Wellspring Financial Advisors’s Williams-Sonoma WSM Stock Holding History

Wellspring Financial Advisors’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	$218K	Buy	+934	New	+$185K	0.01%	255

Other funds holding WSM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MCM

McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return

IHL

Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TSS

Thomas Story & Son Culver, Indiana $283M AUM 40% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Wellspring Financial Advisors's WSM Position: Q2 2026 in Review

Wellspring Financial Advisors opened a new position in Williams-Sonoma (WSM) in Q2 2026: 934 shares worth $218K. The stake represents 0.01% of the portfolio and ranks #255 among its holdings.

249 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

Wellspring Financial Advisors held 934 shares of Williams-Sonoma worth $218K as of Q2 2026.
Williams-Sonoma was a new Wellspring Financial Advisors position in Q2 2026.
Williams-Sonoma made up 0.01% of Wellspring Financial Advisors's portfolio in Q2 2026, its #255 holding.
249 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.