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 Q2	$583K	Buy	+2,502	New	+$496K	﹤0.01%	744
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wealthspire Advisors (New York)'s WSM Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Williams-Sonoma (WSM) in Q2 2026: 2,502 shares worth $583K. The stake represents ﹤0.01% of the portfolio and ranks #744 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in WSM as recently as Q4 2025.

Wealthspire Advisors (New York) first reported a position in WSM in Q3 2021 and has held it in 5 quarters since. 1,005 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Wealthspire Advisors (New York) held 2,502 shares of Williams-Sonoma worth $583K as of Q2 2026.
Williams-Sonoma was a new Wealthspire Advisors (New York) position in Q2 2026.
Williams-Sonoma made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #744 holding.
Wealthspire Advisors (New York) first reported a position in Williams-Sonoma in Q3 2021 and has held it in 5 quarters since.
1,005 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.