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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
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 $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

Rialto Wealth Management's WSM Position: Q1 2026 in Review

Rialto Wealth Management increased its Williams-Sonoma (WSM) stake by 24% in Q1 2026, buying an estimated $799 and bringing the position to 21 shares worth $3.83K. The position accounts for ﹤0.01% of the portfolio, ranked #648.

Rialto Wealth Management first reported a position in WSM in Q1 2025 and has held it in 5 quarters since. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Rialto Wealth Management held 21 shares of Williams-Sonoma worth $3.83K as of Q1 2026.
  • Rialto Wealth Management bought 4 Williams-Sonoma shares in Q1 2026, an estimated $799.
  • Williams-Sonoma made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #648 holding.
  • Rialto Wealth Management first reported a position in Williams-Sonoma in Q1 2025 and has held it in 5 quarters since.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.