SW
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SVB Wealth’s Williams-Sonoma WSM Stock Holding History

SVB Wealth’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
Q1 		– Sell
-1,424
Closed -$264K – 1816
2024
Q4 		$264K Buy
+1,424
New +$226K ﹤0.01% 597
2022
Q4 		– Sell
-6,018
Closed -$354K – 1101
2022
Q3 		$354K Buy
6,018
+1,932
+47% +$137K 0.01% 630
2022
Q2 		$226K Buy
+4,086
New +$264K ﹤0.01% 649
2017
Q4 		– Sell
-13,974
Closed -$348K – 497
2017
Q3 		$348K Sell
13,974
-338,674
-96% -$7.87M 0.01% 386
2017
Q2 		$8.55M Buy
352,648
+8,434
+2% +$215K 0.34% 87
2017
Q1 		$9.23M Buy
344,214
+25,544
+8% +$622K 0.37% 85
2016
Q4 		$7.71M Buy
318,670
+302,720
+1,898% +$7.72M 0.32% 92
2016
Q3 		$407K Buy
+15,950
New +$417K 0.02% 371

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
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
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return