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Westwind Capital’s Williams-Sonoma WSM Stock Holding History

Westwind Capital’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 		$1.72M Buy
+7,552
New +$1.74M 0.4% 54

Other funds holding WSM

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TFP
Tilia Fiduciary Partners Wilmington, North Carolina $217M AUM 27.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Westwind Capital's WSM Position: Q3 2026 in Review

Westwind Capital opened a new position in Williams-Sonoma (WSM) in Q3 2026: 7,552 shares worth $1.72M. The stake represents 0.4% of the portfolio and ranks #54 among its holdings.

34 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

  • Westwind Capital held 7,552 shares of Williams-Sonoma worth $1.72M as of Q3 2026.
  • Williams-Sonoma was a new Westwind Capital position in Q3 2026.
  • Williams-Sonoma made up 0.4% of Westwind Capital's portfolio in Q3 2026, its #54 holding.
  • 34 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on Westwind Capital's 13F filing for Q3 2026, filed 8 Oct 2026.