Position in WSM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$89,743
+$71,875 QoQ
Shares Held
385
+292.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#829
of 1,001 holders
Holding Since
Sep 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026GW&K Investment Management, LLC holds $187,079 across 5 Specialty Retail names. WSM ranks #1 (48.0% of the industry book) .
All Filings in WSM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89,743 | 385 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $17,868 | 98 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $15,715 | 88 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $16,417 | 84 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,742 | 78 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $14,703 | 93 | Shares | Sole | 2025-05-05 | |
| 2024-03-31 | $9,525 | 30 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $9,080 | 45 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $8,547 | 55 | Shares | Sole | 2023-11-09 | |
| No filing history on record for this holder in this stock. | ||||||