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Rise Advisors’s Williams-Sonoma WSM Stock Holding History

Rise 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
2025
Q4 		– Sell
-256
Closed -$50K – 1440
2025
Q3 		$50K Buy
256
+4
+2% +$764 0.02% 250
2025
Q2 		$41.1K Buy
252
+2
+0.8% +$314 0.02% 279
2025
Q1 		$39.5K Sell
250
-90
-26% -$17.4K 0.02% 271
2024
Q4 		$62.9K Buy
340
+1
+0.3% +$159 0.03% 192
2024
Q3 		$52.5K Buy
339
+1
+0.3% +$143 0.03% 233
2024
Q2 		$47.6K Buy
338
+2
+0.6% +$298 0.03% 242
2024
Q1 		$53.3K Buy
+336
New +$39K 0.03% 219

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Rise Advisors's WSM Position: Q4 2025 in Review

Rise Advisors sold out of Williams-Sonoma (WSM) in Q4 2025, closing a stake of 256 shares — an estimated $50K sold.

Rise Advisors first reported a position in WSM in Q1 2024 and held it in 7 quarters. The position peaked at $62.9K in Q4 2024. 947 funds tracked by Wall St. Rank hold WSM as of Q4 2025.

  • Rise Advisors reported no remaining Williams-Sonoma position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 256 Williams-Sonoma shares in Q4 2025, an estimated $50K.
  • Rise Advisors first reported a position in Williams-Sonoma in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Williams-Sonoma position peaked at $62.9K in Q4 2024.
  • 947 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.