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Virtus ETF Advisers’s Williams-Sonoma WSM Stock Holding History

Virtus ETF Advisers’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 		$18.1K Sell
99
-15
-13% -$3K 0.01% 443
2025
Q4 		$20.4K Sell
114
-847
-88% -$159K 0.01% 440
2025
Q3 		$188K Sell
961
-159
-14% -$30.4K 0.1% 222
2025
Q2 		$183K Hold
1,120
– – 0.11% 216
2025
Q1 		$177K Buy
+1,120
New +$216K 0.11% 229

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

Virtus ETF Advisers's WSM Position: Q1 2026 in Review

Virtus ETF Advisers reduced its Williams-Sonoma (WSM) stake by 13% in Q1 2026, selling an estimated $3K and leaving 99 shares worth $18.1K. The position accounts for 0.01% of the portfolio, ranked #443.

Virtus ETF Advisers first reported a position in WSM in Q1 2025 and has held it in 5 quarters since. The position peaked at $188K in Q3 2025. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Virtus ETF Advisers held 99 shares of Williams-Sonoma worth $18.1K as of Q1 2026.
  • Virtus ETF Advisers sold 15 Williams-Sonoma shares in Q1 2026, an estimated $3K.
  • Williams-Sonoma made up 0.01% of Virtus ETF Advisers's portfolio in Q1 2026, its #443 holding.
  • Virtus ETF Advisers first reported a position in Williams-Sonoma in Q1 2025 and has held it in 5 quarters since.
  • Virtus ETF Advisers's Williams-Sonoma position peaked at $188K in Q3 2025.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Virtus ETF Advisers's 13F filing for Q1 2026, filed 14 May 2026.