Position in WSM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,900,463
+$593,260 QoQ
Shares Held
12,443
-1.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#319
of 1,001 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026PEAPACK GLADSTONE FINANCIAL CORP holds $3,314,481 across 3 Specialty Retail names. WSM ranks #1 (87.5% of the industry book) .
All Filings in WSM
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,900,463 | 12,443 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,307,203 | 12,654 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,366,853 | 13,253 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,704,637 | 13,838 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,360,859 | 14,451 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,899,870 | 18,342 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,807,671 | 20,562 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,362,848 | 21,707 | Shares | Sole | 2024-11-26 | |
| 2024-06-30 | $3,227,206 | 11,429 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,758,602 | 11,837 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,493,193 | 12,356 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,144,830 | 13,802 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,779,991 | 14,224 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,937,313 | 15,924 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,882,044 | 16,377 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,138,741 | 18,148 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,767,877 | 15,934 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,130,630 | 14,694 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,513,610 | 14,862 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,731,591 | 15,404 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,700,272 | 10,650 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,998,259 | 11,151 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||