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Rialto Wealth Management’s Williams-Sonoma WSM Stock Holding History

Rialto 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
2026
Q2 		$7.23K Buy
31
+10
+48% +$1.98K ﹤0.01% 626
2026
Q1 		$3.83K Buy
21
+4
+24% +$799 ﹤0.01% 648
2025
Q4 		$3.04K Sell
17
-1
-6% -$187 ﹤0.01% 609
2025
Q3 		$3.52K Buy
18
+1
+6% +$191 ﹤0.01% 531
2025
Q2 		$2.78K Buy
17
+5
+42% +$785 ﹤0.01% 544
2025
Q1 		$1.9K Buy
+12
New +$2.32K ﹤0.01% 545

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Rialto Wealth Management's WSM Position: Q2 2026 in Review

Rialto Wealth Management increased its Williams-Sonoma (WSM) stake by 48% in Q2 2026, buying an estimated $1.98K and bringing the position to 31 shares worth $7.23K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

Rialto Wealth Management first reported a position in WSM in Q1 2025 and has held it in 6 quarters since. 1,005 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Rialto Wealth Management held 31 shares of Williams-Sonoma worth $7.23K as of Q2 2026.
  • Rialto Wealth Management bought 10 Williams-Sonoma shares in Q2 2026, an estimated $1.98K.
  • Williams-Sonoma made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #626 holding.
  • Rialto Wealth Management first reported a position in Williams-Sonoma in Q1 2025 and has held it in 6 quarters since.
  • 1,005 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.