Position in WSM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,245,685
+$261,469 QoQ
Shares Held
5,344
-1.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#449
of 996 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026GREENLEAF TRUST holds $3,759,300 across 7 Specialty Retail names. WSM ranks #1 (33.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSM |
Williams Sonoma Inc
This page
|
5,344 | $1,245,685 | |
| 2 | CASY |
Caseys General Stores Inc
|
1,061 | $843,271 | |
| 3 | TSCO |
Tractor Supply Co /De/
|
14,863 | $469,819 | |
| 4 | FIVE |
Five Below, Inc
|
2,081 | $374,142 | |
| 5 | BBY |
Best Buy Co Inc
|
3,817 | $289,633 | |
| 6 | ULTA |
Ulta Beauty, Inc.
|
642 | $289,528 | |
| 7 | DKS |
Dick's Sporting Goods, Inc.
|
1,090 | $247,222 |
All Filings in WSM
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,245,685 | 5,344 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $984,216 | 5,398 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $953,134 | 5,337 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,046,830 | 5,356 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $882,687 | 5,403 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $950,338 | 6,011 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,111,450 | 6,002 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $977,235 | 6,308 | Shares | Defined | 2024-10-22 | |
| 2024-06-30 | $894,830 | 3,169 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $999,901 | 3,149 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $644,081 | 3,192 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $464,335 | 2,988 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $371,665 | 2,970 | Shares | Defined | 2023-08-09 | |
| 2022-09-30 | $250,431 | 2,125 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $232,551 | 2,096 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $248,530 | 1,714 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $297,668 | 1,760 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $309,263 | 1,744 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $274,119 | 1,717 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $305,536 | 1,705 | Shares | Defined | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||