YIH
WSM icon

Y-Intercept (HK)’s Williams-Sonoma WSM Stock Holding History

Y-Intercept (HK)’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 		– Sell
-47,733
Closed -$8.7M – 2225
2026
Q1 		$8.7M Buy
47,733
+45,278
+1,844% +$9.04M 0.17% 140
2025
Q4 		$438K Sell
2,455
-1,127
-31% -$211K 0.01% 1273
2025
Q3 		$700K Sell
3,582
-625
-15% -$119K 0.02% 1133
2025
Q2 		$687K Buy
4,207
+1,512
+56% +$237K 0.02% 1084
2025
Q1 		$426K Buy
+2,695
New +$521K 0.03% 770
2023
Q3 		– Sell
-41,472
Closed -$2.59M – 1682
2023
Q2 		$2.59M Buy
41,472
+34,906
+532% +$2.08M 0.27% 72
2023
Q1 		$399K Sell
6,566
-10,086
-61% -$630K 0.05% 643
2022
Q4 		$957K Sell
16,652
-33,102
-67% -$1.99M 0.14% 205
2022
Q3 		$2.93M Buy
+49,754
New +$3.53M 0.29% 72
2022
Q1 		– Sell
-3,860
Closed -$326K – 991
2021
Q4 		$326K Sell
3,860
-2,376
-38% -$221K 0.08% 373
2021
Q3 		$553K Sell
6,236
-1,692
-21% -$143K 0.1% 310
2021
Q2 		$633K Buy
+7,928
New +$675K 0.16% 206
2021
Q1 		– Sell
-13,536
Closed -$700K – 828
2020
Q4 		$700K Buy
+13,536
New +$693K 0.3% 88

Other funds holding WSM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Y-Intercept (HK)'s WSM Position: Q2 2026 in Review

Y-Intercept (HK) sold out of Williams-Sonoma (WSM) in Q2 2026, closing a stake of 47,733 shares — an estimated $8.7M sold.

Y-Intercept (HK) first reported a position in WSM in Q4 2020 and held it in 13 quarters. The position peaked at $8.7M in Q1 2026. 189 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Y-Intercept (HK) reported no remaining Williams-Sonoma position as of Q2 2026 after selling out during the quarter.
  • Y-Intercept (HK) sold 47,733 Williams-Sonoma shares in Q2 2026, an estimated $8.7M.
  • Y-Intercept (HK) first reported a position in Williams-Sonoma in Q4 2020 and held it in 13 quarters.
  • Y-Intercept (HK)'s Williams-Sonoma position peaked at $8.7M in Q1 2026.
  • 189 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.