Position in WSM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$251,281
+$47,619 QoQ
Shares Held
1,078
-3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#740
of 1,001 holders
Holding Since
Mar 2020
20 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, 2026WHITTIER TRUST CO holds $53,960,259 across 8 Specialty Retail names. WSM ranks #4 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASY |
Caseys General Stores Inc
|
48,057 | $38,195,222 | |
| 2 | MUSA |
Murphy USA Inc.
|
15,814 | $8,521,689 | |
| 3 | TSCO |
Tractor Supply Co /De/
|
212,819 | $6,727,208 | |
| 4 | WSM |
Williams Sonoma Inc
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|
1,078 | $251,281 | |
| 5 | ULTA |
Ulta Beauty, Inc.
|
472 | $212,862 | |
| 6 | BBY |
Best Buy Co Inc
|
460 | $34,904 | |
| 7 | DKS |
Dick's Sporting Goods, Inc.
|
50 | $11,340 | |
| 8 | FIVE |
Five Below, Inc
|
32 | $5,753 |
All Filings in WSM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,281 | 1,078 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $203,662 | 1,117 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $202,699 | 1,135 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $221,835 | 1,135 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $170,068 | 1,041 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $176,755 | 1,118 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $110,552 | 597 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $100,698 | 650 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $121,419 | 430 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $65,093 | 205 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $69,008 | 342 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $73,193 | 471 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $58,690 | 469 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $57,058 | 469 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $35,625 | 310 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $11,785 | 100 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $11,095 | 100 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $14,500 | 100 | Shares | Sole | 2022-04-29 | |
| 2020-06-30 | $123,015 | 1,500 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $153,072 | 3,600 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||