Vest Financial’s Williams-Sonoma WSM Stock Holding History

Vest Financial’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	$83.9M	Buy	360,098 +17,388	+5%	+$3.45M	0.88%	16
2026 Q1	$62.5M	Buy	342,710 +40,865	+14%	+$8.16M	0.75%	33
2025 Q4	$53.9M	Buy	301,845 +19,342	+7%	+$3.62M	0.68%	49
2025 Q3	$55.2M	Buy	282,503 +80,044	+40%	+$15.3M	0.72%	52
2025 Q2	$33.1M	Buy	202,459 +73,626	+57%	+$11.6M	0.47%	103
2025 Q1	$20.4M	Sell	128,833 -61,846	-32%	-$12M	0.32%	112
2024 Q4	$35.3M	Sell	190,679 -455	-0.2%	-$72.2K	0.63%	78
2024 Q3	$29.6M	Buy	191,134 +37,618	+25%	+$5.4M	0.57%	73
2024 Q2	$21.7M	Buy	153,516 +24,028	+19%	+$3.58M	0.52%	108
2024 Q1	$20.6M	Buy	+129,488	New	+$15M	0.55%	71
2023 Q1	–	Sell	-6,794	Closed	-$390K	–	131
2022 Q4	$390K	Buy	+6,794	New	+$408K	0.06%	77

Other funds holding WSM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

IHL

Investment House LLC Redondo Beach, California $2.21B AUM 39.6% 1-Year Est. Return

MCM

McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Vest Financial's WSM Position: Q2 2026 in Review

Vest Financial increased its Williams-Sonoma (WSM) stake by 5.1% in Q2 2026, buying an estimated $3.45M and bringing the position to 360,098 shares worth $83.9M. The position accounts for 0.88% of the portfolio, ranked #16.

Vest Financial first reported a position in WSM in Q4 2022 and has held it in 11 quarters since. 381 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Vest Financial held 360,098 shares of Williams-Sonoma worth $83.9M as of Q2 2026.
Vest Financial bought 17,388 Williams-Sonoma shares in Q2 2026, an estimated $3.45M.
Williams-Sonoma made up 0.88% of Vest Financial's portfolio in Q2 2026, its #16 holding.
Vest Financial first reported a position in Williams-Sonoma in Q4 2022 and has held it in 11 quarters since.
381 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.