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World Investment Advisors’s Williams-Sonoma WSM Stock Holding History

World Investment 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
Q2 		$414K Sell
2,245
-178
-7% -$35.3K 0.01% 1038
2026
Q1 		$442K Buy
2,423
+166
+7% +$33.1K 0.01% 1042
2025
Q4 		$403K Buy
2,257
+391
+21% +$73.3K 0.01% 1031
2025
Q3 		$365K Buy
1,866
+19
+1% +$3.63K 0.01% 912
2025
Q2 		$302K Sell
1,847
-449
-20% -$70.5K 0.01% 909
2025
Q1 		$363K Buy
2,296
+800
+53% +$155K 0.01% 802
2024
Q4 		$277K Buy
+1,496
New +$237K 0.01% 852

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

World Investment Advisors's WSM Position: Q2 2026 in Review

World Investment Advisors reduced its Williams-Sonoma (WSM) stake by 7.3% in Q2 2026, selling an estimated $35.3K and leaving 2,245 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #1038.

World Investment Advisors first reported a position in WSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $442K in Q1 2026. 998 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • World Investment Advisors held 2,245 shares of Williams-Sonoma worth $414K as of Q2 2026.
  • World Investment Advisors sold 178 Williams-Sonoma shares in Q2 2026, an estimated $35.3K.
  • Williams-Sonoma made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #1038 holding.
  • World Investment Advisors first reported a position in Williams-Sonoma in Q4 2024 and has held it in 7 quarters since.
  • World Investment Advisors's Williams-Sonoma position peaked at $442K in Q1 2026.
  • 998 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.