Wayfinding Financial’s Williams-Sonoma WSM Stock Holding History

Wayfinding Financial’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
2025 Q2	–	Sell	-224	Closed	-$35K	–	721
2025 Q1	$35K	Buy	+224	New	+$43.3K	0.02%	437

Other funds holding WSM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LGP

Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wayfinding Financial's WSM Position: Q2 2025 in Review

Wayfinding Financial sold out of Williams-Sonoma (WSM) in Q2 2025, closing a stake of 224 shares — an estimated $35K sold.

Wayfinding Financial first reported a position in WSM in Q1 2025 and held it in 1 quarter. The position peaked at $35K in Q1 2025. 916 funds tracked by Wall St. Rank hold WSM as of Q2 2025.

Wayfinding Financial reported no remaining Williams-Sonoma position as of Q2 2025 after selling out during the quarter.
Wayfinding Financial sold 224 Williams-Sonoma shares in Q2 2025, an estimated $35K.
Wayfinding Financial first reported a position in Williams-Sonoma in Q1 2025 and held it in 1 quarter.
Wayfinding Financial's Williams-Sonoma position peaked at $35K in Q1 2025.
916 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.