WestEnd Advisors
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WestEnd Advisors’s Williams-Sonoma WSM Stock Holding History

WestEnd 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
Q3 		$228 Hold
1
– – ﹤0.01% 405
2026
Q2 		$233 Hold
1
– – ﹤0.01% 381
2026
Q1 		$182 Hold
1
– – ﹤0.01% 372
2025
Q4 		$179 Sell
1
-2
-67% -$375 ﹤0.01% 376
2025
Q3 		$586 Hold
3
– – ﹤0.01% 293
2025
Q2 		$490 Hold
3
– – ﹤0.01% 277
2025
Q1 		$474 Buy
+3
New +$580 ﹤0.01% 279

Other funds holding WSM

Geode Capital Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

WestEnd Advisors's WSM Position: Q3 2026 in Review

WestEnd Advisors held its Williams-Sonoma (WSM) position steady in Q3 2026 at 1 share worth $228. The position accounts for ﹤0.01% of the portfolio, ranked #405.

WestEnd Advisors first reported a position in WSM in Q1 2025 and has held it in 7 quarters since. The position peaked at $586 in Q3 2025. 589 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

  • WestEnd Advisors held 1 share of Williams-Sonoma worth $228 as of Q3 2026.
  • WestEnd Advisors left its Williams-Sonoma share count unchanged in Q3 2026.
  • Williams-Sonoma made up ﹤0.01% of WestEnd Advisors's portfolio in Q3 2026, its #405 holding.
  • WestEnd Advisors first reported a position in Williams-Sonoma in Q1 2025 and has held it in 7 quarters since.
  • WestEnd Advisors's Williams-Sonoma position peaked at $586 in Q3 2025.
  • 589 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on WestEnd Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.