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

Penserra 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
Q1 		$983K Sell
5,399
-408
-7% -$81.5K 0.01% 472
2025
Q4 		$1.04M Sell
5,807
-3,261
-36% -$611K 0.01% 441
2025
Q3 		$1.77M Buy
9,068
+2,317
+34% +$443K 0.02% 349
2025
Q2 		$1.1M Sell
6,751
-2,679
-28% -$421K 0.02% 385
2025
Q1 		$1.49M Sell
9,430
-4,213
-31% -$814K 0.03% 347
2024
Q4 		$2.52M Buy
13,643
+3,160
+30% +$501K 0.05% 272
2024
Q3 		$1.62M Sell
10,483
-507
-5% -$72.7K 0.04% 322
2024
Q2 		$776K Sell
10,990
-2,272
-17% -$339K 0.01% 503
2024
Q1 		$2.1M Sell
13,262
-2,746
-17% -$319K 0.03% 346
2023
Q4 		$1.61M Sell
16,008
-7,534
-32% -$652K 0.03% 311
2023
Q3 		$1.83M Buy
23,542
+19,096
+430% +$1.32M 0.04% 266
2023
Q2 		$278K Buy
4,446
+368
+9% +$21.9K 0.01% 687
2023
Q1 		$247K Sell
4,078
-102
-2% -$6.37K 0.01% 647
2022
Q4 		$240K Sell
4,180
-1,444
-26% -$86.7K 0.01% 647
2022
Q3 		$331K Sell
5,624
-880
-14% -$62.5K 0.01% 499
2022
Q2 		$360K Buy
6,504
+1,514
+30% +$97.9K 0.01% 516
2022
Q1 		$361K Sell
4,990
-1,348
-21% -$102K 0.01% 580
2021
Q4 		$511K Sell
6,338
-31,270
-83% -$2.91M 0.01% 531
2021
Q3 		$3.33M Buy
37,608
+30,690
+444% +$2.6M 0.07% 292
2021
Q2 		$552K Buy
6,918
+98
+1% +$8.34K 0.01% 479
2021
Q1 		$611K Sell
6,820
-113,560
-94% -$7.67M 0.01% 423
2020
Q4 		$6.13M Buy
120,380
+112,474
+1,423% +$5.76M 0.14% 153
2020
Q3 		$356K Buy
7,906
+3,826
+94% +$170K 0.01% 375
2020
Q2 		$167K Buy
4,080
+308
+8% +$10.5K 0.01% 481
2020
Q1 		$128K Buy
3,772
+1,148
+44% +$36.5K 0.01% 511
2019
Q4 		$92K Buy
2,624
+724
+38% +$25.1K 0.01% 627
2019
Q3 		$64K Sell
1,900
-3,946
-67% -$131K 0.01% 628
2019
Q2 		$189K Buy
5,846
+4,838
+480% +$139K 0.01% 408
2019
Q1 		$28K Buy
+1,008
New +$27.8K ﹤0.01% 667
2018
Q3 		– Sell
-1,664
Closed -$51K – 761
2018
Q2 		$51K Buy
1,664
+206
+14% +$5.51K ﹤0.01% 455
2018
Q1 		$38K Buy
+1,458
New +$38.5K ﹤0.01% 399
2017
Q1 		– Sell
-716
Closed -$17K – 854
2016
Q4 		$17K Buy
716
+134
+23% +$3.42K ﹤0.01% 708
2016
Q3 		$14K Buy
582
+256
+79% +$6.7K ﹤0.01% 754
2016
Q2 		$8K Buy
326
+108
+50% +$2.96K ﹤0.01% 809
2016
Q1 		$5 Buy
218
+46
+27% +$1.25K ﹤0.01% 855
2015
Q4 		$5K Buy
+172
New +$5.89K ﹤0.01% 839

Other funds holding WSM

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Penserra Capital Management's WSM Position: Q1 2026 in Review

Penserra Capital Management reduced its Williams-Sonoma (WSM) stake by 7% in Q1 2026, selling an estimated $81.5K and leaving 5,399 shares worth $983K. The position accounts for 0.01% of the portfolio, ranked #472.

Penserra Capital Management first reported a position in WSM in Q4 2015 and has held it in 36 quarters since. The position peaked at $6.13M in Q4 2020. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Penserra Capital Management held 5,399 shares of Williams-Sonoma worth $983K as of Q1 2026.
  • Penserra Capital Management sold 408 Williams-Sonoma shares in Q1 2026, an estimated $81.5K.
  • Williams-Sonoma made up 0.01% of Penserra Capital Management's portfolio in Q1 2026, its #472 holding.
  • Penserra Capital Management first reported a position in Williams-Sonoma in Q4 2015 and has held it in 36 quarters since.
  • Penserra Capital Management's Williams-Sonoma position peaked at $6.13M in Q4 2020.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Penserra Capital Management's 13F filing for Q1 2026, filed 11 May 2026.