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EP Wealth Advisors’s Williams-Sonoma WSM Stock Holding History

EP Wealth Advisors’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
2026
Q2 		$1.29M Buy
5,514
+737
+15% +$146K ﹤0.01% 686
2026
Q1 		$871K Buy
4,777
+1,137
+31% +$227K ﹤0.01% 678
2025
Q4 		$650K Buy
+3,640
New +$682K ﹤0.01% 756
2025
Q2 		$527K Buy
3,228
+1,694
+110% +$266K ﹤0.01% 764
2025
Q1 		$243K Buy
1,534
+105
+7% +$20.3K ﹤0.01% 1030
2024
Q4 		$265K Sell
1,429
-127
-8% -$20.2K ﹤0.01% 928
2024
Q3 		$241K Sell
1,556
-174
-10% -$25K ﹤0.01% 957
2024
Q2 		$244K Buy
1,730
+422
+32% +$62.9K ﹤0.01% 707
2024
Q1 		$208K Buy
+1,308
New +$152K ﹤0.01% 726

Other funds holding WSM

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EP Wealth Advisors's WSM Position: Q2 2026 in Review

EP Wealth Advisors increased its Williams-Sonoma (WSM) stake by 15% in Q2 2026, buying an estimated $146K and bringing the position to 5,514 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #686.

EP Wealth Advisors first reported a position in WSM in Q1 2024 and has held it in 9 quarters since. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • EP Wealth Advisors held 5,514 shares of Williams-Sonoma worth $1.29M as of Q2 2026.
  • EP Wealth Advisors bought 737 Williams-Sonoma shares in Q2 2026, an estimated $146K.
  • Williams-Sonoma made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #686 holding.
  • EP Wealth Advisors first reported a position in Williams-Sonoma in Q1 2024 and has held it in 9 quarters since.
  • 998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.