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

Genus 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
2025
Q1 		– Sell
-1,685
Closed -$312K – 369
2024
Q4 		$312K Sell
1,685
-24,527
-94% -$3.89M 0.04% 162
2024
Q3 		$4.06M Buy
26,212
+23,788
+981% +$3.41M 0.53% 58
2024
Q2 		$342K Buy
+2,424
New +$361K 0.05% 161
2024
Q1 		– Sell
-3,112
Closed -$314K – 385
2023
Q4 		$314K Buy
+3,112
New +$269K 0.05% 164

Other funds holding WSM

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

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

Genus Capital Management reduced its Williams-Sonoma (WSM) stake by 0.39% in Q2 2026, selling an estimated $11.3K and leaving 14,557 shares worth $3.39M. The position accounts for 0.33% of the portfolio, ranked #88.

Genus Capital Management first reported a position in WSM in Q2 2023 and has held it in 9 quarters since. The position peaked at $3.57M in Q3 2025. 424 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Genus Capital Management held 14,557 shares of Williams-Sonoma worth $3.39M as of Q2 2026.
  • Genus Capital Management sold 57 Williams-Sonoma shares in Q2 2026, an estimated $11.3K.
  • Williams-Sonoma made up 0.33% of Genus Capital Management's portfolio in Q2 2026, its #88 holding.
  • Genus Capital Management first reported a position in Williams-Sonoma in Q2 2023 and has held it in 9 quarters since.
  • Genus Capital Management's Williams-Sonoma position peaked at $3.57M in Q3 2025.
  • 424 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Genus Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.