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Laird Norton Wetherby Wealth Management’s Williams-Sonoma WSM Stock Holding History

Laird Norton Wetherby Wealth 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
2023
Q1 		– Sell
-1,000
Closed -$57.5K – 948
2022
Q4 		$57.5K Buy
+1,000
New +$60K ﹤0.01% 886

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's WSM Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management reduced its Williams-Sonoma (WSM) stake by 0.61% in Q3 2025, selling an estimated $25K and leaving 21,282 shares worth $4.16M. The position accounts for 0.17% of the portfolio, ranked #109.

Laird Norton Wetherby Wealth Management first reported a position in WSM in Q2 2020 and has held it in 21 quarters since. 941 funds tracked by Wall St. Rank hold WSM as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 21,282 shares of Williams-Sonoma worth $4.16M as of Q3 2025.
  • Laird Norton Wetherby Wealth Management sold 131 Williams-Sonoma shares in Q3 2025, an estimated $25K.
  • Williams-Sonoma made up 0.17% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #109 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Williams-Sonoma in Q2 2020 and has held it in 21 quarters since.
  • 941 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.