Tema ETFs
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Tema ETFs’s Williams-Sonoma WSM Stock Holding History

Tema ETFs’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
Q3 		$474K Buy
2,078
+263
+14% +$60.7K 0.02% 423
2026
Q2 		$423K Buy
1,815
+145
+9% +$28.7K 0.01% 440
2026
Q1 		$304K Buy
1,670
+7
+0.4% +$1.4K 0.02% 439
2025
Q4 		$297K Sell
1,663
-4
-0.2% -$749 0.02% 444
2025
Q3 		$326K Buy
+1,667
New +$319K 0.03% 449

Other funds holding WSM

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Investment House LLC
Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return
McRae Capital Management
McRae Capital Management Morristown, New Jersey $540M AUM 15.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Thomas Story & Son
Thomas Story & Son Culver, Indiana $290M AUM 31.82% 1-Year Est. Return
JGP Wealth Management
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

Tema ETFs's WSM Position: Q3 2026 in Review

Tema ETFs increased its Williams-Sonoma (WSM) stake by 14% in Q3 2026, buying an estimated $60.7K and bringing the position to 2,078 shares worth $474K. The position accounts for 0.02% of the portfolio, ranked #423.

Tema ETFs first reported a position in WSM in Q3 2025 and has held it in 5 quarters since. 197 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

  • Tema ETFs held 2,078 shares of Williams-Sonoma worth $474K as of Q3 2026.
  • Tema ETFs bought 263 Williams-Sonoma shares in Q3 2026, an estimated $60.7K.
  • Williams-Sonoma made up 0.02% of Tema ETFs's portfolio in Q3 2026, its #423 holding.
  • Tema ETFs first reported a position in Williams-Sonoma in Q3 2025 and has held it in 5 quarters since.
  • 197 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on Tema ETFs's 13F filing for Q3 2026, filed 16 Oct 2026.