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Ethic Inc’s Williams-Sonoma WSM Stock Holding History

Ethic Inc’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 		$3.21M Sell
13,780
-970
-7% -$192K 0.04% 385
2026
Q1 		$2.69M Buy
14,750
+1,185
+9% +$237K 0.04% 392
2025
Q4 		$2.42M Sell
13,565
-749
-5% -$140K 0.04% 423
2025
Q3 		$2.8M Buy
14,314
+2,035
+17% +$389K 0.05% 381
2025
Q2 		$2.02M Buy
12,279
+7,439
+154% +$1.17M 0.04% 433
2025
Q1 		$769K Sell
4,840
-2,513
-34% -$486K 0.02% 659
2024
Q4 		$1.36M Buy
7,353
+5,297
+258% +$841K 0.03% 517
2024
Q3 		$653K Sell
2,056
-2,498
-55% -$358K 0.02% 695
2024
Q2 		$643K Buy
4,554
+442
+11% +$65.9K 0.02% 696
2024
Q1 		$653K Sell
4,112
-632
-13% -$73.4K 0.02% 694
2023
Q4 		$479K Buy
4,744
+1,716
+57% +$149K 0.01% 743
2023
Q3 		$235K Buy
+3,028
New +$209K 0.01% 882

Other funds holding WSM

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Ethic Inc's WSM Position: Q2 2026 in Review

Ethic Inc reduced its Williams-Sonoma (WSM) stake by 6.6% in Q2 2026, selling an estimated $192K and leaving 13,780 shares worth $3.21M. The position accounts for 0.04% of the portfolio, ranked #385.

Ethic Inc first reported a position in WSM in Q3 2023 and has held it in 12 quarters since. 343 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Ethic Inc held 13,780 shares of Williams-Sonoma worth $3.21M as of Q2 2026.
  • Ethic Inc sold 970 Williams-Sonoma shares in Q2 2026, an estimated $192K.
  • Williams-Sonoma made up 0.04% of Ethic Inc's portfolio in Q2 2026, its #385 holding.
  • Ethic Inc first reported a position in Williams-Sonoma in Q3 2023 and has held it in 12 quarters since.
  • 343 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.