Everence Capital Management’s Williams-Sonoma WSM Stock Holding History

Everence Capital Management’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	$769K	Hold	3,300	–	–	0.04%	311
2026 Q1	$602K	Sell	3,300 -200	-6%	-$39.9K	0.04%	330
2025 Q4	$625K	Hold	3,500	–	–	0.04%	327
2025 Q3	$684K	Hold	3,500	–	–	0.04%	313
2025 Q2	$572K	Hold	3,500	–	–	0.04%	332
2025 Q1	$553K	Hold	3,500	–	–	0.04%	344
2024 Q4	$648K	Buy	+3,500	New	+$555K	0.04%	299

Other funds holding WSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Everence Capital Management's WSM Position: Q2 2026 in Review

Everence Capital Management held its Williams-Sonoma (WSM) position steady in Q2 2026 at 3,300 shares worth $769K. The position accounts for 0.04% of the portfolio, ranked #311.

Everence Capital Management first reported a position in WSM in Q4 2024 and has held it in 7 quarters since. 1,003 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Everence Capital Management held 3,300 shares of Williams-Sonoma worth $769K as of Q2 2026.
Everence Capital Management left its Williams-Sonoma share count unchanged in Q2 2026.
Williams-Sonoma made up 0.04% of Everence Capital Management's portfolio in Q2 2026, its #311 holding.
Everence Capital Management first reported a position in Williams-Sonoma in Q4 2024 and has held it in 7 quarters since.
1,003 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.