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Security record · archived quarter

WSM

Williams-Sonoma, Inc. · Consumer Cyclical · Specialty Retail

250.16 -0.4% mkt cap $29.46B quote delayed (FMP) · as of Oct 18 03:59 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
3Tracked holders
0Δ holders
109.48KShares held
$25.33MReported value
+0New positions
−0Exits
n/a How these are computed → Explain this at the Research Desk →

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 3 0 109.48K $25.33M n/a n/a
Q2 2026 156 +6 84.81M $19.78B +9 −2
Q1 2026 152 -5 83.90M $15.29B +3 −9
Q4 2025 156 -2 92.01M $16.40B +1 −2
Q3 2025 21 +2 49.57M $9.69B +2 −1
Q2 2025 17 -3 44.49M $7.27B n/a −3
Q1 2025 17 +5 16.24M $2.57B +5 n/a
Q4 2024 12 -2 13.89M $2.58B +1 −3
Q3 2024 13 -2 6.31M $978.35M n/a −2
Q2 2024 15 n/a 3.49M $984.51M n/a n/a
Holder count
Who holds it · Q3 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Wealth Enhancement Advisory… 93.91K +456.3% $21.72M 0.0% ▲ Add 4 SEC ↗
2 TD Waterhouse Canada Inc. 9.35K -19.2% $2.18M 0.0% ▼ Trim 4 SEC ↗
3 Assenagon Asset Management S.A. 6.22K -51.6% $1.42M 0.0% ▼ Trim 4 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 919 holders, 110.90M shares, $19.89B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Oct 16 Finucane Anne A.

Director · 780 sh · $196,654

Oct 16 Finucane Anne A.

Director · 14 sh · $3,544

Oct 09 Yearout Karalyn

Officer · 522 sh · $124,946

Sep 16 ALBER LAURA

Officer, Director · 7.73K sh · $1.71M

Sep 16 ALBER LAURA

Officer, Director · 11.61K sh · $2.58M

Sep 16 ALBER LAURA

Officer, Director · 2.38K sh · $530,853

Sep 16 Howie Jeffrey

Officer · 585 sh · $127,173

Sep 16 Howie Jeffrey

Officer · 403 sh · $87,902

Sep 16 Howie Jeffrey

Officer · 362 sh · $79,843

Sep 16 Howie Jeffrey

Officer · 420 sh · $93,085

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Aug 07 SC 13G: STATE STREET CORP

View original SEC filing ↗

Jun 02 SC 13G/A: Aristotle Capital Management, LLC

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q3 2026 · Methodology · Get this via the API