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

Wealth Enhancement Trust 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 		$61.1K Hold
262
– – 0.01% 454
2026
Q1 		$47.8K Hold
262
– – 0.01% 461
2025
Q4 		$46.8K Buy
+262
New +$49.1K 0.01% 442

Other funds holding WSM

BlackRock
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Wealth Enhancement Trust Services held its Williams-Sonoma (WSM) position steady in Q2 2026 at 262 shares worth $61.1K. The position accounts for 0.01% of the portfolio, ranked #454.

Wealth Enhancement Trust Services first reported a position in WSM in Q4 2025 and has held it in 3 quarters since. 769 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Wealth Enhancement Trust Services held 262 shares of Williams-Sonoma worth $61.1K as of Q2 2026.
  • Wealth Enhancement Trust Services left its Williams-Sonoma share count unchanged in Q2 2026.
  • Williams-Sonoma made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #454 holding.
  • Wealth Enhancement Trust Services first reported a position in Williams-Sonoma in Q4 2025 and has held it in 3 quarters since.
  • 769 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

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