Y-Intercept (HK)
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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
Q3 		$422K Buy
+1,853
New +$428K 0.01% 1337
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
RC
Reik & Co New York $356M AUM 8.73% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Investment House LLC
Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return
McRae Capital Management
McRae Capital Management Morristown, New Jersey $540M AUM 15.41% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Y-Intercept (HK)'s WSM Position: Q3 2026 in Review

Y-Intercept (HK) opened a new position in Williams-Sonoma (WSM) in Q3 2026: 1,853 shares worth $422K. The stake represents 0.01% of the portfolio and ranks #1337 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in WSM as recently as Q1 2026.

Y-Intercept (HK) first reported a position in WSM in Q4 2020 and has held it in 14 quarters since. The position peaked at $8.7M in Q1 2026. 313 funds tracked by Wall St. Rank hold WSM as of Q3 2026.

  • Y-Intercept (HK) held 1,853 shares of Williams-Sonoma worth $422K as of Q3 2026.
  • Williams-Sonoma was a new Y-Intercept (HK) position in Q3 2026.
  • Williams-Sonoma made up 0.01% of Y-Intercept (HK)'s portfolio in Q3 2026, its #1337 holding.
  • Y-Intercept (HK) first reported a position in Williams-Sonoma in Q4 2020 and has held it in 14 quarters since.
  • Y-Intercept (HK)'s Williams-Sonoma position peaked at $8.7M in Q1 2026.
  • 313 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.