WesBanco Bank’s Williams-Sonoma WSM Stock Holding History

WesBanco Bank’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 Q2	–	Sell	-2,540	Closed	-$402K	–	668
2025 Q1	$402K	Buy	2,540 +500	+25%	+$96.6K	0.01%	471
2024 Q4	$378K	Buy	+2,040	New	+$324K	0.01%	477
2016 Q2	–	Sell	-80,200	Closed	-$2.19M	–	529
2016 Q1	$2.19M	Hold	80,200	–	–	0.13%	144
2015 Q4	$2.34M	Hold	80,200	–	–	0.14%	147
2015 Q3	$3.06M	Hold	80,200	–	–	0.19%	118
2015 Q2	$3.3M	Buy	80,200 +42,000	+110%	+$1.64M	0.18%	114
2015 Q1	$1.52M	Buy	+38,200	New	+$1.51M	0.08%	191

Other funds holding WSM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

LGP

Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WesBanco Bank's WSM Position: Q2 2025 in Review

WesBanco Bank sold out of Williams-Sonoma (WSM) in Q2 2025, closing a stake of 2,540 shares — an estimated $402K sold.

WesBanco Bank first reported a position in WSM in Q1 2015 and held it in 7 quarters. The position peaked at $3.3M in Q2 2015. 917 funds tracked by Wall St. Rank hold WSM as of Q2 2025.

WesBanco Bank reported no remaining Williams-Sonoma position as of Q2 2025 after selling out during the quarter.
WesBanco Bank sold 2,540 Williams-Sonoma shares in Q2 2025, an estimated $402K.
WesBanco Bank first reported a position in Williams-Sonoma in Q1 2015 and held it in 7 quarters.
WesBanco Bank's Williams-Sonoma position peaked at $3.3M in Q2 2015.
917 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2025.

Based on WesBanco Bank's 13F filing for Q2 2025, filed 7 Jul 2025.