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Wahed Invest’s Williams-Sonoma WSM Stock Holding History

Wahed Invest’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 		$537K Sell
2,944
-171
-5% -$34.1K 0.07% 166
2025
Q4 		$556K Sell
3,115
-123
-4% -$23K 0.07% 154
2025
Q3 		$633K Buy
3,238
+18
+0.6% +$3.44K 0.09% 147
2025
Q2 		$526K Buy
3,220
+28
+0.9% +$4.4K 0.08% 162
2025
Q1 		$505K Buy
+3,192
New +$617K 0.09% 155

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

Wahed Invest's WSM Position: Q1 2026 in Review

Wahed Invest reduced its Williams-Sonoma (WSM) stake by 5.5% in Q1 2026, selling an estimated $34.1K and leaving 2,944 shares worth $537K. The position accounts for 0.07% of the portfolio, ranked #166.

Wahed Invest first reported a position in WSM in Q1 2025 and has held it in 5 quarters since. The position peaked at $633K in Q3 2025. 925 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Wahed Invest held 2,944 shares of Williams-Sonoma worth $537K as of Q1 2026.
  • Wahed Invest sold 171 Williams-Sonoma shares in Q1 2026, an estimated $34.1K.
  • Williams-Sonoma made up 0.07% of Wahed Invest's portfolio in Q1 2026, its #166 holding.
  • Wahed Invest first reported a position in Williams-Sonoma in Q1 2025 and has held it in 5 quarters since.
  • Wahed Invest's Williams-Sonoma position peaked at $633K in Q3 2025.
  • 925 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Wahed Invest's 13F filing for Q1 2026, filed 13 May 2026.