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Wealthspire Advisors (New York)’s Williams-Sonoma WSM Stock Holding History

Wealthspire Advisors (New York)’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 		– Sell
-1,404
Closed -$251K – 1108
2025
Q4 		$251K Buy
1,404
+1,004
+251% +$188K ﹤0.01% 880
2025
Q3 		$78.2K Buy
+400
New +$76.4K ﹤0.01% 1091
2022
Q1 		– Sell
-2,398
Closed -$203K – 554
2021
Q4 		$203K Buy
2,398
+124
+5% +$11.6K ﹤0.01% 519
2021
Q3 		$202K Buy
+2,274
New +$192K ﹤0.01% 550

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Wealthspire Advisors (New York)'s WSM Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Williams-Sonoma (WSM) in Q1 2026, closing a stake of 1,404 shares — an estimated $251K sold.

Wealthspire Advisors (New York) first reported a position in WSM in Q3 2021 and held it in 4 quarters. The position peaked at $251K in Q4 2025. 928 funds tracked by Wall St. Rank hold WSM as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining Williams-Sonoma position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,404 Williams-Sonoma shares in Q1 2026, an estimated $251K.
  • Wealthspire Advisors (New York) first reported a position in Williams-Sonoma in Q3 2021 and held it in 4 quarters.
  • Wealthspire Advisors (New York)'s Williams-Sonoma position peaked at $251K in Q4 2025.
  • 928 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.