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Waverly Advisors’s Williams-Sonoma WSM Stock Holding History

Waverly Advisors’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 		$1.12M Sell
4,794
-57
-1% -$11.3K 0.01% 848
2026
Q1 		$885K Buy
4,851
+400
+9% +$79.9K 0.01% 866
2025
Q4 		$795K Sell
4,451
-24
-0.5% -$4.5K 0.01% 834
2025
Q3 		$875K Buy
4,475
+33
+0.7% +$6.31K 0.01% 682
2025
Q2 		$726K Sell
4,442
-562
-11% -$88.2K 0.01% 698
2025
Q1 		$791K Buy
+5,004
New +$967K 0.01% 658

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 $3.38T AUM 44.17% 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

Waverly Advisors's WSM Position: Q2 2026 in Review

Waverly Advisors reduced its Williams-Sonoma (WSM) stake by 1.2% in Q2 2026, selling an estimated $11.3K and leaving 4,794 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #848.

Waverly Advisors first reported a position in WSM in Q1 2025 and has held it in 6 quarters since. 1,005 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Waverly Advisors held 4,794 shares of Williams-Sonoma worth $1.12M as of Q2 2026.
  • Waverly Advisors sold 57 Williams-Sonoma shares in Q2 2026, an estimated $11.3K.
  • Williams-Sonoma made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #848 holding.
  • Waverly Advisors first reported a position in Williams-Sonoma in Q1 2025 and has held it in 6 quarters since.
  • 1,005 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.