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Everpar Advisors’s Williams-Sonoma WSM Stock Holding History

Everpar 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 		$218K Buy
+937
New +$186K 0.06% 281

Other funds holding WSM

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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

Everpar Advisors's WSM Position: Q2 2026 in Review

Everpar Advisors opened a new position in Williams-Sonoma (WSM) in Q2 2026: 937 shares worth $218K. The stake represents 0.06% of the portfolio and ranks #281 among its holdings.

128 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Everpar Advisors held 937 shares of Williams-Sonoma worth $218K as of Q2 2026.
  • Williams-Sonoma was a new Everpar Advisors position in Q2 2026.
  • Williams-Sonoma made up 0.06% of Everpar Advisors's portfolio in Q2 2026, its #281 holding.
  • 128 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.