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WhitTier Trust Company’s Williams-Sonoma WSM Stock Holding History

WhitTier Trust Company’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 		$273K Buy
1,225
+23
+2% +$4.56K 0.01% 472
2026
Q1 		$220K Sell
1,202
-396
-25% -$79.1K ﹤0.01% 487
2025
Q4 		$315K Sell
1,598
-426
-21% -$79.8K 0.01% 423
2025
Q3 		$404K Buy
2,024
+466
+30% +$89.1K 0.01% 375
2025
Q2 		$255K Buy
1,558
+264
+20% +$41.4K 0.01% 492
2025
Q1 		$205K Buy
1,294
+733
+131% +$142K 0.01% 513
2024
Q4 		$104K Buy
561
+329
+142% +$52.2K ﹤0.01% 604
2024
Q3 		$35.9K Sell
232
-22
-9% -$3.16K ﹤0.01% 815
2024
Q2 		$35.9K Sell
254
-2
-0.8% -$298 ﹤0.01% 776
2024
Q1 		$40.6K Sell
256
-16
-6% -$1.86K ﹤0.01% 722
2023
Q4 		$27.4K Sell
272
-6
-2% -$519 ﹤0.01% 775
2023
Q3 		$21.6K Hold
278
– – ﹤0.01% 801
2023
Q2 		$17.4K Hold
278
– – ﹤0.01% 879
2023
Q1 		$16.9K Buy
278
+68
+32% +$4.25K ﹤0.01% 872
2022
Q4 		$12.1K Hold
210
– – ﹤0.01% 919
2022
Q3 		$12K Hold
210
– – ﹤0.01% 896
2022
Q2 		$12K Hold
210
– – ﹤0.01% 905
2022
Q1 		$15K Hold
210
– – ﹤0.01% 859
2021
Q4 		$18K Hold
210
– – ﹤0.01% 832
2021
Q3 		$19K Hold
210
– – ﹤0.01% 843
2021
Q2 		$17K Sell
210
-4
-2% -$340 ﹤0.01% 815
2021
Q1 		$19K Buy
214
+4
+2% +$270 ﹤0.01% 785
2020
Q4 		$11K Hold
210
– – ﹤0.01% 828
2020
Q3 		$9K Hold
210
– – ﹤0.01% 828
2020
Q2 		$9K Hold
210
– – ﹤0.01% 809
2020
Q1 		$4K Hold
210
– – ﹤0.01% 901
2019
Q4 		$8K Hold
210
– – ﹤0.01% 881
2019
Q3 		$7K Buy
+210
New +$6.95K ﹤0.01% 883

Other funds holding WSM

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

WhitTier Trust Company's WSM Position: Q2 2026 in Review

WhitTier Trust Company increased its Williams-Sonoma (WSM) stake by 1.9% in Q2 2026, buying an estimated $4.56K and bringing the position to 1,225 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #472.

WhitTier Trust Company first reported a position in WSM in Q3 2019 and has held it in 28 quarters since. The position peaked at $404K in Q3 2025. 482 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • WhitTier Trust Company held 1,225 shares of Williams-Sonoma worth $273K as of Q2 2026.
  • WhitTier Trust Company bought 23 Williams-Sonoma shares in Q2 2026, an estimated $4.56K.
  • Williams-Sonoma made up 0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #472 holding.
  • WhitTier Trust Company first reported a position in Williams-Sonoma in Q3 2019 and has held it in 28 quarters since.
  • WhitTier Trust Company's Williams-Sonoma position peaked at $404K in Q3 2025.
  • 482 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.