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Resonant Capital Advisors’s Williams-Sonoma WSM Stock Holding History

Resonant Capital 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 		$920K Hold
3,946
– – 0.04% 197
2026
Q1 		$719K Buy
3,946
+91
+2% +$18.2K 0.04% 214
2025
Q4 		$688K Sell
3,855
-82
-2% -$15.4K 0.04% 208
2025
Q3 		$769K Sell
3,937
-19
-0.5% -$3.63K 0.04% 192
2025
Q2 		$646K Buy
3,956
+450
+13% +$70.7K 0.04% 209
2025
Q1 		$554K Buy
3,506
+32
+0.9% +$6.18K 0.04% 201
2024
Q4 		$643K Buy
3,474
+56
+2% +$8.89K 0.05% 182
2024
Q3 		$530K Buy
3,418
+84
+3% +$12.1K 0.04% 209
2024
Q2 		$471K Buy
3,334
+246
+8% +$36.7K 0.04% 212
2024
Q1 		$490K Buy
+3,088
New +$358K 0.04% 202

Other funds holding WSM

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Resonant Capital Advisors's WSM Position: Q2 2026 in Review

Resonant Capital Advisors held its Williams-Sonoma (WSM) position steady in Q2 2026 at 3,946 shares worth $920K. The position accounts for 0.04% of the portfolio, ranked #197.

Resonant Capital Advisors first reported a position in WSM in Q1 2024 and has held it in 10 quarters since. 434 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Resonant Capital Advisors held 3,946 shares of Williams-Sonoma worth $920K as of Q2 2026.
  • Resonant Capital Advisors left its Williams-Sonoma share count unchanged in Q2 2026.
  • Williams-Sonoma made up 0.04% of Resonant Capital Advisors's portfolio in Q2 2026, its #197 holding.
  • Resonant Capital Advisors first reported a position in Williams-Sonoma in Q1 2024 and has held it in 10 quarters since.
  • 434 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.