WPG Advisers’s Williams-Sonoma WSM Stock Holding History

WPG Advisers’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	$13.3K	Hold	57	–	–	0.01%	678
2026 Q1	$10.4K	Buy	57 +1	+2%	+$200	0.01%	661
2025 Q4	$10K	Buy	+56	New	+$10.5K	0.01%	705

Other funds holding WSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WPG Advisers's WSM Position: Q2 2026 in Review

WPG Advisers held its Williams-Sonoma (WSM) position steady in Q2 2026 at 57 shares worth $13.3K. The position accounts for 0.01% of the portfolio, ranked #678.

WPG Advisers first reported a position in WSM in Q4 2025 and has held it in 3 quarters since. 545 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

WPG Advisers held 57 shares of Williams-Sonoma worth $13.3K as of Q2 2026.
WPG Advisers left its Williams-Sonoma share count unchanged in Q2 2026.
Williams-Sonoma made up 0.01% of WPG Advisers's portfolio in Q2 2026, its #678 holding.
WPG Advisers first reported a position in Williams-Sonoma in Q4 2025 and has held it in 3 quarters since.
545 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.