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Werba Rubin Papier Wealth Management’s Williams-Sonoma WSM Stock Holding History

Werba Rubin Papier Wealth 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
2026
Q2 		$204K Buy
+876
New +$174K 0.02% 293
2026
Q1 		– Sell
-1,131
Closed -$202K – 299
2025
Q4 		$202K Buy
+1,131
New +$212K 0.05% 225

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 $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Werba Rubin Papier Wealth Management's WSM Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management opened a new position in Williams-Sonoma (WSM) in Q2 2026: 876 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #293 among its holdings. This is a return to the name: Werba Rubin Papier Wealth Management previously reported a position in WSM as recently as Q4 2025.

Werba Rubin Papier Wealth Management first reported a position in WSM in Q4 2025 and has held it in 2 quarters since. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Werba Rubin Papier Wealth Management held 876 shares of Williams-Sonoma worth $204K as of Q2 2026.
  • Williams-Sonoma was a new Werba Rubin Papier Wealth Management position in Q2 2026.
  • Williams-Sonoma made up 0.02% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #293 holding.
  • Werba Rubin Papier Wealth Management first reported a position in Williams-Sonoma in Q4 2025 and has held it in 2 quarters since.
  • 998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.