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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
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 $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

Waverly Advisors's WSM Position: Q1 2026 in Review

Waverly Advisors increased its Williams-Sonoma (WSM) stake by 9% in Q1 2026, buying an estimated $79.9K and bringing the position to 4,851 shares worth $885K. The position accounts for 0.01% of the portfolio, ranked #866.

Waverly Advisors first reported a position in WSM in Q1 2025 and has held it in 5 quarters since. 924 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Waverly Advisors held 4,851 shares of Williams-Sonoma worth $885K as of Q1 2026.
  • Waverly Advisors bought 400 Williams-Sonoma shares in Q1 2026, an estimated $79.9K.
  • Williams-Sonoma made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #866 holding.
  • Waverly Advisors first reported a position in Williams-Sonoma in Q1 2025 and has held it in 5 quarters since.
  • 924 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.