Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Williams-Sonoma WSM Stock Holding History

Wealth Enhancement Advisory Services’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 		$3.74M Buy
16,880
+1,421
+9% +$282K 0.01% 1188
2026
Q1 		$2.79M Sell
15,459
-7,507
-33% -$1.5M 0.01% 1208
2025
Q4 		$4.52M Sell
22,966
-29,489
-56% -$5.53M 0.01% 1066
2025
Q3 		$9.92M Sell
52,455
-5,685
-10% -$1.09M 0.02% 659
2025
Q2 		$10.1M Sell
58,140
-4,550
-7% -$714K 0.02% 626
2025
Q1 		$9.91M Buy
62,690
+7,945
+15% +$1.54M 0.02% 581
2024
Q4 		$10.1M Buy
54,745
+28,880
+112% +$4.58M 0.02% 546
2024
Q3 		$4.01M Buy
25,865
+243
+0.9% +$34.9K 0.01% 799
2024
Q2 		$3.62M Sell
25,622
-30,526
-54% -$4.55M 0.01% 785
2024
Q1 		$8.91M Buy
56,148
+29,422
+110% +$3.42M 0.02% 510
2023
Q4 		$2.7M Sell
26,726
-1,130
-4% -$97.8K 0.01% 797
2023
Q3 		$2.16M Buy
27,856
+22,956
+468% +$1.58M 0.01% 833
2023
Q2 		$307K Buy
+4,900
New +$292K ﹤0.01% 435

Other funds holding WSM

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Wealth Enhancement Advisory Services's WSM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Williams-Sonoma (WSM) stake by 9.2% in Q2 2026, buying an estimated $282K and bringing the position to 16,880 shares worth $3.74M. The position accounts for 0.01% of the portfolio, ranked #1188.

Wealth Enhancement Advisory Services first reported a position in WSM in Q2 2023 and has held it in 13 quarters since. The position peaked at $10.1M in Q4 2024. 159 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 16,880 shares of Williams-Sonoma worth $3.74M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,421 Williams-Sonoma shares in Q2 2026, an estimated $282K.
  • Williams-Sonoma made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1188 holding.
  • Wealth Enhancement Advisory Services first reported a position in Williams-Sonoma in Q2 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Williams-Sonoma position peaked at $10.1M in Q4 2024.
  • 159 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.