WCM
WSM icon

WealthTrak Capital Management’s Williams-Sonoma WSM Stock Holding History

WealthTrak Capital Management’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
2025
Q3 		– Sell
-3
Closed -$491 – 891
2025
Q2 		$491 Sell
3
-6
-67% -$942 ﹤0.01% 655
2025
Q1 		$1.42K Buy
9
+7
+350% +$1.35K ﹤0.01% 445
2024
Q4 		$371 Buy
+2
New +$317 ﹤0.01% 647

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

WealthTrak Capital Management's WSM Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Williams-Sonoma (WSM) in Q3 2025, closing a stake of 3 shares — an estimated $491 sold.

WealthTrak Capital Management first reported a position in WSM in Q4 2024 and held it in 3 quarters. The position peaked at $1.42K in Q1 2025. 942 funds tracked by Wall St. Rank hold WSM as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Williams-Sonoma position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 3 Williams-Sonoma shares in Q3 2025, an estimated $491.
  • WealthTrak Capital Management first reported a position in Williams-Sonoma in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Williams-Sonoma position peaked at $1.42K in Q1 2025.
  • 942 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.