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Yousif Capital Management’s Williams-Sonoma WSM Stock Holding History

Yousif Capital Management’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 		$2.72M Sell
11,674
-813
-7% -$161K 0.03% 542
2026
Q1 		$2.28M Sell
12,487
-644
-5% -$129K 0.03% 598
2025
Q4 		$2.7M Sell
13,131
-1,750
-12% -$328K 0.03% 573
2025
Q3 		$2.91M Sell
14,881
-1,385
-9% -$265K 0.03% 530
2025
Q2 		$2.66M Sell
16,266
-202
-1% -$31.7K 0.03% 585
2025
Q1 		$2.6M Sell
16,468
-29,818
-64% -$5.76M 0.03% 573
2024
Q4 		$8.57M Sell
46,286
-2,770
-6% -$440K 0.09% 197
2024
Q3 		$7.6M Sell
49,056
-6,752
-12% -$969K 0.08% 226
2024
Q2 		$7.88M Sell
55,808
-4,542
-8% -$677K 0.09% 204
2024
Q1 		$9.58M Sell
60,350
-1,850
-3% -$215K 0.11% 181
2023
Q4 		$6.28M Buy
62,200
+322
+0.5% +$27.9K 0.07% 258
2023
Q3 		$4.81M Sell
61,878
-4,690
-7% -$323K 0.06% 324
2023
Q2 		$4.17M Sell
66,568
-3,152
-5% -$188K 0.05% 380
2023
Q1 		$4.24M Sell
69,720
-940
-1% -$58.7K 0.06% 367
2022
Q4 		$4.06M Sell
70,660
-2,940
-4% -$176K 0.05% 385
2022
Q3 		$4.34M Sell
73,600
-8,208
-10% -$583K 0.06% 322
2022
Q2 		$4.54M Buy
81,808
+1,150
+1% +$74.4K 0.06% 328
2022
Q1 		$5.85M Buy
80,658
+206
+0.3% +$15.6K 0.06% 299
2021
Q4 		$6.8M Buy
+80,452
New +$7.49M 0.07% 268

Other funds holding WSM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TSS
Thomas Story & Son Culver, Indiana $283M AUM 40% 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

Yousif Capital Management's WSM Position: Q2 2026 in Review

Yousif Capital Management reduced its Williams-Sonoma (WSM) stake by 6.5% in Q2 2026, selling an estimated $161K and leaving 11,674 shares worth $2.72M. The position accounts for 0.03% of the portfolio, ranked #542.

Yousif Capital Management first reported a position in WSM in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.58M in Q1 2024. 248 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Yousif Capital Management held 11,674 shares of Williams-Sonoma worth $2.72M as of Q2 2026.
  • Yousif Capital Management sold 813 Williams-Sonoma shares in Q2 2026, an estimated $161K.
  • Williams-Sonoma made up 0.03% of Yousif Capital Management's portfolio in Q2 2026, its #542 holding.
  • Yousif Capital Management first reported a position in Williams-Sonoma in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Williams-Sonoma position peaked at $9.58M in Q1 2024.
  • 248 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.