Position in WSM
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$180,188,349
-$1,016,742 QoQ
Shares Held
988,254
-2.6% QoQ
Ownership
0.839%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026PRINCIPAL FINANCIAL GROUP INC holds $715,969,349 across 18 Specialty Retail names. WSM ranks #2 (25.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASY |
Caseys General Stores Inc
|
252,374 | $183,692,939 | |
| 2 | WSM |
Williams Sonoma Inc
This page
|
988,254 | $180,188,349 | |
| 3 | DKS |
Dick's Sporting Goods, Inc.
|
634,874 | $125,889,164 | |
| 4 | FIVE |
Five Below, Inc
|
139,025 | $31,764,431 | |
| 5 | TSCO |
Tractor Supply Co /De/
|
698,568 | $31,645,130 | |
| 6 | ULTA |
Ulta Beauty, Inc.
|
55,670 | $29,099,265 | |
| 7 | ASO |
Academy Sports & Outdoors, Inc.
|
438,513 | $24,754,058 | |
| 8 | GME |
GameStop Corp.
|
919,960 | $21,195,877 |
All Filings in WSM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $180,188,349 | 988,254 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $181,205,091 | 1,014,643 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $194,944,563 | 997,414 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $125,129,165 | 765,925 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $98,952,101 | 625,883 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $188,723,233 | 1,019,134 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $158,094,154 | 1,020,489 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $78,086,880 | 553,082 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $92,737,175 | 584,116 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $61,900,049 | 613,540 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $51,886,350 | 667,778 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $42,718,477 | 682,731 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $42,581,181 | 700,003 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $29,351,084 | 510,809 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $27,156,527 | 460,866 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $23,387,261 | 421,582 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $19,825,125 | 273,450 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $23,765,301 | 281,030 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $25,389,931 | 286,358 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $23,079,003 | 289,120 | Shares | Defined | 2021-08-10 | |
| 2020-12-31 | $11,929,282 | 234,275 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $10,687,701 | 236,349 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $10,065,415 | 245,468 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $5,193,413 | 244,281 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||