Position in WSM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,217,555
+$2,856,417 QoQ
Shares Held
28,616
+116.4% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026WESTWOOD HOLDINGS GROUP INC holds $96,623,883 across 3 Specialty Retail names. WSM ranks #2 (5.4% of the industry book) .
All Filings in WSM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,217,555 | 28,616 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,361,138 | 13,221 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,213,275 | 11,324 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,068,590 | 12,662 | Shares | Defined | 2025-10-08 | |
| 2025-03-31 | $2,039,331 | 12,899 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $2,423,265 | 13,086 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,027,283 | 13,086 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,846,135 | 6,538 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,337,118 | 4,211 | Shares | Defined | 2024-06-06 | |
| 2020-12-31 | $6,089,420 | 59,794 | Shares | Defined | 2021-04-13 | |
| 2020-09-30 | $8,018,410 | 88,660 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $7,323,246 | 89,297 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $5,432,822 | 127,771 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||