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

Virtus Investment 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
Q2 		$2.19M Buy
9,383
+270
+3% +$53.5K 0.51% 26
2026
Q1 		$1.66M Sell
9,113
-442
-5% -$88.3K 0.46% 91
2025
Q4 		$1.71M Sell
9,555
-175
-2% -$32.8K 0.46% 99
2025
Q3 		$1.9M Buy
+9,730
New +$1.86M 0.54% 57
2025
Q1 		– Sell
-800
Closed -$148K – 699
2024
Q4 		$148K Hold
800
– – 0.12% 226
2024
Q3 		$124K Hold
800
– – 0.1% 236
2024
Q2 		$113K Buy
+800
New +$119K 0.1% 226

Other funds holding WSM

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Virtus Investment Advisers's WSM Position: Q2 2026 in Review

Virtus Investment Advisers increased its Williams-Sonoma (WSM) stake by 3% in Q2 2026, buying an estimated $53.5K and bringing the position to 9,383 shares worth $2.19M. The position accounts for 0.51% of the portfolio, ranked #26.

Virtus Investment Advisers first reported a position in WSM in Q2 2024 and has held it in 7 quarters since. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Virtus Investment Advisers held 9,383 shares of Williams-Sonoma worth $2.19M as of Q2 2026.
  • Virtus Investment Advisers bought 270 Williams-Sonoma shares in Q2 2026, an estimated $53.5K.
  • Williams-Sonoma made up 0.51% of Virtus Investment Advisers's portfolio in Q2 2026, its #26 holding.
  • Virtus Investment Advisers first reported a position in Williams-Sonoma in Q2 2024 and has held it in 7 quarters since.
  • 998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.