K ﹤0.01% 1263

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return