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 $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Envestnet Portfolio Solutions's WSM Position: Q3 2025 in Review

Envestnet Portfolio Solutions sold out of Williams-Sonoma (WSM) in Q3 2025, closing a stake of 9,240 shares — an estimated $1.51M sold.

Envestnet Portfolio Solutions first reported a position in WSM in Q3 2023 and held it in 8 quarters. The position peaked at $1.51M in Q2 2025. 942 funds tracked by Wall St. Rank hold WSM as of Q3 2025.

  • Envestnet Portfolio Solutions reported no remaining Williams-Sonoma position as of Q3 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 9,240 Williams-Sonoma shares in Q3 2025, an estimated $1.51M.
  • Envestnet Portfolio Solutions first reported a position in Williams-Sonoma in Q3 2023 and held it in 8 quarters.
  • Envestnet Portfolio Solutions's Williams-Sonoma position peaked at $1.51M in Q2 2025.
  • 942 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2025, filed 30 Oct 2025.