Wealthfront Advisers
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Wealthfront Advisers’s Williams-Sonoma WSM Stock Holding History

Wealthfront Advisers’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 		$753K Buy
3,230
+105
+3% +$20.8K ﹤0.01% 776
2026
Q1 		$570K Buy
3,125
+349
+13% +$69.7K ﹤0.01% 811
2025
Q4 		$496K Buy
2,776
+101
+4% +$18.9K ﹤0.01% 824
2025
Q3 		$523K Buy
2,675
+490
+22% +$93.7K ﹤0.01% 812
2025
Q2 		$357K Buy
2,185
+354
+19% +$55.6K ﹤0.01% 838
2025
Q1 		$289K Buy
1,831
+633
+53% +$122K ﹤0.01% 848
2024
Q4 		$222K Buy
+1,198
New +$190K ﹤0.01% 876
2024
Q2 		– Sell
-1,282
Closed -$204K – 898
2024
Q1 		$204K Buy
+1,282
New +$149K ﹤0.01% 844
2022
Q1 		– Sell
-13,888
Closed -$1.17M – 823
2021
Q4 		$1.17M Buy
13,888
+11,164
+410% +$1.04M 0.01% 479
2021
Q3 		$241K Buy
+2,724
New +$230K ﹤0.01% 658

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wealthfront Advisers's WSM Position: Q2 2026 in Review

Wealthfront Advisers increased its Williams-Sonoma (WSM) stake by 3.4% in Q2 2026, buying an estimated $20.8K and bringing the position to 3,230 shares worth $753K. The position accounts for ﹤0.01% of the portfolio, ranked #776.

Wealthfront Advisers first reported a position in WSM in Q3 2021 and has held it in 10 quarters since. The position peaked at $1.17M in Q4 2021. 720 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Wealthfront Advisers held 3,230 shares of Williams-Sonoma worth $753K as of Q2 2026.
  • Wealthfront Advisers bought 105 Williams-Sonoma shares in Q2 2026, an estimated $20.8K.
  • Williams-Sonoma made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #776 holding.
  • Wealthfront Advisers first reported a position in Williams-Sonoma in Q3 2021 and has held it in 10 quarters since.
  • Wealthfront Advisers's Williams-Sonoma position peaked at $1.17M in Q4 2021.
  • 720 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.